Oct 29, 2021

Winning in retirement, at least financially, is a matter of priorities. Some folks want to double their money, regardless of the risk. They think “TALL” with their money. Others want to leave more for heirs. TheY also think “TALL” with their money.  But a new type of retiree has emerged in recent years. They...

Oct 28, 2021

Today on Mastering Money, a very special guest joins us.  But first.....Very few investors would consider basing their entire life savings around owning just one stock. The reason is obvious. Even with the best company on the planet, times change, things go wrong, competitors emerge and the stock price can fall.  ...

Oct 27, 2021

It seems everyone wants to do a Roth conversion—until it’s actually time to write checks to the IRS!  Roth conversions sound appealing, but they don’t always make sense-- according to many CPAs-- especially the closer you get to age 70.   That said,  a Roth conversion can be a powerful tax planning technique. The...

Oct 26, 2021

A Wall Street Journal-published-report points out that many of us routinely—and even BLINDLY—rely on the advice of ALGORITHMS in all aspects of our lives today, from choosing the fastest route to the airport to deciding how to invest our retirement savings. In short, WE are programmed-- not just our phones. And...

Oct 25, 2021

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts.    "MOTLEY FOOL MONEY"  is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at...