Podcast
Think
Retirement
Now.
Mastering Money 6/22/23
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 6/12/23
It’s a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow’s terrific nationwide podcast. Having served as an economist in two presidential administrations–Ronald Reagan and Donald Trump–and having been an ‘A-list’ commentator on the two top business stations–CNBC and Fox Business–Larry’s insights are on the money. In each podcast he interviews top thought leaders from the worlds of investments, government, and the private sector. Don’t miss today’s show with Larry and his special guest. MASTERING MONEY is on the air!!
Mastering Money 6/13/23
Strains in the banking industry, following the collapse of three large lenders this spring, help explain why some central bank officials are leaning toward holding interest rates steady at their meeting this week—even though the economy and inflation haven’t slowed as much as they expected. We’ll talk about that next, then zero in on planning strategies for 2023
Daily IQ Retirement Brief 6/13/23
Daily IQ Retirement Brief 6/13/23
Mastering Money 6/6/23
Barron’s round table has taken a hard look at what will be the most dominant investment trends of the next ten years. You’ll want to know what these are. They include medical miracles like weight loss technology, which will come from advances already being made in biotech. The rise of India, and the scarcity of water are also in the picture. We’ll examine those trends in the Market Intel segment…then a surprise guest joins us. A big show lined up for you today, MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 6/15/23
Daily IQ Retirement Brief 6/15/23
Mastering Money 6/7/23
Everyone talks about the VIX when referring to the markets, but do you know exactly what it is? Today in the Market Intel segment, we’ll dig into it, explain exactly what it is– and how it can help you understand market activity. Then Medicare expert Shelley Grandidge joins us. A fact filled show you don’t want to miss…MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 6/7/23
Daily IQ Retirement Brief 6/7/23
Mastering Money 6/8/23
Highly skilled investors know how to make money even in flat markets with a unique and effective method known as writing covered calls. It is a time tested, math based approach to realizing a cash flow the realm of 6% to 10% with lower moderate risk. We’ll review how covered calls work in the Market Intel segment, then provide examples in the Q & A segment. Raise your investment IQ today, MASTERING MONEY is on the air!!
Mastering Money 6/1/23
The S & P 500– on the surface– looks like its having a good year. But because the famous index is not equally weighted, the big tech stocks are skewing the numbers. Fewer than 10 stocks are keeping the S & P 500 from being negative. Those are mostly A.I. driven stock plays. Coming up next, we’ll examine what analysts believe is an underbought, quality stock that we’re going to buy… AND it is NOT an AI stock! Find out why we think it is going places. Then we’ll explore exactly why Next Generation Annuities have risen in popularity for 401k rollovers for the modern retirement. A power packed show you don’t want to miss…MASTERING MONEY is on the air!!!
Who We Are
Disciplined
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
Free Retirement Review
Schedule a Meeting
