Steve & Mark give a fascinating history of pensions and annuities. They describe the different types of annuities and illustrate some of the remarkable returns on newer types. 

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Being able to drive a trailer forward doesn't necessarily mean that you know how to drive a trailer backward. Steve & Mark show how this relates to your savings in retirement.

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April 4, 2018

Hams & Investing

Find out why the women in one family cut off the ends of the Easter ham. Steve & Mark tell you how it relates to investing. REALLY!

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In this laugh-filled segment of Free-to-Retire Radio, Steve, Mark, and Melissa continue last week's discussion on the irony of fund companies increasing risk in funds designed for safety.

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Steve quotes from a recent article in Reuters warning that some investment houses are putting savers on a risky path to retirement by taking on too much risk in their mutual fund portfolios. He demonstrates how you can have a more secure retirement with less savings and less risk.

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Once again Steve & Mark offer listeners an abundance of ideas and strategies to create a worry-free and engaged retirement.  From expanding one's horizons by creating an Image Book to stories of people who fulfilled their vision during retirement, they show listeners how to have MORE NOW and MORE LATER. 

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Steve, Mark and Melissa cover a variety of topics this week in a jammed-packed hour of Free-to-Retire Radio. Steve details why Medicaid is NOT the planning vehicle of choice for long-term care and discusses better options that are available. Another session of "The Great 401k Rip-off" workshop will be held the week of March 12th.

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Steve, Mark and Melissa discuss how a financially sound, intellectually honest and emotionally reassuring retirement plan can ease money worries in retirement. 

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January 26, 2018

Free To Retire Radio 1-27

"The Post Income World"

Steve, Mark, and Tug discuss the state of income planning in the 21st Century. Most people have their money in growth strategies when what they need is preservation and income for retirement. We looked at the impact of this phenomenon and likely results from holding these positions. 

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Steve and Mark talk about 401Ks and how the system works against the average investor.

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