How to Save Your Retirement Plan from Inflation? - June 13, 2025

There is a word that starts with the letter ‘I’ and that describes a key element in retirement planning very well that also starts with the letter ‘I’.  Unfortunately, most people don’t factor in or consider this key element when it comes to their retirement planning.  The first word is ‘invisible’ and the second word is ‘inflation’.

How to Save Your Retirement Plan from Inflation? - June 13, 2025

There is a word that starts with the letter ‘I’ and that describes a key element in retirement planning very well that also starts with the letter ‘I’.  Unfortunately, most people don’t factor in or consider this key element when it comes to their retirement planning.  The first word is ‘invisible’ and the second word is ‘inflation’.

Common Threats To A Retirement Plan - June 6, 2025

Do you think your retirement plan is solid? Unfortunately, the best laid retirement plans can run into trouble in retirement. Find out if your retirement plan is at risk to many common threats right now.

Look Both Ways Before You Cross The Road To A Roth IRA - May 29, 2025

Millions of people are moving money into tax free Roth IRAS in anticipation of higher taxes in the future, and to get as tax efficient as possible. Should you do this as well? Find out right no

Question of the Month - May 23, 2025

It is time for our question and answer show for May, and we have many great questions to answer this month--including one on inheriting an IRA, another on how to protect yourself from identity and credit card theft, and another on how to read and understand a 401K statement. Find out the answer to these questions and many more on the Retirement Money Matters Show, which airs this Sunday morning at 8 right here on WWKI.  

It’s Not About How You Look – It’s Just That You Win - May 16, 2025

Let me ask you a question. When it comes to investing, are you more about trying to maximize returns to look really good or are you more concerned about being successful? Find out the answer to that question right now. 

Retirement Planning Challenges for Mother’s and Women - May 9, 2025

It is one of the most special weekends of the year. It is Mother's Day. So, to honor mothers and women everywhere, we are devoting this show to many challenges women and mother's face when it comes to financial and retirement planning. Find out the solutions right now. 

Common Misconceptions about Taxes in Retirement - May 2, 2025

Do You Hear a Ticking Sound Inside of Your Traditional 401(k), 403(b) Or IRA? - April 25, 2025

Most people's retirement plans hold an asset that is a ticking tax bomb. What can you do about this and how can you diffuse it? Find out right now 

Question & Answer Show for April 2025 - April 18, 2025

It's time for our question and answer show for April, and we have many great questions to answer this month. Find out the answer to these questions, right now. 

Are You Making These Critical Beneficiary Mistakes? - April 11, 2025

 How do your assets and money get passed on to your heirs? Most people think they go through a will and or trust. Now. While that may be true for some assets, the majority of assets and money most people have are passed on through beneficiary designations. And unfortunately, many people don't realize this and make some critical mistakes when it comes to naming beneficiaries on their assets. Are you making these mistakes? Find out Right now. 

Buyouts and Early Retirement Packages - April 4, 2025

Many companies across America are reducing their workforce to save money by offering early buyout opportunities or voluntary retirement. If you are offered one of these packages, how do you determine whether you should take it? Find out right now. 

Have You Thought of Everything in Your Retirement? - March 28, 2025

Many people think they have thought of everything when it comes to their retirement and estate plan. Unfortunately, that is not the case in most circumstances. Find out why right now. 

Survive and Advance - March 21, 2025

Basketball tournament time is back and the theme for this time of the year is to survive and advance. But let me ask you a question.Is your retirement plan set up to survive in advance? Find out right now. 

March Question and Answer Show - March 14, 2025

It is time for our question and answer show for March and we have many great questions that have been submitted this month. Find out the answer these questions right now. 

IRA's in Retirement - March 7, 2025

 The IRA is one of the main staples of retirement planning. In fact, millions of people use IRAS to save for and provide an income in their retirement years. However, many people are not getting as much out of these plans as possible because they don't know as much as they should about IRAS. Find out what you need to know about IRAS right now. 

Tax Planning During Tax Season - February 28, 2025

It is tax season and millions of Americans are working on completing their 2024 federal tax returns. What moves? You still make to save tax dollars and or become more tax efficient for last year. Find out right now. 

Question and Answer Show For February - February 21, 2025

It's time for the question and answer show. find out the answers to your questions right now.

Are You Ready To Retire? - February 14, 2025

Towards the beginning of each year, many people think about retirement. So, Are you ready or able to retire? Well, there are many factors to consider in evaluating that decision. Find out what these critical factors are right now. 

