Radio Shows – Wealth Enhancement Group: Recent Episodes
Wealth Enhancement Group
Fees are unavoidable when investing, but how well do you understand the expenses you’re being charged? Bruce and Peg provide an overview of common fee structures and help you evaluate whether you’re getting adequate value from the fees you’re paying.
The post Overview of Common Investing Fees appeared first on Wealth Enhancement Group.
Baseball’s All-Star Game is just days away, which makes this the perfect time to reflect on what baseball can teach you about personal finance. Bruce and Peg discuss how the skills of strong baseball teams translate into strong financial plans.
The post The Lessons Baseball Can Teach You about Financial Planning appeared first on Wealth Enhancement Group.
With the Fourth of July on the horizon, independence is on many people’s minds. Bruce and Peg outline what you can do to help your children or grandchildren achieve financial independence at a young age.
The post Teaching Your Children How to Achieve Financial Independence appeared first on Wealth Enhancement Group.
Chief Investment Officer Jim Cahn and Director of Integrated Advice Strategies Brian Vnak explain what investors need to know following Britain's historic vote to leave the European Union.
The post Market Update: Brexit appeared first on Wealth Enhancement Group.
The 2016 DALBAR study found the average equity investor underperformed the S&P 500 by nearly 4% in 2015. Bruce and Peg discuss how your behavior can reduce returns and what you can do to avoid making emotionally based decisions when investing.
The post How Your Behavior Can Limit Your Gains When Investing appeared first on Wealth Enhancement Group.
Your 401k is one of most important tools you have to save for retirement. Bruce and Peg discuss common mistakes you should avoid when utilizing your 401k.
The post Common 401k Mistakes You Should Avoid appeared first on Wealth Enhancement Group.
During the week of 5/29, Bruce and Peg offer tips for to help new graduates manage their debt and strategies for parents and grandparents to save for future college expenses.
The post How Recent Grads Can Better Deal with College Debt appeared first on Wealth Enhancement Group.
Baby Boomers—those born between 1946 and 1964—have unique retirement opportunities and challenges that you need to be ready for. Bruce and Peg provide strategies that can help Boomers be more prepared for these issues when getting ready for retirement.
The post Baby Boomers’ Unique Retirement Challenges appeared first on Wealth Enhancement Group.
On the path through retirement, there are several key dates that you need to be aware of. Bruce and Peg outline important ages and deadlines you need to be aware of as you prepare for and progress through retirement.
The post Key Retirement Planning Ages & Deadlines appeared first on Wealth Enhancement Group.
All investors face hurdles when working towards reaching their retirement goals, but women tend to face unique challenges in retirement. Bruce and Peg discuss strategies to help women prepare for the challenges that are both in and out of their control.
The post What Every Woman Needs to Know about Retirement appeared first on Wealth Enhancement Group.
Estate planning can be one of the most complex areas of comprehensive financial planning. Senior Financial Planner Kate Maier joins Bruce and Peg to provide an overview of estate planning fundamentals.
The post Financially Savvy Moves for Your Tax Refund appeared first on Wealth Enhancement Group.
April is nationally recognized as financial literacy month, making it the perfect time to help teach your kids about money. Bruce and Peg outline tips that can help you raise more financially savvy children.
The post Raising Financially Responsible Children appeared first on Wealth Enhancement Group.
A recent study from Bankrate.com found that 63% of Americans don’t have the savings needed to cover an unexpected $500 expense. Bruce and Peg provide savings tips to help make saving easier and bolster your bottom line.
The post Tips to Help Boost Your Savings appeared first on Wealth Enhancement Group.
Estate planning can be one of the most complex areas of comprehensive financial planning. Senior Financial Planner Kate Maier joins Bruce and Peg to provide an overview of estate planning fundamentals.
The post Estate Planning 101 appeared first on Wealth Enhancement Group.
There’s a growing trend among savers to write their financial plan on an index card, but is that a prudent move? Bruce and Peg discuss when your financial plan may need to extend beyond an index card.
The post Can Your Financial Plan Fit on an Index Card? appeared first on Wealth Enhancement Group.
Financial planning is complicated, so it’s natural you have questions you may have been uneasy about asking. Bruce Helmer answers five questions about money that you may have been too embarrassed to ask.
The post Financial Questions You’re too Embarrassed to Ask appeared first on Wealth Enhancement Group.
You work hard for the money you earn—make sure you’re not paying too much in taxes. Financial advisor and tax specialist Ryan McKeown joins Bruce and Peg to provide three strategies that can help you keep more of your money.
The post 3 Tax Strategies to Help You Keep More of What You Earn appeared first on Wealth Enhancement Group.
No matter how much planning you do, you will almost certainly be surprised by something in retirement. Bruce Helmer discusses five of the most surprising aspects of retirement and outlines how you can plan for them.
The post 5 Surprising Facts about Retirement appeared first on Wealth Enhancement Group.
Now that’s it’s tax time, are you ready to complete your return? Tax specialist Brian Vnak joins Bruce and Peg to discuss what you need to know before you send your return to the IRS.
The post It’s Tax Time! Here’s What You Need to Know appeared first on Wealth Enhancement Group.
It’s common to have an expected retirement age, but many people wind up retiring younger than they plan to. Bruce and Peg outline the factors that could force you into an early retirement and how this could impact your financial plan.
