Ready-Aim-Retire

In this episode we discuss what's happening with the market and the economy and what to expect during the 4th quarter.

In this episode we look at where we are at with inflation and interest rates and what's happening with the current economy.

In this episode Rob welcomes special guest Becky Willenbring, the Director of Operations for Gradient Investments, to talk about the conversion from TD Ameritrade to Schwab.

In this show we look at the year so far, from markets to financial news and more.

The official report on the solvency of the major banks in the U.S. was just released. In this episode we talk about why this is important and what the results might mean for you.

In this episode we talk about TD Ameritrade - Schwab merger and what it means for you and your investments.

In this episode we go over where the markets are at, where they may be headed and how it may affect you.

In this episode we talk about the Tilt Portfolio. We explain what it is and how it works.

In this podcast episode, we explore the importance of working with a financial services professional, shedding light on the invaluable role they play in guiding individuals through intricate financial terrain, offering tailored expertise, unbiased recommendations, and empowering individuals to make informed decisions to attain their long-term goals. Tune in as we uncover the advantages of collabor...

In this episode we look at the debt ceiling debate and how it might affect your finances.

Troy McCrady from Gradient Annuity Brokerage joins the show to go over what annuities are and what their benefits can be especially in a volatile market.

In this episode we talk about about looking ahead to help minimize your tax burden.

Join us as we welcome special guest Jay Guerin, the President of Gradient Insurance Brokerage, to talk about insurance and enhanced planning.

In this episode we look at where we finished financially for the first quarter and what it means for the future.

In this week's show we discuss the current inflation situation, where it might be headed, and what to do with your finances.

What happens when the Federal Reserve raises interest rates? How does it affect the banking crisis, the markets and your savings? We talk about all that and more on today's show.

Silicon Valley Bank has failed. What does that mean for you? Join us as we welcome Jeremy Bryan from Gradient Investements, LLC to give us an idea of what this bank failure means for the general public.

In this episode we discuss the difference between wills and trusts and why you need to understand both.

In this episode we are going to talk about enhanced planning. This is the planning you do beyond wealth management. Some of you may refer to it as estate planning or advanced planning. We talk about how to protect your legacy and preserve family harmony.

During this episode, we’re going to breakdown the federal SECURE 2.0 Act, which may have major implications for millions of retirees.

Rob has the president of Gradient Investments, Michael Binger, on the show to go over where the market it, his projections on what it is going to do, and also goes over the inflation numbers that were released and how those may affect the market.

We're back! In this all new episode Rob talks about work, family and financial investments to help prepare you for retirement.

We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.

In this episode Rob talks about the top 3 financial concerns and building a strategy to deal with them.

During this episode, we’re going to illuminate some potentially surprising facts and figures about retirement. And, to make things a little more fun, we’re going to intersperse some fascinating facts about some of our most beloved movies.