Ep 031: How It’s Possible To “Go Broke, Safely”
Check the background of this investment professional onFINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. MemberFINRA/SIPC. Cinergy Financial and IFG are unaffilia…
Ep 030: The Average Worker Has High Retirement Expectations, Perhaps TOO High
Check the background of this investment professional onFINRA’s BrokerCheck.Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. MemberFINRA/SIPC. Cinergy Financial and IFG are unaffiliat…
Ep 029: Worried The Pandemic Will Delay Your Retirement? Take Steps To Reengage With Savings Plan
Check the background of this investment professional onFINRA’s BrokerCheck.Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. MemberFINRA/SIPC. Cinergy Financial and IFG are unaffiliat…
Ep 028: When Can You Finally Retire? You Need To Consider These Three Basic Factors
Check the background of this investment professional onFINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. MemberFINRA/SIPC. Cinergy Financial and IFG are unaffilia…
Ep 027: End Of Year Tax Strategies - With The Undecided Senate, Should You Wait Or Are There Opportunities To Consider Before The Year’s End?
Check the background of this investment professional onFINRA’s BrokerCheck.Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. MemberFINRA/SIPC. Cinergy Financial and IFG are unaffiliat…
Ep 026: What Retirement Risk Worries You Most?...You Might Be Focusing On The Wrong Thing
Check the background of this investment professional onFINRA’s BrokerCheck.Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. MemberFINRA/SIPC. Cinergy Financial and IFG are unaffiliat…
Ep 025: The Wealth Attrition Rate Affects 90% Of Family Fortunes…What Can You Do To Help Protect Your Family Through Proper Estate And Long Term Care Planning
Check the background of this investment professional onFINRA’s BrokerCheck.Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. MemberFINRA/SIPC. Cinergy Financial and IFG are unaffiliat…
Ep 024: Should Election Results Affect How We Invest? And, What NOT To Do When Preparing For Retirement
Check the background of this investment professional onFINRA’sBrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffilia…
Ep 023: What Can Happen To Your Retirement Money In JUST 2 Decades, And Ways To Better Protect It
Check the background of this investment professional onFINRA’sBrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffilia…
Ep 022: Is The Worst Of The Market Crash Behind Us? Why You Should Hope For The Best, And Plan For The Worst
Check the background of this investment professional onFINRA’sBrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffilia…