• How Will a Second Trump Presidency Affect Your Retirement Planning?
    Nov 19 2024

    Lower capital gains, eliminating taxes on Social Security, lower estate taxes, and the deregulation of Wall Street. These are all issues that could affect your retirement. Will the next Trump administration make it happen and how will it affect you?

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    8 mins
  • Will retirement planning change under Donald Trump? | 3 things to do after the death of a loved one | 4 common purchases people regret in retirement | How to get over “The Fear of Spending.”
    Nov 16 2024

    On this week's show:

    • Each new administration has different ideas about taxes.
    • How will a second Trump Presidency affect your retirement planning?
    • Estate Planning and Golden Reserve Partner Tim Stallings joins us to talk about losing a loved one.
    • Time Shares, Boats, RVs, and that trip to Alaska or Hawaii. Which of these will you regret in retirement?

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    1 hr and 1 min
  • Is your retirement plan McBroken?
    Nov 12 2024

    McDonalds has finally fixed the problem with the shake machines by hiring an independent company to fix them. Why is it important to hire an independent financial advisor rather than going to the big box firms?

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    6 mins
  • What if 2025 is a down year in the stock market? | The banks are posting record profits, and you are paying for it | 3 Reasons to have GOOD debt in retirement | Someone you know is not looking forward to the great wealth transfer
    Nov 9 2024

    On this week's episode:

    • Do you have a strategy for the next market pullback? \
    • Your next bank statement may show why banks are having a record year.
    • There is good debt and bad debt. How much should you carry into retirement?
    • If you inherited some money, why would your financial advisor be worried?

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    1 hr
  • The Moment Your Negative Feelings About Retirement Turn Positive
    Nov 5 2024

    When we face an uncertain future, we get nervous. How can we help you turn your retirement worries into retirement confidence?

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    9 mins
  • This has been a record year for Roth conversions. Should you be looking at it? | Suze Orman says $2 million in retirement savings is “Chump Change” | Four ideas for passing down money to your kids and grandkids | The moment your negative feelings about retirement turn positive
    Nov 2 2024

    On this week's show:

    • If most of your money is in a 401(k), here’s a question you should be asking.
    • Suze Orman is at it again, saying you haven’t saved enough. Is she right?
    • Tax-smart ideas of how to pass money down to your family.
    • Many of us are scared about the unknowns of retirement. How can you temper those fears?

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    59 mins
  • Everything You Need to Know About the Trump Tax Laws and If They Expire
    Oct 29 2024

    The Trump Tax Laws are set to sunset at the end of 2025. If he doesn’t win another term as President, it could happen sooner. Either way, what does this mean for you as a tax payer and a person approaching retirement?

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    11 mins
  • How much of your retirement planning should be uniquely you? | A large company is doing a lot to help employees with Estate Planning | The Number One Regret of Retirees | The Future of the Trump Tax Cuts | Investing in Gold: A Risky Proposition
    Oct 26 2024

    On this week's show:

    • Major League Baseball stadiums are all uniquely designed, with different dimensions. How unique should your retirement plan be?
    • Google is stepping up it's estate planning benefits for employees.
    • Many people are delaying their retirement because they think they need more. Is that necessary?
    • The Trump Tax Cuts may come to an end at the end of 2025. What does that mean for your retirement planning?

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    57 mins