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.

May 19th, 2018

May 19th, 2018

1) 2020 Foresight: The Next Market Crash
2) How Much Can You Draw From Your Investments During Retirement?
3) How Does The Social Security Claw Back If You Work?
4) Bear Markets Steal The Most Precious Thing You Have And It’s Not $
5) Estate Tip: Living Trust


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May 12th, 2018

May 12th, 2018

1) Flattening Yield Curve Part 1: Why?
2) Flattening Yield Curve Part 2: The Flood
3) The Magic Number
4) Buy Hold Myth #1: The Market Always Comes Back
5) Estate Tip: Love Units


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May 5th, 2018

May 5th, 2018

1) Buy On Rumor, Sell On Fact
2) China: Business Partner Or Existential Threat?
3) How To Determine How Much Risk To Take
4) $233 Trillion In Global Debt!
5) Estate Tip: What Is The Most Important Inheritance You Can Leave?


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April 28th, 2018

April 28th, 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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April 21st, 2018

April 21st, 2018

1) Steel Tariffs, China, NAFTA, North Korea
2) Calculating Your Magic Number
3) Don’t Wait Past 70 To Start Social Security
4) Why Having A Sell Strategy Could Help You Grow Faster
5) Estate Tip: A/B Trust Wills


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  • Forbs
  • Fox Business
  • Kiplinger
  • Market Watch
  • USA Today
  • US news
  • The wall street journal

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