SC Financial Group - Bellevue, Washington
Bellevue, Washington
Location:KTTH 770 AM Radio Station – Puget Sound
Description: Shane and Susan discuss the benefits of working with parents and adult children together when creating intergenerational plans, the dilemma of learning how to find the appropriate level of spending when moving to retirement, and strategies for more conservative investors. We also answer calls questions on converting rental property assets into a retirement income stream.
Date: January 29th, 2012
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Location:KTTH 770 AM Radio Station – Puget Sound
Description: This week’s show encourages our listeners to build a financial plan as the base for making decisions in your spending and investments. Topics covered include the role of real estate in a portfolio , target funds in your 401K , and how to select the correct pension option for your circumstances, We also discuss the resources available on our website if you are beginning to put your own plan together, and answer caller questions on gold, what age to begin planning for retirement, and our thoughts on holding a large amount of company stock in your 401K.
Date: January 22nd, 2012
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Location:KTTH 770 AM Radio Station – Puget Sound
Description: Shane and Susan discuss several key concepts to consider when creating your investment and income strategies for the coming year, including diversifying your bond fund mix, and considerations when selecting between different bond funds. We discuss the role for dividend yielding equity funds in your portfolio, and areas of concern when diversifying your investments globally. We also answer caller questions on creating an income plan, and discuss our upcoming workshop this Thursday.
Date: January 15th, 2012
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Location:KTTH 770 AM Radio Station – Puget Sound
Description: Shane and Susan hope that everyone had a wonderful holiday season and open the new year with a discussion on why now is a great time to create or update your retirement plan We explain what you need to plan for in preparing for your retirement years, and why a good retirement plan should be the basis for selecting your investment strategies. We spend some time on how to create investment strategies that will support taking income from your portfolio in volatile markets. .We also take your calls on how to best prepare for a successful year.
Date: January 8th, 2012
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Location: KTTH 770 AM Radio Station – Puget Sound
Description: Shane and Susan discuss Guaranteed Minimum Accumulation Benefits, how they work and why we believe they can be a very useful tool for some investors, and anyone looking to participate in the market and also retain principle. We also take your calls on the difference between independent and dependent advisers(27:30).
Date: December 18th, 2011
This is our last show until we return after the holidays. We have two workshops in January which you can sign up for on our workshops page.
Happy Holidays to everyone from SC Financial Group, LLC
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Location: KTTH 770 AM Radio Station – Puget Sound
Description: Shane and Susan try to recover from Thanksgiving meals, and talk about required minimum distributions, correcting some of the common misunderstandings many people have about the rules. They talk about finding the right amount to invest each month, setting a goal and sticking to it. They give their year end tips on capital losses for stock portfolios, and income planning techniques to give stability. They also take your calls on yields, and Roth IRAs.
Date: November 27th, 2011
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Location: KTTH 770 AM Radio Station – Puget Sound
Description: Shane and Susan talk about risk, and knowing where to invest based upon your age and needs. We explain why the same investments in your 30’s might not be right for you in your 50’s. We implore our listeners to not be intimidated by finances, and we offer our consultations to help gain clarity on their retirement position. Shane also brings up global economic news, and how U.S. Treasury’s are still considered a viable alternative because of the turmoil outside the U.S.
Date: November 20th, 2011
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Location: KTTH 770 AM Radio Station – Puget Sound
Description: Shane and Susan discuss year end financial reviews, and the importance of having a professional review your portfolio. They talk about matching your investments with your ability to handle risk and smart ways to tackle retirement planning. Shane and Susan welcome their listeners to come into the SC Financial office and sit down with them to gain retirement planning clarity.
Date: November 6th, 2011
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Location: KTTH 770 AM Radio Station – Puget Sound
Description: Shane Cloninger has the mic all to himself and he discusses how to manage your portfolio. He explains why you shouldn’t be afraid to open your financial statements. How you can get tax advantages from IRA’s, and differences between Traditional and Roth IRA’s. Shane also discusses a strategy of ‘stretching’ the IRA for future generations. We have information on the Stretch IRA concept available at no charge. He also takes listeners calls on investing early and the power of time and your money.
Date: November 13th, 2011
Location: KTTH 770 AM Radio Station – Puget Sound
Description: Shane and Susan wish everyone a happy Halloween, and talk about cost of living adjustments for social security, and the vast market swings this past week and the shape of portfolios. We stress the importance of looking long term for your retirement portfolio, and not lose track of the whole market, an focus on what is specific to you. We also discuss managing your income in retirement and mapping out what you will need from your investments during retirement.
Date: October 30th, 2011
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11661 SE First Street Suite 205, Bellevue, WA 98005
Phone: (425) 451-2950 · Fax: (425) 451-2888
Registered Representatives offering securities through Cadaret Grant & Co, Inc.
Member FINRA & SIPC. Licensed to sell securities in the following states: Washington
and Oregon. SC Financial Group, LLC. and Cadaret Grant are separate entities.
