by Sam Davis | Sep 1, 2023 | Episodes
This week, we pose a potentially costly question – Are you overpaying for your retirement plan? Chances are the answer is yes. On this episode, we share tips on slashing fees and positioning yourself for a fee-efficient retirement. Plus, Greg explains how compound...
by Sam Davis | Aug 25, 2023 | Episodes
On this week’s episode, it’s all about estate planning! Greg welcomes special guest estate planning expert Chris Hall to talk about what an estate plan is, how much you should pay for one, and why you need one even if you don’t think you are wealthy. To Contact Greg...
by Sam Davis | Aug 18, 2023 | Episodes
On this week’s show, we discuss two components of your retirement plan: Social Security and your 401(k). First up, the 401(k) has failed a lot of people over the years. Greg explains how you can avoid some pitfalls inherent in the system. Then, we switch to Social...
by Sam Davis | Aug 4, 2023 | Episodes
A new study shows Generation X is way behind when it comes to planning for retirement. On this week’s edition of Safe Money Masters, we will talk about five steps to catch up if you got a late start in your retirement planning. Plus, the Federal Reserve is not...
by Sam Davis | Jul 28, 2023 | Episodes
Are you getting close to retirement, but don’t have a plan on how to get there and actually be able to retire? On this week’s show, Greg Castle unveils the top reasons you need a comprehensive plan – and how you can get one. Plus, we will discuss the latest interest...
