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Latest Episodes
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.
Is Your Social Security Taxed?
November 29, 2020They say you don’t have to pay taxes on your social security income, because you already did when you earned it? Is this true? Find out the truth in this week’s “They Say” segment.
Markets November to Remember
November 29, 2020The market finished positive across all indexes for the week. We currently experienced the best November since 1928 for the economy. The Dow crossed 30,000 for the first time in history. Does this mean it may be time to sell?…
Protect Your Information!
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