THINK Retirement NOW. ™

Are annuity fees worth it? (in some cases, yes)....And, Do all annuities have fees? (no) Today we'll pull back the curtain on which annuities cost the least, pay the most, and protect your heirs in the Market Intel Segment. Then CFP Matt Zuccaro joins us for the Q & A. MASTERING MONEY is on the air!!

Certified Financial Planner® Matt Zuccaro, who spent 25 years in wealth management with Schwab, joins Steve to review common mistakes to be avoided, and what to do now to help reduce your taxes, protect your estate, receive tax planning and preparation with no extra charge. Matt is now a senior advisor with Fullerton Financial Planning. Don't miss this one, MASTERING MONEY is on the air!!!

Daily IQ Retirement Brief 6/25/25

Warren Buffett's incredible career as an investor is coming to an end. Here's an astounding statistic--For every dollar he invested in the stock market forty years ago, it has turned into—wait for it--$360,000 in today's dollars. What's his REAL secret? We'll review that in the Market Intel segment, then Certified Financial Planner ® Matt Zuccaro joins to talk about TAX Reduction and Asset Preservation. MASTERING MONEY is on the air!

Daily IQ Retirement Brief 6/24/25

The commercial office real estate market is finally shrinking its over-supply of office space after the work from home phenomenon caused mass vacancies. You may be surprised to learn the main reason WHY supply is falling--we'll reveal all in the Market Intel Segment. Then we'll dig deep into the elements of a complete financial plan for retirement in the Q & A segment. MASTERING MONEY is on the air!!

Daily IQ Retirement Brief 6/23/25

It's a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow's terrific nationwide podcast. Having served as an economist in two presidential administrations--Ronald Reagan and Donald Trump--and having been an 'A-list' commentator on the two top business stations--CNBC and Fox Business--Larry's insights are on the money. In each podcast he interviews top thought leaders from the worlds of investments, government, and the private sector. Don't miss today's show with Larry and his special guest. MASTERING MONEY is on the air!!

The future is arriving daily, and AI—Artificial Intelligence-- is making it get here even faster. In today's Market Intel segment, we examine how AI is cutting down the time on bringing breakthrough prescription drugs to market and why select AI stocks can still improve your portfolio this year. Then health insurance expert Shelley Grandidge joins us with the details you need to make smarter health insurance decisions. MASTERING MONEY is on the air!!

Daily IQ Retirement Brief 6/20/25