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Dec 12, 2018

Welcome to Round 4 of our Q & A series! What in world is going on with the markets lately?! Today we are going to discuss this and put this information in perspective. Additionally, we’re going to discuss how to effectively stretch out a spousal IRA. This is our last episode of our 4 part Q & A series. Of course...


Dec 6, 2018

Episode 11: Questions, questions & more questions!

Welcome to Round 3 of our Q & A series! Today we are going to talk about the loans from retirement accounts, and of course, social security!

 

(1:00) Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to...


Nov 28, 2018

Welcome to our Q & A series where we are going to dive into some common questions we receive from listeners.  As you can imagine, we receive all sorts of questions on a variety of topics; relating to both retirement and non-retirement topics.

 

Today we are going to talk about the economy, what’s going on in the...


Nov 20, 2018

Welcome to our Q & A show where the next 4 episodes we are going to dive into some common questions we receive from listeners.  As you can imagine, we receive all sorts of questions on a variety of topics; relating to both retirement and non-retirement topics.

 

So today, along with my co-host Joani Gursky, we are going...


Oct 31, 2018

Welcome to our final episode of this series ‘Mind Over Money’ and why some folks worry so much about their money that never truly have Peace of Mind. With what’s going in the market these days, this is a very timely discussion to have!

 

Last week we did some heavy lifting and we guided you toward a choice that...