Subscribe Free Anywhere
Latest Episodes
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…
Should you Convert your IRA to a Roth IRA?
December 6, 2020Should you convert your IRA to a Roth IRA because of the low tax rates? There are some red flags you should look out for before you make decision. Find out the truth in this week’s “They Say” segment.
Markets Continue to Rise
December 6, 2020All indexes finished the week in the green. With another stimulus driving optimism what important facets of the economy should you be focusing on? Find out all the answers in this week’s market recap.
Social Security 101
November 29, 2020Social security is a very complicated aspect of your retirement. Did you know that there are over 1300 ways to claim it? Find out what you need to know to maximize your benefit in this episode of Protect Your Assets.



Saturdays 8–9 AM (Live)
KNBR 104.5 FM or 680 AM
Sundays 7–8 PM
& Mondays 6–7 PM (Replays)
KSFO 830 AM
Tuesdays 7–8 PM
KABC 790 AM
Protect Your Information!
Listen to this six-minute “minicast” for tips to help protect your personal information and financial data:
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a workshop.