The Free Money Guys, Steve & Mark, are back with a new episode. Mark discusses his work with a client and why it's important to separate 'investments' from 'income'.

Steve & Mark will be back next week with a new Free to Retire program. Enjoy this segment about the best time to take your Social Security benefit. Steve & Mark share some interesting statistics and discuss why following the herd isn't always the best strategy.

Steve & Mark will be back in a few weeks with a new show format. In the meantime enjoy this Best Of Series in which they talk about keeping more of your money by reducing taxes. A lot more money, as it happens. Give us a listen, and then give us a call!

Building a nest egg is one thing. Making the nest egg last is another. Having the right investment model for each is critical to a secure retirement.  

March 8, 2019

Beware of Guarantees

Ken Fisher says guarantees are bad. REALLY? Steve and Mark have fun with the idea that receiving a monthly check for life can be a burden.

Steve and Mark give a good overview of annuity products They discuss deferred, immediate, variable and fixed.  Pay particular attention to the discussion on hybrid annuities near the end of the show. 

Limited choices, restricted access, safe harbors, and fees, the structure of 401ks makes one wonder who they were meant to benefit.

February 15, 2019

Still rolling the dice?

Market cycles haven't gone away even though, in good times, we don't like to think about what's coming. The market has gone up considerably since 2010. Isn't it time to move your money to a safer place?

In this Best of Free to Retire Radio segment Steve & Mark ruminate on the importance of using the best materials for building a product to last. If commercial airplanes are built to last 30 - 40 years without crashing why are folks building retirement plans that won't stand the test of time?

With so many mutual funds moving in tandem it's obvious that outside forces make the market move. Forget about selling at the top and buying at the bottom. Momentum strategy is more successful with less stress.

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