Mar 1, 2021
A surprise announcement from Jeff Bezos … who says he’s decided to retire as CEO of Amazon. No one saw it coming – and Bezos will obviously find other things to occupy his time – but the suddenness of his decision made me wonder: Does being wealthy make it easier for someone to walk away, without worrying about...
Feb 15, 2021
Some analyst say that a RECESSION is coming before 2038! Not one, not two … but four of them, if the historical average holds true. Hear how Steve can help you ride out all those downturns that we’re likely to experience.
Plus, have you and your spouse discussed claiming Social Security? The Motley Fool says there...
Feb 8, 2021
Kiplinger says there are five ages that are “special” for retirement planning. Steve goes down the list and tells you what you need to know!
Then, RMD's are coming back! Should you start taking these funds now? Steve talks about the benefits and strategies that can prepare you and your financial plan and how to...
Jan 29, 2021
Steve discusses Barron’s magazines list of the “Top 3 mistakes people make saving for retirement.” They are: Paying too much in fees, hoarding too much cash and chasing hot new trends.
Hear Steve explain that you can capitalize no gains, while not chasing and avoid risk
Jan 18, 2021
Happy 2021! Hear Steve discuss financial resolutions that need to be on your to-do list. Then, how can Steve help you be financially prepared for whatever life throws our way? And, just like 2020 - our taxes will be "unique" this year - how can Steve help? Listen now !