by Sam Davis | Jul 21, 2023 | Episodes
On this week’s show, we share some rare, good news about the economy! Plus, pensions may be a thing of the past for most workers, but Greg will tell you how to create your own PERSONAL pension. And there are a lot of benefits to a Roth conversion for many people in...
by Sam Davis | Jul 7, 2023 | Episodes
We spend a lot of time talking about good financial habits, but this week we are turning that on its head by discussing some habits to AVOID when it comes to planning your financial future. Plus, we explain how you can be proactive – not reactive – when it comes to...
by Sam Davis | Jun 30, 2023 | Episodes
In this week’s episode of Safe Money Masters, we share a list of rules that The Oracle of Omaha, Warren Buffet, lives by and discuss how you can take action and improve your own financial plan today. Plus, it’s the Fourth of July holiday weekend, and Greg will reveal...
by Sam Davis | Jun 23, 2023 | Episodes
It is the last week of Annuity Awareness Month, so Greg shares 7 reasons why you may want to consider an annuity for your retirement plan. Plus, the old saying goes that two things are certain in life: death and taxes. Unfortunately, it may be time to add inflation to...
by Sam Davis | Jun 16, 2023 | Episodes
On this week’s show, we open up the listener mailbag and answer your questions! Inflation, Social Security, retirement income – no topic is off limits! Plus, how are rising prices affecting your travel plans this summer? We take a look at the numbers and give you some...
