The Safe Retirement Money Guy’s Podcast

By: saferetirementmoneyguy
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  • Summary

  • Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank. Bill and his wife Charlotte have been married 41 years and have four adult children and three grandchildren. Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate. ​Bill has been helping clients manage their financial lives since 1988. Bill spent 13 years in banking as a Trust Officer in Florida and Michigan, 5 years as a broker with Smith Barney in Troy, MI and has owned his own firm since 2004, located in Almont, MI which is 40 miles north of Detroit. At the end of 2014 Bill exited the securities side of his practice to offer only “Safe Money” programs for his clients. While offering “At Risk” investments such as mutual funds, ETFs and individually managed portfolios of stocks and bonds as a licensed securities advisor, and now as a “Safe Money” professional exclusively, Bill has always put his clients’ interests first. While securities licensed, Bill maintained a perfectly clean record with FINRA, which you can check for yourself by going to FINRA Broker Check.
    Copyright 2023 All rights reserved.
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Economics Personal Finance
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Episodes
  • The Safe Money Retirement Guy Show - Episode 40 - Guest Interview with Cora Dugan

    The Safe Money Retirement Guy Show - Episode 40 - Guest Interview with Cora Dugan
    Aug 23 2024

    In this episode of the Safe Retirement Money Guy podcast, host Bill Duggan, a Retirement and Income Specialist from Metro Detroit, interviews life-coach Cora Dugan.
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    18 mins
  • The Safe Money Retirement Guy Show – Episode 39 – Fake News

    The Safe Money Retirement Guy Show – Episode 39 – Fake News
    Jul 25 2024

    In this episode of the Safe Retirement Money Guy podcast, host Bill Duggan, a Retirement and Income Specialist from Metro Detroit, discusses the pervasive issue of fake news in various domains, including financial news. He emphasizes the importance of honesty and the dangers of misinformation, especially when it comes to financial planning and retirement.
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    8 mins
  • The Safe Money Retirement Guy Show – Episode 38 – Cliff Young Shuffle

    The Safe Money Retirement Guy Show – Episode 38 – Cliff Young Shuffle
    Jul 18 2024

    In this episode, Bill Duggan tells the fascinating story of Cliff Young, an Australian potato farmer who won the 1983 Sydney to Melbourne ultra-marathon at the age of 61. Cliff's unique running style, later known as the "Young Shuffle," and his surprising victory over much younger and more experienced competitors, made headlines worldwide. Duggan highlights the importance of perseverance, unconventional thinking, and breaking stereotypes. The episode also touches on how Cliff's story continues to inspire runners and non-runners alike, emphasizing that determination and grit can lead to extraordinary achievements.
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    9 mins

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