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Winning Retirement Radio

Nov 5, 2020

There’s obviously a cost to do business, but as consumers we typically seek the best overall value when making a purchase. It shouldn’t be any different with your investments. Greg & Kristin share a story of how they helped unearth over $50,000 in yearly fees a lady was unknowingly paying for 4 annuities with her...


Oct 29, 2020

2020 has raised A LOT of questions and shown us what little control we have over certain parts of our lives. Yes, you have 100% control over your vote for Donald Trump or Joe Biden. But what happens after that? When it comes to wall street, does it really matter who wins November 3rd? Should we make changes to our...


Oct 16, 2020

Many Americans are feeling uncertain about how the results of the election could impact their wallet. In very simple language, Greg & Kristin speak with Chief Investment Strategist Andrew Tang about what sectors they are backing off from for their clients… and why. They breakdown what we all should be considering for...


Oct 8, 2020

Because of how the pandemic has damaged our economy, many are being “nudged” toward retirement earlier than planned. Whether you’re offered an early buy out package, been furloughed, laid off or are wanting to leave your career prematurely by choice… All you really want to know is: Am I prepared to retire during...


Sep 24, 2020

You have your own opinion about how you’d like to see things play out in the election… But most of us are feeling some anxiety about how the results could impact wall street, main street and taxes… but mainly our bottom line. Greg & Kristin break down how they’re helping their clients make...