With the COVID-19 virus still raging across the United States, it's not an overstatement to say that a state of panic has gripped our nation. In the midst of this panic, we look to our leaders to provide calm and hope. One of the people that can and should do that for you is your financial advisor. In this episode, we share how we've been staying in communication with our clients, what our top investment partners are saying, and the resources that exist to help you and your family through this difficult time.

It's All About the $Money, Honey!

Is Your Advisor Doing This For You?

As the entire world continues to deal with the effects of the COVID-19 virus, questions about what to do in such a volatile market continue to surface. Some are tempted to sell everything and go to cash. Other want to buy everything. The best answer is somewhere in between. In this episode, we share what we HAVE and HAVEN'T been doing for our clients, portfolio moves we've made, and how we've shifted retirement income to adjust for volatility.

Things We're Doing, and NOT Doing

It finally happened. The bear market we've all feared for the past 11 years of market prosperity has come. The sudden and shocking nature of the collapse has been startling. However, we've known for many years it was coming. How? Because they always come eventually. We've been saying for years to protect yourself while there is still time. If you did, you feel much better. If you didn't, you'll have to wait until next time. In this episode, we share what protection looks like, how much you should consider protecting in the future, and why.

Protect Yourself Next Time

In the midst of tumultuous times, it's very easy to give in to fear and doubt about the future. It's also very easy to give up on dreams and goals that once burned very hot inside your soul. In this episode, we discuss how to starve the doubt, feed the dreams, and stay OBSESSED with success.

Staying OBSESSED With Success!

In this short podcast, Damon King, CFP® shares 3 reasons why you should feel more positive about the US response to coronavirus.

Reasons to Be Positive About the US Coronavirus Fight

The stock market has been on a crazy roller coaster ride lately with fears of coronavirus and crashing oil prices causing a lot of the problem. All this goes to show that retiring isn't easy and it ain't for sissies. However, when you stop worrying about THE stock market and start focusing on YOUR stock market, you become a much more disciplined investor. In this episode, we share the one factor that will account for 90% of your portfolio's performance, how to stay focused on the most important thing in retirement, and the types of assets you should consider owning.

Retirement Ain't For Sissies

Wealth planning may pick up more steam in your later years of life, but the fact is the sooner you get started building wealth, the better off you'll be. In this episode, we explore the key wealth planning decisions that should be made at various stages of life. We also give an update on the impact the coronavirus is having on the market.

Wealth Planning for Life

You likely have a ton of questions about retirement. However, you probably have a top 3 or 4 that keep bubbling to the surface. You aren't alone. Most people have the same few questions, and there's a reason why. These issues impact a majority of investors who plan to retire. In this episode, we tackle 4 of the most frequently asked retirement questions we get: How much should you save? What should you look for in long term care insurance? What's the difference between a Will and a Trust? What are your Social Security and Medicare options?

Most Frequently Asked Questions

You've heard it said that age is just a number. Maybe that's true of how you feel and act. However, in retirement planning, age is a lot more than just a number. Certain ages like 59 1/2, 62, 65, 70, and 72 are triggers for very important decisions you will have to make. In this episode, we examine those key decisions that will impact your income, healthcare, and taxes in retirement.

Don't Overlook These Retirement Ages

Have you heard about the latest Social Security scam sweeping the nation? What about the top online scams? In our increasingly connected world, it's a question of when, not if, you will be attacked by scammers who want to separate you from your money. They're online, on your phone, in your mailbox, and sometimes, on your front porch. In this episode, we examine the top financial scams alive today, plus simple ways you can protect yourself from them.

Fighting Financial Scammers

The new coronavirus is the latest news to rock the stock market. But have you ever caught yourself asking "Why does the market even react to news?" Political turmoil, natural disasters, war, disease. It seems the market reacts to all of it, whether it has anything to with money or not. In this episode, we examine why the market reacts to news, how to tell the difference between news that is real and just noise, and what you can do to insulate yourself from it.

Why Does the Market React to News?

With the daily spread of the coronavirus, and thousands of new confirmed cases, fears are rising that we are about to enter a prolonged global market recession. How does this outbreak compare to previous ones, and what does history tell us about their long-term impact on the market?

Will Coronavirus Cause a Recession?

It can be very frustrating when your financial advisor answers your burning money questions with "It depends." There is almost never a one size fits all answer, because your personal investing or retirement questions are specific to you, and no one else. In this episode, we examine four questions that apply to almost everyone, yet can have very different answers depending on your specific fears, frustrations, challenges, and needs.

Dealing With Complex Questions

It went largely unnoticed, however, the most significant piece of retirement legislation in recent memory was signed into law at the end of 2019. The SECURE Act will impact everything from IRAs and 401(k)s to 529 college savings accounts. In this episode, we examine and explain the key things retirees need to know, why inheriting an IRA might not be so great anymore, and how the face of student loan debt may change.

The New Retirement Law You Need to Know

The beginning of the year is when a lot of people plan home improvements. Some fresh paint, new windows, cleaning out the garage. Nothing major, just a few simple actions to spruce up the place. It's also a great time to consider improvements for your financial house. These aren't New Year's resolutions. These are adjustments to your well-laid plan for building wealth and retiring on your terms. Things like staying tax efficient, making sure you own the right kinds of assets, and keeping your focus on the most important job you'll ever have in retirement. In this episode, we share a few of the key checklist items we help our clients address so they stay on track.

Improvements for Your Financial House

It's the show where fun meets finance. Join The Financial Diva, Victoria Woods, and the King of Finance, Damon King, each week for tips on how to Rock Your Retirement!

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It's All About the $Money, Honey!

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