Dollars and $ense with Bruce Porter

Are you looking for practical ways to enjoy more travel in retirement—without the stress of overspending or missing out? On this episode, Bruce Porter, CEO of The Resource Center, Inc. in Springfield, MO, dives into why your 60s and 70s can be the best years for adventure, and how good planning gives you the flexibility to make the most of your retirement. We’ll break down what “flexible retiremen...

Guest host Jennifer Kornblum of Jennifer Kornblum Law , LLC speaks with Tom Trtan on Kolr 10's 'Unscripted' about the Educational Estate Planning Basics meeting hosted by The Resource Center. This event is designed for individuals seeking clear, practical advice on all aspects of estate planning. Connect directly with an experienced estate planning attorney and access essential reso...

Retirement planning isn’t just financial—it’s about protecting your spouse, taking care of your family, and making sure the people you love have stability. Join Tom Trtan and Bruce Porter on Unscripted as they discuss, ‘Finding the Courage to Retire.’ This Valentine’s Day, let ‘Finding the Courage to Retire’ become your guide to giving family the greatest gift of all—security and peace of mind. Co...

Think your estate planning is all set? Join Springfield estate and retirement planning expert Bruce Porter as he gives Tom Trtan—a self-proclaimed sandwich-generation procrastinator—a rapid-fire trivia challenge covering the real mistakes and triggers Gen X faces. Topics include: “Do I need a will or a trust?” “Who should be the executor, and what actually do they do?” “How often should you update...

Unlock the power of Roth IRAs in your retirement planning! In this episode, we explore how tax-free growth, flexible withdrawal options, and estate planning benefits make the Roth IRA a standout choice for your financial future. Whether you're beginning your savings journey or nearing retirement, discover practical strategies to maximize your wealth, boost your confidence, and build lasting p...

Continue your exploration of financial planning with Part 2 of our series, "Unlocking Wealth: How Insurance Shapes Your Financial Future." 🌟 This segment emphasizes the vital role of insuring your money in wealth accumulation and protection. Gain insights into strategic use of various insurance products to strengthen and secure your financial portfolio. 🛡️ Perfect for both newcomers and...

Learn how insurance is essential in safeguarding your financial future in this enlightening video! 🌟 We delve into the different types of insurance, their significance in thorough financial planning, and how they protect you and your loved ones from unforeseen events. 🛡️ Whether you're starting with financial planning or enhancing your strategy, this guide provides valuable insights to keep...

Bruce Porter discusses the Election and the effects on your portfolio on this weeks podcast on Kolr10's Ozarks Live.

Financial Expert Bruce Porter offers finance tips with host Will Worsham

Bruce reviews what to do and not do with your tax refund in 2024.  Don't over pay the government, but if you do let's maximize the amt you keep and spend it wisely!

Bruce Porter explains a few important financial planning keywords that should be on your radar.

Investment Advisory products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never secur...

Insurance products are offered through the insurance business The Resource Center Insurance Services, LLC. The Resource Center, Inc. is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by The Resource Center Insurance Services, LLC are n...

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 1728330 3/23

Insurance products are offered through the insurance business The Resource Center Insurance Services, LLC. The Resource Center, Inc. is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by The Resource Center Insurance Services, LLC are n...

Bruce explains the recent changes to the SECURE Act, passed by Congress in Dec 2022.   Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.  1703253 2/23

Bruce Porter discusses his vision for the Resource Center and sound financial thinking.

4 ways to know you're bad with money

Make your financial health a priority this year.  Bruce explains why and how on Ozarks Live with Tom Trtan.

Listen to Bruce Porter explain one of the easiest savings tools that he recommends all the time.  

4 HUGE $$$ MISTAKES YOU DON'T WANT TO MAKE Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies.  #1505449

Life Insurance can be an expense you don't want to pay, let alone think about.  In this video Bruce reviews the Why's and How's of Life Insurance.   01479597

"Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. This video show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be...

Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financi...