Your Money Radio Show

Financial wellness balances the desire for financial security and freedom of choice, looking at both through the lenses of the present and the future.

Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you con...

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal.

Today’s topic is Women’s Values and Wealth, how personal values can play an important role in women’s financial plans, and how to incorporate your values holistically into your investments.

At WEG, our advisors focus so much effort on helping clients set goals - Goals are a foundational pillar to financial planning — all decisions about investments, asset allocation, and income planning flow from goal-setting - Goal achievement begins with self-awareness and should be an expression of what you value

Retirement planning is crucial for everyone, but it introduces particular challenges for women. With longer life expectancies, as well as reduced earning potential due to the gender pay gap and other factors, women face a unique set of obstacles in preparing for retirement compared to men. Special guest - Jackie Ampe : Jackie is a Senior Vice President and Financial Advisor at Wealth Enhancement G...

No financial plan is complete without an estate plan because you need to plan ahead for how your assets are distributed after you’re gone.

Today, we are going to talk about how people in non-traditional careers should be planning more for their retirement. What do we mean by non-traditional jobs? Those who don’t have a typical nine-to-five office, service, or factory jobs. Non-traditional workers may be self-employed, working in the gig economy (e.g., Uber/Lyft drivers), consulting, or freelancing. Dog Vacay – dog walking Task Rabbit...

Ryan is a Senior Vice President and Financial Advisor at Wealth Enhancement Group He helps lead the Tax Strategies group for Wealth Enhancement Group’s Roundtable™ and has an extensive tax and retirement income planning background. Longstanding member of the Ed Slott Master Elite IRA Advisor Group, a leading national group, one of the nation’s leading organizations dedicated to advancing retiremen...

Money and relationships can get complicated if you don’t talk about it.

There are lots of things investors won’t be able to control in 2024 — inflation, market direction, and interest rates, among others. But if you get organized now, you can make some tax-smart moves (and avoid a few mistakes).

Good retirement income planning has to go beyond simply joining your company-sponsored retirement plan or opening an IRA at your local bank.