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May 23, 2022

If you’re 72 or older, the government makes you take Required Minimum Distributions every year.  RMDs consume a percentage of your retirement assets.  But thanks to new data that shows Americans living longer, the IRS has revised the RMD tables so that they’re at a lesser percentage.  That means fewer taxes to pay. ...

May 16, 2022

Economists routinely tell us that the biggest retirement worry is running out of money.  But Forbes says there’s another concern that doesn’t get as much attention … and that’s maintaining the same standard of living.  But how do we do that, considering that our retirement income will probably be less than what...

May 13, 2022

If you missed the show this week, you're in luck - hear Steve interview Bill Murray!

Steve had the opportunity to meet and chat with Bill Murray and his brothers (Brian Doyle, Joel, Andy and Johnny) during their "Murray Bros. Caddyshack Charity Golf Tournament" in St. Augustine, FL! 

Bill and the brothers discuss what...

May 9, 2022

Jason Aldean joins the show and shares the secret to his success! Hear Steve share what he says is the secret to his nearly 30 years of success and what he and his team can offer that's different than other financial advisors! 

Call Steve for your Complimentary Consultation!  

May 2, 2022

Inflation is giving way to something called “shrinkflation.”  Companies are trying to fight higher prices by cutting corners with their products.  For instance, Doritos bags will now contain five fewer chips.  Crest is putting less toothpaste in its tubes.  And Charmin is cutting 20 sheets from its two-ply rolls of...