Podcast
Think
Retirement
Now.
Mastering Money 7/26/23
The public perception is that the digital cloud powering Microsoft, Facebook, Twitter,Google, Etc—is just that—a cloud that does not use physical resources. Wrong. The Cloud is now using massive amounts of water to cool storage facilities 24/7/365 globally—and drought affected countries like Spain have had enough. A very timely report in the Market Intel segment today, then Shelley Grandidge joins us…MASTERING MONEY is on the air!!!
Mastering Money 8/3/23
While many pundits are predicting a recession in the fall of 2023, many other very legitimate analysts believe we have already had one, and are now coming out of it. We’ll examine the evidence from a Bloomberg report in the Market Intel segment, then reveal how you can retire– STAY retired– and NEVER have to worry about a market crash as long as you live. A timely show you don’t want to miss, MASTERING MONEY is on the air!!!
Mastering Money 7/31/23
Bidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election–a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with commentary from Steve in segments 1 and 4. This is a great podcast you don’t want to miss…MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 8/1/23
Daily IQ Retirement Brief 8/1/23
Daily IQ Retirement Brief 8/16/23
Daily IQ Retirement Brief 8/16/23
Daily IQ Retirement Brief 8/18/23
Daily IQ Retirement Brief 8/18/23
Mastering Money 6/28/23
You’ve heard the term “WIDE MOAT” being used in the investment world. Most of us would rather own stocks that have a wide moat, given the choice. More fortunes have been built from owning quality stocks over time, than trying to time the market with stocks that go up and down like a roller coaster. So, what Is a Wide Moat –and how can you determine if a company has one before you buy its stock? We’ll review that Market Intel Segment, then talk to Shelley Grandidge about health insurance and Medicare…don’t miss it…MASTERING MONEY is on the air!!!
Mastering Money 6/30/23
There are approximately 17,500 companies in the United States, employing over 80 million people. About 6,000 of those companies trade on the various U.S. stock exchanges. The Standard & Poor’s 500 Index, known simply as the S&P 500, is a market-capitalization-weighted index of 505 of the largest, large-cap U.S. stocks. Why 505 not, 500 stocks? We’ll explore that question and more as we shed light on an index that went down nearly 20% in 2022, and which ten stocks did the most damage. Then health insurance and medicare expert Shelley Grandidge joins us. An info-packed show you don’t want to miss, MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 6/30/23
Daily IQ Retirement Brief 6/30/23
Daily IQ Retirement Brief 6/28/23
Daily IQ Retirement Brief 6/28/23
Who We Are
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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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