The post Factors that Can Derail Your Retirement Date appeared first on Wealth Enhancement Group.
Your “number” often refers to the amount of money you need to save before you retire. How do you know what that number is? Bruce and Peg discuss what you can do to help you estimate how much you may need for retirement.
The post What’s Your Retirement Number? appeared first on Wealth Enhancement Group.
Many people have many different perceptions of financial advisors, but are they accurate? Bruce Helmer tackles some of the most common myths people have about financial advisors.
The post Dispelling Financial Advice Myths appeared first on Wealth Enhancement Group.
With so much uncertainty in life, it’s important that both partners in a relationship work together when it comes to financial planning. Bruce and Peg discuss the four most critical financial planning issues that you and your partner should work together on.
The post 4 Important Financial Planning Issues for Partners appeared first on Wealth Enhancement Group.
It is the time of year when most people are thinking about setting new goals. Bruce and Peg outline tips for identifying goals you should be setting this year, and what you can do to increase the chances you’ll reach the goals you set.
The post Financial Goal Setting appeared first on Wealth Enhancement Group.
No matter how much you prepare, life can get in the way to upset your plans. Bruce and Peg address what you can to do to better prepare for the inevitable curve ball life will throw at your financial plan.
The post Preparing for the Certainty of Uncertainty appeared first on Wealth Enhancement Group.
Is volatility the new norm? Bruce and Peg discuss how investors can maintain confidence during markets swings both big and small.
The post Maintaining Confidence During Bouts of Market Volatility appeared first on Wealth Enhancement Group.
Congress enacted big changes to Social Security last year. Senior Financial Planner Kate Maier joins Bruce Helmer to provide a complete overview of Social Security and to detail how your benefits may be impacted made by the new rules.
The post Outlining the Recent Changes Made to Social Security appeared first on Wealth Enhancement Group.
Every year poses unique challenges to your financial plan that you have to be ready for. This week on “Your Money,” Bruce Helmer discusses tips to help get your financial plan off to a strong start in 2016.
The post Preparing Your Financial Plan for 2016 appeared first on Wealth Enhancement Group.
Is your budget strained from holiday spending? Bruce Helmer discusses what you can do to avoid overspending in 2016.
The post 4 Tips to Help You Avoid Busting Your Budget appeared first on Wealth Enhancement Group.
The holidays are almost over and while you may have purchased all of your gifts, you may still be thinking about giving some financial gifts. Bruce and Peg discuss how to be wise when financially gifting.
The post Smart Financial Gifting for Parents and Grandparents appeared first on Wealth Enhancement Group.
Charitable giving is not only emotionally rewarding—it can also help reduce your tax bill next year. Tax specialist Brian Vnak joins Bruce Helmer to explain what you can do to help maximize the tax benefits from your donation.
The post Charitable Giving and Tax Planning appeared first on Wealth Enhancement Group.
Congress recently passed changes to Social Security—do you know how you could be impacted? Social Security specialists Brian Vnak and Kate Maier join Bruce and Peg to provide a complete overview of the new Social Security reforms.
The post Understanding the Recent Changes to Social Security appeared first on Wealth Enhancement Group.
Those with aging parents are often thrust into the role of helping them manage their finances. Bruce and Peg discuss what you can do to help and how your financial plan may be impacted.
The post Financial Planning with Aging Parents appeared first on Wealth Enhancement Group.
In this economy, you can’t just have good investments—you need to navigate the critical path of strategies and decisions at the right time to avoid a costly mistake. Bruce Helmer and Peg Webb will discuss the four different stages of retirement planning and what strategies can help you during each stage.
The post Navigating Your Retirement Road Map appeared first on Wealth Enhancement Group.
More and more of people’s assets and information are digital, not physical. James D. Lamm, Estate Planning and Tax Attorney with Gray Plant Mooty, joins Bruce and Peg to discuss how you can ensure your digital assets can be preserved and passed on to the next generation.
The post Estate Planning for Digital Assets appeared first on Wealth Enhancement Group.
Based on its complexity, it’s no surprise many people have misconceptions about long-term care insurance. Senior Long-Term Care Insurance Specialist Pam Krejce joins Bruce and Peg to discuss common misconceptions about long-term care insurance.
The post Long-Term Care Misconceptions appeared first on Wealth Enhancement Group.
Roth conversions can offer big advantages, but it’s critical to manage their potential tax hit. Tax specialist and Financial Advisor Ryan McKeown joins Bruce and Peg to discuss what to consider before performing a Roth conversion and to provide a few year-end tax strategies that may save you money next spring.
The post Roth Conversions and Year-End Tax Planning appeared first on Wealth Enhancement Group.
From market worries over Greece and China to anticipation over rising rates, there’s lots of volatility in the markets. Investment specialist Jim Cahn joins Bruce Helmer to provide an update on the latest market and economic news.
The post Market Update appeared first on Wealth Enhancement Group.
Social Security is one of the most complex and confusing topics when it comes to retirement planning. Rhonda Whitenack, Public Affairs Specialist with the SSA, joins Peg Webb to answer your questions for the entire hour.
The post Q&A with the Social Security Administration appeared first on Wealth Enhancement Group.
A second marriage later in life can have major financial implications—especially if you have adult children. Bruce and Peg address several financial tips for those in a second marriage.
