YOUR MONEY RADIO SHOW
Your money. Your questions.
If you’re looking for the latest stock tip, look elsewhere. Here, you’ll find sound strategies based on financial principles that you can apply to your life. This isn’t about financial jargon and trendy gimmicks, this is about you. So listen, learn, and ask questions of your own. After all, it’s your money.
Dive deeper into topics explored on the show:
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Blog
When it comes to estate planning, the focus is often on married couples. For those who never married, are widowed or are divorced, the importance of estate planning is sometimes overlooked.
Blog
Life’s major milestones—graduations, births, weddings and cross-country moves—all require a certain amount of preparation. Retirement is no different. That’s why it’s important to meet with a financial advisor several years before you retire so you can jump right into the retired life once you’re ready.If you’re thinking about retiring sometime in the next three years, you should consider these three things:
Blog
According to a recent AICPA study, the number one concern for their clients with respect to retirement planning is running out of money. In fact, 30% of their clients listed it as their top concern.
Blog
Roth conversions can be a powerful tool to save on taxes in retirement. Yet, even with that goal in mind, many people don’t pay enough attention to the taxes incurred from the Roth conversion itself. How is a Roth IRA conversion taxed? When converting funds from a Traditional IRA to a Roth, that withdrawal is assessed at your marginal income tax rate.
Blog
Every year, the pollsters at Gallup survey workers to ask them at what age they expect to retire. Back in the mid-90s, nearly half of respondents expected to retire before their 65th birthday, and only 14% expected to retire when they were over 65.
