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.

November 10th, 2018

November 10th, 2018

1) Why Did The Dow Go Up 500 Points After Midterms?
2) 18 Risks Faced In Retirement #10: Liquidity Risk
3) Social Security Questions: How Working Affects Benefits
4) A Buy Hold Disaster Story
5) Estate Tip: The QTIP – A Trust For Your Spouse


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November 3rd, 2018

November 3rd, 2018

1) 3 Things That Could Cause A Bear Market
2) 18 Risks Faced In Retirement #19: Interest Rate Risk
3) Social Security Question Answered
4) Buy Hold Myth#4: Diversify And You Are Done
5) Estate Tip: Living Trust


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October 27th, 2018

October 27th, 2018

1) Memories of 2007
2) 18 Important Risks Faced In Retirement #8: Market Risk
3) Social Security Q&A
4) If You Had To, Would You Prefer To Lose 37% @ Age 60 or Age 75
5) Estate Tip: Pay For College Directly & Save Gift Tax


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October 20th, 2018

October 20th, 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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October 13th, 2018

October 13th, 2018

1) Is This 2008 Again?
2) 18 Risks Faced In Retirement #6: Frailty Risk
3) When To Apply For Social Security – Part 1
4) Buy-Hold Myth: You Are A Long-Term Investor
5) Estate Tip: Dynasty Trust


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  • Kiplinger
  • Market Watch
  • USA Today
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