A lot of people are using Robo Advisors. You can do just about anything with a computer program, but a lot of times, a human touch is crucial. Robo Advisors don't take many factors into account-and if you don't plan for major life changes, it could really hurt your plan. Listen to my podcast to learn what you could be losing if you don't get the right advise. Have a great day! Eric

Wealth Creator Radio

Wealth Creator Radio Robo vs. Human Advisors Sept. 18, 2021

Ed Slott has been a major educator in tax and retirement savings. My special guest will give you important tips to save you money! Additionally, Special Guest Marilyn Brown-Ross will give you important information on Reverse Mortgages! Have fun listening! Eric

Wealth Creator Radio Ed Slott on Taxesand Marilyn Brown-Ross on Reverse Mortgages Sept 11, 2021

Do you ever feel overwhelmed about making financial decisions? So overwhelmed that you decide to do nothing? Listen to my podcast to learn how you could be hurting yourself with inaction. Special Guest Drew Frampton will provide valuable insight into the current mortgage environment!  Have a great week! Eric

Wealth Creator Radio Client Experience with Special Guest-Drew Frampton Sept 4, 2021

Listen to my podcast for great tax advice from Ed Slott, retirement distribution specialist!  Hope all is well! Eric

Wealth Creator Radio Talking Taxes with Ed Slott August 28, 2021

From income taxes to capital gains taxes, there is some serious planning to do each year to be prepared on how to deal with your taxes. If you do it at tax preparation time, you cannot do anything to change what you have to pay; But what if you planned for tax reporting now? Sometimes small changes can make a big impact in your favor! Listen to my podcast and learn more!  Thank you for listening! Eric

Wealth Creator Radio Financial Prep and 2021 Taxes August 21, 2021

Taxes are complicated and the planning isn't just limited to April 15th deadlines. Listen to my conversation with Ed Slott, PBS Host and Tax Expert to learn more secrets to save money on your tax bill (and more!) Thank you for listening! Eric

Wealth Creator Radio Talking Taxes with Ed Slott August 14, 2021

Low interest rates have been here for about a decade now, which have probably affected your retirement nest egg over time. The feds are expected to raise the interest rates sometime in 2023, but how can you make a reasonable rate of return now? Listen to my podcast to learn more! Thank you! Eric

Wealth Creator Radio Living in a Low Interest Rate Environment August 7,2021

With looming inflation, it is more important than ever to review your retirement income plan and ensure you are ready. What's more, you need to plan properly for taxes in retirement. Listen to my podcast to learn more. Thanks for listening! Eric

Wealth Creator Radio Retiring Today July 31, 2021

Eric discusses IRA's and Taxes with IRA Expert, Ed Slott. During this conversation with the PBS host, CPA Ed Slott will discuss important information on proper planning for withdrawals, and how to avoid heavy taxation! You don't want to miss this! Thanks for listening! Eric

Wealth Creator Radio Special Guest-IRA Expert and CPA Ed Slott July 24, 2021

Biden's tax plan is coming. How do you protect your savings? Listen to my podcast this week to learn to protect your savings before any changes come into play! Have a great week, Eric

Wealth Creator Radio Good News and Bad News July 17, 2021

Can the financial house you have built weather any financial storms? How can you be sure you are protected? Listen to my podcast and learn the best blueprint to have for your financial house!  Thank you for listening! Eric

Wealth Creator Radio Build Your Financial House July 10, 2021

At one point or another, everyone faces money challenges. When you are retired and on a fixed income those challenges can seem daunting. How can you avoid "financial surprises"? Listen to my podcast and learn more! Thank you for listening! Eric

Wealth Creator Radio Money Challenges in Retirement July 3, 2021

Many Americans do not truly understand the ABC's of financial literacy. It is crucial to educate yourself on personal financial matters, but where do you start? Who should you refer to for help? Listen to my podcast to learn more! Thanks for listening! Eric

Wealth Creator Radio Financial Literacy June 26, 2021

Did you know that IRAs and 401Ks have been around for about 40 years now? Once those came around, a lot of companies stopped giving pensions. There is no option in a 401K to guarantee income, so how do you create your own personal "pension"?  Have a great week, Eric

Wealth Creator Radio Retirement Income June 19, 2021

Retiring takes some serious coordination. Don't go it alone. Listen to my podcast and learn when the best time is to take Social Security Income, and more! Have a great week. Eric

Wealth Creator Radio Bon Voyage June 12, 2021

Eric Heckman's weekly radio show on KTRB 860 AM where he & his guests go over personal finance issues for people in Silicon Valley. www.WealthCreator.com

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Wealth Creator Radio

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