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Retirement
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Mastering Money 1/11/23
An annuity is a retirement account with “airbags” and a seat belt. Buyers invest a sum of money in a particular annuity, and in exchange, they’re guaranteed a steady monthly check for a set number of years, or for life, their choice. On an increasing basis, annuities are being used by retiring professionals to take the risk out of their nest eggs. In years past, pensions were common. Today, it is more common NOT to have a pension. The satisfaction rate on annuities is actually far higher than mutual funds. So why do low-information newspaper and internet journalists knock annuities? Because they are LOW on information! Today, we’ll fix that and we hope some uninformed journalists are listening in. Then Medicare and Health insurance expert Shelley Grandidge joins us for the Q & A. You don’t want to miss today’s show…MASTERING MONEY IS ON THE AIR!!
Daily IQ Retirement Brief 1/16/23
Daily IQ Retirement Brief 1/16/23
Mastering Money 1/13/23
With politicians in Washington bent on adding to the national debt without mercy, more people want to do Roth conversions. The idea of being tax free for life has quite a ring to it! As appealing as ROTH conversions sound, pain is involved so you need to be ready for it. On top of that, they don’t always make sense– according to many CPAs– especially the closer you get to age 70 and above. That said, a Roth IRA can be a powerful tax planning tool. And, while tax rates are low courtesy of the Trump administration’s The Tax Cut and Jobs Act this may be your last best chance to get serious about converting. Today, we’ll review the conversion strategy known as “filling the middle brackets”, and another known as “Back-Door Roth” strategy. Then Medicare expert Shelley Grandidge joins us for the Q & A. A fact-filled show for you today that you surely don’t want to miss…… MASTERING MONEY is on the air!!!
Mastering Money 12/26/22
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 12/23/22
Daily IQ Retirement Brief 12/23/22
Mastering Money 12/28/22
The explosion of products and services that have become available in the financial marketplace today are enough to bewilder Einstein! Professor Einstein always said the U.S. tax code was more complex than nuclear fission in his mind, but, rest his soul, he passed away before trying to figure out how a VARIABLE ANNUITY works! Variable annuities work fine when markets are rising, but get ugly when markets decline. Today, learn the in’s and out’s of variable annuities from a true expert in the field, then Medicare and Health Insurance expert Shelley Grandidge joins us for the Q&A. You don’t want to miss TODAY’s show…MASTERING MONEY is on the air!!
Mastering Money 1/2/23
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 12/9/22
There is a huge difference between the way amateur dividend investors and professional dividend investors select stocks. Amateurs look for the highest dividend they can find. Professionals know that to be a serious money trap. One specialized area of dividend investing is known as Dividend GROWTH investing, where you select only stocks that GROW their dividends every year, resulting in a much higher dividend yield on cost over time. Steve will explain that in detail. Then health insurance and Medicare expert Shelley Grandidge joins us for the Q & A. You don’t want to miss today’s show…MASTERING MONEY is on the air!
Mastering Money 1/3/23
Imagine walking out to your mailbox every few months and finding five thousand or ten thousand dollars worth of checks sitting there waiting for you. Every ninety days, the same checks arrive and then every year the checks get bigger–you get a raise every year! And you get those checks for doing absolutely nothing, except owning the right investments. Some investors like to speculate on higher prices in the future for their stocks or real estate. Other investors don’t mind higher prices, but they’re in it for the steady growing cash flow–money in the mailbox. Rental properties and dividends stocks have created immense wealth in this country and today we will review exactly how you can put the plan to work for you, and build retirement wealth, the SMART way. MASTERING MONEY is on the air!!!
Mastering Money 12/23/22
Strenuous, stressful work can wear people down and damage their health. In that case, RETIRING can relax and reinvigorate their lives. They finally have time to follow their passions and pursue activities that enrich their lives. But for others, the risks of retirement can involve bad health and even early death, says the Wall Street Journal. Although you might think that retiring would give a person more time to go to the gym, watch their diets, take longer walks, and work on their physical fitness, the opposite often occurs. Many retirees become sedentary and watch too much TV. They eat too much. They drink too much. They smoke too much. And, sometimes, they die too soon. Researchers find that without the purpose of fulfilling work, many retirees can feel adrift and become depressed. We’ll review the Journal’s statistics on retirement that may SHOCK you! Then health insurance expert Shelley Grandidge joins us for the Q & A. Don’t miss it…MASTERING MONEY is on the air!!
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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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