The Retirement Money Matters Radio Show

Do you think your retirement plan is solid? Unfortunately, the best laid retirement plans can run into trouble in retirement. Find out if your retirement plan is at risk to many common threats right now.

Millions of people are moving money into tax free Roth IRAS in anticipation of higher taxes in the future, and to get as tax efficient as possible. Should you do this as well? Find out right no

It is time for our question and answer show for May, and we have many great questions to answer this month--including one on inheriting an IRA, another on how to protect yourself from identity and credit card theft, and another on how to read and understand a 401K statement. Find out the answer to these questions and many more on the Retirement Money Matters Show, which airs this Sunday morning at 8 right here on WWKI.  

Let me ask you a question. When it comes to investing, are you more about trying to maximize returns to look really good or are you more concerned about being successful? Find out the answer to that question right now. 

It is one of the most special weekends of the year. It is Mother's Day. So, to honor mothers and women everywhere, we are devoting this show to many challenges women and mother's face when it comes to financial and retirement planning. Find out the solutions right now. 

Most people's retirement plans hold an asset that is a ticking tax bomb. What can you do about this and how can you diffuse it? Find out right now 

It's time for our question and answer show for April, and we have many great questions to answer this month. Find out the answer to these questions, right now. 

 How do your assets and money get passed on to your heirs? Most people think they go through a will and or trust. Now. While that may be true for some assets, the majority of assets and money most people have are passed on through beneficiary designations. And unfortunately, many people don't realize this and make some critical mistakes when it comes to naming beneficiaries on their assets. Are you making these mistakes? Find out Right now. 

Many companies across America are reducing their workforce to save money by offering early buyout opportunities or voluntary retirement. If you are offered one of these packages, how do you determine whether you should take it? Find out right now. 

Many people think they have thought of everything when it comes to their retirement and estate plan. Unfortunately, that is not the case in most circumstances. Find out why right now. 

Basketball tournament time is back and the theme for this time of the year is to survive and advance. But let me ask you a question.Is your retirement plan set up to survive in advance? Find out right now. 

It is time for our question and answer show for March and we have many great questions that have been submitted this month. Find out the answer these questions right now. 

 The IRA is one of the main staples of retirement planning. 

In fact, millions of people use IRAS to save for and provide an income in their retirement years. However, many people are not getting as much out of these plans as possible because they don't know as much as they should about IRAS. Find out what you need to know about IRAS right now. 

It is tax season and millions of Americans are working on completing their 2024 federal tax returns. What moves? You still make to save tax dollars and or become more tax efficient for last year. Find out right now. 

It's time for the question and answer show. find out the answers to your questions right now.

Towards the beginning of each year, many people think about retirement. 

So, Are you ready or able to retire? Well, there are many factors to consider in evaluating that decision. Find out what these critical factors are right now. 

Many areas of the economy continue to struggle, causing many companies and businesses to cut back and reduce them. So, what should you do to prepare for a potential layoff or early retirement to minimize the effects on your retirement plan? 

Today's financial world is changing quickly and dramatically, but are the key strategic moves you may very well need to make to protect and maximize your retirement plan. 

Well, it's time for our question-and-answer show for January and we have many great questions to answer this month. Find out the answer to these questions right now. 

Are you ready for more change? I certainly hope so, because Congress recently approved the Secure Act 2.0 law, which brings many changes to the financial and retirement planning arena. 

Well, a New Year's here and that means new rules, new laws and contribution guidelines. Find out what these are to get your retirement plan updated properly right now. 

Well, it's a new year and that means time for New Year's resolutions. So, what financial New Year's resolutions do you need to make this year for your retirement plan? 

It is time for our question and answer show for December that we have many great questions answered from our readers and listeners.Find out the answer to these questions right now. 

Well, the holiday gift giving season is here, but unfortunately most gifts given offer no real long-term value for the giver or the recipient. Find out how to change this right now. 

There is a year-end deadline coming up for some very big decisions. Many pre retirees and retirees need to make find out what these big decisions are right now. 

Having the proper professional help in building and maintaining a retirement plan is vitally important, but how do you find that help? Find out right now. 

Well, it's time for our question and answer show for November. Find out the answers to many great retirement planning questions right now.

Time is running out on the year 2024 and there are some critical retirement planning moves you have to or may need to make by the end of the year. If you fail to make these moves in time, you will lose money in the form of penalties, taxes or lost opportunity costs. Find out what these requirements and moves are right now.

Getting to and surviving retirement can be like navigating your way through a minefield. What do you need to know and how are you going to avoid some major traps and survive? Find out, right?

It’s Halloween week, which means it’s trick or treat season. Are the tools and strategies you are using for your retirement plan, giving you a great retirement treat or are they costly tricks in your retirement plan? Find out right now.

Well, next week is Halloween week. You know, Halloween is a made-up theme that there are many scary things happening right now in the financial world that are very real. Find out what these are right now.

Well, it's time for our question-and-answer show for October, find out the answers to many great retirement planning questions right now.

The original inherited stretch IRA has been dramatically changed by the Secure Act that went into effect at the beginning of 2020. So now what do you do? Find out right now.

Let me ask you a question. Is your knowledge and education up to date regarding retirement planning? Find out right now as we're going to give you a retirement test.

A lot of things change when someone loses their spouse. Their retirement plan is no different. Do you know what happens to your retirement plan when your spouse passes away? Find out right now.

It's time for our question and answer show for September and we have many great questions to answer this month. Find out the answer to these questions right now.

Many rules for inheriting assets and money have changed and more rules may be changing soon. So now what do you do? Find out right now.

A recent survey says that most people do not understand all the different factors that affect their Social Security benefits, including taxation. Do you find out right now?

The world of Retirement State Planning today is much different from the past. In fact, there are several old common and understood retirement rules that no longer apply in today's retirement world. By not what these are right now.