THINK Retirement NOW. ™

In today's Market Intel segment, we’ll analyze a stock together that Barrons says has 40 percent upside from here. Can you spell Booking.com?  We’ll break it down,  and then dig deep into the biggest trend in retirement planning right now in Segment 3, you don’t want to miss that...MASTERING MONEY is on the air!!!

Daily IQ Retirement Brief 10/11/23

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 1010/23

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!!

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 10/9/23

A race is on to speed up electric-vehicle charging reports the Wall Street Journal.  The U.S. government is trying to spur the buildout of so-called fast chargers that can charge EVs in about 15 to 40 minutes—still too slow? Probably, because  you have to find a way to charge batteries at apartment buildings, condos, and offices--there may never be enough chargers in good repair to handle the load.  We’ll review some other challenges not being talked about in the Market Intel segment, then Shelley Grandidge joins us to review Medicare and health insurance options

Daily IQ Retirement Brief 10/6/23

Daily IQ Retirement Brief 10/5/23