Planning For An Early Retirement - February 7, 2025

Many areas of the economy continue to struggle, causing many companies and businesses to cut back and reduce them. So, what should you do to prepare for a potential layoff or early retirement to minimize the effects on your retirement plan? 

Key Strategies in Today's Financial World - January 31, 2025

Today's financial world is changing quickly and dramatically, but are the key strategic moves you may very well need to make to protect and maximize your retirement plan. 

Question and Answer Show for January - January 24, 2025

Well, it's time for our question-and-answer show for January and we have many great questions to answer this month. Find out the answer to these questions right now. 

The Secure Act 2.0 - January 17, 2025

Are you ready for more change? I certainly hope so, because Congress recently approved the Secure Act 2.0 law, which brings many changes to the financial and retirement planning arena. 

New Year New Rules in Your Retirement - January 10, 2025

Well, a New Year's here and that means new rules, new laws and contribution guidelines. Find out what these are to get your retirement plan updated properly right now. 

New Year's Resolution for Your Retirement - January 3, 2025

Well, it's a new year and that means time for New Year's resolutions. So, what financial New Year's resolutions do you need to make this year for your retirement plan? 

Question and Answer Show for December - December 20, 2024

It is time for our question and answer show for December that we have many great questions answered from our readers and listeners.Find out the answer to these questions right now. 

Long Term Value in Gifts - December 6, 2024

Well, the holiday gift giving season is here, but unfortunately most gifts given offer no real long-term value for the giver or the recipient. Find out how to change this right now. 

Year-End Deadline - November 29, 2024

There is a year-end deadline coming up for some very big decisions. Many pre retirees and retirees need to make find out what these big decisions are right now. 

Finding the Right Help - November 22, 2024

Having the proper professional help in building and maintaining a retirement plan is vitally important, but how do you find that help? Find out right now. 

November Question and Answer Show - November 15, 2024

Well, it's time for our question and answer show for November. Find out the answers to many great retirement planning questions right now.

End of the Year Planning - November 8, 2024

Time is running out on the year 2024 and there are some critical retirement planning moves you have to or may need to make by the end of the year. If you fail to make these moves in time, you will lose money in the form of penalties, taxes or lost opportunity costs. Find out what these requirements and moves are right now.

Major Traps in Retirement - November 1, 2024

Getting to and surviving retirement can be like navigating your way through a minefield. What do you need to know and how are you going to avoid some major traps and survive? Find out, right?

Tricks or Treats in Your Retirement Plan - October 25, 2024

It’s Halloween week, which means it’s trick or treat season. Are the tools and strategies you are using for your retirement plan, giving you a great retirement treat or are they costly tricks in your retirement plan? Find out right now.

Terrors in the Financial World - October 18, 2024

Well, next week is Halloween week. You know, Halloween is a made-up theme that there are many scary things happening right now in the financial world that are very real. Find out what these are right now.

October Question and Answer Show - October 11, 2024

Well, it's time for our question-and-answer show for October, find out the answers to many great retirement planning questions right now.

Inherited Stretch IRA changed by the Secure Act - October 4, 2024

The original inherited stretch IRA has been dramatically changed by the Secure Act that went into effect at the beginning of 2020. So now what do you do? Find out right now.

Are you up to date with your Retirement Planning? - September 27, 2024

Let me ask you a question. Is your knowledge and education up to date regarding retirement planning? Find out right now as we're going to give you a retirement test.

Legacy Planning - September 20, 2024

A lot of things change when someone loses their spouse. Their retirement plan is no different. Do you know what happens to your retirement plan when your spouse passes away? Find out right now.

Question and Answer Show for September - September 16, 2024

It's time for our question and answer show for September and we have many great questions to answer this month. Find out the answer to these questions right now.

Rules on Inheriting Assets and Money - September 6, 2024

Many rules for inheriting assets and money have changed and more rules may be changing soon. So now what do you do? Find out right now.

Social Security Benefits - August 30, 2024

A recent survey says that most people do not understand all the different factors that affect their Social Security benefits, including taxation. Do you find out right now?

Retirement Rules and Staples That Don’t Apply Anymore - August 23, 2024

The world of Retirement State Planning today is much different from the past. In fact, there are several old common and understood retirement rules that no longer apply in today's retirement world. By not what these are right now.

