THINK Retirement NOW. ™

THINK Retirement NOW. ™

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THINK Retirement NOW. ™ episodes

  • Mastering Money 6/6/25
    Electrical engineers and utility experts are saying that Artificial Intelligence, AI is going to need so much new electricity over the next two to five years, that our grid system will not be able to handle it, which is why utility companies are suddenly not shutting down their coal operations. A very timely report on a hot topic in the Market Intel segment, then Shelley Grandidge joins us. MASTERING MONEY is on the air!!
    52 min
  • Special Podcast #2 Tax Exempt Bond Laddering
    Savvy investors with lazy cash on the sidelines are attracted to tax exempt bond ladders. Why? Simple, really: Higher safe returns, the safety of highly rated bonds, and custom tailored maturity dates--all with tax exempt cash flow and accumulation. Today, Steve interviews Certified Financial Planner Matt Zuccaro who spent 25 years with Schwab and is now part of the IQ Wealth Fullerton Financial team. Learn which types of bonds Matt uses to build high grade ladders. MASTERING MONEY is on the air!!!
    25 min
  • Mastering Money 6/5/25
    Brain-computer interfaces being developed by both big and small tech companies are already letting people with paralysis control computers and communicate their needs, and will soon enable them to manipulate prosthetic limbs without moving a muscle. A Wall Street Journal report on that in the Market Intel Segment, then we'll continue our deep dive into the benefits of tax free bond ladders with Certified Financial Planner® Matt Zuccaro...MASTERING MONEY is on the air!!!
    51 min
  • Mastering Money 6/4/25
    So why are more savvy investors choosing professionally designed municipal bond ladders to outperform money market funds, conserve and preserve cash and keep taxes low? Yep, those are the reasons--all of the above.. Today we'll zero in on tax free bond ladders with CFP Matt Zuccaro, you don't want to miss it...MASTERING MONEY is on the air!!
    52 min
  • Mastering Money 6/3/25
    The transition to Trumponomics in 2025 has been a wild ride. Today in the Market Intel Segment, we'll review how we navigated the Tariff Storm, and then in segment 3, we'll review why a recession (a mild one) could be the catalyst to lower interest rates, a revival of the real estate market, lower gas prices, lower inflation, and more investment in America from overseas. MASTERING MONEY is on the air!!
    52 min
  • SPECIAL PODCAST: CFP® Matt Zuccaro / "Tax Exempt Investing"
    Certified Financial Planning Practitioner® Matt Zuccaro joins Steve for a mini-workshop on Tax Exempt Bond Laddering. Learn how you may raise your returns and lower your tax exposure, all with a professionally constructed and managed tax exempt municipal BOND LADDER. A much more tax efficient approach to earning more interest and potentially paying far less tax. MASTERING MONEY is on the air!!
    25 min

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...No ordinary retirement show! Hear cutting edge insights from an Amazon best selling author and Accredited Investment Fiduciary®

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