A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.
Kevin talks about retirement killers, basic mistakes that can derail a retirement plan; and answers callers questions regarding tax reform, tax free bond investing, Medicare premium surcharges and real estate investing.
All Things Roth
Kevin & Allison answer listeners questions about funding Roth IRAs, Life Insurance planning and Social Security claiming.
Social Security Questions
Allison answers callers questions about about social security spousal benefits, widow benefits, divorced spousal benefits, claiming timing and pension offsets.
Where You Rank as a Taxpayer
Where you rank as a taxpayer and caller questions about life insurance planning, estate planning, roth conversions, and required minimum distributions.
Habits of Successful Investors
Robinhood, Gamestop & more. Listen to the habits of the most successful investors.
Birthdates to be aware of as you are approaching and in retirement. Don't miss these opportunities and deadlines.
A must listen!
Great advice for sound financial planning.