Latest Socialsecurity Podcast Episodes
How to Manage Taxes When You Win the Lottery - 478
Your Money, Your Wealth - April 23, 2024 11:00 - 52 minutes ★★★★★ - 608 ratingsSo you won the lottery - congratulations! After you celebrate, should you rip off the band-aid and convert the entire lump sum payment to a Roth IRA? That’s today on Your Money, Your Wealth® podcast 478 with Joe Anderson, CFP® and Big Al Clopine, CPA. Also, Bucky in WA is required to have the sa...
What’s the Break-Even Point on Roth Conversions? - 477
Your Money, Your Wealth - April 16, 2024 11:00 - 46 minutes ★★★★★ - 608 ratingsAre there ever times when going all Roth isn’t the best strategy? How do you determine the break-even point on doing Roth conversions? That’s today on Your Money, Your Wealth® podcast number 477, as Joe Anderson, CFP® and Big Al Clopine, CPA spitball on marginal vs. effective tax rates for Josep...
Mastering Money 4/12/24
Mastering Money - April 12, 2024 14:00 - 51 minutes ★★★★★ - 2 ratingsCongratulations on your retirement! ...Now, get to work!! Nearly double the number of retirees are returning to work full time or part time reports the Wall Street Journal. We’ll review that report in the Market Intel segment and tell you why—then health insurance and Medicare specialist Shelley ...
Daily IQ Retirement Brief 4/12/24
Mastering Money - April 12, 2024 11:09 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/12/24
Mastering Money 4/11/24
Mastering Money - April 11, 2024 16:28 - 49 minutes ★★★★★ - 2 ratingsA Real Estate Nightmare is Unfolding in Downtown St. Louis reports the Wall Street Journal. The office district is empty, with boarded up retail stores every where you look. St Louis is one of a number of U.S. cities unable to recover from the Covid 19 pandemic. That report in the Market Intel Se...
Daily IQ Retirement Brief 4/11/24
Mastering Money - April 11, 2024 16:25 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/11/24
Mastering Money 4/10/24
Mastering Money - April 10, 2024 16:50 - 50 minutes ★★★★★ - 2 ratingsElectrical engineers and utility experts are saying that Artificial Intelligence, AI is going to need so much new electricity over the next two to five years, that our grid system will not be able to handle it, which is why utility companies are suddenly not shutting down their coal operations. ...
Daily IQ Retirement Brief 4/10/24
Mastering Money - April 10, 2024 16:46 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/10/24
Mastering Money 4/9/24
Mastering Money - April 09, 2024 16:37 - 50 minutes ★★★★★ - 2 ratingsMost people think of dementia starting in a person’s 70s, 80s, and 90s, but research shows that the groundwork is laid as people enter their 40s, 50s, and 60s. That's the bad news. The Good news: Science now has concluded how to delay or reduce the symptoms of dementia and alzheimers, step by s...
Daily IQ Retirement Brief 4/9/24
Mastering Money - April 09, 2024 16:32 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/9/24
Which Mortgage for Early Retirement? What is Private Credit? - 476
Your Money, Your Wealth - April 09, 2024 11:00 - 49 minutes ★★★★★ - 608 ratingsWhat is private credit and where does it fit in your investment portfolio? At age 60, Hope is tired of working and she’s hoping to retire in 2-3 years. Should she factor home equity into her retirement spending plan with a reverse mortgage? Which mortgage option for a Houston dream home is best ...
Mastering Money 4/8/24
Mastering Money - April 08, 2024 14:00 - 51 minutes ★★★★★ - 2 ratingsBidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election--a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with...
Daily IQ Retirement Brief 4/8/24
Mastering Money - April 08, 2024 11:36 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/8/24
Mastering Money 4/5/24
Mastering Money - April 05, 2024 15:00 - 51 minutes ★★★★★ - 2 ratingsAlthough the market is taking a bit of a breather right now, several prominent traders are pointing to a technical sentiment signal with a 100% success rate over the past five decades, which is suddenly flashing a green light. That report in the Market Intel segment, then Shelley Grandidge joins ...
