THINK Retirement NOW. ™

So, it could happen to you—you inherit someone’s IRA. Well the rules changed on Inherited IRAs in 2020. We’ll review what those rule changes are-- and how you may want to approach them if you do happen to inherit an IRA. That's all in the Market Intel segment.  Then Shelley Grandidge joins us to talk about Medicare and health insurance options. A fact filled show you don't want to miss, MASTERING MONEY is on the air!!!

Daily iQ Retirement Brief 1/9/24

In a world where insurance companies can no longer afford to cover the full replacement cost of a building, we’re seeing the emergence of what is known as parametric insurance. It goes like this: The customer and the insurance company agree on a flat payout if a specific and measured event takes place---cut and dried. No lawyers, no negotiating. A full report in the Market Intel segment, then we'll review the biggest mistakes investors make and how to avoid them. MASTERING MONEY is on the air!!!

Bidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election--a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with commentary from Steve in segments 1 and 4.  This is a great podcast you don't want to miss...MASTERING MONEY is on the air!!

Daily iQ Retirement Brief 1/8/24

Daily iQ Retirement Brief 1/5/24

Do you own a successful small business and believe that you are paying too much in taxes?  Is there a legitimate, IRS approved method of getting deductions of $200,000, $300,000, $400,000 or more—for socking money away in an IRS approved investment account?  Yes. We'll talk about Cash Balance Plans today in the Market Intel Segment, then Medicare expert Shelley Grandidge joins us. A fact filled show for you...MASTERING MONEY is on the air!!!

Daily iQ Retirement Brief 1/4/24

When it comes to investment strategy, there are two camps: One says you should “go with your gut,” and the other says you should always make rational, logical choices. Warren Buffett has not beaten the S&P 500  EVERY YEAR, but he has beaten it over the long run. Mainly, he won with brainpower, discipline, and mathematics. We’ll dig into putting that formula to work for 2024 in the Market Intel Segment, then review which stocks are in position to win this year and why.  MASTERING MONEY is on the air!!!

Daily iQ Retirement Brief 1/3/24