Money In Motion

Answers to all your retirement questions in one place. Once a week we take calls and talk about getting your financial house in order. Each show brings totally different callers so no two shows are the same. Shows are broadcast live every Thursday from 8:05-8:35 am on “Madison in the Morning” on News/Talk 1310 WIBA AM in Madison, Wisconsin.

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Different Taxes on Different Earnings

Income Taxes vs. Capital Gains Taxes

09-25
28:18

A Roadmap to Future Retirement Success

Turning 50 and strategically planning for retirement

09-18
26:16

Managing Future College Funding

Taking steps now to assist with college funding

09-11
28:53

Funding for your retirement success

Steps to take now to secure your future retirement income

09-04
27:13

Unmasking Your Investment persona: Risk Tolerance and Bias

Exploring the Impact of Behavior on Your Investment Journey

08-28
23:17

Sustainable Portfolio Income in Retirement

Understanding What Sustainable Income Looks Like in Retirement

08-21
28:17

RMDs & Charitable Savvy: Tax Smart Choices for Retirement Funds

Directing RMDs Strategically to Maximize Impact and Minimize Taxes

08-14
27:14

Unlocking the Secrets

Timing Your Benefits

08-07
26:55

Protecting Your Finances

Staying Safe from Digital Threats

07-31
28:59

Changes ahead with OBBBA

Understanding changes that may affect you

07-24
26:43

Reality Check on Household Debt

Paying yourself first

07-17
29:36

Reviewing Insurance Coverages

Considerations on what to keep, modify or secure

07-11
30:46

Mid-Year Review of Retirement Planning

Monitoring Contribution Levels Now for Future Income

07-03
30:57

Preparing Wisely for End-of-Life Decisions

Easing Family Burdens

06-26
25:34

Working and Social Security

Balancing Work and Benefits

06-19
29:03

Demystifying Fees

Understanding What You’re Paying For

06-12
30:03

Smooth Retirement Transitions

Avoiding Mistakes for a Secure Retirement

06-05
33:15

Tax Hacks for the Mid-Year Stretch

Maximize Returns with Cool Contribution Moves

05-29
27:48

Understanding True Diversification

Adjusting for risk within your portfolio

05-22
30:28

Fitness and Finance

Staying Active and Financially Fit

05-15
29:23
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