The post Smart Money Tips for a Second Marriage appeared first on Wealth Enhancement Group.
When it comes to making decisions about money, it’s easy to let our emotions get in the way. Doug Lennick, CEO of think2perform, joins Bruce Helmer to explain how you can make financial decisions based on your core values, not your emotions.
The post Why Investments Work Better than Investors appeared first on Wealth Enhancement Group.
Of all the expenses you’ll have in retirement, perhaps the hardest to fully prepare for are your health care costs. Bruce and Peg address how to implement an effective health care savings plan as you prepare for retirement.
The post Planning for Health Care Costs appeared first on Wealth Enhancement Group.
With all of the options available when purchasing life insurance, it can be difficult to know what one is the best for you. Financial advisor and life insurance specialist Jennie Boland joins Bruce Helmer to discuss what you need to know about life insurance.
The post Life Insurance Basics appeared first on Wealth Enhancement Group.
Financial planning often focuses on managing your money through retirement, but it’s also critical to think about what happens once you leave this world. Senior Financial Planner Kate Maier joins Bruce and Peg to provide a complete overview of estate planning.
The post Estate Planning 101 appeared first on Wealth Enhancement Group.
Because of the significant challenges women can face when saving for retirement, it’s important to make sure there aren’t any errors in your financial plan. Peg Webb is joined by financial advisor Jennie Boland to cover four financial mistakes that can wreak havoc on women’s financial plans.
The post 4 Financial Mistakes Women Should Avoid appeared first on Wealth Enhancement Group.
Financial success can mean different things for different people, but those who have achieved it have many of the same skills. Bruce and Peg discuss five of the most common traits of those who have achieved financial success.
The post 5 Habits of the Financially Successful appeared first on Wealth Enhancement Group.
Even after you’re done working, tax planning will still be a critical component of your financial plan. Financial advisor and CPA Ryan McKeown joins Bruce and Peg to offer strategies that can help reduce your taxes in retirement.
The post Strategies to Limit Taxes in Retirement appeared first on Wealth Enhancement Group.
Whether you’re still working towards your New Year’s Resolutions or are looking to start fresh with new goals, it’s important to have a plan to achieve them. Bruce and Peg discuss four tips that can help make achieving your financial goals more manageable.
The post 4 Tips to Help You Reach Your Financial Goals appeared first on Wealth Enhancement Group.
Back to school season is the best time to review your options for saving for college. Financial Advisor Ken Smith joins Bruce and Peg to provide an overview of the savings vehicles available to help make saving for college more efficient.
The post Saving for Future College Costs appeared first on Wealth Enhancement Group.
Is active management or passive management better for investors? What should investors consider when making this decision? Chief Investment Officer Jim Cahn joins Bruce and Peg to provide an overview of the two investment management styles.
The post Active vs. Passive Management appeared first on Wealth Enhancement Group.
Some people dream of an early retirement, while others may find themselves in retirement earlier than they anticipated. Bruce and Peg will discuss four measures you can take to help ensure you’ll be ready when you reach retirement.
The post 4 Tips to Help You Be Ready for an Early Retirement appeared first on Wealth Enhancement Group.
Having a plan is one of the best ways you can increase the chances you’ll have a successful retirement, but do you know whether your current plan is complete? Bruce and Peg will discuss the five critical components you need to include in your retirement plan.
The post 5 Components of a Successful Financial Plan appeared first on Wealth Enhancement Group.
Studies show that approximately 90% of women will be solely responsible for their finances at some point during their lifetime. Bruce and Peg discuss proactive measures that women can take now to help ensure their financial independence in the future.
The post Strategies to Help You Become a More Financially Independent Woman appeared first on Wealth Enhancement Group.
The common rule of thumb is that all debt is bad, but is this true? Bruce Helmer will explain why all debt is not created equally and how some debt may even be beneficial for your financial plan.
The post Good Debt vs. Bad Debt appeared first on Wealth Enhancement Group.
Getting started on your estate plan may be less complicated than you think. Senior Financial Planner Kate Maier joins Peg Webb to offer four easy tips to help you get started on your estate plan.
The post 4 Simple Estate Planning Tips appeared first on Wealth Enhancement Group.
When learning about money, children often look to their parents for advice. Bruce and Peg will explain what you can do to become a better financial role model for your kids.
The post How to Be a Better Financial Role Model appeared first on Wealth Enhancement Group.
What’s harder than saving for retirement? Figuring out how much you can spend this year. Bruce and Peg will discuss how you can identify whether you’re spending too much (or too little) in retirement.
The post Are You Spending Too Much in Retirement? appeared first on Wealth Enhancement Group.
Investment specialist Jim Cahn joins Bruce Helmer to offer a mid-year market recap and to discuss the key economic indicators to look out for during the rest of the year.
The post Market Update: Should You Be Worried About Rising Rates? appeared first on Wealth Enhancement Group.
Your golden years shouldn’t be stressful. Bruce and Peg have advice to help relieve anxiety during your retirement.
The post Reduce Your Anxiety in Retirement appeared first on Wealth Enhancement Group.
Managing your money early in retirement can have a big impact on your long-term financial success. Bruce and Peg will discuss three things everyone should avoid during the first three years of retirement.
The post 3 Actions to Avoid During the First 3 Years of Retirement appeared first on Wealth Enhancement Group.
