Recent Episodes
How would you like to join the ranks of millionaires? It is one of the social benchmarks in this country to indicate that you have arrived or that you can explore your golden years comfortably. For many people, the only plan for becoming a millionaire...
2019
From remodeling your home to fixing clogged pipes, we’re in an era of DIY or do it yourself mentality. Not everything can be done right by watching a 2-minute instructional video. You don’t get a “re-do” on planning for retirement. Financial professionals Joe Anderson and...
2019
For many of us we’ve been planning – conditioning – training ourselves for retirement. What does your retirement plan look like? A fighter taking jabs and hooks at the market? One of the biggest fears and one of the biggest problems that many retirees have...
2019
More Episodes
When the topic of retirement comes up, most people tend to focus on a couple of questions, “When do I retire,” and “how much money will I need?” But determining your retirement vision is just as important. Where do you want to live? How will you spend your time? Do you want to work part-time […]
Does it feel like sometimes you’re playing roulette with your retirement? You may not be able to control outside forces, but you can put a plan in place that will help make your retirement feel more secure. Financial professionals Joe Anderson and Alan Clopine get real about controlling what you can control and help you […]
When you buy a home, people often remind you it could be the biggest investment you will ever make. But should you use that investment to help fund your retirement? What about rental properties? How can you maximize their potential for your retirement? Financial experts Joe Anderson and Alan Clopine get real about real estate […]
Retirement can be an exciting time in someone’s life, but are you financially ready to retire? Do you have enough money saved up to quit your job and retire? When it comes to knowing how much money is needed to retire, far too many people aren’t prepared. Financial experts Joe Anderson and Alan Clopine break […]
Do you have a written retirement plan? Most people (if they are honest) say no. But even if you have a well thought out plan, are you aware of the factors that threaten to reduce your income in retirement? From poor planning to bad investments, you need to be aware of the threats that can […]
Does just thinking of your taxes give you butterflies in your stomach? You’re not alone. Feeling powerless and not having a strategy to reduce your taxes may cause you to completely ignore tax planning. Whether you are having a good year, recovering from loses or just working to stay the course; financial experts Joe Anderson […]
You’ve saved for retirement for years with tools like 401(k)s, IRAs, other investments, and rental properties. Now you need an income stream for life. How do you go about it? You may need to create income to support your lifestyle for 25 years or more. Financial experts Joe Anderson and Alan Clopine give you strategies […]
Do you have some extra money this holiday season and want to give to charity? What if you could make that gift stretch a little further and ease your tax burden? Financial experts Joe Anderson and Alan Clopine breakdown different strategies to help make giving to charity a little easier. From analyzing your overall needs […]
Ever feel like your investments aren’t working for you? Maybe they’ve been sitting around for so long you don’t even know what is in your current portfolio. If you want to make sure your investments are positioned to help you meet your financial goals, this show is for you. Financial experts Joe Anderson and Alan […]
These days, if you watch the stock market hour by hour you might get motion sickness from all the ups and downs. These are dangerous times for the average investor. When the market is volatile, many individual investors make big mistakes either driven by their emotions or misinformation. Financial experts Joe Anderson and Alan Clopine […]
How would you like to pay less in taxes? Chances are you are missing out on tax strategies that could save you tens of thousands of dollars especially if you are a high-income earner. The IRS qualifies high-income earners as a couple who makes an adjusted gross income of $196,000 ($133,000 for singles) or more. […]
In the new economy, many people aren’t transitioning to a life of leisure in retirement but rather they are transitioning into owning their own business. According to the Betterment 2018 Report, 49% of workers 55 years old and older are saving for retirement with a side job. The Gig (side job) Economy is opening up […]
