The recent dramatic stock market decline is definitely unsettling for investors. Is it time to get out of the market? It is time to start buying? In this show we talk about corrections and bear markets along with the recovery times. Listen in if you want an idea on how to handle the emotions that come along with these drastic market moves.

In this show we discuss some recent company failures, loss of pensions, and what employees should do if they are afraid of losing their retirement benefits.

Do I really need any of these documents? What's the bare minimum I can get away with?

Do I need a Will if I have a Trust?

Do I need to update my Will if I move to Florida?

In this show we cover the basics on wills, trusts and estate planning in Florida. Local estate planning attorney, Debbie Faulkner, joins the conversation and fields a bunch of common questions that need answering.

Have you ever been given a hot stock tip? Do you want one? In this show we talk about how to handle a hot stock tip, especially if you are close to retirement. As an extra bonus, Dan will lead off the show with his latest hot stock tip for the listeners.

The traditional retirement income plan is often called a three-legged stool. This is a combination of Social Security, Pensions, and savings. In this show we discuss why the three-legged stool is almost dead and what you can do to revive it.

With the passage of the SECURE Act and the changes to IRA rules, discussion on Roth conversions is heating up. In this show we will talk about why Roth conversions are a hot topic now and also why they do NOT make sense for many people.

In a recent online survey conducted by MagnifyMoney.com, people with investment accounts were asked about any regrets they had. It turns out that 77% did have a regret. In this show we find out what those regrets are and talk about how to avoid them.

The SECURE Act has been signed by the President and new rules will impact your retirement. In particular, the age to begin taking Required Minimum Distributions (RMDs) has been raised from 70.5 to 72. How will this impact your retirement income plans? What changes should be made to benefit from this new rule? We'll discuss RMDs and these recent changes in this show.

It's that time of year to make resolutions and improve your life. In this show we focus on financial resolutions. In particular, we discuss an article Tony found that discusses 14 resolutions that financial planners are recommending. Are they pie-in-the-sky or realistic? Listen in as Dan and Tony give a practical take on these suggested financial resolutions.

Capital gains are a good thing. You made a profit on an investment. However, the IRS wants to tax those gains. In this show we talk about the different types of capital gains and provide specifics on how to pay 0% in taxes. If you have some capital gains that you are thinking about taking, listen to this show first and save some money!