Sep 30, 2019

Billionaire Carl Icahn has an interesting way to save on taxes – he’s packing up and moving to Florida! Gary & Gerald discuss how you can help minimize your own taxes without moving. Plus, there are plenty of things about the 80’s we’d like to forget, but we might want to remember some of the lessons...

Sep 23, 2019

No, the average age for retirement is not 65. It’s actually 59! So how do you prepare yourself to retire that early? Plus, we’ll discuss what your employer might not be able to tell you about your 401(k). Have a question for your Money Mentors? Drop us an e-mail online at 

Sep 16, 2019

President Trump and the talking heads on the financial networks have been buzzing about “negative interest rates.” But what would that mean for your retirement savings? Plus, how much should you have saved for retirement before you call it quits? Have a question for your Money Mentors? Drop us an e-mail online at 

Sep 9, 2019

What are the benefits of doing a Roth conversion? And what difference can that make in your retirement income? Plus, you won’t believe how many Americans are living in their RVs! We’ll discuss the things to think about if you’re considering a retirement on the road. Have a question for your Money Mentors? Drop us...

Sep 2, 2019

What’s the difference between withdrawing money from an ATM and your 401(k)? Gary & Gerald will explain. Plus, what can you expect Social Security to actually cover in retirement? If you have a question for your Money Mentors, drop us an e-mail online at