Listen close as David unveils smart money secrets that he has learned from some of his most successful clients.

2020 is around the corner and there are several smart money moves that you should consider making before the year is over! Don’t wait until the last second like you do with your Christmas shopping – learn what you should be doing now to make your money work harder by year end…as we share Year End Smart Money Moves To Make Before It’s Too Late!

Don’t go into the next market crash blindfolded! Tune in for the entire show as share “How To Play Defense With Your Retirement Portfolio.”

It’s that time of year when you are forced to withdraw money from your 401(k) and IRA retirement accounts and pay tax on them…that’s right, it’s RMD time. The laws surrounding Required Minimum Distributions are complex and one wrong move can cause you massive penalties and taxes!

On today’s show we’re going to continue helping you avoid some very common financial blunders – this time with your Medicare insurance plan. For instance, did you know that buying the same Medicare Part D plan as your spouse can be an expensive mistake? Did you know that if you make certain financial moves your Medicare premiums can skyrocket? Oh boy oh boy, there’s so many ways to make costly mistakes with your Medicare insurance – the good news is that you don’t have to make them IF you know what to look out for!

On today’s show we’re going to share how to avoid some common and costly mistakes that people make with the most critical part of their retirement: their income plan. That’s right, from not addressing taxes, to withdrawing funds incorrectly, to paying too much in fees…there’s lots of ways to “botch” the best years of your life in retirement and we want to help save you from making these avoidable mistakes! So stay glued for the entire program as we share 4 Mistakes You Must Avoid With Your Retirement Income!