I put the actual market movement pre and post Brexit into perspective. Is it really as bad as the new makes it sound? Will there be value in US small and mid caps? I then discuss possible plans of action now that the Feds are unlikely to raise rates at all this year. Also discussed today:

• How Trump and Bernie mirror the Brexit situation and why this is a call to politicians to fix the tax code.
• What not to do right now with your portfolio
• Creative travel planning in retirement
• Elizabeth Warrens’ proposed  “lost and found” retirement savings plan

Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, July 28th at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

July 4th encore edition

Kym hosts today’s show from the World Cable Congress in Poland where cable operators from around the world are gathering to discuss the future of cable. She will be joined by Phil McKinney CEO of CableLabs which does research and development for the entire cable industry. Kym will find out from Phil about some of the hot topics being discussed by cable operators at the conference which includes:

• Improving the roles of broadband and Wi-Fi
• The top 5 startups from the Innovation Showcase

1. Samba TV, a cross platform media and analytics company that provides real time understanding of viewership data collection.
2. Deep.BI which provides cable companies with necessary consumer behavior and analysis to determine what consumers want
3. 4Screens which makes interactive content marketing.
4. NFWare which develops the world’s fastest virtual IP routing for carriers
5. Plume which has reinvented wi-fi using pods that plug into different rooms and replaces your router.

• Future innovators from CoderDojo, a popular European program that teaches children how to code
• Rebecca Arbogasts’ announcement about Comcast’s 2016 Olympics viewing strategy.

To have your questions answered by Kym and her guests call 1-800-516-1220 on Thursdays from 2:00-3:00 p.m. (PDT)

 Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, July 28th at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

This week Kym chats with Mark Goldstein and Kristen Koh Goldstein, serial entrepreneurs and parents living in Marin County. Over the course of the hour Kym will talk with Mark and Kristen about the several companies they have started jointly and separately including Loyalty Lab, Bad Ass Advisors, Scalus, Tipco and Hire Athena. Also in discussion today:

• What is it like working together as husband and wife as well as work partners?
• Having multiple companies that work together
• Balancing raising their three children with being serial entrepreneurs and investors
• Kristen and Mark’s individual career paths
• Greatest adversities entrepreneurs face in creating successful businesses

Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, July 28th at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!

To have your questions answered by Kym and her guests call 1-800-516-1220 on Thursdays from 2:00-3:00 p.m. (PDT) 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Encore edition

The market looks set to remain rather unimpressive this quarter despite today’s jump thanks to Brexit related uncertainty. Brits are now grasping what they’ve voted for now that there are calls for a second vote and articles circulating such as Is Brexit Really As Distruptive As We Think or 4 Things That Have To Happen [now that the UK has left the European Union]. Other topics discussed today include:

• ThinkAdvisors’ 5 Challenges facing the next wave of retirees article
• “Crazy” Credit Cards for the Filthy Rich
• Protecting your debit card from identity theft
• Insurance issues small businesses often forget
• Maximizing your childs 529 plan
• Roth IRA conversions after retirement as part of distribution planning

Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, July 28th at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

I put the actual market movement pre and post Brexit into perspective. Is it really as bad as the new makes it sound? Will there be value in US small and mid caps? I then discuss possible plans of action now that the Feds are unlikely to raise rates at all this year. Also discussed today:

• How Trump and Bernie mirror the Brexit situation and why this is a call to politicians to fix the tax code.
• What not to do right now with your portfolio
• Creative travel planning in retirement
• Elizabeth Warrens’ proposed  “lost and found” retirement savings plan

Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, July 28th at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

As NASCAR gets ready to take on the Sonoma Raceway this weekend, Kym and special co-host Kyle Ellicott dedicate an entire show to the world’s largest spectator sport. Today’s lineup includes:

• Sonoma Raceway’s President, Steve Page who talks about NASCAR’s effort to reduce their carbon footprint with a 15% ethanol blend and the new Fan Zone app features. Kym and Kyle then talk with
• Joe Gibbs Racing Athletic Director, Michael Lepp talks about the biometrics used on Kyle Busch after taking a crash at 120mph, head on. Michael also explains why pit crews are considered athletes, addresses how sweat and sleep monitors help keep track of recoveries and predicts injuries and draws correlations between heart rate and success for drivers and pit crews using real time data.
• 1-800 RPM’s Founder and racecar driver Thomas Chan tells us about his company and his device that monitors real time data and makes it easy for drivers to compare.

To have your questions answered by Kym and her guests call 1-800-516-1220 on Thursdays from 2:00-3:00 p.m. (PDT) 

Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, July 28th at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Today I go through important yet basic estate planning documents including wills, living trusts, health care directives and durable power of attorney. I also explain how living trusts negate expensive probate costs among other benefits while addressing several common questions:

• Which estates need probates
• Generation skipping trusts
• How to create a living trust and what should be under the name
• Pour-over will
• Common trust mistakes such as not taking care of your digital assets
• Advanced estate planning ideas

Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, July 28th at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Should I stay or should I go is the theme song for the stock market thanks to Brexit polls flip flopping over the weekend. I then explain how the US economy and the Euro would suffer from Brexit, and why retirees would suffer the most with even lower rates on fixed income. Other topics today include:

• Backdoor Roth IRA’s
• Constant systematic savings being the key to a successful retirement
• A Morningstar article about securing retirement success for women
• Using a reverse mortgage in your retirement plan
• What investors should not do

Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, July 28th at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

This week Kym chats with Mark Goldstein and Kristen Koh Goldstein, serial entrepreneurs and parents living in Marin County. Over the course of the hour Kym will talk with Mark and Kristen about the several companies they have started jointly and separately including Loyalty Lab, Bad Ass Advisors, Scalus, Tipco and Hire Athena. Also in discussion today:

• What is it like working together as husband and wife as well as work partners?
• Having multiple companies that work together
• Balancing raising their three children with being serial entrepreneurs and investors
• Kristen and Mark’s individual career paths
• Greatest adversities entrepreneurs face in creating successful businesses

There's still time to sign up for tonight's 10 Pillars of Retirement Income Planning seminar at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!

To have your questions answered by Kym and her guests call 1-800-516-1220 on Thursdays from 2:00-3:00 p.m. (PDT) 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

I open today’s show by giving my take on how MSCI deciding against the inclusion of mainland shares in the Chinese index, a potential bond trap stemming from Brexit and some positive light on extremely volatile mortgage REITs among other Wall Street stories affect your portfolio. Yesterday’s discussion about Roth IRA conversions comes up again while responding to a couple questions about Roth conversions in kind and converting from a 401k to spread out taxes. James from Piedmont calls with some concern about the future of telecom and utilities P/E rates. Other topics today include:

• Indexed life insurance presenting a prime example of why better regulations for financial advisors are needed
• Umbrella insurance
• The proper way to title a home in California
• How to buy insurance on a stock portfolio without constantly buying Puts
• What to do with safe money when you choose to work past retirement age

There's still time to sign up for this Thursdays 10 Pillars of Retirement Income Planning seminar at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up or email me for the free code to get in!

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.