Whether you’re currently married, widowed or divorced, it’s important to understand how you can maximize your Social Security benefits. Rhonda Whitenack from the Social Security Administration joins Bruce and Peg to offer an overview of Social Security’s spousal benefits.
The post Social Security Spousal Benefits 101 appeared first on Wealth Enhancement Group.
Age 65 has historically been associated with retirement. And even though people are working longer, turning 65 remains a milestone for many of those in or nearing retirement. Bruce and Peg will discuss five financial steps everyone needs to do before reaching age 65.
The post 5 Financial Steps You MUST Take Before You Turn 65 appeared first on Wealth Enhancement Group.
High school graduations mean college is on the horizon for many families. Are you ready for these expenses? Bruce Helmer will discuss what you can do to help combat college costs.
The post Planning for College Costs appeared first on Wealth Enhancement Group.
Location isn’t just important in real estate; it’s also important to remember when investing. Tax specialist Ken Smith joins Peg Webb to discuss why asset location is so critical and what to consider when locating your investments.
The post Location, Location, Location: The New Rules of Investing appeared first on Wealth Enhancement Group.
Whether your goal is an early retirement or you want to work as long as possible, how do you know if you’re ready for a successful retirement? Bruce and Peg will discuss the critical factors you need to consider when deciding when to retire.
The post What to Consider When Choosing Your Retirement Date appeared first on Wealth Enhancement Group.
Whether your goal is an early retirement or you want to work as long as possible, how do you know if you’re ready for a successful retirement? Bruce and Peg will discuss the critical factors you need to consider when deciding when to retire.
The post Investing in Your 50s appeared first on Wealth Enhancement Group.
Planning for retirement can be hard enough when you have a partner; preparing when alone can be even more challenging. Peg Webb will be joined by financial advisor Nicole Webb DeVries to discuss the key aspects of financial planning that singles need to keep in mind.
The post Financial Planning for Singles appeared first on Wealth Enhancement Group.
Still working on finalizing your tax return? Tax specialist Brian Vnak joins Bruce Helmer to offer last minute advice before you file.
The post Last Minute Tax To-Do’s Before You File Your Return appeared first on Wealth Enhancement Group.
Swings in the market get a lot of attention from the media, but how much do you need to worry about them? Chief Investment Officer Jim Cahn joins Bruce Helmer to discuss when market volatility will matter the most.
The post Why and When to Care About Market Volatility appeared first on Wealth Enhancement Group.
A good report on a life insurance physical can save you a lot of money on your premiums. Dr. David Hilden, the Host of “Healthy Matters” joins Bruce and Peg to offer advice to help you pass your insurance physical.
The post Passing Your Insurance Physical: How to Stay Healthy appeared first on Wealth Enhancement Group.
Tax season is one of the most stressful times of the year for many people. Senior Vice President and Financial Advisor Ryan McKeown joins Bruce and Peg to discuss how to ease the stress when doing your taxes this year.
The post Tips to Make Tax Season More Bearable appeared first on Wealth Enhancement Group.
With health care likely making up a significant portion of your retirement expenses, it’s important to make the most of Medicare. Bruce and Peg will discuss four of the most common Medicare misconceptions.
The post 4 Medicare Misconceptions appeared first on Wealth Enhancement Group.
What’s more important than having an up-to-date estate plan? Making sure your family understands exactly what your wishes are. Senior Financial Planner Kate Maier joins Bruce and Peg to discuss ideas that can help you have this conversation.
The post How to Talk With Your Family About Your Estate Plan appeared first on Wealth Enhancement Group.
Is the insurance policy you purchased all those years ago still right for your family? Insurance specialist Jennie Boland joins Bruce Helmer and Peg Webb to discuss the importance of reviewing your insurance and what to look for when doing so.
The post Taking Inventory of Your Insurance appeared first on Wealth Enhancement Group.
Now that the Medtronic inversion has been completed, is there anything shareholders can do to limit the tax hit? Tax specialist Brian Vnak joins Bruce Helmer to offer advice that may help lower their tax bill from the inversion.
The post Considerations After the Medtronic Inversion appeared first on Wealth Enhancement Group.
There are many great reasons to have a partner, including shared resources. So why is money commonly cited as a reason people break up? Bruce Helmer and Peg Webb discuss common financial stressors in a relationship and how you can help prevent them.
The post Money & Relationships appeared first on Wealth Enhancement Group.
After a tough year for diversified portfolios in 2014, what’s on the horizon for 2015? Chief Investment Officer Jim Cahn joins Bruce and Peg to recap what happened last year and what investors should expect going forward.
The post Market Commentary: Preparing for 2015 appeared first on Wealth Enhancement Group.
Knowing when to claim Social Security can be a daunting task. On this episode of “Your Money,” Bruce, Peg and special guest Ryan McKeown discuss what you should consider before claiming your benefits.
The post Social Security 101: What You Need to Know BEFORE You File appeared first on Wealth Enhancement Group.
January isn’t just a time for improving your physical health; it’s also a time for improving your financial health. Bruce and Peg will discuss strategies to help you achieve a healthier financial plan this year.
The post Financial Fitness in 2015 appeared first on Wealth Enhancement Group.
It’s that time of year! On this episode of “Your Money,” Bruce Helmer discusses the financial resolutions you should be making in the new year.
