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.

March 16th, 2019

March 16th, 2019

1) Ethics Above All Else
2) What Not To Do With Your Financial Planner
3) How To Take Spousal Social Security Benefits
4) Did You Advisor Advise You To Get Out In December?
5) Estate Tip: What You Need To Know About Death Certificates


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March 9th, 2019

March 9th, 2019

1) Is It Safe Yet To Go Back In?
2) How To Plan For A Natural Disaster
3) How To File For Spousal Social Security
4) Buy Hold Myth #4: Diversify & You Are Done
5) Estate Tip: How To Disinherit Someone


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March 2nd, 2019

March 2nd, 2019

1) You Pulled Out Too Soon!
2) Is 4% Income Still OK?
3) How To File For Spousal Social Security
4) Buy & Hold Because You Are A Long Term Investor… Wrong
5) Estate Tip: The Dynasty Trust


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