The Retirement Money Matters Radio Show

There is a word that starts with the letter ‘I’ and that describes a key element in retirement planning very well that also starts with the letter ‘I’.  Unfortunately, most people don’t factor in or consider this key element when it comes to their retirement planning.  The first word is ‘invisible’ and the second word is ‘inflation’.

There is a word that starts with the letter ‘I’ and that describes a key element in retirement planning very well that also starts with the letter ‘I’.  Unfortunately, most people don’t factor in or consider this key element when it comes to their retirement planning.  The first word is ‘invisible’ and the second word is ‘inflation’.

Do you think your retirement plan is solid? Unfortunately, the best laid retirement plans can run into trouble in retirement. Find out if your retirement plan is at risk to many common threats right now.

Millions of people are moving money into tax free Roth IRAS in anticipation of higher taxes in the future, and to get as tax efficient as possible. Should you do this as well? Find out right no

It is time for our question and answer show for May, and we have many great questions to answer this month--including one on inheriting an IRA, another on how to protect yourself from identity and credit card theft, and another on how to read and understand a 401K statement. Find out the answer to these questions and many more on the Retirement Money Matters Show, which airs this Sunday morning at...

Let me ask you a question. When it comes to investing, are you more about trying to maximize returns to look really good or are you more concerned about being successful? Find out the answer to that question right now.  

It is one of the most special weekends of the year. It is Mother's Day. So, to honor mothers and women everywhere, we are devoting this show to many challenges women and mother's face when it comes to financial and retirement planning. Find out the solutions right now.  

Most people's retirement plans hold an asset that is a ticking tax bomb. What can you do about this and how can you diffuse it? Find out right now  

It's time for our question and answer show for April, and we have many great questions to answer this month. Find out the answer to these questions, right now. 

 How do your assets and money get passed on to your heirs? Most people think they go through a will and or trust. Now. While that may be true for some assets, the majority of assets and money most people have are passed on through beneficiary designations. And unfortunately, many people don't realize this and make some critical mistakes when it comes to naming beneficiaries on their assets. Are yo...

Many companies across America are reducing their workforce to save money by offering early buyout opportunities or voluntary retirement. If you are offered one of these packages, how do you determine whether you should take it? Find out right now.  

Many people think they have thought of everything when it comes to their retirement and estate plan. Unfortunately, that is not the case in most circumstances. Find out why right now.  

Basketball tournament time is back and the theme for this time of the year is to survive and advance. But let me ask you a question. Is your retirement plan set up to survive in advance? Find out right now.  

It is time for our question and answer show for March and we have many great questions that have been submitted this month. Find out the answer these questions right now.  

  The IRA is one of the main staples of retirement planning.  In fact, millions of people use IRAS to save for and provide an income in their retirement years. However, many people are not getting as much out of these plans as possible because they don't know as much as they should about IRAS. Find out what you need to know about IRAS right now. 

It is tax season and millions of Americans are working on completing their 2024 federal tax returns. What moves? You still make to save tax dollars and or become more tax efficient for last year. Find out right now.  

It's time for the question and answer show. find out the answers to your questions right now.

Towards the beginning of each year, many people think about retirement.  So, Are you ready or able to retire? Well, there are many factors to consider in evaluating that decision. Find out what these critical factors are right now. 

Many areas of the economy continue to struggle, causing many companies and businesses to cut back and reduce them. So, what should you do to prepare for a potential layoff or early retirement to minimize the effects on your retirement plan? 

Today's financial world is changing quickly and dramatically, but are the key strategic moves you may very well need to make to protect and maximize your retirement plan.