It's the show where fun meets finance. Join The Financial Diva, Victoria Woods, and the King of Finance, Damon King, each week for tips on how to Rock Your Retirement!
Protecting Your Money From The Market
If you have any money invested in the stock market right now, you've likely taken some losses, no matter how conservative you may be. You will eventually get to a point where you can no longer take the roller coaster ride. In this episode, we answer a listener question about how to protect money from any loss. Later, we discuss the rules around receiving a Social Security survivor benefit and how you can download one of our best Social Security guides.
How To Handle An Inherited IRA
It's very likely that you will inherit an IRA or other tax deferred account from someone at some point in your life. When you do, you'll discover there are a lot of rules to consider when choosing how to take the money. In this episode, we provide answers for one listener that is dealing with that exact issue. Plus, what should be in your business plan when you decide to start your own company?
How To Stay Focused On Your Goals
The first half of 2022 has seen the most volatile market since the 2008 financial crisis. It seems there is new bad news screaming in your face every day. That makes it really tough to stay focused on your long-term goals. How do you tune out the noise? In this episode, we share some of the ways we are helping our Clients keep their cool. Plus, should you consider a Roth IRA conversion and what steps should you take in the last few years of working to prepare for retirement?
Recovering From Loss
One of the unfortunate side effects of living is that you will eventually experience loss. Losing a parent, spouse, or other loved one is one of the most emotionally challenging events you'll ever face. It will also be one of the most financially challenging. Dealing with life insurance companies. Closing old accounts and opening new ones. Handling inheritances. Paying final medical bills. It can all be very overwhelming. In this episode, we discuss the Survivor's Checklist and share how you can get a copy. We also discuss the role annuities can play in protecting your money from loss
Seeking Safety From The Market
Volatility comes with investing in the market. That's just the price you pay to benefit from the potential for larger gains. Over long periods of time, the market grows over 90 percent of the time. However, what if you don't have as much time to recover from a major market pullback? What options do you have to build safety into your portfolio and retirement income plan? In this episode, we share how to get total protection and how to use conservative investments to your advantage.
Inflation Busting Strategies
The year 2022 will be remembered as the year that life just cost more to live. Inflation unlike we have seen in decades is pinching pocketbooks and roiling the stock market. However, there are still ways to offset the impact of skyrocketing prices. In this episode, we share some inflation-busting strategies you can consider for your money.