Aired on: August 8th, 2024

Sure, everyone could use more money in their retirement. The truth is, nobody actually knows how much money they will need to retire comfortably with 100% certainty. Which is why being able to bring in dependable income while retired is a big help to many people. Jupiter Joe is here to explain how you can do that.

Aired on: August 5th, 2024

Saving money is great. But at what point is stockpiling money in your bank account actually a hinderance to you, if that money could be creating even more wealth? Joe is here to talk about the balance between saving and investing.

Aired on: August 3rd, 2024

Every now and then, Joe likes to take a look at current global and domestic issues and is able to relate them in layman's terms to how they could be affecting YOUR finances.

Aired on: July 17th, 2024

Jupiter Joe talks about annuities a lot. And for good reason. There are not many investments available that can guarantee income with no risk of loss. Joe likes to see people have a strong plan for their retirement and in this show, he talks about how the guaranteed income of an annuity might be right for you.

Aired on: July 15th, 2024

Jupiter Joe will very often mention how people should not be trusting their savings and retirement to just one financial professional. Also, their financial professional should be willing to work with others to get the best return for their client. It's all about having options, and that's what Joe is here to discuss today.

Aired on: July 13th, 2024

Current events and changing landscapes in the American and International financial markets can play a huge part in how comfortable your retirement will be. As a result, Jupiter Joe is always staying up to date on what could be affecting his clients. This show gets you caught up on what you need to know.

Aired on: June 27th, 2024

You may have been employed at a company that offered ESOPs, or Employee Stock Ownership Plans. This could be a great thing IF you understand what it is and how to use it. Years ago, many people were in the dark about their options with ESOPs. Jupiter Joe is of course well versed in ESOPs and knows exactly how to make the most of your employee ownership stock.

Aired on: June 24th, 2024

Something Jupiter Joe does diligently is follow news, information, and statistics or what's going on with Baby Boomers, retirees, and people getting ready to retire. Knowing how other people in the same financial boat as you are doing right (and wrong!) can help you make smarter decisions with your money.

Aired on: June 22nd, 2024

As a lot of people approach retirement, they may realize that they don't have as much money saved as they thought they were going to. Well, how do you get more money as you approach retirements or have already retired? Jupiter Joe is here to tell you ways to create income even as you are leaving or have left the workforce.

Aired on: May 27th, 2024

Many of Jupiter Joe's clients aren't exactly sure what is going to happen once they leave the work force. A good portion of newly retired people are blindsided but how their financial life shakes out once they stop making income from their former employers. Joe is here to tell you what you need to be aware of once you retire or are getting ready to retire.

Aired on: May 25th, 2024

A lot of people tend to trust banks with their savings for the guaranteed rates but don't realize they may be leaving a lot of money on the table. Jupiter Joe's services offer guaranteed fixed rates which are often much higher than what a standard account with a bank would offer and he is here to tell you about it.

Aired on: May 20th, 2024

A lot of people focus on how much their investments earned in a given year as opposed to how much of the earnings you are actually able to take home after taxes and other fees. Joe wants the people he works with to bring home as much money possible when all is said and done and this show focuses on how that is done and what pitfalls to avoid.

Aired on: May 18th, 2024

For years, Suze Orman, has been professing that people only put their money in the stock market and that that’s the only game in town, which is insane. Today's show is about being realistic about your money and not being so unrealistic. It’s best not to only listen to financial celebrities that don't really have the average person's interest in mind when it comes to money and retirement.

Aired on: May 2nd, 2024

Today’s show is all about Required Minimum Distributions (RMDs) – a lot of clients don’t know what it is – So, we want to de-myth the RMD. If you have an any kind of a Qualified account: IRA, 401(k), 457, 403(b) or any of those letters or numbers for a retirement plan. When you turn age 73, you must take a required amount of money out of your account whether you want it or not and be taxed on it.

Aired on: May 1st, 2024

Retirement is a huge step in someone's life. Certain affairs, specifically financial, need to be in order to achieve a care free life once you leave the work force. Jupiter Joe is here to tell you what you should be focusing on as you get ready to take that next step in life.

Aired on: April 25th, 2024

Social Security can be a good thing, but it should be to supplement your retirement through wise investments along the way. Jupiter Joe explains how to use social security to your advantage but also to supplement beyond it.