Daily IQ Retirement Brief 4/5/24
Mastering Money - April 05, 2024 11:03 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/5/24
Mastering Money 4/4/24
Mastering Money - April 04, 2024 16:39 - 50 minutes ★★★★★ - 2 ratingsA small set of companies that own nuclear reactors have seen their stocks soar at Nvidia-like rates in the past few months, says Barrons--part of a little-noticed renaissance in an industry that hasn’t had much to brag about in years. We'll review that report in the Market Intel segment. Then we’...
Daily IQ Retirement Brief 4/4/24
Mastering Money - April 04, 2024 16:34 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/4/24
Mastering Money 4/3/24
Mastering Money - April 03, 2024 16:34 - 50 minutes ★★★★★ - 2 ratingsTwo of the hottest healthcare pharmaceutical stocks in the past two years have been Eli Lilly Company and NovoNordisk, the two makers of the most popular approved weight loss drugs. But do the drugs work for everybody? No, we'll tell you who the drugs do NOT work for in the Market Intel segment...
Daily IQ Retirement Brief 4/3/24
Mastering Money - April 03, 2024 16:32 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/3/24
Mastering Money 4/2/24
Mastering Money - April 02, 2024 16:39 - 50 minutes ★★★★★ - 2 ratingsDoes Green Energy Make the United States Vulnerable to Cyberattack? Yes, say many fact based scientists and war experts. As the Wall Street Journal reports, government climate policies are making it easier for the Chinese Communist Party to wage a multifront cyberattack. You may be shocked by wha...
Daily IQ Retirement Brief 4/2/24
Mastering Money - April 02, 2024 16:36 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/2/24
Is Your Retirement Withdrawal Rate Too High? - 475
Your Money, Your Wealth - April 02, 2024 11:00 - 51 minutes ★★★★★ - 608 ratingsWill Duke and Daisy’s retirement spending plan work? If you’re a fan of hearing Joe Anderson, CFP® and Big Al Clopine, CPA debate, you’re in luck today on Your Money, Your Wealth® podcast 475, as they disagree on assumptions when it comes to retirement planning. The EASIretirement.com calculator...
Mastering Money 4/1/24
Mastering Money - April 01, 2024 14:00 - 51 minutes ★★★★★ - 2 ratingsBidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election--a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with...
Daily IQ Retirement Brief 4/1/24
Mastering Money - April 01, 2024 11:40 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/1/24
The Home Buying Earthquake That Changes Everything
Big Picture Retirement - April 01, 2024 09:30 - 31 minutes ★★★★★ - 366 ratingsIn today's episode, we discuss the landmark $418 million settlement involving the National Association of Realtors (NAR) and its potential implications for the real estate industry. As retirees and others look to buy or sell homes, they're facing a big shift in how real estate services will be p...
Mastering Money 3/29/24
Mastering Money - March 29, 2024 14:00 - 51 minutes ★★★★★ - 2 ratingsPremium-economy seats are one notch below business class, one above the best sections of coach. They have become not only popular, but the most profitable tickets airlines are selling. says the Wall Street Journal. We'll review Journal's report on what you can expect for air fare pricing in 2024...
Daily IQ Retirement Brief 3/29/24
Mastering Money - March 29, 2024 11:24 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 3/29/24
Mastering Money 3/28/24
Mastering Money - March 28, 2024 16:30 - 50 minutes ★★★★★ - 2 ratingsThe artificial-intelligence boom is sending Silicon Valley’s talent wars to new extremes. Big Tech companies are serving up million-dollar-a-year compensation packages, in the race for leadership in generative AI systems. We’ll review the Wall Street Journal report on how crazy the pay scale is g...
Daily IQ Retirement Brief 3/28/24
Mastering Money - March 28, 2024 16:23 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 3/28/24
Mastering Money 3/27/24
Mastering Money - March 27, 2024 16:23 - 50 minutes ★★★★★ - 2 ratingsShares of Donald Trump’s social-media company surged 16% on their first day of trading reaching as high as 50%, shutting down the NASDAQ momentarily. The price explosion boosted the presidential candidate’s fortune to roughly $4.5 billion. The question is, how soon can he tap into the money? We...