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Dollars and $ense with Bruce Porter
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Dollars and $ense with Bruce Porter

Author: Bruce Porter & Will Worsham

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Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10's Ozarks Live which airs Live Tuesdays at 3pm. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our website www.resourcecenterinc.com, 417-882-1800.Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.This Podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.The use of logos and or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or program.The Resource Center, Inc. is not permitted to offer and no statement made during this podcast shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc. 734270 - 10/20
47 Episodes
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If you're retired and own a home, Bruce has an idea that may interest you.All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel.  They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned.  The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies.00959227 06/21
With May 17th quickly approaching, Bruce shares some tips to reduce your tax bill. 
Bruce answers a viewer's question on this week's Dollars and $ense on KOLR 10's Ozarks Live.  If you have contributed to a 401k for the year can you also contribute to an IRA???  Bruce explains how it works in this video.  Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center Inc. are not affiliated companies.  Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying  abilities of the issuing carrier.  This TV show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the  particular needs of an individual’s situation.    894853 - 4/21The Resource Center Inc. is not permitted to offer and no statement made during this show  shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S.  Government or any governmental agency. The information and opinions contained herein  provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center Inc.  This TV show is a paid placement.
Bruce Porter on Ozarks Live explains why he calls the 2000's the lost decade of investing.  889529
Today on Ozarks Live Bruce Porter explains what to consider when deciding when to start taking Social Security.  Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.This TV show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.The Resource Center, Inc. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc.This TV show is a paid placement. 877449 - 4/21
Bruce Porter discusses options to creating a plan to pay for care costs on this weeks Ozarks Live show on KOLR 10 with Tom Trtan.  Tune in each week on Tuesdays at 3pm to see the show.   Subscribe to our channel at https://www.youtube.com/c/TheResourceCenter869984-4/21
Home Mortgage rates have been hovering at their lowest in 50 years.  Would it be a smart decision to refinance your loan, or even switch from a 30-year to a 15-year mortgage?Bruce explains on Dollars and $ense with Tom Trtan on KOLR10's Ozarks Live.  862576-3/21
Financial Expert Bruce Porter joins host Will Worsham to discuss the week's financial news and advice.
1.26 Top Tax Tips

1.26 Top Tax Tips

2021-03-1807:37

Bruce Porter reviews the top tax tips with Tom Trtan on Ozarks Live.  Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. A Roth Conversion is a taxable event and may have several tax-related consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. 849046-3/21
Can I convert my Required Minimum Distribution (RMD) to a Roth IRA and satisfy the RMD requirement in the same tax year?
1.24 Free Book Offer!

1.24 Free Book Offer!

2021-03-1005:28

Joy from Ozarks Live visits with Bruce Porter on his book "Finding The Courage To Retire".   Offered for Free until 3/12/21.  842957 - 3/21
1.23 Dollars and $ense

1.23 Dollars and $ense

2021-03-0808:14

What to do in uncertain financial times.
Bruce explains the 3 Financial Risks that could affect your portfolio.We are not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. We are able to provide you with information but not guidance or advice related to federal benefits. Our firm is not affiliated with the U.S. government or any governmental agency.  Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies. 
The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Distributions from tax-deferred retirement plans are taxed as ordinary income. Employers issuing a check in your name for a lump-sum distribution are required to withhold 20% toward federal income taxes, so you would receive only 80% of the total value. Early distributions are required to withhold 20% toward federal income taxes, so you would receive only 80% of the total value. Early distributions from employer-sponsored retirement plans and traditional IRA sprior to age 59 1/2 may be subject to 10% federal income tax penalty. This is a hypothetical example provided for illustrative purposes only; it does not represent a real-life scenario and should not be construed as advice designed to meet the particular needs of an individual's situation. Information and opinions contained herein that has been obtained from third-party sources is believed to be reliable however accuracy and completeness cannot be guaranteed. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. 00829804 02/21
On K-Rog, Bruce Porter and Will Worsham discuss the recent GameStop Stock Surge. For more information, you can contact Bruce at The Resource Center.   www.resourcecenterinc.com or 417-882-1800
Bruce Porter on KOLR 10's Ozarks Live explains the Federal Funds Rate predictions and how --that will impact the bank interest on your accounts.  For more information contact us at 417-882-1800 or www.resourcecenterinc.com
Managing your investment portfolio during the new administration. How will Joe Biden's presidency affect your portfolio.   For more information call 417-882-1800.
Joy Robertson interviews Bruce Porter on KOLR 10's Ozarks Live on the 3 pillars of planning to focus on for 2021.  796634-1/21
Bruce and Joy Robertson discuss a viewers question on Kolr10's  Ozarks Live.  Should the husband and wife be involved in the family finances?  What if one isn't interested?791506 - 12/20
In this episode of Ozarks Live Bruce explains the 7 steps to reach financial Peace.  00770664 12/20Source: https://www.daveramsey.com/dave-ramsey-7-baby-steps
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