Aired on: April 24th, 2024

Jupiter Joe sees issues with inherited IRA's all the time. Most people think they are doing their descendants a favor by giving them their 401k's in their will. Unfortunately, the rates that these can sometimes be taxed at is astronomical. Joe is here to tell you ways to keep your hard earned money in your family and not going to Uncle Sam.

Aired on: April 22nd, 2024

A play on the common NY slang saying, "Fuhgeddaboutit", the team thought it would be a good idea to bring up some mistakes and things people overlook while getting ready for retirement.

Aired on: April 11th, 2024

Jupiter Joe always says, it's not what you earn, it's what you TAKE HOME. Certain investments can eat up your profit just by paying Uncle Sam. This show talks about the different ways to make sure your investments are bringing home the most money possible.

Aired on: April 8th, 2024

Most retirees and seniors fear running out of money as they get older. This is why Jupiter Joe focuses on safe money investments that can generate revenue without the risk. This episode talks about those strategies.

Aired on: April 6th, 2024

We understand that covering all South Florida counties that new listeners are constantly The Jupiter Joe Money Show! Periodically we like to speak about what Joe has done throughout his career and the ways he can help you achieve a financially sound retirement.

Aired on: March 27th, 2024

Sometimes, managing your finances in retirement can be like being on the hit TV show, Survivor, where you are just trying to last until the end. Joe Thomas and his team are here to help you avoid that pitfall and keep you financially secure in your golden years.

Aired on: March 24th, 2024

Jupiter Joe loves trusting annuities for their predictability and their ability to generate guaranteed income. In this show he will teach you about the differences in annuities so you can figure out what would be right for your situation.

Aired on: March 23rd, 2024

Many people who are retired or getting ready to retire are worried about their savings running out. Jupiter Joe tries to educate people on how their savings can continually earn guaranteed income year after year to put you at ease.

Aired on: March 14th, 2024

As we get closer to St Patrick's Day, the crew gives some light hearted takes on the popular Irish holiday as well as gives some real world financial tips for keeping your retirement plans safe.

Aired on: March 11th, 2024

Jupiter Joe brings on a long time client of his to give a first hand account of what working with Joe is like and also speaks to a woman who organizes high end golf tournaments.

Aired on: March 9th, 2024

Using a clip from the popular TV show South Park, Joe illustrates a common issue people have when making risky investments and gives tips on how to not fall in to that trap yourself.

Aired on: February 29th, 2024

One of the biggest issues Joe sees with his clients is they have not reviewed their investment portfolio in a long time. This is Jupiter Joe's reminder to be proactive about your retirement and investment accounts and make sure your money is working for you in the best way possible.

Aired on: February 26th, 2024

Joe always wants a portion of his client's money to be safe. Since one misstep can cause a massive "wipeout" to your retirement plans, Joe will let you know how much of your money should be safe depending on your situation and also advise on the pitfalls to watch out for.

Aired on: February 24th, 2024

Stuff is constantly evolving with 401ks and the details may get missed if you are not paying close attention. Fortunately, Jupiter Joe is always paying attention to the finance and retirement industries. Let him get you caught up on what you need to know.

Aired on: February 14th, 2024

We live in crazy times, but did you know outside factors could be hurting your retirement accounts? Jupiter Joe explains how things happening around the country or even around the world could impact your finances whether you are in retirement or ready to retire.

Aired on: February 12th, 2024

Although they are harder to come by these days, having a pension is a great benefit for your retirement. Joe and the crew discuss how do maximize your pension but also give steps to take if you do not have a pension lined up.

Aired on: February 10th, 2024

There are a ton of steps you need to take as you near retirement. Jupiter Joe sets you down the correct path to ensure your money will last well through your retirement years.

Aired on: February 1st, 2024

Jenny thought it would be a good idea to list out some of the "no-no's" that people who are in or close to retirement should be doing with their financial plan. Joe is here to of course give his opinion on what people in their "golden years" should and should not be doing with their money.

Aired on: January 31st, 2024

Jupiter Joe sets to set the record straight on what IRA's can offer you, who it's right and wrong for, and what the pitfalls can be with IRA's.

Aired on: January 29th, 2024

We know that we have a lot of new people in South Florida who may not be familiar with who Joe Thomas is and what he can offer when helping folks with retirement. This show will give you a quick bio of Joe's background and explain how he can help.

