On this week’s episode, Bob explains how to navigate the most important decision you’ll make in retirement – when to take Social Security. Plus, Bob gives updates on prices and interest rates for the early portion of 2023. Is Your hard-earned money safe and protected?...
Are You Making Smart Adjustments to Your Retirement Plan?
On this week’s episode of Financial Freedom, Safe Money Bob wraps-up the smart retirement plan series with a detailed breakdown of how to live a smart and fulfilling lifestyle in retirement. Bob also shares his top 10 tips for a healthy retirement. Finally, we share...
How to Create a Healthcare Plan for Your Retirement
Bob continues the Smart Retirement Plan series with a discussion about healthcare and how to plan for costly medical expenses. Then, the guys share ways to look after your health throughout retirement. Plus, Bob explains Secure Act 2.0 and some important changes that...
The Secret to a Smart Retirement Plan
In this week’s episode of Financial Freedom, Bob and Jim go over the secrets to a smart retirement plan – smart risk, smart safe, and smart tax. Is Your hard-earned money safe and protected? Are fees eating away at your savings? Book a Complimentary...
How to Optimize Your Retirement with a Smart Plan
In this episode of Financial Freedom, Bob explains the importance of having a vision and proper planning when it comes to building your retirement. Plus, Bob unveils his POWER TIP of the week! hard-earned money safe and protected? Are fees eating away at...
How to Delete Taxes, Fees and Expenses from Your Retirement Plan
Are you paying too much for your retirement plan? This week, Bob discusses some strategies for eliminating unnecessary fees, taxes and expenses so you can live the retirement lifestyle you deserve. hard-earned money safe and protected? Are fees eating...
How to Start 2023 on the Right Foot
Bob discusses the most important financial change to make in 2023. Plus, he shares a detailed list of his biggest financial takeaways from 2022 that includes all the good and bad points from the last twelve months. Is your hard-earned money safe and protected? Are...
Financial Tips for the Holiday Season with Santa Bob
In this episode, Bob goes over Required Minimum Distributions and how to keep the IRS out of your retirement plans. Then, Bob and Jim discuss how Christmas trees have been affected by inflation, and share important info about how to rebalance your portfolio for 2023....
Bob’s Money Guide for 2023
Bob shares some important financial reminders for 2023, including the updated tax brackets. Then, we have a special Christmas edition of Inflation Demonstration, and our financial checklist to make 2023 your best year yet. Is your hard-earned money safe and protected?...
How to Take Control of Your Retirement Savings
In this episode of Financial Freedom, Bob lists seven questions he can help you answer when you meet with him for your retirement consultation. Plus, another cost cutter with ways to save time and money this holiday season. Is your hard-earned money safe and...