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
Parents want to give their children all the help they can, and if they have the wherewithal to improve their kids’ financial standing, they often do so. One great idea that we’ve used with many of our clients is gifting money to their children to fund a Roth IRA.
Blog
We’re big believers in long-term care insurance (we both own policies), but the premiums can be quite expensive. One relatively recent innovation in the insurance realm is the option of converting a portion of the cash value on a life insurance policy into a long-term care policy.
Blog
If you’ve spent time thinking about your retirement budget, you may have tried to crunch the numbers to estimate the rate of return you’ll need to earn on your savings to get you through retirement.
Blog
When thinking of the hierarchy of estate planning documents, the two that are likely to be on top are wills and trusts. A will is a more basic document that outlines who will receive your assets when you die and may name guardians if you have young children.
Blog
Everyone has their own unique take on financial goals and values. We asked the Roundtable to share their own personal financial mottos that they like to share with their clients.