Aired on: January 13th, 2024

We’re talking about the top financial obstacles in retirement that will change the course of your retirement trajectory. Jupiter Joe discusses with Co-Hosts Jenny Thomas & Kathy Greene on what headwinds you need to be aware of and plan for to have a successful retirement.

Aired on: January 11th, 2024

We have some financial news to share about the economy and how it can ultimately affect your retirement without a plan of action. So, it may be time for a new retirement plan.

Aired on: January 10th, 2024

Jupiter Joe gives his take on the pros & cons of common investments compared to Annuities. We’re talking about CDs, 401(k)s, IRAs and what you need to know to make the best money decisions for retirement.

Aired on: January 4th, 2024

Jupiter Joe has been doing this a long time and often sees situations where one of the people in a couple has no idea where their money is or what it's doing. This show the team will focus on getting on the same page as far as your financial future will go.

Aired on: January 3rd, 2024

A new year is the perfect time to take a look at your finances and your retirement plans. As Joe always says, "People will spend more time planning a vacation than they will looking at their financial future". Jupiter Joe gives you an idea on what you can get in order as you start 2024.

Aired on: December 18th, 2023

Having an investment is all about the return you will see on it. The team is here to discuss the differences you will see between leaving your money with the bank or putting it in to an annuity.

Aired on: December 14th, 2023

Jenny works side by side with Jupiter Joe while he is meeting with clients. She asks Joe some of the popular questions that people have been asking him lately about their retirement plans.

Aired on: December 13th, 2023

At what stage you are in your life means a lot when it comes to your money. People that are closer to or in retirement should be safer with their money. Jupiter Joe is here to talk about how risky you should be with your money and when it's time to play it safe.

Aired on: December 4th, 2023

Jupiter Joe always says, one of the most important aspects of retirement is having multiple advisors to make sure your money is working for you the best it can. The team discusses what Joe does, how he is different from other money managers, and how he can provide a different viewpoint for your finances or retirement.

Aired on: November 30th, 2023

Jupiter Joe has become a trusted source for people wanting advice on their retirement. Jenny has compiled a list of very frequently asked questions that Joe gets and he will tell us in detail what his solution is.

Aired on: November 29th, 2023

Joe's wife, Lynn, hates when Joe uses percentages…in this show we’re doing the math in real dollars & cents to share how important it is to understand how your money is working for you or against you.

Aired on: November 23rd, 2023

Jupiter Joe, Kathy, and Jenny get ready to celebrate the holiday while also keeping on top of your retirement needs.

Aired on: November 15th, 2023

As we close out 2023, it's important to start focusing on 2024 if you are retired or getting ready to retire. The team is here to answer questions you may be having about setting up your finances for 2024 and beyond.

Aired on: November 13th, 2023

Jupiter Joe always says, it's not about what you make, it's about what you keep. He is here to give you tips to make sure your retirement accounts are not being taxed more than they need to.

Aired on: November 6th, 2023

As you get ready to retire, a lot of boxes need to be checked to ensure you are comfortable financially. The team discusses what you should be getting in order as the day you leave the work force approaches.

Aired on: November 2nd, 2023

Joe educated us on what annuities are and how they could be a great part of your financial portfolio as you approach and live through retirement with guaranteed income.

Aired on: November 1st, 2023

What are income riders and how can they benefit you financially in retirement? Joe and the Team discuss.

Aired on: October 23rd, 2023

Kathy does an introduction for Joe's new Monday night audience and lets them know what they can expect from the Jupiter Joe Money Show.

Aired on: October 19th, 2023

The team talks about the steps you should be taking as you are getting ready to retire to maximize your financial comfort level and also avoid unnecessary taxes.

Aired on: October 18th, 2023

Jupiter Joe discusses how everyone should have more than one person they trust with their financial advice and also to reevaluate your advisors and needs regularly.

Aired on: October 11th, 2023

People have a misunderstanding of what guaranteed income is. In this episode, Jupiter Joe, along with co-hosts Kathy Greene and Jenny Thomas, break it all down.

Aired on: October 4th, 2023

You have a retirement plan/s, but do you have a plan of action for your retirement? Jupiter Joe, along with co-hosts Kathy Greene and Jenny Thomas, discuss how to be better prepared for your future retirement income.

