Nov 19, 2019

Remember the shock of getting your first paycheck and realizing it wasn’t all yours? Well, the same shock hits a lot of retirees when it comes to taxes. This week, Gary & Laurel discuss some options on minimizing the tax hit in retirement. Plus, why a downturn in the market in the first few years of retirement can be...

Nov 11, 2019

Gary & Gerald have a little fun this week discussing how they help people cross things off their bucket lists in retirement. Plus, CNBC says some couples are considering a divorce – over taxes! Yes, this really happens! We’ll discuss how you might be able to save without making such a drastic move. Remember, you...

Nov 5, 2019

The market’s been good for several years, and paychecks are higher. So is that causing some of us to be overconfident about retirement? Gary & Laurel will discuss it on this week’s show. And remember, if you have a question for your Money Mentors, we’d love to hear from you! Drop us an e-mail at