THINK Retirement NOW. ™

The rule of 55 is an Internal Revenue Service rule that allows workers who are 55 or older to withdraw money from their employer-sponsored retirement accounts penalty free if they leave their jobs. What about taxes, and/ or loans on 401ks? We’ll review it all in the Market Intel Segment,  then Shelley Grandidge joins us. Don't miss it...MASTERING MONEY is on the air!!! #retire #retirement #annuities #insurance #Medicare

The RMD Rules have changed after the Congressional approval of both the Secure Act and Secure Act 2.0. In the Market Intel segment, I’ll review the new age changes,  and new rules for taking mandatory distributions from your IRAs. I'll be including an update on the penalty for late filing that has also been revamped. Don’t miss it…MASTERING MONEY  is on the air!!

Daily iQ Retirement Brief 12/26/23

Daily iQ Retirement Brief 12/25/23

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 12/22/23

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!!!

One day, we could wake up and the electrical grid across wide swaths of the U.S. could be shut down. Cell phone service, out.  Solar storms have been happening since the beginning of time. The last big one occurred in 1859. The next big one could happen in the middle of 2024, scientists say. We’ve got the Wall Street Journal report on that in the Market Intel segment, and then I'll review a scientific approach to growing your money and better understanding market cycles.  A great one for you today, MASTERING MONEY is on the air!!

Daily iQ Retirement Brief 12/21/23

The notion that electric vehicles are “zero-emission” is rooted in a deceptive narrative that ignores all pollutants which don’t come out of a tailpipe according to JustFacts.com researchers. In fact, the complete lifecycle of an EV likely pollutes far more than most gas powered cars, according to hard evidence, which we review in the Market Intel Segment. Then Shelley Grandidge joins us to discuss Medicare and Small Business health insurance plans.  A very timely show you don't want to miss, MASTERING MONEY is on the air!!!