Aired Week of: September 27th, 2023

Taxes can eat away the money for your retirement options or IRAs. Learn more about this fact and get the full lowdown about IRAs with host, Jupiter Joe and co-hosts Kathy Greene and Jenny Thomas.

Aired Week of: September 20th, 2023

People just want to know if their money is safe, and annuities are a good option and have something that banks don't have... ratings! This and much more are discussed by Jupiter Joe and co-hosts Kathy Greene and Jenny Thomas.

Aired Week of: September 13th, 2023

How do you get your 401k as an income stream? Most people do not know there are huge hidden fees for you to make this happen. Jupiter Joe and co-hosts Kathy Greene and Jenny Thomas go over most of these hidden costs that can make a huge impact on your own money.

Aired Week of: September 6th, 2023

It is time for all pension holders to pay attention! If you are lucky enough to have one, you are going to get a letter in the mail that will tell you about your options. The decisions you make can make a huge impact on what you leave behind to your loved ones.

Aired Week of: August 23rd, 2023

You're right when your gut tells you an investment is too risky. Listen to your sixth sense. Jupiter Joe along with co-hosts Kathy Greene and Jenny Thomas tell you how to feel better about where you're putting your hard-earned money.

Aired Week of: August 16th, 2023

Whether it's financial planning, retirement planning, estate planning, it's all about MONEY. Florida is ranked sixth overall in the US with having the most debt per person. Here's the big problem. The average credit card is costing the average person 27%. Shocking number.

Aired Week of: August 9th, 2023

The Federal Reserve raised its rates yet again, this time to the highest in the last 22 years! Joe Thomas wants you to be at ease. This average rate of interest is only temporary. Locking your money up longer may be an option. Jupiter Joe and co-hosts Kathy Greene and Jenny Thomas go over this and much more.

Aired Week of: August 2nd, 2023

If you have a 401(k), 403(b), or 457(b), you are paying fees! Most people do not know how much or why. Joe Thomas and co-hosts Kathy Greene and Jenny Thomas talk about what the Department of Labor deems "reasonable" to charge you.

Aired Week of: July 26th, 2023

The rich get richer because they know things that other people do not know, and they have advisors that know things that other advisors do not know. That is the key to success for your money. Joe Thomas and his co-host Jenny Thomas talk about this and about how you can learn the most important things about keeping your money safer.

Aired Week of: July 19th, 2023

Worried you won't have anything left to retire? You're not alone. Most retirees' biggest concern is running out of money. Joe Thomas and co-host Jenny Thomas discuss the many options available to people who don't want to lose or risk their safety net.

Aired Week of: July 12th, 2023

Answering today's biggest questions about retirement planning, Jupiter Joe and co-host Kathy Greene talk about how much trouble you may be in if your retirement doesn’t have Inflation calculated into the equation.

Aired Week of: July 5th, 2023

Get your affairs in check if you're planning to have a steady retirement income for the rest of your life. Jupiter Joe and co-host Kathy Greene go over a step-by-step plan so you can pay what you owe to know what you own.

Aired Week of: June 28th, 2023

Triple compounding is the world's eighth wonder. Joe Thomas dives into the topic and talks about MYGAs (Multi-Year Guaranteed Annuities), and how they differ from Certificates of Deposit. Jupiter Joe, along with co-hosts Kathy Greene and Jenny Thomas walk you through the advantages and disadvantages of putting your retirement fate on the right one.

Aired Week of: June 21st, 2023

Everyone wants the perfect investment, but there is no such thing in finances. However, some ways to plan your retirement are better or less risky than others. Joe Thomas, along with co-hosts Kathy Greene and Jenny Thomas, goes over the pros and cons of what could be the investments that are better suited for you.

Aired Week of: June 14th, 2023

Don't be misinformed about your retirement benefits, the amount of social security, or income payouts you may be entitled to. Show host Joe Thomas discusses the myths with co-hosts Kathy Greene and Jenny Thomas.

Aired Week of: June 7th, 2023

A necessary evil is paying taxes, but nobody wants to pay too many taxes. Joe Thomas dives into this topic along with co-hosts Kathy Greene and Jenny Thomas and special guests Katie Gorles and Herman Viglione from KG Tax & Consulting, Inc.