August Q&A - August 16, 2024

It is time for our question-and-answer show for August and we have many great questions answered this month. Find out the answer to these questions right now. 

Proper Planning - August 9, 2024

You know, many people say life comes down to just a few moments. Now, I'm not so sure about that. But I do know your retirement plan comes down to the proper knowledge and understanding of some very important key dates and ages. Find out what these are right now.

Back to School - August 2, 2024

It's back to school time. Back to school. Time is not just for kids anymore. It's also back to school. Time for your retirement plan. Find out why right now.

Overlooked Factors about Retirement - July 26, 2024

Thinking about retirement, well, you absolutely cannot retire until you consider these often overlooked factors. Find out what they are right now.

Midyear Review for 2024 - July 19, 2024

How is your retirement plan doing this year, and what can you expect for the second-half of the year as it relates to your retirement plan? Find out right now.

July Question and Answer Show - July 12, 2024

It is time for our question and answer show for July and we have many great questions to answer this month. Find out the answer to these questions right now.

Mid Year Retirement Checkout - July 3, 2024

What kind of shape is your retirement plan in? Find out right now because it's time for your mid year retirement checkout.

Financial Independence - June 27, 2024

This week we will be celebrating the birthday of the United States of America and our nation's independence. But what about your retirement? Are you going to be able to obtain financial independence? Find out right now.

Question and Answer Show for June - June 21, 2024

It’s time for our Question and Answer Show for June, and we have many great questions to answer this month. Find out the answer to these questions right now.

Does Father Know Best? - June 16, 2024

It’s Father’s Day Weekend, and I’m sure you’ve heard the old adage that “Father Knows Best”. But does Father know best in today’s financial world? Find out right now.

How to Save Your Retirement Plan from Inflation? - June 6, 2024

Believe it or not, one of the biggest threats to your retirement plan is inflation. Inflation is continuing to rear its ugly head. What can you do to protect your retirement plan? Find out right now.

Common Threats to a Retirement Plan - June 2, 2024

Do you think your retirement plan is solid? Unfortunately, even the best-laid retirement plans can run into trouble in retirement. Find out if your retirement plan is at threat to many of these common risks right now.

Look Both Ways Before You Cross The Road To A Roth IRA - May 26, 2024

Millions of people are moving money into tax-free Roth IRAs in anticipation of higher taxes in the future. So, should you do this as well? Find out right now.

May Question and Answer Show - May 16, 2024

It is time for our Question and Answer Show for May. We have many great questions to answer this month. Find out the answer to these questions right now.

Mothers and Women Face Many Challenges - May 10, 2024

This weekend is one of the most special weekends of the year. It is Mother’s Day, and in honor of mothers and women everywhere, we are devoting this show to the many challenges many women and mothers face when it comes to financial and retirement planning. Find out the solutions right now.

It’s Not How You Look; Just That You Win - May 1, 2024

Let me ask you a question: When it comes to investing are you more about looking good and following the trends, or are you more concerned about being successful? Find out right now.

April Question and Answer Show - April 22, 2024

Well, it’s time for our Question and Answer show for April. We have many great questions to answer this month, find out the answer to these questions right now.

A Ticking Tax-Bomb - April 12, 2024

Most people’s retirement plans hold an asset that is a ticking tax bomb. What can you do about this and how can you de-fuse it? Find out right now.

Critical Beneficiary Naming Mistakes - April 5, 2024

Many people make critical mistakes when it comes to naming beneficiaries on their assets. What are these critical mistakes, and are you making them? Find out right now.

Early Buy-Outs for Retirement - March 28, 2024

Many companies across America are reducing their workforce to save money, by offering early buy-out opportunities for voluntary retirement. If you are offered one of these packages, how do you determine if you should take them? Find out right now.

March Question and Answer Show - March 21, 2024

It’s time for our Question and Answer show for March! We have many great questions that have been submitted for this month. Find out the answer to these questions right now.

Survive and Advance - March 15, 2024

Basketball tournament time is back, and the theme for this time of the year is survive and advance. Let me ask you a question: Is your retirement plan set up to survive and advance? Find out right now.

Retirement and Estate Planning - March 8, 2024

Many people think that they’ve thought of everything when it comes to their retirement and estate plan. Unfortunately, that is not the case in most circumstances. Find out why, right now.

Tax Season - February 22, 2024

It is tax season, and millions of Americans are working on completing their 2023 federal tax returns. What moves can you still make to save tax  dollars, and.or become more tax-efficient? Find out right now.

