Tami's 2 Cents: Recent Episodes
Tami Simpson
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything can suffer. And the same is true of your finances. This show is dedicated to the small things that may help make a significant difference.
Now may be the perfect time to convert your traditional retirement accounts to a Roth IRA. Tami talks about what a Roth IRA is and the strategies involved to help minimize your tax burden.
In this episode Tami talks about what Variable annuities are and how they are used. Helpful tips to sort out the good and the bad.
Tami details what you need to know about Fixed Indexed Annuities and why they are the answer for some people when it comes to retirement income.
We all want to have enough cash flow to live comfortably, especially in retirement! In this episode Tami gives us some helpful tips to keep more of our hard-earned money and to have a retirement income that will last as long as we do.
What are reverse mortgages? Are they good or bad? How can they help you in retirement? In this episode Tami goes over the facts and the various scenarios to help you better understand reverse mortgages.
You probably haven't heard of Integrative Financial Planning, so in this episode we talk about its importance and how it can help you with your finances, investments and retirement income planning.
How many of your accounts have fees? Probably all of them! Are you paying your financial advisor or broker fees? Commissions? In this episode we talk about what you need to understand and what questions you need to be asking.
In this episode Tami looks at liquidity. Is it good? Is it bad? When do you need it and how much is enough? She gives helpful tips and strategies to deal with the issue of financial liquidity.
Why should you consider Cash Value Life Insurance? In this episode Tami talks about why you might want to look at this option, and there are many, especially when it comes to minimizing your tax burden in retirement.
There are a lot of misunderstandings about annuities out there, and there are just as many pros and cons. In this episode we talk about what they are, why you might need an annuity and what to avoid.