According to a Barron's report, Social Security has drifted into being even further underfunded than expected. The numbers are off by just a "touch": one trillion dollars off by 2030 just . The result is that the system could hit an iceberg sooner. Find out some facts about who's minding the store and how they're minding it. In the Q & A, CFP® Murray Titterington with IQ Wealth. joins the A Team to discuss the Earnings Test for income earned while taking social security, and the trap to avoid.
Road trip! Are more Americans planning to drive more miles this summer, or is the economy still too darn slow to take advantage of lower gas prices? And why have gas prices risen faster than the price of oil. Steven and Sinclair review a Wall Street Journal report on gas prices. In the Q & A, fund manager and market analyst Dan Shaffer, MBA, joins the A Team to break down what's happening with the U.S. dollar, the Euro, Gold, and interest rates.
Dr. Laurence Kotlikoff is the noted authority on Social Security. Sinclair and Steve review some of Dr. Kotlikoff's "34 Things You Need To Know", including spousal benefits and special rules for divorcees. Which method of claiming S.S. is best for you? What can you do if you have already started claiming? We dig in for answers. In the Q & A segment, CFP® Murray Titterington with IQ Wealth Advisory, LLC joins the A- Team to talk Social Security.
Got Milk? Steve and Sinclair explore what's happening in one of the key agricultural industries in the U.S., the fluid milk business. People are drinking less milk and kids are drinking half as much as the previous generations. Coca Cola is trying to make milk cool again. Will it work? Let's talk about it. In the Q & A, Jerry Brown (no, not the governor) the Public Relations director for St. Mary's Food Bank joins the A-Team. Some of the statistics for their accomplishments will blow you away. Giving a little helps a lot, even if it is one kid that gets some milk to drink or peanut butter to eat . It's cool to give and help! And Jerry is a fun interview!
Steve and Sinclair review the remarkable growth of nuclear submarines around the world. Suddenly, China now has the capability of hitting Hawaii from a sub near the Chinese shore, and the west coast from a sub in the mid-Pacific. Earlier this year, Sweden spotted a Russian sub in its waters. The production and acquisition of modern day, strike-capable nuclear subs will double over the next 9 years according to Naval intelligence and private tracking firms. In the Q & A segment, Tom Sigrist and Aaron Cardwell join the A-Team to discuss low interest rate, non recourse commercial financing for commercial projects in the $2 million to $50 million range, from HUD, Fannie Mae, and Freddie Mac. If you're a real estate investor, don't miss this interview.
Steve and Sinclair review 3 key Social Security Strategies including file and suspend and maximizing the spousal benefit. In the Q & A segment, CFP® Murray Titterington with IQ Wealth Advisory Group, LLC, joins the discussion to review the "start-stop-start" strategy.
Steve and Sinclair focus on real estate today, reviewing the potential opportunity in a high end mall REIT that Barrons thinks is underpriced and potentially a bargain. Michael Orr of the Cromford Report and the WP Carey School of Business joins the A-Team for the Q & A session.
Steve and Sinclair review the Barron's Big Money Report, Spring of 2015 Edition, just released over the weekend. Hear key insights from the nation's leading institutional managers on markets, individual stocks and interest rates. See who is bullish, bearish, and neutral. Dan Shaffer of Shaffer Asset Management joins the A-Team for the Q & A, and Steve reviews how circuitbreakers work on the New York Stock Exchange.
How exactly is your Social Security benefit calculated by the Social Security Administration? Sinclair and Steve review the process as seen on Fox Business. Hedge fund manager Jim Gentrup, CFA, joins Steve and Sinclair for the Q & A, and reviews his intricate process for selecting small and microcap stocks, with $90 million to $800 million in capitalization. Mr.Gentrup manages two portfolios for clients.