Building a More Efficient Retirement: Taxes, Income, Medicare and more!

Take Caution with Bank CDs! Safe Money Alternatives for Your Savings

Dwight and Mitchell share a market update before encouraging listeners to think beyond bank cds when it comes to protecting your hard-earned retirement savings. Contact us today to get started. Schedule a Free Consultation Here Questions? Call Dwight Mejan today at...
Building a More Efficient Retirement: Taxes, Income, Medicare and more!

How to Beat Inflation and Protect Your Buying Power

Dwight and Mitchell share the news about Social Security’s new cost-of-living adjustment (COLA) and discuss strategies for saving money during times like these. Plus, how do structured notes offer downside protection along with significant upside potential? Dwight...
Building a More Efficient Retirement: Taxes, Income, Medicare and more!

Surviving a Stock Market Crash: Five Steps to Get Prepared

Dwight and Mitchell dive headfirst into the heart-pounding world of stock market crashes. The guys discuss the five essential steps you need to take to not only survive but potentially thrive during a stock market crash. Contact us today to get started. Schedule a...
Building a More Efficient Retirement: Taxes, Income, Medicare and more!

Will Social Security Be Around for Your Whole Retirement?

On this episode, we explain some of the most misunderstood aspects of Social Security, and discuss what will happen to program benefits in the near future. Plus, we talk about how much your emotions can cost you when you pull out of the market and move your...