The post 5 Financial Resolutions You Should Make in 2015 appeared first on Wealth Enhancement Group.
How do you balance the goal of saving for college with saving for retirement? On this episode of "Your Money," Bruce Helmer discusses how to prepare for both in your financial plan.
The post Spending on Kids Vs. Saving for Retirement appeared first on Wealth Enhancement Group.
You’ve received a severance package. Now what? On this episode of “Your Money,” Bruce and Peg will discuss strategies for your severance package that may help you navigate this transitional period.
The post What to Do With a Severance appeared first on Wealth Enhancement Group.
Investment gains may have caused your portfolio to be out of sync with your long-term strategy. Chief Investment Officer Jim Cahn joins Bruce and Peg to discuss how rebalancing your portfolio can benefit you.
The post Why Rebalance Your Portfolio, and When? appeared first on Wealth Enhancement Group.
It’s the time of year for giving gifts—not only to friends and family, but also to charitable organizations. Bruce Helmer discusses key factors to keep in mind when donating to your favorite causes.
The post Charitable Giving and Your Finances appeared first on Wealth Enhancement Group.
You budget for the holidays not because having more money makes the holidays happier, but because spending more than you have makes the holidays less happy. Bruce and Peg will show you how to keep it all under control.
The post Holiday Budgeting appeared first on Wealth Enhancement Group.
Finding time for a caregiver to communicate with loved ones during an illness can be difficult. Sona Mehring, Founder and CEO of CaringBridge.org, joins Bruce and Peg to discuss how CaringBridge can help ease the challenges of caregiving.
The post Caregiving, Finances & Stress – How to Cope appeared first on Wealth Enhancement Group.
Moving to a sunny locale in retirement is a goal for many people. Bruce Helmer and Peg Webb are joined by tax specialist Brian Vnak to discuss the surprising costs you need to be aware of if you relocate during retirement.
The post Unexpected Costs of Moving in Retirement appeared first on Wealth Enhancement Group.
Paying off your mortgage before you reach retirement is a great goal, but is it right for your financial plan? Bruce and Peg will discuss the factors you should consider when deciding when to pay off your mortgage.
The post Should You Pay Off Your Mortgage in Retirement? appeared first on Wealth Enhancement Group.
Receiving a financial windfall is often a great surprise, but how can you make sure it lasts? Financial Advisor Ben Hess joins Peg Webb to discuss strategies that can help you use that windfall to jumpstart your financial plan.
The post What to Do With a Financial Windfall appeared first on Wealth Enhancement Group.
Taxes don’t stop once you reach retirement. On this episode of “Your Money,” tax specialists Ryan McKeown and Brian Vnak join Peg Webb to discuss 5 strategies that can lower your taxes in retirement.
The post 5 Tactics for a Low-Tax Retirement appeared first on Wealth Enhancement Group.
Why wait for New Year’s to make financial resolutions? On this episode of “Your Money,” Bruce and Peg discuss financial habits that you can practice right now.
The post Financial Habits to Try for the Rest of the Year appeared first on Wealth Enhancement Group.
Is your financial advisor telling you everything you should know? Bruce and Peg will discuss the 7 things you should be aware of when it comes to your financial advisor.
The post 7 Things Your Financial Advisor Doesn’t Want You to Know appeared first on Wealth Enhancement Group.
Many companies are using inversions to lessen their tax burdens. Tax specialist Brian Vnak joins Bruce Helmer to discuss how these inversions may impact you.
The post Corporate Inversions: How You May Be Affected appeared first on Wealth Enhancement Group.
What are the unique benefits second-to-die life insurance offers? Senior Lead Insurance Specialist Jennie Boland joins Bruce Helmer and Peg Webb to discuss whether second-to-die life insurance is right for you.
The post How Second-to-Die Life Insurance Can Help Your Financial Plan appeared first on Wealth Enhancement Group.
Losing a loved one is painful, but dealing with their financial matters can make it overwhelming. On this episode of “Your Money,” Bruce and Peg discuss how you can handle financial matters when a loved one passes away.
The post Financial Matters Before & After the Loss of a Loved One appeared first on Wealth Enhancement Group.
With all the complexities surrounding life insurance, how can you know if you’re making a mistake when making a purchase? On this “Your Money” replay, Bruce and Peg discuss common mistakes made when buying life insurance.
The post Common Mistakes to Avoid When Buying Life Insurance appeared first on Wealth Enhancement Group.
If you didn’t start saving for retirement when you were younger, what options are available to you? On this “Your Money” replay, Bruce and Peg discuss strategies for those who started saving later in life.
The post What to Do If You Started Saving Later in Life appeared first on Wealth Enhancement Group.
What are the effects of inflation on your retirement plan and how can you mitigate its impact on you? On this "Your Money" replay, Bruce and Peg discuss how to prepare for inflation in your financial plan.
The post Strategies to Help You Protect Against Inflation appeared first on Wealth Enhancement Group.
The average couple will spend over $200,000 on health care in retirement. How do you account for these expenses? Bruce and Peg offer advice for you to prepare yourself financially for your health care costs in retirement on this "Your Money" replay.
The post Health Care Costs in Retirement appeared first on Wealth Enhancement Group.
