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Your Family And Your Retirement

May 21, 2020

On this episode we spotlight the “retirement cape” Abe figuratively wears (and secretly wants), and why getting a second opinion of what’s happening with your hard-earned money is worthwhile. Plus, some speculate that shaking hands with each other may go away because of the coronavirus. Since baby boomers...


May 15, 2020

If you were planning to retire in the next couple of years – is that still going to be possible?  Abe explains who may need to re-think their plans. Plus, a personal story about how hindsight is truly 2020 and hitting home in 2020 regarding health and being the caregiver of a loved one.


May 1, 2020

After spending time giving thanks for those that are more than essential to our country today… We embrace the 50th anniversary the Apollo 13 mission, and the first time we heard of one of the most famous quotes in history: “Houston we have a problem.”  Just as the crew of the Apollo 13 mission did, Abe discusses...


May 1, 2020

Considering our deficit and the stimulus packages, it isn’t a huge leap to think tax rates will go up in the future. That’s why some are saying it’s the “best time in history” to do a Roth conversion. Abe explains why this is not only TRUE, but how you can take advantage of this for your own retirement…...


Is It Really The "Best Time In History" To Do A ROTH Conversion?

May 1, 2020

Considering our deficit and the stimulus packages, it isn’t a huge leap to think tax rates will go up in the future. That’s why some are saying it’s the “best time in history” to do a Roth conversion. Abe explains why this is not only TRUE, but how you can take advantage of this for your own retirement…...