The Best Investors and Their Worst Investing Mistakes

Even the best investors make terrible investing mistakes. Michael Batnick talks about his new book, Big Mistakes: The Best Investors and Their Worst InvestmentsPlus, should you sign up for Medicare, and which parts? And, Big Al’s got 5 smart ways to collect more Social Security benefits, and the fellas answer the question, can you still take a lump Read more

Guest:  Michael Batnick Michael Batnick

Podcast #178

How To Successfully Retire at 41

Chris Mamula retired early – at age 41! He now blogs about his experiences at How did he do it, after making a decade of retirement planning mistakes? Plus 5 Things to Consider Before Tapping Your Retirement Accounts, and the good, the bad and the ugly of the popular “guaranteed income” products known as annuities. But first, the … Read more

Guest:  Chris Mamula Your Money, Your Wealth guest Chris Mamula

Podcast #153

3 Retirement Tips from the Very Rich

Walter Updegrave from analyzed a recent survey of the needs, goals, and concerns of very wealthy investors, and shares some useful retirement tips from the very rich for the rest of us. Also, 12 common sources of tax-free income, 4 tax breaks that may be on the chopping block, the basics of Medicare, and Medicare mistakes. Plus, Joe still … Read more

Guest:  Walter Updegrave Walter Updegrave

Guest:  Jason Thomas

Podcast #126

Rising Cost of Living + Medicare Q & A

The landscape of retirement is changing. The cost of living is rising and we are living longer than ever before. Joe and Al share financial tips for this new age of retirement. Then they welcome Medicare expert, Dr. Katy Votava to share her best ways of coping with rising Medicare premiums in 2016.

Important Points:

1:57 “When you turn age … Read more

Guest:  Dr. Katy Votava dr. katy votava

Your Money, Your Wealth Hr. 2

Dr. Katy Votava speaks on new changes to Medicare and how this affects you. Will you qualify for the same premium as last year or will your new rate be higher? In the second half of this hour, Sandy Botkin, CPA gives listeners tax tips regarding maxing out 401(k) contributions, rules for charitable contributions and surprising ways in which you … Read more

Guest:  Dr. Katy Votava dr. katy votava

Guest:  Sandy Botkin sandy botkin

Your Money, Your Wealth Hr. 2

Joe and Al have a conversation with Dan Kadlec (Author & Contributor to Time & Money Magazines) on teaching money management skills to children and young adults. Dan discusses the importance of educating our youth about personal finance skills and why there is a lack of such education in the school system. Switching gears, Dan also gives his expert advice … Read more

Guest:  Dan Kadlec dan kadlec

Guest:  Mary Beth Franklin mary beth franklin

Your Money, Your Wealth Hr. 2

There are major changes to Social Security claiming strategies that were recently passed by Congress. Social Security expert Mary Beth Franklin joins the show (0:40-19:20) to explain what you need to know about this latest stealthy attack on your retirement. She explains in detail the elimination of the file and suspend strategy, who this affects and how filing for spousal … Read more

Guest:  Mary Beth Franklin mary beth franklin

Your Money, Your Wealth Hr. 1

In this first hour, Joe and Al discuss common retirement risks. Healthcare costs and longer life expectancies are huge factors to take into consideration with regard to saving for retirement and making sure your money lasts.  Special guest Larry Swedroe stops by the show to discuss whether the financial gurus’ predictions were accurate or not in the most recent quarter.… Read more

Guest:  Larry Swedroe Larry Swedroe

Your Money, Your Wealth Hr. 1

Thinking about retiring? Find out what questions you should have answered before you take the leap to retirement and learn six things you need to know in order to calculate how much money you need to last through your retirement. Then later in the show, it’s tax time! Your hosts Joe and “Big Al” discuss last minute tax move before … Read more

medicare guide

Making the Most of Medicare | A Guide for Baby Boomers

Want to learn the ins and outs Medicare? Our Making The Most of Medicare white paper can help you get the answers you need.

In this guide you’ll learn the A,B,C’s of of Medicare from expert Dr. Katy Votava including information on:

  • 2016 premiums and Income Related Monthly Adjustment Amounts (IRMAA)
  • 2016 Medicare Part A and B out-of-pocket costs
  • Medicare
Read more