Tax planning isn’t something you should do only in the spring. Tax specialist and Financial Advisor Ryan McKeown joins Bruce and Peg to discuss how you can prepare for next year's taxes now.
The post Preparing for Next Year’s Taxes, This Year appeared first on Wealth Enhancement Group.
Many people have questions about their employer-sponsored retirement plan. Bruce and Peg are joined by Joe Brummel, Director of Retirement Plan Consulting, to tackle those questions and discuss how to best utilize traditional retirement plans.
The post Making the Most of Your Employer-Sponsored Retirement Plan appeared first on Wealth Enhancement Group.
With more and more of your information available digitally, identity theft is a major concern for many people. On this “Your Money” replay, best-selling author Sam Richter joins Bruce and Peg to discuss how you can protect yourself online.
The post Protecting Your Information Online appeared first on Wealth Enhancement Group.
Myths about financial best practices abound, but are any of them true? On this “Your Money” replay, Bruce Helmer addresses more common financial myths and give you clear answers.
The post Dispelling Traditional Financial Myths, Part II appeared first on Wealth Enhancement Group.
What have the markets done this year, and where may they go in the future? On this “Your Money” replay, investment specialist Jim Cahn joins Bruce and Peg to discuss his mid-year economic outlook.
The post Mid-Year Economic Outlook appeared first on Wealth Enhancement Group.
The path to financial independence for young professionals can be a challenge. This week on “Your Money,” we’ll discuss tips both parents and their kids can use to pursue financial independence.
The post Establishing Financial Independence appeared first on Wealth Enhancement Group.
What should you do with your 401k when you leave a job? Bruce Helmer and Peg Webb are joined by Joe Brummel, Director of Retirement Plan Consulting, to discuss some of the key factors you should consider to help make this important decision.
The post 401k/IRA Rollovers appeared first on Wealth Enhancement Group.
Investment specialist Jim Cahn and tax specialist Brian Vnak discuss the latest economic news on this "Your Money" replay.
The post Open Lines appeared first on Wealth Enhancement Group.
It's a long journey from the first day of work to the first day of retirement. How do you ensure you're on track to meet your retirement goals? On this "Your Money" replay, Bruce Helmer discusses the retirement milestones that can help you keep your retirement plans on track.
The post Retirement Planning Milestones appeared first on Wealth Enhancement Group.
Bruce Helmer and Peg Webb are joined by estate planning specialist Kate Maier to discuss why estate planning needs to be part of your financial plan.
The post Estate Planning appeared first on Wealth Enhancement Group.
For many, family is one of the biggest influences on our long-term savings goals. Are you doing enough to protect your family’s financial well-being? On this “Your Money” replay, Bruce Helmer and Peg Webb discuss steps you can take to prepare for your family’s financial future.
The post Family Financial Planning appeared first on Wealth Enhancement Group.
On this special edition of "Your Money," Bruce Helmer opened up the lines to listeners for the entire episode.
The post Open Lines appeared first on Wealth Enhancement Group.
Should you be concerned about rising interest rates? And how will they affect your portfolio? On this "Your Money" replay, Bruce Helmer and Peg Webb are joined by Kevin Meehan, Regional President – Chicago, to give you clear advice when it comes to rising interest rates.
The post Should You Be Worried About Rising Interest Rates? appeared first on Wealth Enhancement Group.
As more baby boomers retire, more and more people are facing the responsibility of caring for their parents. The responsibility of caregiving often falls to the mother. On this "Your Money" replay, Bruce Helmer and Peg Webb offer advice for mothers who find themselves sandwiched with raising the kids and taking care of their parents.
The post Mothers Living in the Sandwich Generation appeared first on Wealth Enhancement Group.
There are many options to consider when buying life insurance. How do know which plans are best for you? Bruce Helmer and Peg Webb discuss what you need to know when shopping for life insurance.
The post Life Insurance: What’s Worth It? appeared first on Wealth Enhancement Group.
How do you know what’s an appropriate investment for you? The financial media may make investment recommendations, but are they right for you? Bruce Helmer is joined by Chief Investment Officer Jim Cahn to discuss what you need to consider when investing.
The post Making the Best Investment Decisions for YOU appeared first on Wealth Enhancement Group.
Bruce Helmer is joined by Senior Vice President and Financial Advisor Ben Hess to offer you clear advice to help you protect your wishes and your assets.
The post Beneficiary Designation Review appeared first on Wealth Enhancement Group.
Graduation season is just around the corner. Are you ready to pay for college? On this "Your Money" replay, Peg Webb is joined by Financial Advisors Steve Hess and Mike Bishop to discuss how to begin or strengthen your college savings plan.
The post College Planning appeared first on Wealth Enhancement Group.
Most kids won’t learn money skills in school. It’s up to you, their parents, to teach them the value of a dollar. On this “Your Money” replay, Bruce and Peg discuss how to give your children a financial-framework that will help them manage their money for years to come.
The post Raising Financially Literate Kids appeared first on Wealth Enhancement Group.
Whether you have your refund check or are still filing, it’s important to use that money wisely. Tax specialist Ryan McKeown joins Bruce Helmer to discuss some of the best ways to utilize your tax refund this year.
The post What to Do with Your Tax Refund appeared first on Wealth Enhancement Group.
The deadline to file your taxes is just around the corner. On this “Your Money” replay, our tax specialists provide clear insight for listeners' tax questions.