Aired Week of: May 31st, 2023

Make sure to use your gut feeling and common sense and be smart about your retirement. No more do-overs. If you're over 60, you need to have your financial plan in place. Joe Thomas talks about options with his co-hosts, Kathy Greene and Jenny Thomas.

Aired Week of: May 24th, 2023

There are ways to have guaranteed income even after retirement. Joe Thomas discusses all the options with his co-hosts, Kathy Greene and Jenny Thomas.

Aired Week of: May 17th, 2023

We're used to helping federal employees. Today, we're talking to the people who work for corporations. You might have a pension plan. How do you make the best of it? Joe and co-hosts Kathy & Jenny dive in.

Aired Week of: May 10th, 2023

We're breaking it down, how to not risk your retirement money. Number one, how to prevent losing money at your bank? Number two, your 401(k) & IRA - it's still risky with the stock market and the banks the investments are in.

Aired Week of: May 3rd, 2023

Today we're answering the biggest questions that we get asked. This is a big deal, we get this question all the time. Am I too risky with my money? Joe says that you've got to transition some of your money from your 401(k) into safety. If you have time before you retire, put it in something like a fixed annuity, maybe you buy a CD, that's a three-year or five-year rate locked-in and guaranteed that you can't lose money on.

Aired Week of: April 26th, 2023

We're talking about some outrageous retirement facts and stats for you. The number one question that we get is, "Am I going to have enough money to last through my retirement?", Joe and co-hosts Jenny and Kathy discuss some facts that you must be aware of, if you're close to retiring.

Aired Week of: April 19th, 2023

We have a special guest in the studio, we're delighted to have Mr. Fred Printz today. He joins Joe, Kathy and Jenny and shares his experience listening to The Jupiter Joe Show for over 2 years and what his thoughts are on his retirement and how Joe helped him with more safety in his portfolio.

Aired Week of: April 12th, 2023

A saver is somebody who wants to avoid risks, and an investor is someone willing to take them. Jupiter Joe and his co-hosts, Kathy Greene and Jenny Thomas, discuss the differences. Which one are you? Where does that fit in with a 401K? And do you have to transition?

Aired Week of: April 4th, 2023

There is no such thing as a perfect annuity out there. There are good and bad aspects to every annuity. Jupiter Joe, along with co-hosts Kathy Greene and Jenny Thomas, breaks down all the dos and don'ts.

Aired Week of: March 29th, 2023

Baby boomers... this is for you! Now is the time to sit down with an advisor and get your financials together so you can have a safe retirement plan. In this show, Jupiter Joe and his co-hosts Kathy Greene, and Jenny Thomas, discuss how you can have a plan in an unstable economy.

Aired Week of: March 22nd, 2023

Jupiter Joe wants you to be proactive about investing and saving for your retirement. Along with co-hosts Kathy Greene and Jenny Thomas, they discuss how to be smart and smarter about your financial options, especially with today's economy.

Aired Week of: March 15th, 2023

If you are thinking of retiring within the next six to eighteen months, these are the three steps you should take. Watch your pension or annuity options, your 401K, and your Social Security. Let Jupiter Joe and his co-hosts, Kathy Greene and Jenny Thomas walk you through the whole process.

Aired Week of: March 8th, 2023

With Covid, free money bailouts, the war in Ukraine, a low housing market and other inflation factors, the Federal Reserve is raising interest rates to put a skidding halt in our economy. How does this affect your retirement and what are your options? Jupiter Joe along with co-hosts, Kathy Greene and Jenny Thomas discuss how to take your money out of high-risk investments and not fight the Fed.

Aired Week of: March 1st, 2023

A recession is looming closer, and closer after a pandemic and other variants, and we should all be prepared to have enough money saved up for such situations. Jupiter Joe and co-host Kathy Greene discuss how a fixed annuity could be a way to start some savings or creating more revenue.

Aired Week of: February 22nd, 2023

One of the most important things you discuss with your financial planner is money healthcare. This is how to proceed forward with the assets that you have, and how you can control your level of safety and where your finances are and will be going. Jupiter Joe along with co-host Kathy Greene go over "preventative" care to work towards your goals.

Aired Week of: February 8th, 2023

How to convert your traditional IRA to a Roth IRA, and what are the advantages of doing so. Jupiter Joe discusses with his partner, Jenny Thomas, and co-host Kathy Greene, the tax breaks and distinction between both.

