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Retirement
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Mastering Money 2/20/23
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 2/21/23
The world has a plastic problem. U.S. households dispose of more than 35 million tons of plastic each year. Recycling? Its barely advanced. Even with millions of Americans dutifully rinsing containers and filling blue bins, just 5% of plastic is recycled, according to estimates from the U.S. Department of Energy. Almost all is landfilled, incinerated, exported, or washed to sea. From beverage bottles to peanut butter jars and salad domes, to milk jugs, shampoo bottles, and detergent bottles, the amount of plastic is building up to a point that it will become more unsustainable than any global warming threat. Some details in the market intel segment, then some wisdom on low BETA investing. A truly informative show–MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 2/22/23
Daily IQ Retirement Brief 2/22/23
Daily IQ Retirement Brief 2/21/23
Daily IQ Retirement Brief 2/21/23
Daily IQ Retirement Brief 2/9/23
Daily IQ Retirement Brief 2/9/23
Mastering Money 2/22/23
The threat of robots taking over a big chunk of American jobs is alive and well. In fact, metal fabrication and automobile manufacturing are key areas where it’s already begun. We’ll review another industry where its happening today –reported on by Bloomberg– that may surprise you. Quite interesting. Then Medicare and Health Insurance expert Shelley Grandidge joins us. A power packed show today—MASTERING MONEY is on the air!!!
Mastering Money 2/23/23
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 promises are all based on past performance. The theory works…until it doesn’t. Here’s why: five percent of a million is $50,000 dollars, but if the million gets cut in half, you’re suddenly taking TEN percent to get the same $50,000– unsustainable. Today, learn how YOU can get a lifetime guaranteed income rate of from 5 to 11 percent, depending on age and deferral with your heirs protected! Never take a principal or income loss– EVEN if the market falls by FIFTY PERCENT. Don’t miss it…Mastering Money is on the air!
Mastering Money 2/15/23
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 2/6/23
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 2/16/23
Daily IQ Retirement Brief 2/16/23
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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