What You May Not Know About IRAs - February 22, 2024

Millions of people have an IRA, which is a main staple of the retirement plan. However, there are many things about an IRA that many of these people just don’t know, which can really limit the value of their IRAs. Find out what you may not know about IRAs right now.

February Question and Answer Show - February 15, 2024

It is time for our Question and Answer Show for February. We have a few great questions to answer this month. Find out the answer to these questions right now.

Are You Ready or Able to Retire? - February 12, 2024

Toward the beginning of each new year, many people think about retirement. So, are you ready or able to retire? Well, there are many factors to consider before making that decision. Find out what these critical factors are, right now.

The Economy Continues to Struggle - February 2, 2024

The economy continues to struggle, causing many companies and businesses to cut back and reduce their workforce. What should you do to prepare for a potential layoff or early retirement, to minimize the effects on your retirement plan? FInd out right now.

Today’s Financial World is Changing - January 26, 2024

Today’s financial world is changing quickly and dramatically. What are the key strategic moves that you may very well need to make to protect and maximize your retirement plan? Find out right now.

January Question and Answer Show - January 19, 2024

It is time for our question and answer show for January, we have many great questions to answer from our listeners and readers. Find out the answer to these questions right now.

Are you Ready for More Change? - January 12, 2024

Are you ready for more change? I certainly hope so! Congress recently approved the SECURE Act 2.0 law, which brings many changes to the retirement and financial arena. Find out the details on all of these changes right now.

New Year, New Rules - January 4, 2024

Well, a new year is here, and that means new rules, new laws, and contribution guidelines. Find out what these are to get your retirement plan updated properly, right now.

New Year’s Resolutions - December 27, 2023

Well, it’s a new year, and that means time for New Year’s resolutions. So, what financial New Year’s resolutions do you need to make this year for your retirement plan? Find out right now.

December Question and Answer Show - December 14, 2023

It is time for our question and answer show for December, we have many great questions to answer from our listeners and readers. Find out the answer to these questions right now.

Year-End Decisions and Deadlines - December 7, 2023

There is a year-end deadline coming up with some very big decisions that many pre-retirees and retirees need to make. Find out what these big decisions are right now.

To Give and Recieve - November 30, 2023

Well, the holiday gift giving season is here. But unfortunately, most gifts given offer no real long-term value for the giver or the recipient. Find out how to change this right now.

Building and Maintaining a Retirement Plan - November 22, 2023

Having the proper professional help in building and maintaining a retirement plan is vitally important. How do you find that help? Find out right now.

Question and Answer Show for November - November 17, 2023

Well, it’s time for our question and answer show for November. Find out the answer to many of your favorite retirement questions right now.

Time is Running Out for the Year 2023 - November 9, 2023

Time is running out for the year 2023, and there are some critical retirement moves that you have to, or need to make by the end of the year. If you fail to make thee moves in time, you will lose money in the form of penalties, taxes, or lost opportunity cost. Find out what these requirements are, right now.

Navigating Retirement - November 2, 2023

Getting to and surviving retirement can be like navigating your way through a minefield. What do you need to know and how are you going to avoid some major traps and survive? Find out right now.

Trick or Treat Season - October 26, 2023

It’s Halloween week, which means trick or treat season. So let me ask you this, are the tools and strategies you are using for your retirement plan giving you a great retirement treat, or are they costly tricks that can severely hurt or ruin your retirement plan. Find out right now.

Are You Scared? - October 22, 2023

Next week is Halloween weekend. Halloween is a made-up thing, but there are many scary things happening right now in the financial world that are very real. Find out what these are, and how they can affect your retirement plan right now.

Question and Answer Show for October - October 16, 2023

It’s time for our question and answer show for October. Find out the answers to your great retirement planning questions right now.

Is Your Knowledge and Education Up-to-Date? - October 6, 2023

Let me ask you a question: Is your knowledge and education up-to-date regarding retirement planning? Find out right now as we give you a retirement test.

The original ‘Inherited Stretch IRA’ has been eliminated by the SECURE Act - September 28, 2023

The original ‘Inherited Stretch IRA’ has been eliminated by the SECURE Act, and went into effect in the beginning of 2020. So now what do you do? Find out right now.

How Losing a Spouse Affects Your Retirement - September 22, 2023

A lot of things change when someone loses their spouse. A retirement plan is no different. Do you know what happens to you retirement plan when your spouse passes away? Find out right now.

