Your Money, Your Wealth

Aired: 8/13/2016 11 AM:: Hosts answer frequently asked financial planning questions sent from Investopedia. Topics cover divorce, tax deductions, business profits, Roth IRAs, IRA rollovers and more.

Aired: 8/13/2016 10 AM:: Presidents can bully the Federal Reserve, but they can’t set central bank policy. Joe and Al explain how the Fed impacts overall markets and discuss a recent article covering 3 reasons why you should ignore Hilary and Trump’s economic promises.

Aired: 8/7/2016 11 AM:: The IRS changed the rules for IRA rollovers and not everyone is catching on. Taxpayers can only perform one 60-day IRA rollover in a 12-month period, no matter how many IRAs they own. Joe an Al go over this new rule and share how you can avoid getting hit with high tax bills.

Aired: 8/6/2016 10 AM:: Joe and Al share common retirement planning mistakes they’ve seen for years. These mistakes, that could cost you thousands, if not more, can easily be avoided if you learn how.

Aired: 7/30/2016 11 AM:: Joe and Al start the hour answering frequently asked financial questions then explain key factors to look for when choosing a financial advisor. Should you choose a fee-only or fee-based advisor and does it matter if they follow the fiduciary standard? Find out.

Aired: 7/30/2016 12 AM:: Hosts discuss three major tax-saving strategies that might be going away. Learn what they are and how you can take advantage of them before it’s too late.

Aired: 7/23/2016 11 AM:: If you try and beat the odds, how often do you come out on top? Most active-fund managers fail to beat the market. Joe and Al share a more reliable way to invest for your future.

Aired: 7/23/2016 10 AM:: Markets are at all-time highs in spite of recent events. Joe and Al share investment strategies you can learn from past performance and give advice for investing in a bull market versus a bear market.

Aired: 7/16/2016 11 AM:: Your generosity can pay off in more ways than one. Joe and Al share how to make tax-smart charitable donations.

Aired: 7/16/2016 10 AM:: The landscape of retirement is changing. The cost of living is rising and we are living longer than ever before. Joe and Al share financial tips for this new age of retirement. Then they welcome Medicare expert, Dr. Katy Votava to share her best ways of coping with rising Medicare premiums in 2016.

Aired: 7/9/2016 11 AM:: Larry Swedroe, author on investing, joins the show to discuss how investors’ reactions to recent current events have affected the stock market and what you should be doing with your investment portfolio.

Aired: 7/9/2016 12 AM:: The new Social Security rules have eliminated the Restricted Application claiming strategy, but there are still some that can take advantage of this “claim now, claim more later” rule. Plus, hosts answer some of the most frequently asked Social Security questions.

Aired: 7/2/2016 11 AM:: There are plenty of options when it comes to IRAs, but with plenty of options can come plenty of mistakes. Joe and Al make sure you don’t blow it with your IRA by explaining how you can avoid the 10 most common IRA mistakes you don’t want to make.

Aired: 7/2/2016 10 AM:: Joe and Al begin the hour recapping listeners on the recent Brexit headlines as they take a look at how the markets have reacted. Plus, is the US in a retirement crisis? If so, how can it be solved and what can you do to achieve your financial independence?

Aired: 6/25/2016 11 AM:: The fiduciary rule change will bring some changes to the financial planning industry. Hosts discuss what the new rule could mean for your savings.