Podcast
Think
Retirement
Now.
Mastering Money 12/1/23
Are you paying a penalty for Medicare because you made too much money 2 years ago? Well, you may be due a refund, says the Wall Street Journal. The Medicare surcharge known as “IRMAA” can be a pain, but there are little-known workarounds: And many are winning on appeal, making the surcharge go away. We’ll have the details for you in the Market Intel Segment, next, then health insurance expert Shelley Grandidge joins us to talk about Medicare…MASTERING MONEY is on the air!!
Mastering Money 10/17/23
One day, we could wake up and the electrical grid across wide swaths of the U.S. could be shut down. Cell phone service, out. Solar storms have been happening since the beginning of time. The last big one occurred in 1859. The next big one could happen in the middle of 2024, scientists say. We’ve got the Wall Street Journal report on that in the Market Intel segment, and then I’ll review a scientific approach to growing your money and better understanding market cycles. A great one for you today, MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 10/19/23
Daily IQ Retirement Brief 10/19/23
Daily IQ Retirement Brief 10/20/23
Daily IQ Retirement Brief 10/20/23
Mastering Money 10/24/23
CYBERSECURITY is no longer a nice option to have, it is a necessity. The cybersecurity industry is expanding and growing—it will be a trillion dollar industry before long. Just ten years ago, cybersecurity was born–today it has proliferated yet the biggest expansion lies ahead. In the Market Intel segment, we’ll talk about top ranked cybersecurity investments. Then we’ll delve deep into the problem with the four percent withdrawal rule and why so many four percent withdrawal plans fail…A fact filled show you don’t want to miss, MASTERING MONEY is on the air!!
Mastering Money 10/25/23
The 60-40 stock bond strategy for retirement has had several terrible years. It is like the 4 % withdrawal rule—it can work in a perfect world, but we are no longer in a perfect world…have you noticed? The 60-40 portfolio just had its worst year in history reports the Wall Street Journal. We’ll review the important points of that report in the Market Intel segment, then Shelley Grandidge joins us…MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 10/27/23
Daily IQ Retirement Brief 10/27/23
Mastering Money 11/2/23
Is the AirBnB business model beginning to run out of MoJo? Splurging on Covid revenge travel seems to be slowing. Meanwhile, AirBNB is running into regulatory hassles in major cities and tourist destinations. We review a fascinating Wall Street Journal report in the Market Intel Segment, and then Steve demonstrates how these high interest rates are making bucket planning even more effective and efficient. A fact filled show you don’t want to miss…MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 11/2/23
Daily IQ Retirement Brief 11/2/23
Mastering Money 9/29/23
The notion that electric vehicles are “zero-emission” is rooted in a deceptive narrative that ignores all pollutants which don’t come out of a tailpipe according to JustFacts.com researchers. In fact, the complete lifecycle of an EV likely pollutes far more than most gas powered cars, according to hard evidence, which we review in the Market Intel Segment. Then Shelley Grandidge joins us to discuss Medicare and Small Business health insurance plans. A very timely show you don’t want to miss, MASTERING MONEY is on the air!!!
Who We Are
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What We Do
Guide & Coach
How We Work
Our Mission
Keeping Your Retirement Goals Front and Center
As we begin the planning process, your retirement goals remain our top priority. Clearly defining the kind of retirement you envision allows us to strategically align each asset with a specific purpose and timeline—ensuring your money works for you, when you need it.
At this stage, most of our clients have important questions, such as:
- Social Security: When is the best time to start collecting?
- Required Minimum Distributions (RMDs): How will they impact your taxes and income?
- Current Portfolio Review: What’s working, what’s not, and what adjustments make sense?
- Retirement Security: How protected are you from market volatility?
- Mutual Fund Concerns: Are they too risky for your retirement goals?
- Risk Reduction & Income Growth: How can you create more stability?
- Tax Strategies: How can you minimize your tax burden in retirement?
- IRA Rollovers & Roth Conversions: Are they the right move for you?
- Investments & Annuities: What role should they play in your financial plan?
- “Are annuities really safe?” (Hint: It depends on the type of annuity and how it’s structured.)
If you have additional questions, we’re here to answer them all—ensuring you feel confident and in control of your retirement future.
Getting Started
Step #1
Schedule
Schedule Your Free Retirement Review with an experienced advisor who focuses on retirement.
Step #2
Review
We evaluate your current situation and identify key action points — starting to develop your strategy.
Step #3
Plan
Once we arrive at the retirement strategy that is best suited for you, we go to work to make it reality
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