Retirement Freedom KLFE – March 17th, 2012

March 16, 2012 By

Location:  KLFE 1590 AM Radio Station – Puget Sound

Listen from 2 – 4PM this Saturday as we talk with our special guest, Dr. Carolyn Matthew.

Description: Susan and Shane host a special show with guest Dr. Carolyn Matthews.  Dr. Carolyn Mathews (www.drcarolynmathews.com) coaches Boomer Professionals as they navigate midlife transitions and define their retirement. As a former corporate professional and current positive psychologist, she focuses on clients’ personal strengths, circumstances, and skills.

Date: March 17th, 2012

KLFE March 17th, 2012

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Retirement Freedom KTTH – March 4th, 2012

March 5, 2012 By

Location: KTTH 770 AM Radio Station – Puget Sound

Description: We answer a caller questions on alternatives to CD’s and how to balance the need for liquidity and long term growth.   We also provide tips for establishing Roth accounts,  ways the high income earner can still open Roth via conversion, and potential mistakes to avoid when planning a conversion.

Date:  March 04, 2012

Retirement Freedom KLFE – March 3rd, 2012

March 3, 2012 By

Location:   KLFE 1590 AM Radio Station – Puget Sound

Description:  Susan and Shane discuss the market’s high point, and current world and market conditions that may create future market volatility.  We look at   strategies for resetting your portfolio if you are considering making any movements.  We also discuss the merits of managing your risk differently for your different types of accounts, and the pitfalls to avoid in rebalancing.

Date:  March 03, 2012

 

Retirement Freedom KTTH – February 26th, 2012

March 1, 2012 By

Location:KTTH 770 AM Radio Station – Puget Sound

Description: We answer caller questions on Roth accounts, indexed annuities, and our office’s process for working with estate and elder law attorneys.

Date: February 26th, 2012

Retirement Freedom KTTH February 26th, 2012

 

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Retirement Freedom KLFE – February 25th, 2012

February 27, 2012 By

Location:   KLFE 1590 AM Radio Station – Puget Sound

Description:  Susan and Shane discuss the merits of segregating investments into different strategies,  and look at alternative approaches for saving for college needs while building your retirement.  We discuss the market’s high point, and strategies for resetting your portfolio if you are considering making any movements.

Date:  February 25, 2012

Retirement Freedom KLFE February 25th, 2012

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Retirement Freedom KTTH – February 19th, 2012

February 19, 2012 By

Location:KTTH 770 AM Radio Station – Puget Sound

Description: We dig into a caller’s question on the use of permanent life insurances to create income and examine the pro’s and con’s of this strategy for creating income during retirement.  We look at alternative strategies for income, and answer a caller’s questions about our firm and services.

Date: February 19th, 2012

Retirement Freedom KLFE – February 18th, 2012

February 18, 2012 By

Location:KLFE 1590 AM Radio Station – Puget Sound

Description: We discuss the market’s recent upward trends and the potential obstacles to it continuing.  We look at bond funds and dividend producing stock funds and discuss why they continue to remain a good income strategy in the near term.  We discuss our upcoming workshop on other strategies for the conservative investor.

Date: February 18th, 2012

Retirement Freedom KLFE – February 11th, 2012

February 11, 2012 By

Location:KLFE 770 AM Radio Station – Puget Sound

Description: Susan and Shane answer non-stop calls on a variety of questions, including use of index and target funds, protection of assets from market loss, and how to optimize social security benefits when married.

Date: February 11th, 2012

Retirement Freedom KLFE – January 28th, 2012

February 9, 2012 By

Location:   KLFE 1590 AM Radio Station –Puget Sound 

Description:  Live from the Boat Show, we discuss solutions to problems we have solved over the past year, and answered caller questions on IRAs, investment education for young investors, and strategies for replacing lost tax deductions when the mortgage has been paid off.

Date:  January 28, 2012

KLFE 1-28 Hour 1

KLFE 1-28 Hour 2

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Retirement Freedom KLFE – February 4th, 2012

February 4, 2012 By

Location:   KLFE 1590 AM Radio Station –Puget Sound 

Description:  Live from the Boat Show, we discuss solutions to problems we have solved over the past year, and answered caller questions on IRAs, investment education for young investors, and strategies for replacing lost tax deductions when the mortgage has been paid off.

Date:  February 4th, 2012

 

KLFE 2-4 Hour 1

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