Episode 98: Merry Christmas and Happy New-Flation???
While the holiday season is upon us, new challenges are hitting your pocketbook beyond having to just buy those presents. There’s inflation that’s gone higher than it has in decades and then there’s also the challenges of getting those gifts due to supply shortages. What’s this all mean to you? What can you do about…Listen & Read More →
Episode 97: 5 Tips To Get On The RIGHT Financial Track
So many retirees are getting to retirement and they come to find out there are some things happening in their financial life that’s causing them unnecessary problems. Things that are causing their retirements to potentially be “Off-Track”. During this podcast, we go into 5 quick tips to help get you back “On-Track” and confident about…Listen & Read More →
Episode 96: What’s Keeping You Up At 2AM?
What keeps you up at night? What’s on your mind at 2 in the morning? Well, after doing our radio show for close to 9 years now, we get lots of phone calls from our listeners, and the same 5 questions keep coming up. The same 5 questions that keep people up at 2AM. What…Listen & Read More →
Episode 95: Why’s Gene Simmons from KISS Leaving California?
There’s a lot changing in the world! New government proposals that are circulating the rumor mill could dramatically change the future of retirement. And many people (even celebrities) are making some adjustments that’s getting a little attention.Listen & Read More →
Episode 94: The Best of Jerry & Nick – What’s That Turkey Really Cost?
It’s the holiday season, buying gifts and eating food. On this weeks podcast, Jerry and Nick talk about how much all of this stuff cost back in 1965 when Jerry first entered the financial planning world.Listen & Read More →
Episode 93: Interview on the Mary Flynn Show- How’s The Election & Pandemic Going To Affect Your Money in the Future?
Elections, pandemics, market volatility, and future uncertainty seems to be the talk of all of the 24/7 news networks. But what does this really mean to you and your money? What plans should you have in place? Jerry and Nick share their outlook and tips on what you can do during this exclusive interview on…Listen & Read More →
Episode 92: Will the Election Rattle Your Retirement?
What’s on everyone’s mind right now? The Elections and how it could affect the economy and your finances. What’s it mean to your pocketbook? Jerry and Nick bring the stats and the historical point of view with about 100 years of MATH backing it up. They help bring some certainty to an uncertain world.Listen & Read More →
Episode 91: Is The Robo-Advisor A Good Guy or A Bad Guy?
What’s a Robo-Advisor anyway? A good guy or a bad guy? Jerry and Nick talk about the pro’s, con’s and strings attached of technology in the financial planning and retirement planning.Listen & Read More →
Episode 90: WARNING – Taxes Are Likely Heading Higher
On this episode, Jerry and Nick talk about the future of taxes in retirement and they provide some pro-tips that are direct from their book Defuse – The 7 Steps To Saving Your 401k from the IRS.Listen & Read More →
Episode 89: Crazy Things From 2020
On this episode Jerry and Nick talk about the crazy things they’ve seen in 2020. From t-shirts to cruise ships to dividends being cut out and companies closing down, what’s all of this mean to your pocket book? What can you do about it?Listen & Read More →