Question and Answer Show for September - September 15, 2023

It’s time for our question and answer show for September, and we have many great questions to answer this month. Find out the answers to these questions right now.

Many Rules for Inheriting Assets and Money Have Changed - September 8, 2023

Many rules for inheriting assets and money have changed and more rules may be changing soon. Now what do you do? Find out right now.

Factors that Affect your Social Security Benefits - September 1, 2023

A recent survey says that most people do not understand all of the different factors that affect their Social Security benefits, including taxation. Do you? Find out right now.

The Retirement Estate Planning World of Today - August 25, 2023

The retirement and estate planning world today is much different from the past. In fact, there are several old, common and understood retirement rules that just no longer apply in today’s retirement world. Find out what these are right now.

Question and Answer Show for August - August 18, 2023

It’s time for our question and answer show for August, and we have many great questions to answer this month. Find out the answers to these questions right now.

Key Dates and Ages related to your Retirement - August 11, 2023

You know, many people say that life comes down to just a few moments. Now, I’m not so sure about that, but I do know that your retirement plan comes down to the proper knowledge and understanding of some very important key dates and ages. Find out what these are, right now.

It Is Back to School Time For Your Retirement Plan - August 3, 2023

It’s unbelievable that August is already here, but it is, and that means it’s back to school time. But it’s also back to school time for your retirement plan, as this is something that has to be done with all of the changes that have occurred this year.

You Cannot Retire Until You Consider These Factors - July 30, 2023

You absolutely cannot retire until you consider these often overlooked factors. Find out what they are right now.

2023 is Almost Half Over - July 21, 2023

The year 2023 is more than half over. What can you expect for the second half of the year as it relates to your retirement plan? Find out right now.

Question and Answer Show for July - July 13, 2023

It’s time for our question and answer show for July, and we have many great questions to answer this month. Find out the answers to these questions right now.

Your Retirement Check-Up - July 7, 2023

What kind of shape is your retirement plan in? Find out right now because it’s time for your mid-year retirement checkup.

Financial Independence - June 30, 2023

This week we will be celebrating the birthday of The United States Of America and our nations independence. But what about your retirement? Are you going to be able to obtain financial independence or remain financially independent in retirement? Find out right now.

Today’s Retirement World - June 23, 2023

Today’s retirement world is vastly different from the past. Are you using old, outdated tools and strategies to build your retirement plan? Or have you updated to the times? Find out right now.

June 2023 Question And Answer Show - June 16, 2023

It is time for our question and answer show for June and we have many great questions to answer this month. Find out the answer to these questions right now.

How to Save Your Retirement Plan from Inflation? - June 9, 2023

Believe it or not, one of the biggest threats to your retirement plan is inflation. And inflation is continuing to rear its ugly head. What can you do to protect your retirement plan? Find out right now.

Is Your Retirement Plan At Risk? - June 2, 2023

Think your retirement plan is solid? Unfortunately, even the best slated retirement plans can run into trouble in retirement. Find out if your retirement plan is at risk to too many common threats right now.

Tax-Free Roth IRA’s - May 26, 2023

Millions of people are moving money into tax free Roth IRA’s in anticipation of higher taxes in the future. So, should you do this as well? Find out right now.

May 2023 Question & Answer Show - May 21, 2023

Well, it is time for our ‘Question And Answer Show’ for May, and we have many great questions to answer this month. Find out the answers to these questions, right now.

Special Mother’s Day Edition - May 14, 2023

It’s Mother’s Day! To honor mothers and women everywhere, we’re devoting this show to the challenges women and mothers face when it comes to financial and retirement planning. Find out the solutions, right now.

Common Misconceptions About Taxes In Retirement - April 29, 2023

Most people pay too much taxes in retirement. What can you do about this, and how can you mitigate it? Find out, right now.

April 2023 Question And Answer Show - April 22, 2023

Well, it is time for our ‘Question And Answer Show’ for April, and we have many great questions to answer this month. Find out the answers to these questions, right now.

Do You Hear A Ticking Sound Inside Your Traditional Retirement Savings Accounts? - April 15, 2023

Most people’s retirement plans hold an asset that is a ticking tax bomb. What can you do about this, and how can you diffuse it? Find out, right now.

It’s Not About How You Look; It’s Just That You Win - April 8, 2023

Let me ask you a question. When it comes to investing, are you more about looking good and following the trends, or are you more concerned about being successful? Find out the answer to that question, right now.