Money Tune-Up Show

#114 Caveats To Medicare Planning 22.10.2024 27:11 ↓

Caveats to consider regarding Medicare Planning

#113 Eight Rules Of Retirement Planning III 30.09.2024 27:02 ↓

Part 3 of a three-part series on the eight rules of retirement planning.

#112 Eight Rules Of Retirement Planning II 30.09.2024 28:18 ↓

Part 2 of a three part series on the rules of retirement planning.

#111 Eight Rules Of Retirement Planning I 30.09.2024 28:06 ↓

Part 1 of a three-part series on the eight rules of retirement planning.

#109 The Reverse Mortgage As A Tool For The MIddle Class 19.09.2024 28:53 ↓

How the middle class can utilize the Reverse Mortgage

#108 Use Of The Reverse Mortgage With The Safe Withdrawal Method 19.09.2024 28:48 ↓

This podcast teaches you how to leverage a reverse mortgage with the withdrawal method of retirement income planning

#110 Using The Reverse Mortgage As A Volatility Buffer 19.09.2024 29:11 ↓

How to use a Reverse Mortgage as a Volatility Buffer to increase retirement income.

#107 Credit Rating Agencies 15.08.2024 29:00 ↓

Learn how credit rating agencies play a vital role in evaluating the financial creditworthiness of individual securities, businesss and insurance companies.

#106 Investment Terminology 15.08.2024 28:28 ↓

Learn about various terminology used in and investments and how it is used to evaluate performance.

#105 Move An Asset 15.08.2024 28:55 ↓

Learn how various kinds of assets are transferred without paying tax through IRS code 1031s & 1035s and the movement of retirement account assets.

#104 Medicare Prescription Drugs Part D 12.08.2024 28:07 ↓

Guest Steve Thomas and Dan discuss Part D Prescription drug coverage for Medicare

#103 Why HECM FHA Insurance II 12.08.2024 28:05 ↓

Part II of good reasons to have FHA Insurance on a Reverse Mortgage HECM loan.

#102 Be Careful Why 1 - 800 Buy Term May Be So Cheap II 12.08.2024 28:43 ↓

This is the 2nd episode covering reasons why 1-800 call in term life insurance may be so cheap. Be AWARE

#101 Be Careful Why 1 - 800 Buy Term May Be So Cheap I 07.08.2024 27:53 ↓

Learn about some of the underlying problems with purchasing term life insurance through 1 -800 Buy Term.

#100 Why HECM FHA Insurance I 07.08.2024 28:59 ↓

Learn about the various benefits FHA insurance brings to a HECM Reverse Mortgage.

#99 What I Do 07.08.2024 28:01 ↓

Learn what I do as a financial planner to assist you with your personal or business finances.

#98 The Social Security Trust Fund And U.S. Debt 07.08.2024 28:00 ↓

Learn how the Social Security Trust fund is funded and how it is dependent on the solvency of the U.S. government in general.

#97 Calculating Your Primary Insurance Amount With SS 07.08.2024 28:11 ↓

Learn how your monthly retirement Social Security Check is calculated

Podcast#96 Five Distinguishing Factors Of Investments 24.06.2024 27:43 ↓

Five distinguishing factors that set investments apart from other financial instruments.

Podcast#95 Ways To Use Equity With RM III 24.06.2024 27:53 ↓

Understand the various ways the equity in your home can be utilized with a reverse mortgage.

Podcast#94 Eight Investment Risks 24.06.2024 27:34 ↓

Learn about the eight specific risks an investment can contain

Podcast#93 Beneficiaries II & NonForfeiture Values 19.06.2024 27:31 ↓

Learn more about the use of a beneficiary and what is offered through non-forfeiture values in a life insurance contract.

Podcast#92 Misc. Topics Regarding Medicare 19.06.2024 29:15 ↓

Steve and I cover a variety of topics pertaining to Medicare.

Podcast#91 Beneficiaries 19.06.2024 28:02 ↓

Learn how beneficiaries can be used to pass money to the people you desire.

Podcast#90 Evaluating A Financial Planning Firm From Their Website 19.06.2024 27:06 ↓

Learn how you can study a financial office's website to determine philosophies and their approach to finance.