Posts Tagged ‘financial advisor’

Worry Free Living TV: Keeping Your Retirement Dreams On Track

Wednesday, May 18th, 2011

A new edition of Worry Free Living TV is now available! Click Here now.


In this edition:


· What 3 steps should you be taking to reach/keep all your retirement dreams and goals?


· Question of the Week – The problem with the question “How much money do I really need for a safe & comfortable retirement”.


· Story of the Week – Fishing with a client on their - really big – boat!


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.

Worry Free Living TV: 4 Tips To Protect Your Investment Gains

Tuesday, May 10th, 2011

A new edition of Worry Free Living TV™ is now available! Click Here to watch now.

In this edition:


· Time tested and Proven strategies to make sure you keep your investment profits. Don’t let your ‘paper’ profits get vaporized.


· Question of the Week - Which is better, a dollar added to a Roth IRA or a dollar added to a traditional IRA


· Story of the Week - Look who was in a TV commercial!


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.

Worry Free Living TV: How Much Money Do You Really Need For A Worry Free Retirement…

Tuesday, May 3rd, 2011

A new edition of Worry Free Living TV™ is now available! Click Here now.


In this edition:


· The answer may surprise you! I also talk about hidden assets you may have, and something way more important than money when it comes to a Worry Free Retirement…Can you tell me what they are?


· Question of the Week - 2 simple steps to know how much you really spend. In other words, how much income do you really need


· Story of the Week - A Mission Trip to Venezuela


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.

Worry Free Living TV: 6 Reasons Why You MUST Have An Estate Plan… Even If You Don’t Have A Taxable Estate

Tuesday, April 26th, 2011

A new edition of Worry Free Living TV™ is now available! Click Here now.


In this edition:


· Discover the 6 reasons why you need an estate plan. At least 2 of them will apply to you. Which ones are they?


· Question of the Week – Common age related mistakes people make with their IRAs, 401Ks etc.How to get money penalty free from your IRA or 401kbefore you turn 591/2.


· Story of the Week - Costa Rica…I’m not the only one who has been…See some our clients enjoying themselves!


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.

Worry Free Living TV: Mutual Funds Cause Unsuspecting Taxpayers to Over-Pay on Taxes

Tuesday, April 19th, 2011

A new edition of Worry Free Living TV™ is now available Click Here now.


In this edition:


· A very common tax mistake mutual fund owners make. What it is, and how to keep it from happening to you


· Question of the Week -Should I re-title to my home into the name of my Living Trust?


· Story of the Week -A Pet Lovers Vaction!!!


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.

Worry Free Living TV: Your Most Important Retirement Decision…And It’s NOT About Money

Tuesday, April 12th, 2011

A new edition of Worry Free Living TV™ is now available! Click Here now.


In this edition:


· This 1 key decision you make – whether you realize it or not - will determine how enjoyable your retirement is.

· Question of the Week – When It’s smart NOT to put the maximum into your 401k – IRA – TSA – 403b – RothIRA etc.

· Story of the Week -Pictures from a recent fishing trip!


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Click Here to watch now.

Worry Free Living TV: Money Markets and CD’s Have Risk Too… Do You Know What They Are

Tuesday, April 5th, 2011

A new edition of Worry Free Living TV™ is now available!   Click Here to watch.

In this edition:

  • Discover the risk that all money market and CD’s have. There really is no “Risk Free” investment!
  • Question of the Week – Should you pay off your mortgage. A recap of my Money Magazine interview!
  • Story of the Week – An RV Trip…to Alaska!

Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!

Click Here to watch now.

Worry Free Living TV: The Hidden Danger of Stop Loss Orders

Tuesday, March 29th, 2011

A new edition of Worry Free Living TV™ is now available!


In this edition:


· Why you’re making a BIG mistake if you use stop loss orders. A popular strategy to keep investment losses to a minimum…usually creates even bigger losses. Discover why.


· Question of the Week - How Come I Can’t Find A Job??? My observations on why so many are unable to find a job. It’s not so much the economy, as it is the way they present themselves.  Anyone looking for a job should watch this segment.


· Story of the Week - Snow Skiing…In The Desert???


PS – After you watch the show share any thoughts, comments etc with us. Just reply back to this message. (Very soon we’ll have a new blog site where you can both watch & comment on every show)


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Email info@fmcretire.com for the link to the video!


Oh… I almost forgot. I was recently interviewed by Money Magazine! Click Here to see the article. It’s amazing to me how several hours gets turned into a 2 sentence ’sound bite’

The Japan Disaster(s): What To Do With Your Money Now

Tuesday, March 22nd, 2011

A new edition of Worry Free Living TV™ is now available!


In this edition:


· How will the Japan disaster(s) affect you and your money?


· Question of the Week - What tax info do you need to keep…and for how long?

Hint: Probably Wayyyy less than you think.


· Story of the Week – A Love Affair with a Model A Ford!


PS – After you watch the show share any thoughts, comments etc with us. Just reply back to this message. (Very soon we’ll have a new blog site where you can both watch & comment on every show)


Make sure you’re making smart choices about your money so you can Do What You Want, When You Want, Where You Want! Watch Worry Free Living TV!


Email info@fmcretire.com for a link to the video!

Should You Be More Aggressive Or More Conservative With Your Investments

Tuesday, March 15th, 2011

A new edition of Worry Free Living TV™ is now available!


In this edition:


· In recent media interviews I’ve done, all were asking if Financial Advisors were being more aggressive or conservative with their current investing strategies since the bottom of the bear market.

(Last week (Mar 9thmarked the 2 year anniversary of the bottom of the bear market. The Dow closed around 6,500 vs 12,000+ today).


This is the wrong question to be asking. I’ll tell you why, and…the better questionyou should be asking.


· Question of the Week - Why I don’t wear a tie, let alone a suit

· Story of the Week - Swimming with Sharks in the Bahamas!


PS – After you watch the show share any thoughts, comments etc with us. Just reply back to the message. (Very soon we’ll have a new blog site where you can both watch & comment on every show)


Under 10 minutes to make sure you’re making smart choices about your money so you canDo What You Want, When You Want, Where You Want! Watch the next edition of Worry Free Living TV!


Email info@fmcretire.com for the link to show!