The Retirement Money Matters Radio Show
Midyear Review for 2024 - July 19, 2024
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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.
  1. Midyear Review for 2024 - July 19, 2024
    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.

  2. July Question and Answer Show - July 12, 2024
    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.

  3. Mid Year Retirement Checkout - July 3, 2024
    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.

  4. Financial Independence - June 27, 2024
    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.

  5. Question and Answer Show for June - June 21, 2024
    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.

  6. Does Father Know Best? - June 16, 2024
    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.

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

  8. Common Threats to a Retirement Plan - June 2, 2024
    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.

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

  10. May Question and Answer Show - May 16, 2024
    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.

  11. Mothers and Women Face Many Challenges - May 10, 2024
    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.

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

  13. April Question and Answer Show - April 22, 2024
    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.

  14. A Ticking Tax-Bomb - April 12, 2024
    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.

  15. Critical Beneficiary Naming Mistakes - April 5, 2024
    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.

  16. Early Buy-Outs for Retirement - March 28, 2024
    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.

  17. March Question and Answer Show - March 21, 2024
    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.

  18. Survive and Advance - March 15, 2024
    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.

  19. Retirement and Estate Planning - March 8, 2024
    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.

  20. Tax Season - February 22, 2024
    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.

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

  22. February Question and Answer Show - February 15, 2024
    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.

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

  24. The Economy Continues to Struggle - February 2, 2024
    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.

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

  26. January Question and Answer Show - January 19, 2024
    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.

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

  28. New Year, New Rules - January 4, 2024
    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.

  29. New Year’s Resolutions - December 27, 2023
    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.

  30. December Question and Answer Show - December 14, 2023
    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.

  31. Year-End Decisions and Deadlines - December 7, 2023
    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.

  32. To Give and Recieve - November 30, 2023
    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.

  33. Building and Maintaining a Retirement Plan - November 22, 2023
    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.

  34. Question and Answer Show for November - November 17, 2023
    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.

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

  36. Navigating Retirement - November 2, 2023
    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.

  37. Trick or Treat Season - October 26, 2023
    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.

  38. Are You Scared? - October 22, 2023
    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.

  39. Question and Answer Show for October - October 16, 2023
    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.

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

  41. 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 - 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.

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

  43. Question and Answer Show for September - September 15, 2023
    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.

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

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

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

  47. Question and Answer Show for August - August 18, 2023
    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.

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

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

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

  51. 2023 is Almost Half Over - July 21, 2023
    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.

  52. Question and Answer Show for July - July 13, 2023
    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.

  53. Your Retirement Check-Up - July 7, 2023
    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.

  54. Financial Independence - June 30, 2023
    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.

  55. Today’s Retirement World - June 23, 2023
    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.

  56. June 2023 Question And Answer Show - June 16, 2023
    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.

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

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

  59. Tax-Free Roth IRA’s - May 26, 2023
    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.

  60. May 2023 Question & Answer Show - May 21, 2023
    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.

  61. Special Mother’s Day Edition - May 14, 2023
    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.

  62. Common Misconceptions About Taxes In Retirement - April 29, 2023
    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.

  63. April 2023 Question And Answer Show - April 22, 2023
    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.

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

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