Episodes

  • Talking Interest Rates
    Sep 8 2024

    If the Federal Reserve acts as anticipated, interest rates are about to start dropping. Keith takes a look at some strategies to investigate now before they could disappear with interest rate adjustments. He and Bruce also look at the year 1980 and how things have drastically changed economically since then.

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    25 mins
  • Record Retirements and Taxes
    Aug 25 2024

    This year, and for the next several years, record numbers of Americans will turn 65 and retire. Keith looks at what this will mean for the work force and jobs needing to be filled when these folks leave. He also tackles his favorite subject, taxes, and discusses yet more ways to keep more money in your pocket instead of sending it to Uncle Sam.

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    25 mins
  • Unicorn Strategies
    Aug 25 2024

    There are certain investment strategies that seem almost too good to be true - but they do exist. Keith identifies three of them in place right now and explains how they work, but he cautions that they probably won't be available for long.

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    24 mins
  • Greatest of All Time
    Aug 11 2024

    GOAT - it is a favorite internet acronym meaning Greatest of All Time. Keith takes a look at some of the GOATs of various areas in sports and business and what makes them the greatest. He also goes over some of the top signs you may need a new advisor and also talks about an insurance product that can provide higher levels of payouts than anything else in the industry, but it is likely only going to be available for a short time.

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    25 mins
  • Planning for Larger Accounts and Behavioral Finance
    Aug 11 2024

    Keith takes a look at some of the things people with large retirement accounts need to be aware of when planning for retirement, especially when it comes to taxes. He also looks at behavioral finance and why following the herd isn't usually a good idea when it comes to various investments.

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    25 mins
  • How Much Money Does It Take to Retire?
    Jul 28 2024

    This is a huge question on the minds of soon to be retirees everywhere. And the answer isn't the same for everyone, but Keith comes up with a formula you can use to help determine the answer you need for your particular plan.

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    24 mins
  • Taxes in Retirement
    Jul 27 2024

    If you have listened to Keith on radio or these podcasts for any length of time, you know he is passionate about helping people pay less in taxes in retirement. That is exactly what he addresses here, especially in regards to what is known as provisional income. Planning around a certain amount of it for any individual retiree or couple can help save on taxes, as well as Medicare premiums and more.

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    25 mins
  • Investing In Artificial Intelligence
    Jul 14 2024

    Artificial intelligence is an area that is booming, and there are opportunities to make money in the companies that deal in this technology. However, many of them are not publicly traded, so how can you get in on it? Keith talks with Aaron Dillon of A.G. Dillion and Company, which specializes in vetting and researching these companies, and finds the best ways to invest with them.

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    26 mins