Straight Talk on Your Money

On The Program: What to do with a windfall from selling your business. How to get the most from your united states pension

On the program: Are you letting mental accounting get the best of you? What investment performance really tell you? And the biggest threat to your livelihood

On the program: Why You Need a wealth check up & the $50 challenge Why health savings accounts are right for you And Maximizing Your annuity from uncle sam

On the program: Do You Like paying Taxes Why You Need a wealth check up and answers to listener’s emails

On the program You’re way over due for a wealth tune-up municipal bonds are up more than the market and answers to listener’s emails

On the program: If you’re asking where the market is heading, you’re asking the wrong question Be wary of the so called gurus The real enemy of  your portfolio is you And answers to listener’s emails

On the program: The market closes at an all-time high Why trading your investment account is a losers game Odds are against you Taxes will eat you alive And answers to listener’s emails

 On the program: Why understanding how your invested is so important How to you can increase a better after tax return And Answers to listener emails

On the program: Markets and their sages Protecting and growing your wealth And Do you enjoy paying taxes

On the program: The markets retreat from their all-time high Are you prepared for the next chapter in your life And how to save hundreds of thousands of dollars in taxes

 On the program:   And Yet another DOW jones record close Are you getting just a third of the return you should be getting? You’re Paying too much in fees And answers to listeners emails

On the program  Another record high in the market Do you mind working 3 more years then you have to because of high investment fees? Is your money working hard for you?

On the program: The market hits another record Social security the million dollar benefit Why are advisor fees so high?

On the Program: Why financial planning is so important and why  you’re probably not doing it.

On The Program: Is the market going up without you?

On The Program: The highest income tax collection ever How to pick up an extra 3% return The planning you need to live your life well   Resources: www.saveontaxes.org    

On The Program 4/14/14: The Strong US market Why there’ a good chance you’ll fail as an investor Saving and investing $5 a day can turn into one quarter of a million dollars

On The Program: Building Wealth is a good thing – a free publication from the federal reserve The “free meal” Make sure you’re not the fool buying everyone dinner  Questions you need to ask when it comes to your mone    

On the program: What you can do to head off the retirement crisis Does your advisor have your best interest in mind? Answers to listeners emails Ricardo:  Is there any easy way to figure out if I am on track for retirement  Janice:  How do I know if my financial advisor is working with my best interest in mind?     Resources Mentioned: Do You Know Your Investor Bill of Rights?

On The Program: Longevity is Your Biggest Risk Saving and Investing What is the “Stock Market”? Planning to live well