The post Tax Specialist Roundtable appeared first on Wealth Enhancement Group.
Are you ready for retirement? On a special edition of “Your Money,” Bruce and Peg were joined by a live studio audience to ask the questions that may help you gauge your retirement readiness.
The post So You Think You’re Ready for Retirement appeared first on Wealth Enhancement Group.
Tax Day is just around the corner. Are you taking advantage of tax strategies to reduce your tax liability? Tax specialist Brian Vnak joins Bruce Helmer and Peg Webb to discuss tips that may reduce your tax burden.
The post Best Tax Strategies appeared first on Wealth Enhancement Group.
Planning ahead is one of the most important things you can do to help ensure a successful retirement. On this "Your Money" replay, Peg Webb is joined by financial advisor Edwina Allee discuss factors you need to consider to help prepare yourself, and your budget, for retirement.
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The people we love often have the biggest influence on our financial goals. On this “Your Money” replay, Bruce and Peg discuss strategies you can use to prepare your portfolio to help take care of those who are most important to you.
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There are many great reasons to have a spouse, including shared resources. However, the tremendous financial benefits of marriage are full of pitfalls. Bruce and his wife Laura discuss common financial stressors in a marriage and how you can help prevent them.
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Caregiving for a loved one can be a difficult transition to make. Join Bruce Helmer and Peg Webb as they sit down with caregiving specialist Kari Berit to discuss six questions that caregivers should be asking.
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Preparing for retirement is a challenge that some people try to face alone. On this "Your Money" replay, Bruce and Peg discuss the benefits of working with a financial advisor and what to consider when choosing one.
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Just as you need a yearly checkup, so too does your portfolio. On this "Your Money" replay, we discuss the five questions you need to ask to make sure your portfolio is working for you in 2014.
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Just as you need a yearly checkup, so too does your portfolio. On this "Your Money" replay, we discuss the five questions you need to ask to make sure your portfolio is working for you in 2014.
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Myths about financial best practices abound – but are any of them true? On this "Your Money" replay, we'll take them one by one and give you the straight talk.
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It’s the beginning of a new year – so you've probably been making a bunch of resolutions about your health. What better time to take a look at your financial health, as well?
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Financial planning is about options, decisions and goals. Join Bruce Helmer for the last radio show of 2013, where he discusses five steps for obtainable financial planning.
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Planning for retirement can be daunting; there are so many details to consider, and at times, it could feel like one wrong decision could derail your entire retirement plan. On this “Your Money” replay, Bruce Helmer will discuss seven overlooked retirement tips that could keep your financial plan on track.
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With turbulent political and economic environments, fear can overtake as you save, invest and plan for retirement. That fear can cost you later in life. In this "Your Money" show replay, Bruce Helmer and Peg Webb discuss financial fears that cost us and how to get over them.
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About 85% of people give annually to charity. If you’re one of the 85%, listen to this week’s “Your Money” radio show replay to learn about charitable giving tax strategies and options for selecting a charity as beneficiary of your estate.
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You budget for the holidays not because having more money makes the holidays happier, but because spending more than you have makes the holidays less happy. On this week’s “Your Money” radio show, Bruce Helmer and Peg Webb show you how to keep it all under control.
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Identity theft can be prevented if the right precautions are taken. Sam Richter, 2012 Book of the Year Winner, joins “Your Money” radio show host Bruce Helmer this week to discuss internet security. In this segment, they’ll discuss best practices for financial record storage and password protection.
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This week’s “Your Money” radio show was filmed in front of a live studio audience at WCCO’s Cambria Gallery! Rhonda Whitenack, from the Social Security Administration, joins Bruce Helmer and Peg Webb to discuss social security benefits at different ages and resources for determining the best approach for your situation.
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The term Long-Term Care can be scary. It brings up thoughts of nursing homes, increased dependence and the loss of life. On this radio show replay, Mark Ledson and Pam Krejce define what long-term care REALLY is, your probability of needing it and ways to fund it
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The Affordable Care Act offers premium tax credits for eligible Americans, but who’s actually eligible? Ryan McKeown will join Bruce Helmer on this week’s “Your Money” radio show to discuss the Affordable Care Act tax credits, how they’re administered and tax planning strategies for 2014 and beyond.
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The financial issues you face at 20 years-old are significantly different from the issues you face at 50 years-old. Bruce Helmer has this week off, so Peg Webb has invited one of her closest female advisors to join her on this week’s “Your Money” radio show to discuss investment issues during each decade of life.
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Ryan McKeown, Senior Vice President and Financial Advisor with Wealth Enhancement Group, joins Bruce Helmer and Peg Webb on the Your Money radio show to discuss Year End Tax Tips include tax-advantaged benefits through work, year end deductions and accelerating income.
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Kate Maier, Senior Financial Planner with Wealth Enhancement Group, joins Bruce Helmer and Peg Webb on the Your Money radio show to discuss charitable trusts, including who could benefit from them and potential tax savings.
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Have you ever wondered whether you should purchase or lease a car? In this episode of the “Your Money” show, Bruce Helmer and Peg Webb discuss the pros and cons of each option and things to consider when looking for a new vehicle.
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Jim Cahn joins Bruce Helmer and Peg Webb on the Your Money radio show to discuss the current state of the economy and the potential implications on your investment portfolio.
