Broker Check

The AWA Market Minute

ROTH Conversions... When, Why & How

Episode 31 | April 2024


Topics Covered:

  • What is the "5-year Rule?"
  • What is a "Back-Door ROTH" and should I use it?
  • What are the first year tax implications of a ROTH conversion?
  • Are there Medicare & Social Security Implications?
  • Review 3 Powerful Case Studies to Learn the Optimal Utilization of This Strategy.

What Wall Street is Wondering About, Worrying Over, or Wishing for

Episode 30 | March 2024


Topics Covered:

  • The Federal Reserve & the ongoing war on inflation
  • Today's labor market & other economic insights
  • What's driving equity's pricing momentum
  • What is the latest geopolitical turmoil across the globe
  • What do I do with all this info to protect my nest egg

Tax Season is Back. Learn Today's Best Practices for Retirees.

Episode 29 | February 2024


Topics Covered:

  • Social Security & Income Tax
  • Medicare 2024 and IRMAA Brackets
  • Tax Loss Harvesting
  • To Roth Convert or To NOT Roth Convert
  • Common Tax Mistakes for Retirees
  • Red Flags to IRS Audits
  • Best Advice on Charitable Giving in 2024

A Heated Election Year & Your Retirement; What You Need To Know

Episode 28 | January 2024


Topics Covered:

  • Policy reform; what to watch for
  • Geopolitics and their impact on our economy
  • How markets have fared historically during election cycles
  • Best strategies & Key takeaways

Is It Time To De-Risk My Portfolio? What Options Do I Have?

Episode 27 | November 2023


Topics Covered:

  • 2023 Market Watch & S.M.A.R.T. Retirement™
  • Bond Ladders
  • Fixed Indexed Annuities
  • Lifetime Income Riders

As Fear of Another War is Mounting, What You Need to Know About Investing

Episode 26 | October 2023


Topics Covered:

  • How the Events in Israel Are Impacting Markets Today
  • What is the Economic Outlook For the Remainder of the Year
  • Effective Strategies to Weather Volatility and Uncertainty

Don't Be Fooled By Fear-Based Marketing. Here's Everything You Need to Know About Medicare

Episode 25 | September 2023


Topics Covered:

  • What is IRMAA and How Does it Impact My Premiums
  • Common Enrollment Mistakes for Retirees
  • Supplement Plans vs. Advantage Plans
  • Rx Drugs and The Donut Hole in 2023
  • Best Plans for Retirees who Travel

Tried and True: The Importance of Dividend Paying Stocks to Investors

Episode 24 | August 2023


Topics Covered:

  • General market and economic update
  • What are dividend paying stocks and why are they important?
  • What enabled many dividend paying stocks to weather the 2022 downturn effectively?
  • What is the outlook for retail, energy, pharmaceuticals, banking and other dividend paying sectors
  • US credit rating downgrade—should I be concerned?

Life Insurance in Retirement: The Do's and Don'ts

Episode 23 | July 2023


Topics Covered:

  • What is a viatical settlement?
  • Is whole life really an asset class?
  • What are the dangers of universal life for seniors?
  • Can life insurance work for long term care?
  • The realities of being underwritten as a senior.

Wills & Trusts in Retirement. What Are They & Do I Need One?

Episode 22 | June 2023


Topics Covered:

  • What is a Will vs. a Trust & Which Do I Need?
  • Risks of Putting My Children on Title to My Assets
  • How Do I Avoid Liquidating My Assets to Medicaid?
  • Common Estate Planning Mistakes & How To Mitigate Family Fights.

Will Inflation End With a "Soft Landing" or Economic Recession & Bank Failures?

Episode 21 | April 2023


Topics Covered:

  • Economic Outlook for the next 18 months
  • Market Thesis
  • Inflation & the Federal Reserve's Resolve
  • Geopolitical concerns

Hoping for a market recovery?  Don't overlook this valuable asset class.

Episode 20 | March 2023


Topics Covered:

  • What is a small cap company and why should I own any in retirement?
  • Inflation, rates and general economic outlook for 2023
  • Do I use value or growth in portfolio construction?
  • Benefits and risks of early stage investing

Your Retirement & The Secure Act 2.0
What's Changed?

Episode 19 | February 2023


Topics Covered:

  • SECURE ACT 2.0
  • Common Tax Mistakes for Retirees
  • Red Flags to IRS Audits
  • Best Advice on Charitable Giving in 2023
  • Roth Conversions Pros and Cons

With the S&P 500 Closing Out the Worst Year Since 2008... How Do I Prepare For What's Next?

Episode 18 | January 2023


Topics Covered:

  • 2023 Investment outlook from a "Defensive" manager.
  • What is a tactical investment strategy?
  • How should you employ into a S.M.A.R.T. Retirement™ Plan?
  • How "diversification" applies to more than just investment selection.

November 2022


Topics Covered:

  • Tune in as we talk Large Cap and Tech and ask some hard questions while gaining insight into the strategy that boasts 34 years of alpha with strong performance against its benchmarks.

October 2022


Topics Covered:

  • Current Economic Outlook
  • Politics and Policies that Impact Inflation and Markets
  • Geopolitics and International Fears
  • Simple Strategies to Protect Your Wealth TODAY

July 2022


Topics Covered:

  • Unique GAME SHOW STYLE Market Minute 
  • Questions will be centered on the economy, stock market, inflation and geopolitical events impacting today's retirees
  • Come have some fun while debunking fact from fiction in today's frenzy of disinformation

May 2022


Topics Covered:

  • Why perspective matters when tracking index performance
  • S.M.A.R.T. Retirement™ and dynamic distribution timing

March 2022


Topics Covered:

  • Understanding how geopolitical events impact markets over time
  • Is "the bottom" in sight?
  • Strategies to manage risk and take advantage of opportunities

January 2022


Topics Covered:

  • Key themes to watch for in 2022
  • Our thesis about how these themes may play out
  • Strategies to manage risk and take advantage of opportunities

September 2021


Topics Covered:

  • Tax Reform Proposals
  • Current State of the Markets
  • Defensive Strategies

June 2021


Topics Covered: 

  • S.M.A.R.T. Investing® & Diversification
  • Why Your Portfolio Needs Dividend Paying, Value Stocks
  • Interview with Investment Selection Committee Dearborn Partners

May 2021


Topics Covered: 

  • How To Invest For The Next Major Market Crash

April 2021


Topics Covered:

  • S.M.A.R.T. Retirement™ Discussion
  • Dorsey Wright Tactical Fixed

March 2021

Topics Covered:

  • Potential Inflationary Risks
  • Top 3 Tax Mistakes
  • S.M.A.R.T. Alliances™ Discussion

February 2021


Topics Covered:

  • 2021 Economic Outlook
  • Review and Recap of the GameStop Case and Impacts
  • Overview of the Biden Tax Plan
  • S.M.A.R.T. Retirement™ Discussion

September 2020


Topics Covered:

  • COVID-19 & Its Impact on Your Investment Speed Limit
  • How Politics & The Economy Can Affect Your Attitude and Your Money
  • 3 Best Practices To Mitigate Inflation

April 2020


Topics Covered:

  • Has COVID-19 Disrupted Your Retirement
  • How a 10-Point Risk Assessment Can Give Peace of Mind