Aired Week of: February 1st, 2023

If you are looking to find a secure retirement, you must have hope in the world, but "hoping" you can leave your kids something, or you'll have a safety net for retirement is not enough. Jupiter Joe, along with business partner, Jenny Thomas, and co-host Kathy Greene, show you how you can change "hope" into "guarantee".

Aired Week of: January 25th, 2023

Here you'll find out how to get on track if you're thinking about retirement. What would happen if you were to meet in person with Jupiter Joe? Hear this discussion along with co-hosts Kathy Greene and Jenny Thomas.

Aired Week of: January 18th, 2023

How does a conversation go with a new client? Jupiter Joe and his co-hosts, Kathy Greene and Jenny Thomas, dive deeper into Jupiter Joe’s new client process to uncover each new client’s needs and goals.

Aired Week of: January 11th, 2023

Public servants, first responders and medical professionals, what are your retirement plans? Do you have one? Some of these may even overlap, but bottom line, everyone needs to have a plan after they retire. Jupiter Joe, and co-hosts Kathy Greene and Jenny Thomas dive deeper into this topic.

Aired Week of: January 4th, 2023

If you have a 401(k) or IRA these are the questions you must be able to answer. We’re discussing the viral documentary The Retirement Gamble.

Aired Week of: December 28th, 2022

Special guest, John Comeau, VP Of Real Estate Acquisitions at Real Estate Asset Disposition, talks about his experience as a cash buyer and a licensed realtor in the state of Florida. He discusses with Jupiter Joe the current climate in our local market today.

Aired Week of: December 21st, 2022

All the different retirement plans available can be confusing. Jupiter Joe and co-hosts Kathy Greene and Jenny Thomas go through them and highlight the pros and cons of each one to educate people who may be unaware about the retirement plan options available to them or the plans they can create.

Aired Week of: December 14th, 2022

Jupiter Joe shares his insights on why educating yourself about money and retirement is the key to success.

Aired Week of: December 7th, 2022

Host Jupiter Joe, and co-hosts Kathy Greene and Jenny Thomas want to know what would you have done differently financially, if you could turn back time?

Aired Week of: November 30th, 2022

There are different things people can do before the end of the year to save money. Joe, Jenny and Kathy discuss all the money saving alternatives.

Aired Week of: November 23rd, 2022

Special guest and media personality, T.A. Walker from WPTV, visits Joe and Kathy in the studio to discuss everything from T.A.'s background to experiences in local events.

Aired Week of: November 16th, 2022

People work hard all their lives and should be comfortable and excited about retirement, but their true feelings are closer to nervousness and apprehension. Joe, co-hosts Kathy and Jenny discuss the why of such emotions.

Aired Week of: November 9th, 2022

If you are wondering how to secure a better retirement and what to do with your money, Joe and co-hosts Kathy and Jenny answer your most frequent retirement questions.

Aired Week of: November 2nd, 2022

As they discuss Joe's five-star ratings for his business, Kathy and Jenny weigh-in on how to have an income stream through an annuity.

Aired Week of: October 26th, 2022

Joe and Kathy, along with co-host Jenny, discuss the reasons why people keep their money in the bank, the pros and cons, and also offer other alternatives.

Aired Week of: October 19th, 2022

Warning! Warning! You are losing money! Host Joe Thomas, co-host Kathy Greene and Jenny Thomas walk you through everything annuities.

Aired Week of: October 12th, 2022

October is here and these are scary times. In this show Joe, co-hosts Kathy and Jenny, discuss all the challenges and solutions through all the stock market spookiness.

Aired Week of: October 5th, 2022

This show discusses nothing but the facts about retirement with host Joe Thomas, co-hosts Kathy Greene and Jenny Thomas.

Aired Week of: September 28th, 2022

Joe and co-hosts Kathy and Jenny discuss the definition of a 201(k) and what is the true value of your 401(k). He also discusses ways you may be losing money on your retirement.

Aired Week of: September 7th, 2022

Our last show was about surviving retirement, Joe was jacked up talking to you all on how to keep your money safe. Now there's another extreme that we're going to talk about. You can be too risky in your 401(k). And you can be too safe with your money in the bank. Okay, so the pendulum is swinging. That's what want to find that happy medium.

