Podcast
Think
Retirement
Now.
Mastering Money 12/7/23
What do Titanic filmmaker James Cameron, Elon Musk, and Google’s Larry Page all have in common? They’re all engaged in figuring out how to mine rare minerals from asteroids in outer space. Several startup companies are receiving funding to do just that. We’ll review a fascinating report on one of those companies in the Market Intel Segment, then I continue with our educational series on Next Generation annuities. A great show for you today, MASTERING MONEY is on the air!!!
Daily iQ Retirement Brief 12/18/23
Daily iQ Retirement Brief 12/18/23
Mastering Money 11/14/23
So, how are things going for Tesla’s competitors in the EV race? Well, believe it or not–not so hot. Today in the Market Intel segment, we’ll review a Bloomberg report on how the maker of the sleek, luxurious LUCID line of EV’s—is bleeding cash. Some investors have lost upwards of 90 percent on Lucid stock! We’ve got the whole story for you, then Fox Business Contributor and radio talk show host Gary Kaltbaum joins us. A timely show for you today–MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 11/23/23
Daily IQ Retirement Brief 11/23/23
Mastering Money 12/5/23
Climate change activists are meeting at a huge convention in Dubai this month to make the case that human beings worldwide need to stop eating meat, very, very soon. Cows pollute more than cars they say. Are you ready to go vegan? A Wall Street Journal report in the Market Intel segment, then we’ll talk about caps, spreads, and participation rates on annuities. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 11/6/23
Daily IQ Retirement Brief 11/6/23
Mastering Money 11/7/23
Remember the Great Resignation during Covid where white collar workers and tech workers were quitting their jobs in droves, leaving employers high and dry? That’s over now. Big companies are suddenly faced with not enough people QUITTING. That’s right, large corporations depend on a certain number of people quitting their jobs but these days, people are staying in droves. We’ll review an intriguing Wall Street Journal report in the Market Intel Segment. Then, we examine financial planning rules for high achievers at work. MASTERING MONEY is on the air!!!
Mastering Money 11/13/23
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 10/13/23
Daily IQ Retirement Brief 10/13/23
Mastering Money 10/27/23
The rule of 55 is an Internal Revenue Service rule that allows workers who are 55 or older to withdraw money from their employer-sponsored retirement accounts penalty free if they leave their jobs. What about taxes, and/ or loans on 401ks? We’ll review it all in the Market Intel Segment, then Shelley Grandidge joins us. Don’t miss it…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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