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Latest Episodes
Markets Move Higher
December 20, 2020Stocks moved higher this week as the Fed and Congress seemed to get their act together. How long will the Fed continue to provide fiscal support to the economy? How will the covid vaccine shape the markets in the future?…
Four Questions to Answer Before you Retire
December 13, 2020There are four key questions you need to answer before you retire. Do you have enough money to retire? Do you have an estate plan in order to be tax efficient in passing assets to family? Find out what you…
Sequence of Returns
December 13, 2020Some financial firms say you can withdraw a certain percentage from your retirement accounts without worry. However this can lead to some serious problems for your income in retirement. Find out the truth in this week’s “They Say” segment.
Markets Chop Modestly Lower
December 13, 2020The market finished negative for the week, albeit a small amount. With the news of the vaccine for covid being shipped out, what should you be looking for? Find out all the information you need to know in this week’s…
Roth Conversion 101
December 6, 2020Many people think that converting your IRA to a Roth IRA is a no-brainer because of low tax-rates. However there are some key factors to weigh into your decision before you act. Find out 5 reasons why you may not…
Protect Your Information!
Listen to this six-minute “minicast” for tips to help protect your personal information and financial data:
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