Dec 19, 2019

Some blunders or missteps are more expensive than others. Guest expert, Travis Iles, Texas Securities Commissioner, Travis Iles joins in to offer eye-opening advice. Terry, Richard and Pam bring their own experiences to the discussion and explain how to save yourself from making these truly fatel money mistakes.

Dec 12, 2019

The day of retirement is the day of reckoning.  Now you need a reliable stream of income, as well as a more conservative investment plan.  How can you make sure you don’t run out of money before you run out of life? We talk about the smart way to generate income, without elevating risk, during retirement.

Dec 6, 2019

Journalist and author Chris Farrell and Ohio State University professor Stephanie Moulton discuss the rising amount of debt held be America's retired population and concerns about how debt can hinder retirement. They also review findings from a study Moulton and colleagues did to see which types of debt are the most...

Nov 27, 2019

Annuities are touted as the be-all-end-all answer for retirees looking to generate guaranteed income for the rest of their lives. But annuities are making headlines for all the wrong reasons now because many are downright dangerous to your wealth. Fiduciary advisor, Eric Lai sets the record straight. He explains how...

Nov 21, 2019

If you want to spend the rest of your life in your family home or condo, a Reverse Mortgage could give you a tax-free stream of income out of the equity you built up in your home over the years.  And no matter how long you live there, you’ll never run out of money. When you move out, or die, you (or your heirs) can...