THINK Retirement NOW. ™

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 6/12/25

Hopefully, you're not in the midst of a divorce, but-- you may have a friend, relative, son, or daughter who IS. Today in the Market Intel Segment, we'll review a Wall Street Journal report on the five most common financial mistakes men and women make before, during, and AFTER a divorce, and it may surprise you! Then Certified Financial Planner Matt Zuccaro joins Steve for the Q&A segment. MASTERING MONEY is on the air!!!

Daily IQ Retirement Brief 6/11/25

Higher mortgage rates were put in place to quell inflation, but research from Columbia Business School have shown that higher rates are shutting out more home buyers, sending them to rental apartments in glistening new buildings AND DRIVING UP THOSE RENTS. Fed Chairman Powell's higher for longer interest rate strategy appears to be backfiring, and now actually causing more inflation. We'll review that Barron's report first, then CFP® Matt Zucarro joins me for the Q&A segment to talk about tax reduction. MASTERING MONEY IS ON THE AIR!!

Knowing which sectors to invest in before you get serious about which specific companies or ETFs you want to own, is a wise first step. So, what exactly are the major sectors in the stock market for you to choose from? We'll go over that today in this market tutorial. MASTERING MONEY is on the air!!

Daily IQ Retirement Brief 6/10/25

Thanks to a toxic mix of aging hardware, outdated software and shoestring operating budgets, largehealthcare organizations are increasingly susceptible to cybercriminals who are not only lured by a gold mine of data but also armed with state-of-the-art hacking tools--leading to some of the largest data breaches in history-- right under our noses. And these hackers are demanding ransom payments. The facts on MEDICAL data breaches in the Market Intel segment, then a concise tutorial on stock market sectors….MASTERING MONEY is on the air!!!

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!!

Daily IQ Retirement Brief 6/9/25