Aired Week of: August 31st, 2022

Surviving retirement today, there's like a list of things that people should think about. If you have any retirement plan. Understand just because it's at your company, doesn't mean it's safe. If you just have money sitting in the bank, or you have money invested in the market, with inflation and a bear market, you're experiencing losses anyway. And the way to get out of that is to go a little more safe. So we're going to talk about how to do that.

Aired Week of: August 17th, 2022

Many of us have experienced anxiety, shame or embarrassment when there is even a risk of having to talk about income, net worth and other money topics. Joe shares his best advice on money do’s and how to have conversations with your significant other and family.

Aired Week of: August 10th, 2022

Joe talks about what you can do now to keep your money safe and with little or no taxes. To keep your money safe he suggests the Roth IRA, Life Insurance, and Annuities. Joe explains why insurance products are safe and smart for keeping taxes away from your biggest assets.

Aired Week of: August 3rd, 2022

Do you have a pit in your stomach when you think about your 401(k) or IRA losing more money? Joe discusses what stock market losses are and how to limit your risk so that you don’t lose more money. He shares his expertise and safer options for making up for stock market losses with a BONUS annuity.

Aired Week of: July 27th, 2022

Joe shares his expertise and tips for “stopping the bleeding”. Peace of mind should mean: You invest within your comfort zone. You mix your risk levels into different types of products. You don’t have too much of any one investment class. He explains the importance of knowing your risk and risk tolerance.

Aired Week of: July 20th, 2022

If your money is sitting in the bank…then you’re losing money! Because of inflation, taxes, and the super low interest rates. Another reason your money shouldn’t be in the bank is because there are just as safe and much higher guaranteed fixed rates available! Joe says it’s a WIN-WIN!

Aired Week of: July 13th, 2022

Whether you’re planning to retire or already retired, it’s never too late to figure out what you’d like to do with your retirement money. Joe talks about the reality of retirement, which is different for everyone based on their goals!

Aired Week of: July 6th, 2022

How do you know if you’re ready to retire? Joe discusses retirement and the steps to take when planning to retire. He shares money tips and insights!

Aired Week of: June 29th, 2022

This episode is one you don’t want to miss! Joe & Kathy discuss money options for women and the safe investments available if you are retired or planning to retire.

Aired Week of: June 22nd, 2022

Joe’s best advice is to never have your hard earned money sitting with your old employer. Joe explains the many reasons why and smart options for controlling your money!

Aired Week of: June 15th, 2022

Lynn, who is a client of Joe’s called us at the radio studio! She talks to Joe and Kathy about her experience working with Joe and how she and her husband are enjoying being retired after 30 years working for the school district!

Aired Week of: June 8th, 2022

Listen to Joe describe the signs of knowing when you’re ready to retire. Knowing what income you have now and what income you need for the future. Here are a few retirement signs: #1 Reduce any debt you may have. #2 Know what your expenses are. #3 Have you recently reviewed your portfolio?

Aired Week of: June 1st, 2022

We’re talking about the tax benefits today and the power of tax deferral. Joe shares his perspective on taxes and why a tax deferred annuity can benefit you and your financial future. Listen to Joe’s real-life examples and his breakdown of a tax-deferred annuity vs. a CD from a bank and what the tax advantages are…

Aired Week of: May 25th, 2022

Aired Week of: May 18th, 2022

Aired Week of: May 11th, 2022

Aired Week of: May 4th, 2022

Aired Week of: April 27th, 2022

Aired Week of: April 20th, 2022

Listen to Joe share his best advice on how to protect your money. Joe shares the top 10 biggest mistakes you should never make with your money. Here are a few mistakes: #1 Not updating your beneficiaries. #2 Naming your Trust as your beneficiary. #3 Not diversifying your money.

What percentage of your money should be safe? Find out the formula you need to know. The older you get the more safe, secure and guaranteed your money should be. Joe talks about the safety factors of annuities and how they guarantee income. Listen to why and how Joe’s clients diversify their money…

Listen to Joe talk about what the biggest mistakes are when it comes to IRAs and 401ks. Joe shares his advice on controlling your hard earned money. Planning and thinking ahead for retirement is a must and knowing your options for keeping your money is what we talk about in today’s show…

The most important things you need to know about social security. Tune in to hear Joe’s advice about social security and the taxes involved. Understand what your options are and what you need to think about and plan for when retiring…