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Episode #114 – The Investment Fee Tax Break Bids Farewell
June 26, 2018
The tax benefits associated with the costs of obtaining financial advice have been eliminated. Steve takes a close look at this provision of the new tax code, and how it impacts investors and financial professionals. The politicians in Washington deserve the blame, but there might be a viable work-around.
Listen Here Episode #113 – The Growing Retirement Age Gap
June 22, 2018
Steve is joined by Matt Rutledge, economist at The Center For Retirement Research at Boston College. They discuss the reasons for a growing gap in the ages people retire and the surprising relationship between retirement age and education level.
Listen Here Episode #112 – Retirement Planning Challenges for Women
June 19, 2018
Steve and his guest Catherine Collinson, CEO and President of the Transamerica Institute and Transamerica Center for Retirement Studies, discuss finding retirement success for women through empowerment and practical solutions.
Listen Here Episode #111 – With Another Interest Rate Hike Impact You
June 15, 2018
Another Interest Rate Hike by the Fed | Understanding The Impact On Your Life and Wealth
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