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No non-sense money advice to help you build wealth, invest for the future, and put a plan in place. Sunday at 9am on News 96.5 FM.

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Past Shows

Ep. 134: Hoarding Money in Retirement: Sacrificing Lifestyle?

October 2, 2018 By Michael Clark

The thought of going into retirement and running out of money is something that worries clients of John McCann and Michael Clark all the time. It is no fun watching someone worry about how much money that have left when they should be enjoying their time in retirement.

[Read more…] about Ep. 134: Hoarding Money in Retirement: Sacrificing Lifestyle?

Ep. 133: Medicare Season: What You Need to Know

October 2, 2018 By Michael Clark

It is just about that time of year again! No, I don’t mean when the leaves change, store deals show up, and kids run around with more candy than they know what to do with. I am talking about the Medicare open enrollment period!


[Read more…] about Ep. 133: Medicare Season: What You Need to Know

Ep. 132: Business Owners and Taxes

September 20, 2018 By Michael Clark

Small business owners are often looking for the best way to maximize their money while paying Uncle Sam as little as possible! In this episode we have a couple of great texts and calls asking about taxes pertaining to 401K’s and the taxes as a business owner.

[Read more…] about Ep. 132: Business Owners and Taxes

Ep. 131: The Three Pillars of Investing

September 24, 2018 By Michael Clark

Paying off debt, establishing an emergency fund, and investing for the future. Sounds like the bumper sticker you’d expect to see on the back side of your financial advisor’s car, doesn’t it?

[Read more…] about Ep. 131: The Three Pillars of Investing

Ep. 129: Bitcoin and Other High-Risk Investments: Are They Always A Bad Idea?

September 6, 2018 By Michael Clark

Bitcoin was a really popular “get rich quick” strategy, so to speak, just about a year ago. Sure, some people did make a lot of money doing this, however, there were also plenty who were not so fortunate.

[Read more…] about Ep. 129: Bitcoin and Other High-Risk Investments: Are They Always A Bad Idea?

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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Keiron Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

Disclaimer

Raymond James is not affiliated with and does not endorse the opinions or services of 96.5 FM radio or any guests of the Let’s Talk Future show. The Lets Talk Future radio show and 96.5 FM radio are not affiliated with Raymond James. Opinions expressed during the show are those of the speakers and are not necessarily those of Raymond James.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Any communications received during the show, including text messages, are the property of 96.5 FM WDBO radio, and are independent of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Michael Clark, CFP© and/or John McCann, Financial Advisor and not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. The information contained in this radio show does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Roth IRA owners must be 59½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Additionally, each converted amount may be subject to its own five-year holding period. Converting a traditional IRA into a Roth IRA has tax implications. Investors should consult a tax advisor before deciding to do a conversion. RMD’s are generally subject to federal income tax and may be subject to state taxes. Consult your tax advisor to assess your situation. Investors should carefully consider the investment objectives, risks, charges and expenses associated with 529 plans before investing. This and other information is available in the issuer’s official statement and should be read carefully before investing. Investors should consult a tax advisor about any state tax consequence of an investment in a 529 plan. Investments mentioned may not be suitable for all investors. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. The hypothetical examples in these radio shows are for illustrative purposes only and do not represent an actual investment. Actual investor results will vary. Past performance may not be indicative of future results. Raymond James is not affiliated with and does not endorse the opinions or services of any non-Raymond James speakers or of WDBO. Raymond James Financial Services, Inc. and its advisors do not provide advice on tax, legal or mortgage issues. These matters should be discussed with the appropriate professional.

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