One of the most common questions I get is, "Are annuities a good investment for pre-retirees or retirement and pre-retirees?" Because there … [Read more...] about Are Annuities a Good Investment for Retirees or Pre-Retirees? – Ep124
Real-Life Scams, Financial Fraud, and Detections – Ep123
From heartbreaking schemes using your children and grandchildren to target you, to Ponzi traps dressed up as investments, and even romance … [Read more...] about Real-Life Scams, Financial Fraud, and Detections – Ep123
5 Steps for Fraud Detection and Resolution – Ep122
Have you ever received a suspicious email or phone call that made you pause and wonder, "Is this legit?" Well, you’re not alone. Fraud is on … [Read more...] about 5 Steps for Fraud Detection and Resolution – Ep122
Creating a Total Return Portfolio – Ep121
A critical element to a successful retirement is achieving your required portfolio return. Many investors plan to accomplish this goal by … [Read more...] about Creating a Total Return Portfolio – Ep121
Inherited IRAs: What Every Beneficiary Needs to Know – Ep120
Many people have or will inherit an IRA, but most people don't know about their options or how to maximize their benefits. As a result, some … [Read more...] about Inherited IRAs: What Every Beneficiary Needs to Know – Ep120
4 Reasons the Best Investment Strategy May Fail – Ep119
Investors choose and follow what they believe is the best strategy for them, but these sometimes fail to get the desired results. Today, … [Read more...] about 4 Reasons the Best Investment Strategy May Fail – Ep119
