Congress is all about tax reform now and no matter how you slice it, it’s going to significantly affect your portfolio and your taxes. Retirement plan contribution tax breaks, Social Security, Medicare, pensions…they’re all on the table and the chopping block! Tune in this week as Keith digs deep in to what tax reform means to you and how you need to protect yourself!
By the time most investors finally realize that a bear market has begun, it’s far too late; Most of the damage has been done. Bear markets always begin while a bull market is still intact. Tune in this week as Keith unveils how to spot a bear market – before it’s too late!
Due to both the complexities of investing and U.S. tax laws, many investors don’t understand how to properly manage their portfolio in order to minimize their tax burden. Tax efficiency is essential to maximizing returns. Tune in this week as Keith explains how to create a more tax-efficient portfolio and unveils strategies that are often overlooked by investors.
To retire in comfort and style, the way you have always wanted, requires careful planning. There are many things to consider, but there are 8 essential strategies that every investor must plan for. Tune in this week as Keith explains the 8 essential strategies you need to tackle in order to retire comfortably.
With stock and bond returns over the next two decades unlikely to match the results of the past 30 years, retirement investors have a serious challenge as to how they will achieve their goals. Tune in this week as Keith explains what to expect with the market, along with specific investment strategies to make money in the difficult market ahead!
It’s complicated, this retirement thing. Whether you are already retired or planning for it, there are certain mistakes you simply cannot afford to make. Tune in this week as Keith explains the 7 mistakes you must avoid in retirement planning and unveils specific strategies to achieve your goals with the least risk possible!
Congress made some significant tax law changes at the end of 2015 that will drastically affect every investor. Many provisions were revised, extended or made permanent for 2016 and beyond. Tune in this week as Keith explains what you need to know for tax year 2016, and how to invest appropriately.
5 Critical Steps for stress-free and successful retirement
Creating a “retirement master plan” is essential to retire comfortably. Even before you think about the investments that you should be invested in, you need a plan to tell your portfolio what to do so you can get the very best returns but with the least risk possible. Tune in this week as Keith discusses what investors want in a financial plan and unveils specific strategies to win the retirement game!
First: Keith’s special one on one interview with Rock and Roll legends, Cheaptrick! Listen in as he discusses their career, music and how they invest their money.
Second: Are you Prepared for the 3 Distinct Phases of Retirement? Retiring isn’t just flipping a switch at 65. There are 3 distinct phases every retiree goes through which require very different investment strategies.
Tune in this week for Keith’s interview with Cheaptrick and he explains the 3 phases every retiree must prepare for and unveils specific strategies to make sure your money will last a lifetime and more!