RADIO SHOW

These podcasts are designed for people over the age of 50 looking for financial information. Check out the podcasts below and, if you like what you hear, subscribe to our podcast on iTunes.

August 18th, 2018

August 18th, 2018

1) The Straw That Breaks The Camel’s Back
2) Getting Ready To Retire Checklist
3) When Do You Qualify For Social Security Benefits
4) If You Had A Job That Paid $150K…
5) Estate Tip: QPRT Trust For Your House


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August 11th, 2018

August 11th, 2018

1) What Happens When Interest Rates Go Up
2) Take Only As Much Risk As Necessary
3) Qualifying For Retirement Benefits
4) Buy-Hold Myth #5: You Won’t Make Any $ If You Sell & Sit In Cash
5) Estate Tip: The QTIP Trust


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August 4th, 2018

August 4th, 2018

1) Trade War Could Break Out Before It Is Over
2) What To Think About When Buying Long-Term Care Insurance
3) Social Security Benefit Increases
4) How Would A 25% to 50% Loss That Takes 7 Years To Recover Affect Your Retirement?
5) Estate Tip: The Family Limited Partnership


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July 28th, 2018

July 28th, 2018

1) Economy Grew @ 4.1%. What Does This Mean?
2) Buy Hold Myth #2: Don’t Miss The 20 Best Trading Days
3) Understanding Your Social Security Statement
4) Retirement Planning Should Include Cashflow
5) Estate Tip: What To Do With IRA Beneficiary Designation


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July 21st, 2018

July 21st, 2018

1) Vision 100: Our Core Values
2) You Are The Most Important Person In The World
3) Our Noble Obligation
4) How To Grow With Confidence
5) Estate Tip: A Trust For Your Spouse


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  • USA Today
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