Episodes

  • Ep 031: How It’s Possible To “Go Broke, Safely”
    Jan 27 2021

    Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment strategies will be profitable. Licensed to sell securities in the following states: AZ, CA, DC, FL, GA, ID, IN, IA, LA, MD, MI, MO, NV, NH, NJ, NM, NY. NC, OH, OR, PA, TN, TX, UT, & WA. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

    See omnystudio.com/listener for privacy information.

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    10 mins
  • Ep 030: The Average Worker Has High Retirement Expectations, Perhaps TOO High
    Jan 20 2021

    Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment strategies will be profitable. Licensed to sell securities in the following states: AZ, CA, DC, FL, GA, ID, IN, IA, LA, MD, MI, MO, NV, NH, NJ, NM, NY. NC, OH, OR, PA, TN, TX, UT, & WA. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

    See omnystudio.com/listener for privacy information.

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    9 mins
  • Ep 029: Worried The Pandemic Will Delay Your Retirement? Take Steps To Reengage With Savings Plan
    Jan 13 2021

    Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment strategies will be profitable. Licensed to sell securities in the following states: AZ, CA, DC, FL, GA, ID, IN, IA, LA, MD, MI, MO, NV, NH, NJ, NM, NY. NC, OH, OR, PA, TN, TX, UT, & WA. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

    See omnystudio.com/listener for privacy information.

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    10 mins
  • Ep 028: When Can You Finally Retire? You Need To Consider These Three Basic Factors
    Dec 23 2020

    Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment strategies will be profitable. Licensed to sell securities in the following states: AZ, CA, DC, FL, GA, ID, IN, IA, LA, MD, MI, MO, NV, NH, NJ, NM, NY. NC, OH, OR, PA, TN, TX, UT, & WA. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

    See omnystudio.com/listener for privacy information.

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    9 mins
  • Ep 027: End Of Year Tax Strategies - With The Undecided Senate, Should You Wait Or Are There Opportunities To Consider Before The Year’s End?
    Dec 16 2020

    Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment strategies will be profitable. Licensed to sell securities in the following states: AZ, CA, DC, FL, GA, ID, IN, IA, LA, MD, MI, MO, NV, NH, NJ, NM, NY. NC, OH, OR, PA, TN, TX, UT, & WA. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

    See omnystudio.com/listener for privacy information.

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    9 mins
  • Ep 026: What Retirement Risk Worries You Most?...You Might Be Focusing On The Wrong Thing
    Dec 9 2020

    Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment strategies will be profitable. Licensed to sell securities in the following states: AZ, CA, DC, FL, GA, ID, IN, IA, LA, MD, MI, MO, NV, NH, NJ, NM, NY. NC, OH, OR, PA, TN, TX, UT, & WA. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

    See omnystudio.com/listener for privacy information.

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    11 mins
  • Ep 025: The Wealth Attrition Rate Affects 90% Of Family Fortunes…What Can You Do To Help Protect Your Family Through Proper Estate And Long Term Care Planning
    Nov 25 2020

    Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment strategies will be profitable. Licensed to sell securities in the following states: AZ, CA, DC, FL, GA, ID, IN, IA, LA, MD, MI, MO, NV, NH, NJ, NM, NY. NC, OH, OR, PA, TN, TX, UT, & WA. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

    See omnystudio.com/listener for privacy information.

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    19 mins
  • Ep 024: Should Election Results Affect How We Invest? And, What NOT To Do When Preparing For Retirement
    Nov 18 2020

    Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment strategies will be profitable. Licensed to sell securities in the following states: AZ, CA, DC, FL, GA, ID, IN, IA, LA, MD, MI, MO, NV, NH, NJ, NM, NY. NC, OH, OR, PA, TN, TX, UT, & WA. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

    See omnystudio.com/listener for privacy information.

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    17 mins