THINK Retirement NOW. ™

Daily IQ Retirement Brief 8/16/23

The "You-Make-a-Lot-of-Money Tax" is hitting more Americans, reports the Wall Street Journal.   The "net investment income tax" (NIIT)  is coming due for millions more taxpayers than a decade ago. It’s no accident says the Journal.   Many Americans will owe it this year, thanks to inflation,  higher home prices,  and higher yields on bank accounts and bonds.  We'll review the report in detail and then reveal ways to avoid or reduce the tax. Then, Shelley Grandidge joins us to talk about Medicare and Health Insurance options.  A great show with information to help you plan smarter...MASTERING MONEY is on the air!!!

Daily IQ Retirement Brief 8/15/23

Americans have found a creative new way of losing money at sports betting. Billions and billions in fact. They’re losing with such regularity that they’re catapulting gambling apps to major profitability.  DraftKings and Other Sports Gambling Apps Are Hitting the Jackpot With ‘Parlay’ Bets. "As They Win, You Lose",  according to a Barrons report. We'll examine that report on the betting craze in the Market Intel segment, and then switch gears to talk about the common sense approach to money-- dividend investing--the kind that Warren Buffett made--not lost--billions with. Don't miss 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 8/14/23

...Nvidia and several other big tech A.I. stocks have led the entire market higher in 2023. Without the "Magnificent 7" stocks--which trade at many, many times their earnings, the S & P 500 is basically flat on the year. Nvidia came out of nowhere and shot to the moon. The stock is taking a rest, but the company looks to dominate the chip seen at least through 2027. Is there a competitor  that Nvidia needs to worry about-- coming on the scene? We’ll explore that in the Market Intel segment, then  Shelley Grandidge joins us to talk About Medicare and health insurance...don't miss it! MASTERING MONEY is on the air!!!

Daily IQ Retirement Brief 8/11/23

Daily IQ Retirement Brief 8/10/23

The Weight-Loss Drug Frenzy has taken over the hot stock category as AI stocks, experience a pullback. The attention has now shifted to weight loss drugs that Medicare may soon cover. The Danish company Novo Nordisk, is one of the leaders of the pack. We’ll report on that company and how the drugs work in the Market Intel segment—then we'll examine some annuity details that are making news... Don't miss it--Mastering Money is on the air!!!