The Safe Money Retirement Show

We'll explore how preparing for retirement can be like playing the game "Deal or No Deal." Do you really want to risk it all just to possibly get a better return? What if you're wrong? Is YOUR retirement protected from the risks you don't have to take? Don't you think it's time to ask the right questions and get the correct answers? Join me each week for a FREE e...

We'll discuss the current climate of "fake news" and discuss how that can be harmful to your plans in retirement. We'll also explore how you can know if something is "fake news" or not. Is YOUR retirement protected from the risks you don't have to take? Don't you think it's time to ask the right questions and get the correct answers? Join me each week f...

We'll explore the plot for the blockbuster movie "Cliffhanger" and discuss ways you can avoid having to fear that falling feeling from any market event. Are you protected from the fall? Don't you think it's time to ask the right questions and get the correct answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! www. SafeMoneyReti...

We'll learn who Cliff Young is and why his running style is a great metaphor for a smart retirement plan. Is it possible to have consistent gains with no chances for losses? Should you just follow what has worked in the past or should you look for a better way? Don't you think it's time to ask the right questions and get the correct answers? Join me each week for a FREE education on...

We'll explore exactly what a Safety-First retirement plan is and how it can bring you peace of mind in retirement. We'll also discuss some of the important questions to ask when evaluating your current plan. Don't you think it's time to ask the right questions and get the correct answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! w...

We'll discuss what the purpose is for your money in retirement and how not having a solid purpose in place makes growth or losses pointless. What good is money if it doesn't fulfill a PURPOSE? Tune-in and we'll explore the answer to this and other questions relating to the purpose of money in retirement. Join me each week for a FREE education on how to keep your retirement safe, REA...

We'll explore the options if you want to lose all of your money, some of your money, or none of your money. We'll also discuss how many retirees underlive their retirement because of all the "what-ifs" and how not to live a "what-if" retirement. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! www. SafeMoneyRetirement.com

We'll discuss what the annual reset is in Safe Money Retirement products and how that relates to the sounds of winning in a casino. We'll also discuss the "game" of retirement and how you can play the game in a way that you can't lose because your retirement is way too important to lose. Join me each week for a FREE education on how to keep your retirement safe, REALLY saf...

We'll discuss the differences between having plenty of money in retirement and having true wealth, explore the options your beneficiaries will have after you’re gone, and look inside a case file where a 52 year old small business owner needed to set up a retirement plan for himself. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetiremen...

We'll explore how being sold a product for your retirement can be detrimental to your plan, discuss why someone needs to know where your money is, and look inside a case file where a single lady in her late 60’s needed to develop a plan for her retirement. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

We'll compare a safe-money product to a typical investment product, explore how having a guaranteed monthly income can help you live longer, and look inside a case file where a single lady inherited a sizable amount from her late husband and wanted to protect and grow it. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

We'll explore why the demand for guaranteed income for retirees is surging, learn what the annual election period for Medicare is and how it affects you, and look inside a case file where a recently retired couple wanted to protect what they had saved and have the option to move various amounts to a Roth IRA annually. Join me each week for a FREE education on how to keep your retirement safe,...

We'll explore the investment life cycle and how that affects you in retirement, discuss how a point to point safe money retirement plan works, and look inside a case file where a couple in their 70’s wanted to be able to transfer different amounts to a Roth product every year. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

We'll discuss the different ways you can take an income from a safe money retirement account, ask what obligations life insurance can cover after your passing, and look inside a case file where a retiring teacher wanted to develop a plan to have part of her retirement still grow and another part pay her an income. Join me each week for a FREE education on how to keep your retirement safe, REA...

We'll explore the 4 Main factors to consider with your savings in retirement, discuss my best piece of advice for retirement, and look inside a case file where a young woman received a death benefit from her mom’s passing and was looking to plan for her retirement with it. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

We'll explore why buying a product being pushed on you isn’t the best move when planning for retirement, discuss the 9 questions you should ask aging parents now about their finances, and look inside a case file where a 67 year old retiring pastor needed an income for his family he could rely on. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. Safe...

We'll discuss the #1 way retirees can conquer the fear of running out of money during their retirement, explore how many states allow seniors to take college classes cheap or even free, and look inside a case file where a couple in their mid 70’s wanted to make sure they could both live exactly as they wanted to for the rest of their lives. Join me each week for a FREE education on how to kee...

We'll discuss the importance of information when planning your retirement, explore ways to use insurance products for tax sheltered growth, and look inside a case file where a 64 year old woman wanted to protect what she had saved in her TSP account. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

We'll discuss the story of the fishermen, explore how your income can actually grow in retirement, and look inside a case file where a soon to be 65 year old woman needed to make sure her expensive medications were covered. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

We'll discuss what a 1035 exchange is and how it can transfer your retirement funds from an at-risk account to a safe-money account, explore the differences between the fiduciary standard and the suitability standard, and look inside a case file where a single man in his early 70’s wanted to protect his retirement from market losses but still enjoy gains. Join me each week for a FREE educatio...

We’ll explore how a Certified Financial Fiduciary works for you, the client, not some big company, discuss your rights when it comes to debt collectors, and look inside a case file where a couple in their mid 60’s wanted to remove the risk from their retirement accounts. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

We’ll discuss ways we can still meet safely with the CoVid numbers on the rise again, explore a plan to beat inflation, and look inside a case file where a 78 year old widow wanted to get a guaranteed income for the rest of her life and have an enhanced death benefit for her heirs. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

We’ll discuss the annuity everyone already owns, explore the Social Security COLA increase this year, and look inside a case file where a retiring pastor of many years needed to create a retirement income from his savings. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

We’ll discuss what a Certified Financial Fiduciary® is and why you want to work with one, explore 3 retirement mistakes you might be making right now, and look inside a case file where a small business owner was selling his company and had a sizable amount to plan for. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

We'll discuss the power of having a zero floor, explores what some retirees and squirrels have in common, and looks inside a case file where a 73 year old couple needed to protect their retirement from any losses and guarantee an income neither could outlive. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com