Podcast
Think
Retirement
Now.
Mastering Money 4/3/23
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 3/23/23
Albert Einstein said that “we can never solve our problems with the same thinking that caused them.” How true, especially when it comes to your money– and planning your retirement! Today on Mastering Money, we talk about how to re-wire your thought process and come out a winner for the long run. Don’t miss it, MASTERING MONEY is on the air!!
Mastering Money 4/4/23
One of the most talked about financial rules for retirement is the so-called 4 percent rule. Today, I will expose the many problems with the 4% rule in the Q & A section. Coming up next, we’ll touch on the term known as backwardation in the oil industry and how it could keep prices higher for a while. In the final segment, we’ll sum up with the most important factors to help you build a plan designed to make your retirement a success. Don’t miss it–MASTERING MONEY is on the air!!!
Mastering Money 3/24/23
In today’s crazy world smart money seeks safety, quality, liquidity, income, and opportunity in that order. We’ll stay with that theme today and reveal what George Soros and Warren Buffett are buying, as well as an emerging opportunity in the Market Intel Segment. Then health insurance and Medicare expert Shelley Grandidge joins us. Don’t miss today’s show, MASTERING MONEY is on! the air!!
Mastering Money 3/27/23
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!!!
Daily IQ Retirement Brief 3/29/23
Daily IQ Retirement Brief 3/29/23
Mastering Money 3/30/23
Would you like to retire on a safe, secure six figure income for life , guaranteed? Many people think they need $2 million dollars to retire, but we can get it done for half of that or less. Many people also think they will spend less in retirement than pre-retirement. Studies from Duke University state otherwise. We’ll talk about putting more money in your pocket on a regular basis oday—MASTERING MONEY is on the air!!!
Mastering Money 3/21/23
We no longer live in the age of factual detail, we live in the age of the NARRATIVE. Whether it’s politics or the investment world, the stories you’re willing to believe—rather than the facts you should follow—can get you in trouble. We’ll explain how to avoid that, with an investment strategy built to take on the future. We’ll also review why “lithium may be the new oil”, according to Barron’s. A show you don’t want to miss, MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 3/21/23
Daily IQ Retirement Brief 3/21/23
Daily IQ Retirement Brief 3/24/23
Daily IQ Retirement Brief 3/24/23
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
Free Retirement Review
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