Steve presents a concise chart on how to assess where one stands on their road to a secure retirement. Join him for this "first of a kind" radio simulcast. 

Best of Free Money Radio

Where do you stand on the road to a secure retirement?

Do your investments represent value? Do they produce revenue? Steve and Mark discuss the perils of a market reminescent of 2000.

Have the market gods gone crazy?

Steve & Mark offer a good explanation of both Medicare & Social Security in this listener question radio show.

Will Social Security be there for ME?

Leaving assets to one's ex-spouse may not have been in the plan but it can happen. Steve & Mark relate several stories that underscore how important it is to keep one's financial papers, such as beneficiaries, password accounts, etc. up-to-date. 

Rethinking finances after a life-changing event

Long-term healthcare planning is part of retirement planning. One listener asks, "How does one handle L-T healthcare planning"? Steve and Mark have an innovative solution. 

Making life insurance work for you.

Today's mail bag questions focus on home ownership. Should you pay off the mortgage; is a reverse mortgage a good idea; what about leaving the house to the kids? Steve and Mark raise goods points for families to think about.

Mail Bag Day

Mark is off fishing and Steve and Melissa have a open discussion about why it is so important to make your wishes known to family and friends.

Is it time to have "The Talk"?

Steve and Mark discuss an on-going estate planning case which demonstrates the complexities of the planning process and why consulting with an expert can save you a lot of money.

Proposed changes in estate taxes - Part 2

Listen to Steve and Mark as they discuss the multitude of changes being proposed for estate taxes that can have a dire effect on your estate plan and beneficiaries.

With tax changes being proposed, Estate Planning is more important than ever.

Fear of losing and fear of losing out are huge factors in investment decisions. Steve talks about how investment mistakes, based on this emotion, can be avoided.

FEAR - The Big Motivator

Steve and Mark discuss some of the financial changes being proposed in Washington. Doubling the capital gains tax for top wage earners is one.

Have you heard?

Steve and Mark offer interesting insights into recent market short-selling; why Target Funds are not a good investment in today's market; and why you should consider tactical investing.  

Naked Shorts & Target Funds

Over the past 35 years, we have been conditioned to accept the stock market, without question, as the means to a secure retirement. At the same time, we have been conditioned to question the validity of annuities as a retirement tool. Steve & Mark discuss why the foundation for the 401K could really be the house that Dr. Suess built.

Annuities - Are they Really that Bad?

Mail Bag Day introduces us to the man who recently lost his job and wants to know if he can afford to retire. What's wrong with this picture? Retirement planning should start in one's 40s not as retirement approaches. Planners are here to help so why are people so resistant to the idea of using them? Listen to Steve and Mark discuss this and more....

Good Planning Starts Early

People concentrate on accumulating money for retirement but neglect to think about the toll that taxes can take on their retirement income. Steve & Mark ask, " Would you rather pay a tax on every saved $ at a tax rate that is unknown or pay the tax now when rates are at their lowest?"

Taxes REALLY can affect one's retirement.

Excerpts from the Free Money and Free to Retire Radio Shows with Free Money Guys Stephen Kelley and Mark Perkins

hubhopper

Best of Free Money Radio

hubhopper