Money Matters with Ken Moraif episodes:

• October 01, 2016October 1st, 2016

  1) The Market & The Debate

  2) Tax Bracket Management For Your IRA

  3) Core Value #3: Practice Makes Perfect

  4) Buy-Hold Myth #1: The Market Always Comes Back

  5) Estate Tip: FLP

   

  ...more

  

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• September 23, 2016September 24th, 2016

  1) Will This End Well?

  2) How To Diversify

  3) Core Value #2: Our Client Benefits Before We Do

  4) Why Buy, Hold & Sell! Is So Important 

  5) Estate Tip: Gift vs. Inherit Tax Treatment

   

  ...more

  

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• September 16, 2016September 17th, 2016

  1) First It's This, Then It's That

  2) How To Protect From 7 Investment Risks

  3) If A Client Calls Us, We Lost

  4) Why We Hate To Sell

  5) Estate Tip: Do You Need A Living Trust?

   

  ...more

  

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• September 10, 2016September 10th, 2016

  1) 6 Ways The Cental Banks Have Distorted The Market

  2) 12 Mistakes Investors Make

  3) Social Security Early Retirement

  4) Buy-Hold Myth #5: You Won't Make $ If You Sell & Sit In Cash

  5) Estate Tip: FLP

   

  ...more

  

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• September 02, 2016September 3rd, 2016

  1) No Jobs! No Growth! Stocks Up! What?

  2) What Is The Most Important Number? 

  3) Spousal Social Security Benefits

  4) Buy-Hold Myth #6: You Haven't Lost Any Money Unless You...

  5) Estate Tip: Per Stirpes vs. Per Capita

   

  ...more

  

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• August 26, 2016August 27th, 2016

  1) The Dow At 11,500?

  2) The Dow At 11,500 Part 2

  3) How Social Security Benefits Are Calculated

  4) Buy-Hold Myth: Diversify & Rebalance & You Are Done

  5) Estate Tip: How To Talk To Your Kids About Your Money

   

  ...more

  

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• August 19, 2016August 20th, 2016

  1) Superheroes Of The Financial Markets

  2) Buy-Hold Myth: You Will Miss Out On Returns If You Sell

  3) Why Taking Social Security Early May Make Sense

  4) How To Retire Without Regrets

  5) Estate Tip: Hillary vs. Donald

   

  ...more

  

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• August 12, 2016August 13th, 2016

  1) The 'No-Limit' Credit Card

  2) The Hurdle Rate

  3) Social Security & The Spouse

  4) Don't Be The Fool Who Sells At The Bottom

  5) Estate Tip: The Family Limited Partnership

   

  ...more

  

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• August 05, 2016August 6th, 2016

  1) Low GDP But High Jobs. What?

  2) Spousal Change & Inflection Points

  3) Social Security Earning Limits 2016

  4) Buy Hold Myth #2: Don't Miss The 20 Best Days

  5) Estate Tip: QTIP

   

  ...more

  

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• July 29, 2016July 30th, 2016

  Economy Grew @ Half Of Expected

  It's Not How Much $ You Have; It's Your Enjoyment Of It

  Should You Pay Off Your Mortgage?

  Buy-Hold Myth #1: The Market Always Comes Back

  Estate Tip: How To Make Tax-Free Gifts

   

  ...more

  

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