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Daily IQ Retirement Brief 4/20/23
Daily IQ Retirement Brief 4/20/23
Mastering Money 4/13/23
So, the Inflation Reduction Act, better known as the Inflation CREATION Act, was jammed down our throats on the premise that it would actually reduce deficits. Gee, what do you know? It’s already turning out not to be true—the cost of providing tax credits for green vehicles turns out to be a few hundred billion off, more details next plus a whole lot more…MASTERING MONEY is on the air!!!
Mastering Money 4/14/23
So, ..what factors drive return-on-investment in the stock market? We know that the stock market is all about supply and demand, but researchers have isolated multiple factors that, when properly employed, show evidence of increasing investment returns over time. Isolating and separating those factors may put an investor in the position of outperforming benchmarks like the S & P over time—or matching benchmarks with less risk—which is just as important. Global markets are made up of dozens of asset classes and millions of individual securities…making it challenging to understand what really matters for your portfolio. Today, we’ll review in detail what really matters and why you need an asset allocation model built for a new financial environment. Then Medicare specialist Shelley Grandidge joins us. A big show you don’t want to miss…MASTERING MONEY is on the air!!
Mastering Money 4/17/23
Today on Mastering Money…It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. “MOTLEY FOOL MONEY” is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we’ll update breaking financial news and get a read on all the indexes, THEN, we’ll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON’T want to miss! — A jam-packed show –and we’re READY TO ROLL ! … MASTERING MONEY IS ON THE AIR!!!
Mastering Money 4/18/23
So which are safer, banks or life insurance companies? Fact: More than 13,000 banks have failed since 1929, but no life insurance company we recommend has lost a penny in a hundred years. We’ll explain why in detail today– and exactly why Silicon Valley and Signature banks failed so FAST. It’s called the Mark To Market accounting rule. Learn more, stay tuned MASTERING MONEY is on the air!!!
Mastering Money 4/6/23
There have never been more bearish bets on the stock market than right now. Is that a bad signal or a good signal if you are an investor? Statistics show that investors who buy IN when others are betting against the market, tend to fare pretty well. We’ll review a report on that in the Market Intel segment, then talk about the most deadly sin investors commit in the stock market…and how to avoid it. A show you don’t want to miss….MASTERING MONEY is on the air!!!
Mastering Money 4/5/23
When a bull market is raging, theories abound by advisors on how you can retire by withdrawing four or five percent of your constantly and “permanently growing” nest egg. The theory works…until it doesn’t. 5 percent of a million is $50,000 dollars, but if the million gets cut in half, you’re suddenly taking TEN percent, unsustainable. Today, learn how YOU can get a lifetime guaranteed income rate of 5 to 11 percent, that never quits, EVEN if and when the market falls by FIFTY PERCENT. Mastering Money is on the air!
Daily IQ Retirement Brief 4/12/23
Daily IQ Retirement Brief 4/12/23
Daily IQ Retirement Brief 4/7/23
Daily IQ Retirement Brief 4/7/23
Daily IQ Retirement Brief 3/31/23
Daily IQ Retirement Brief 3/31/23
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
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