THINK Retirement NOW. ™

Daily IQ Retirement Brief 12/6/23

Tax-loss harvesting is a technique that involves using capital losses to offset capital gains or even ordinary income to reduce your overall tax bill. Traders can incorporate tax-loss harvesting into their investing strategy before the end of a calendar year by selling underperforming stocks and locking in losses. We’ll discuss that strategy in the Market Intel segment,  then Shelley Grandidge joins us to discuss the differences between Medicare and Medicare Advantage.  A very timely show, MASTERING MONEY is on the air!!!

Daily IQ Retirement Brief 12/5/23

Climate change activists are meeting at a huge convention in Dubai this month to make the case that human beings worldwide need to stop eating meat, very, very soon. Cows pollute more than cars they say. Are you ready to go vegan? A Wall Street Journal report in the Market Intel segment, then we’ll talk about caps, spreads, and participation rates on annuities. 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 12/4/23

Are you paying a penalty for Medicare because you made too much money 2 years ago? Well, you may be due a refund, says the Wall Street Journal.  The Medicare surcharge known as "IRMAA"  can be a pain, but there are little-known workarounds: And many are winning on appeal, making the surcharge go away. We'll have the details for you in the Market Intel Segment, next, then health insurance expert Shelley Grandidge joins us to talk about Medicare...MASTERING MONEY is on the air!!

Daily IQ Retirement Brief  12/1/23

Daily IQ Retirement Brief 11/30/23

During the pandemic, auto dealers rushed to buy used cars off the street from individual buyers as vehicle production declined amid supply-chain shortages. Companies like Carvana, turned it into a business model. Now, big dealerships have taken it to a new level. We’ll review a fascinating inside-baseball report on the auto industry in the Market Intel segment, then Steve continues his educational series on annuities. A fact filled show you don't want to miss, MASTERING MONEY is on the air!!!