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Ryan McKeown joins "Your Money" hosts Bruce Helmer and Peg Webb to discuss the healthcare exchange tax provisions.
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"Your Money" hosts Bruce Helmer and Peg Webb discuss the importance of insurance in your financial plan.
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"Your Money" hosts Bruce Helmer and Peg Webb discuss 10 things your financial advisor won't tell you.
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In this week’s “Your Money” show, Bruce Helmer and Peg Webb take listeners' questions, live from the MN State Fair.
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In this week’s “Your Money” show, Bruce Helmer and Peg Webb discuss college planning and funding.
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Specialists from the Wealth Enhancement Group Roundtable field various financial planning questions on this episode of the "Your Money" show.
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In this week’s “Your Money” show, Bruce Helmer and Peg Webb discuss proper asset allocation and rebalancing.
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In this week’s “Your Money” show, Bruce Helmer and Peg Webb talk about 7 habits of financially unsuccessful people.
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This week's "Your Money" program discusses the use of life insurance as an investment strategy.
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"Your Money" hosts Bruce Helmer and Peg Webb discuss bonds.
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On this week's "Your Money" program, Bruce Helmer and Peg Webb discuss how a surviving spouse's tax liability could potentially increase (also known as the "widow's penalty").
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In this week's edition of "Your Money," Bruce Helmer and Peg Webb are joined by special guest Jim Cahn, the Chief Investment Officer of Wealth Enhancement Advisory Services. Jim will provide listeners with a mid-year economic update.
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"Your Money" hosts Bruce Helmer and Peg Webb discuss what a Registered Investment Advisor (RIA) is and why an independent RIA might be a good choice for an investor.
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"Your Money" hosts Bruce Helmer and Peg Webb discuss 5 roadblocks to financial success.
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Listen to this week's "Your Money" show to hear special guest Joe Brummel, director of Retirement Plan Consulting, discuss retirement confidence.
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On this week's "Your Money" program, Bruce Helmer and Peg Webb discuss Roth IRA conversions with special guest Ryan McKeown CPA, CFP®.
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"Your Money" hosts Bruce Helmer and Peg Webb discuss the overuse of pre-tax retirement plans.
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“Your Money” welcomes special guest and caregiving expert Kari Berit, author of "The Unexpected Caregiver," who discusses what is entailed in being a caregiver and items to consider for your long-term care needs.
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May is Women and Finance month at Wealth Enhancement Group. On today’s show, “Your Money” listeners get their questions answered by the women of the Wealth Enhancement Group Roundtable.
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In today's "Your Money" show, Bruce Helmer and Peg Webb review the 5 habits of the wealthy: habits you need to incorporate in your life for you to say "I have made it!"
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On this week's "Your Money" show, Bruce Helmer and Peg Webb discuss 6 investment approaches you need to know before you retire.
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It's no secret -- kids can be reckless with money. But they don't have to be.
Listen in as co-hosts Bruce Helmer and Peg Webb explain how strong values play a key role in teaching your children financial responsibility.
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"Your Money" hosts Bruce Helmer and Peg Webb discuss IRA strategies, backed up by facts about IRA growth and withdrawal stats.
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Bruce Helmer gives highlights from his most recent book, Real Wealth: How to Make Smart Money Choices for What Matters Most to You.
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"Your Money" host Bruce Helmer is joined by Jim Cahn, chief investment officer of Wealth Enhancement Advisory Services, to provide an economic update at quarter's end.
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"Your Money" hosts Peg Webb and Bruce Helmer discuss the importance of beneficiary designations.
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Tax specialists from the Wealth Enhancement Group Roundtable Ken Smith and Ryan McKeown join Bruce Helmer and Peg Webb as they discuss last minute tax tips for the 2013 tax season.
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In this week's "Your Money" program, Bruce Helmer and Peg Webb discuss the 5 emotional states of investing.
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On this week's program, Bruce Helmer and Peg Webb discuss the potential benefits and drawbacks of rolling over your 401k to an IRA.
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"Your Money" hosts Bruce Helmer and Peg Webb discuss money and marriage: techniques on how to incorporate your values into making financial decisions with your spouse.
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The Wealth Enhancement Group Roundtable answers listeners' financial questions. Members of the Roundtable include certified public accountants, certified financial planners, the chief investment officer and advisors that hold extensive knowledge in estate planning, risk management, and insurance, among other areas.
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"Your Money" hosts Bruce Helmer and Peg Webb are joined by Chief Investment Officer of Wealth Enhancement Advisory Services Jim Cahn. Listen in as they look ahead to 2013, discussing the fiscal cliff outcome, tax policy updates and take a look at current economic trends.
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"Your Money" hosts Bruce Helmer and Peg Webb discuss what you should know before selling a business.
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Financial myths are all around us. Which ones should you pay attention to, and which ones should you forget?
"Your Money" hosts Bruce Helmer and Peg Webb discuss financial myths involving financial media, financial success based on investment, amount of retirement income and whether to max out your corporate tax-deferred plan.
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In this week's show, "Your Money" hosts Bruce Helmer and Peg Webb discuss the differences between life planning vs financial planning.
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"Your Money" host Bruce Helmer is joined by special guest, tax specialist Ryan McKeown, to discuss the major tax changes pertinent to the fiscal cliff.
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