174 episodes

Please refrain from posting reviews of your experience as this may be considered testimonials and are prohibited by the Securities and Exchange Commission (SEC). "Likes" should not be considered a positive reflection of the investment advisory services offered by Gradient Advisors, LLC (“GA”) and/or their investment advisor representatives.
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything can suffer. And the same is true of your finances. This show is dedicated to the small things that may help make a significant difference.

Tami's 2 Cents Tami Simpson

    • Business

Please refrain from posting reviews of your experience as this may be considered testimonials and are prohibited by the Securities and Exchange Commission (SEC). "Likes" should not be considered a positive reflection of the investment advisory services offered by Gradient Advisors, LLC (“GA”) and/or their investment advisor representatives.
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything can suffer. And the same is true of your finances. This show is dedicated to the small things that may help make a significant difference.

    Tami's 2 Cents about Roth Conversions

    Tami's 2 Cents about Roth Conversions

    Now may be the perfect time to convert your traditional retirement accounts to a Roth IRA. Tami talks about what a Roth IRA is and the strategies involved to help minimize your tax burden.

    Tami's 2 Cents about Variable Annuities

    Tami's 2 Cents about Variable Annuities

    In this episode Tami talks about what Variable annuities are and how they are used. Helpful tips to sort out the good and the bad.

    Tami's 2 Cents About Fixed Indexed Annuities

    Tami's 2 Cents About Fixed Indexed Annuities

    Tami details what you need to know about Fixed Indexed Annuities and why they are the answer for some people when it comes to retirement income.

    Tami's 2 Cents about Creating Cash Flow

    Tami's 2 Cents about Creating Cash Flow

    We all want to have enough cash flow to live comfortably, especially in retirement! In this episode Tami gives us some helpful tips to keep more of our hard-earned money and to have a retirement income that will last as long as we do.

    Tami's 2 Cents about Reverse Mortgages

    Tami's 2 Cents about Reverse Mortgages

    What are reverse mortgages? Are they good or bad? How can they help you in retirement? In this episode Tami goes over the facts and the various scenarios to help you better understand reverse mortgages.

    Tami's 2 Cents about Integrative Financial Planning

    Tami's 2 Cents about Integrative Financial Planning

    You probably haven't heard of Integrative Financial Planning, so in this episode we talk about its importance and how it can help you with your finances, investments and retirement income planning.

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