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Latest Episodes
Do you have to take your RMD at 72?
January 10, 2021They say that you have to start taking your RMD, or required minimum distributions, once you hit the age of 72. However there are some ways to minimize, or even avoid your RMDs. Find out how in this week’s “They…
Markets at Record Highs
January 10, 2021Stocks this week extended the rally and closed at all time highs as investors continued to bet on more aggressive stimulus following the democratic sweep in Georgia. What else should you be looking for. Find out if the four pillars…
Financial Fitness
January 3, 2021In the return of our annual bootcamp series, learn how to get your financial act together for the start of a new year. What can you do to fine-tune your retirement plan? What traps should you avoid? Find all the…
Should You Set a Certain Number to Save for Retirement?
January 3, 2021They say that you should set an annual goal to save for retirement. It may not be the right way for you to go about saving your money. Find out in this week’s “they say” segment.
Markets Finish the Year in the Green
January 3, 2021Despite the tumultuous year, all major indexes finished positive for the year. The Nasdaq alone finished up 43 percent. As we head into the new year, what major catalysts could shake up the market? Find out in this week’s market…
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