Keystone Capital Management Group

WOW Me! - Women on Wealth Management Education

Business EN ↓ 61 episodes

Everything you wanted to know about financial planning but were afraid to ask! The all-women team at Keystone Capital Management Group wants to empower you to lay the foundation to your financial success. The best time to start preparing for your retirement is NOW! So . . . What's Your Question? If you don't ask, you'll never know!!Email us at team@keystonegroupaz.com and we'll answer it on an upcoming show..

Author

Keystone Capital Management Group

Category

Business

Latest episode

Aug 8, 2024

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Episodes

Long-Term Care - Myths vs Facts 27.10.2020

More and more people are living longer lives. That's the good news! But the reality is that the longer we live the better the chance of us needing some long term care. There is a lot of information about LTC out and about, but what are myths and what are the facts! In this episode, Pam Prine helps you differentiate between the two.

What's in Your Retirement DNA? 21.10.2020

Just as your physical DNA helps determine your health and wellness your retirement DNA helps determine your wealth and readiness. Listen in as Kim Dyer shares the (5) elements that contribute towards your retirement DNA.

Corona Chaos! Consider this Financial Strategy 02.10.2020

2020 has been a turbulent time in the financial markets. A lot of this has to due with the corona virus pandemic. If you are not sure what to do as far as your investment portfolios is concerned, listen in as Pam Prine shares a financial strategy worth considering.

RMD Distribution 2020 - Should You or Shouldn't You? 19.09.2020

If you are over 70.5 years of age, you are probably used to taking an annual RMD (Required Minimum Distribution) from your IRA. In 2020, you have the "option" of whether you would like to take this distribution or not. Listen in as Kim Dyer of Keystone Capital Management Groups shares her insights to help you decided whether your should or should't take your distribution this year.

Things No One Tells You About Retirement 30.08.2020

When you think about retirement, most of us wonder "Can we afford to retire?". But there are many other things you should consider before making that important decision. Pam Prine of Keystone Capital Management Group shares the top 10 other things that you should know!

A Financial Strategy to Lay the Foundation to Your Financial Success 15.08.2020

At Keystone Capital we talk a lot about laying the foundation to your financial success. But, what exactly does that mean? Listen in as co-owner and Financial Advisor, Kim Dyer, lays out an easy to follow financial strategy to set you up for a successful retirement.

Opportunities in a Down Market 12.08.2020

Let's face it, 2020 has been a topsy turvy year and we are only half-way through! Instead of panicking and selling off everything you own, let's take a look at what opportunities there are in a down market.

It's Never Too Late to Save for Retirement 29.07.2020

 Worried that you're getting closer to retirement and don't have enough saved up to continue living your current lifestyle? Find out why it is never too late to start saving for retirement and some of the best ways to "catch up" and get on track to retire in style.

How to Effectively Communicate with Your Financial Advisor 08.07.2020

Normally, we think of how the Financial Advisor communicates with the client but today Pam Prine, Financial Advisor at Keystone  will be discussing how you, as a client, can effectively communicate with your financial advisor.

What is an Annuity and How Does this Affect My Portfolio? 28.06.2020

Listen in to this month's #WowMeWomen video podcast as Kim Dyer, Financial Planner, shares "What is an Annuity and How Does it Affect My Retirement Portfolio?"

Pull Backs, Corrections and Bear Markets 21.05.2020

The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe "this time it's different." When the market drops, some investors lose perspective that downtrends – and uptrends – are part of the investing cycle. When stock prices break lower, it'...

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