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Archive

• 2.16.19
  February 16, 2019 - Filial Support Law Interview with Atty. Keith Strohl! And Valerie Case! Save the Date – March 2nd – Don’t Worry, Retire Happy Workshop! Listen In and Learn!

• 2.9.19
  February 9, 2019 - New ‘Modern’ Record – 14 Listener Call-in Questions! And 7 Listener Emails! Listen In and Learn!

• 2.2.19
  February 2, 2019 - Fixed Index Annuities Interview with Kegan Morris American Funds 529 Plan Not Doing Well? What Happens to My Check if the Pension Plan Goes Bankrupt? Tons of Great Listener Questions!

• 1.26.19
  January 26, 2019 - Keep or Pay Off Mortgage in Retirement? Why did her Stock Disappear? Reporting Cash Income on 1040? Tons of Great Listener Questions!

• 1.19.19
  January 19, 2019 - Reverse Mortgage? Rental Real Estate inside an IRA? IRA Custodian Messed Up! Tons of Great Listener Questions!

• 1.12.19
  January 12, 2018 - Living Trusts – Pros and Cons? Restricted Social Security Applications? Life Insurance with LTC Benefits? Tons of Great Listener Questions!

• 1.5.19
  January 5, 2019 - What happens to accounts when advisor dies? Is whole life insurance a good investment? Can one investment review a year be enough? Tons of Great Listener Questions!

• 12.29.18
  December 29, 2018 - Social Security Questions with Mark Bacak! Tons of Great Listener Questions!

• 12.22.18
  December 22, 2018 - Merry Christmas! Happy Birthday Diane! What Are Your Stock Market Options? Tons of Great Listener Questions!

• 12.15.18
  December 15, 2018 - Tons of Great Listener Questions!

• 12.8.18
  December 8, 2018 - Medicare Questions with Mark Bacak! Tons of Great Listener Questions!

• 12.1.18
  December 1, 2018 - Holiday Open House! God Bless Us – Everyone! Thank You for Joining Us! Tons of Great Listener Questions!

• 11.24.18
  November 24, 2018 - December 1st – Holiday Open House – Please Join Us! Estate Taxes? Filial Support Law? What will Stock Market Do in 2019? Tons of Great Listener Questions!

• 11.17.18
  November 17, 2018 - Converting 401(k) to Roth IRA? 50% of 401(k) in Company Stock? Places to ‘Park’ Money that are Safe and Liquid Tons of Great Listener Questions!