THINK Retirement NOW. ™

Daily IQ Retirement Brief 8/23/23

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!!!

Daily IQ Retirement Brief 8/22/23

Banks suddenly don’t love rich mortgage borrowers as much as they used o says the Wall Street Journal.  People with super-prime credit scores who are financing higher amounts, are paying interest rates roughly twice as high as two years ago on new-car loans and more than double on home mortgages. We’ve got the full Journal report in the Market Intel segment, then some timely market analysis in the Q & A segment. Get the information you need to make more money with  your money on today's show...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 8/21/23

Daily IQ Retirement Brief 8/18/23

Three Million U.S. Households Making Over $150,000 annually are still renters, says the Wall Street Journal. Why? There are a number of reasons and some of them may surprise you. We'll review that Wall Street Journal report today, talk about the safety of insurance companies vs banks, and Shelley Grandidge talks about business health insurance plans and Medicare.  MASTERING MONEY is on the air!!

Daily IQ Retirement Brief 8/17/23

Joe Biden is bragging about Bidenomics, but the prices of many things have doubled, and mortgage rates have gone from three percent to seven percent on his watch. Experts say mortgages could go to eight percent by this winter. Will young Democrat voters trying to buy a home stand by their man?  We’ll talk about the mortgage market in the Market Intel segment, then get deep into retirement planning later in the show--a segment you don't want to miss...MASTERING MONEY is on the air!!!