Podcast Episodes

Are You Ready for the Market’s Next Move? | Understanding RMDs | Vegas vs. The Market: Which has Better Odds? | Bill Murray Doesn’t Like Fees

On this episode:

Some say we’re on the verge of a recession, some say otherwise. Is your portfolio ready for whatever the Market does next? What is …

1 year ago

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Is Your Retirement Portfolio Missing This Key Strategy?

Charisse Rivers explains how Roth IRAs can optimize retirement planning with tax-free growth.

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1 year, 1 month ago

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What is Your Retirement MVP?

On this week's episode:

Have the markets hit their low point? Are you moving money or riding this out? Death by 1,000 financial cuts.

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1 year, 1 month ago

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How Do I Plan for Retirement When I Don’t Know How Long I’m Going to Live?

When an advisor says we are going to plan a 30-year retirement, many people will say they’ll never live that long. What if you do?

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1 year, 1 month ago

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How to Keep Calm in Financial Turbulence | Should Gold Be Part of Your Retirement Plan? | Do you have a plan for generating income during market downturns? | Are you ready to tackle retirement taxes?

On this week's episode:

Are you prepared for market ups and downs in your retirement? Gold: A Safe Bet or Risky Gamble? Why You Might Pay More Taxes…

1 year, 1 month ago

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Is It Possible to Live Solely on Dividend Income During Retirement?

Trying to pull all your income from one place is possible, but before you try it, ask yourself THIS question.

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1 year, 1 month ago

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Don’t Accept Cookie Cutter Portfolios From Your Advisor

60/40, 70/30, ect. These are standard allocations for market risk. Sometimes they work, sometimes they don’t. Shouldn’t your portfolio allocation be …

1 year, 1 month ago

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Financial and Emotional Steps to Deal with These Crazy Markets

We know markets go up and down, but when we experience a big market plunge, it always seems to catch us by surprise. How do you shut the gate on your…

1 year, 1 month ago

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How Do You “Shut the Gate” on Your Current Market Losses? | The Fight You May Be Losing in Your Retirement Accounts | What to Do If Your Spouse Shows Signs of Dementia | The Saving Number for Retirement Just Got Bigger. Is It Accurate?

On this week's episode:

Finding calm in crazy markets. The hole in your retirement bucket you need to plug. Protecting against the high cost of long…

1 year, 1 month ago

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Medicare Tutorial with Rob Main

Rob Main helps people of all ages at Rob Main Health and Wellness. That puts him deep into the world of Health coverage and Medicare. Learn what you …

1 year, 1 month ago

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