Your Money Radio Show: Recent Episodes
Wealth Enhancement Group
“Your Money” is broadcast on weekend mornings via the Wealth Enhancement Group radio network and can be streamed on TuneIn.com, allowing you to listen to hosts Bruce Helmer and Peg Webb from anywhere you happen to be.
Many folks are sandwiched between helping out their children and caring for their parents. Bruce and Peg are here with some advice for making parental care financially feasible.
Between the new tax proposals, Reddit stocks and memecoin, our listeners have a lot of questions. Bruce and Peg have answers.
Having a solid financial plan isn’t about hitting the hot stock or timing the markets. Bruce and Peg give you the scoop on the philosophy that can help you keep to your plan, rain or shine.
The 1st quarter of 2021 saw GDP growth as the economy continued to recover from COVID-related shutdowns. Bruce is joined by Chris Haarstick, Director of Investments, to discuss the quarter that was and what we can expect.
The IRS has moved the tax filing deadline to May 17. Bruce and Peg have some advice on how to use that extra month to your advantage.
With more people getting vaccinated, people are looking forward to some post-COVID vacationing. Bruce and Peg have some advice for getting the most vacation bang for your buck.
When it comes to tax time, you might not think of having fun. Bruce and Peg explain how out of the box thinking can help you come tax time.
The American Rescue Act has a lot of provisions, and whether you qualify for some of the benefits can be a tricky question. Bruce is joined by Ryan McKeown to tell you everything you need to know.
People often compare the markets or investing to the stock market. Bruce and Peg think that’s a lie, and one that can be destructive to your financial goals.
Time is money and money loves time. Bruce and Peg discuss the importance of knowing where you are in your retirement timeline.
New romance isn’t just for young lovers. For a variety of reasons, many are choosing to get married later in life, and Bruce and Peg are here to talk about the special considerations that entails.
Another Super Bowl, another round of sports analogies. Bruce and Peg offer strategies to take you to a championship level retirement.
Having an emergency savings might seem like an afterthought. Bruce and Peg want to bring it front of mind, and want you to make it part of your financial strategy.
Social Security brings with it a lot of questions. Bruce and Peg offer some advice for when to begin taking it, the tax implications of it, and what else you need to know about it.
The 4th quarter of 2020 spoke to the importance of a diversified portfolio. Bruce and Peg are joined by Chris Haarstick, Director of Investments, to discuss how 2020 concluded and what we can expect in 2021.
A lot of people have made financial New Year’s resolutions, but without a budget, you aren’t going to keep them. Bruce and Peg offer some tips for setting your budget and sticking to it.
It’s the holiday season, and it’s end of year giving season. Bruce and Peg are joined by David Hill to discuss how the charitably inclined to make their dollars go further.
After a tumultuous election season, you might be concerned about your pocketbook. Bruce and Peg are joined by Chris Haarstick to discuss how and why to stick to your financial plan.
Recessions are inevitable. A smart financial plan anticipates them and accounts for them. Bruce and Peg discuss the pitfalls of overreacting to recessions and making poor decisions as a result.
Bruce and Peg are always asked what the markets are going to do, and they always give the correct answer, “we don’t know.” Embracing our ignorance helps us make stronger financial decisions.
Job loss, pandemics, election results. If 2020 has taught us anything, it’s that there are no guarantees. Bruce and Peg offer some tips for keeping afloat when things don’t go your way.
It’s election season, and that means it’s time to look at what the candidates might actually do if elected. Bruce is joined by Brian Vnak to talk about what that means for you.
With mortgage rates near all-time lows, a lot of people are looking at their credit. Bruce and Peg have some advice for being proactive about getting your ducks in a row.
In a recession, we not only need to think about our paycheck, but our non-cash compensation as well. Bruce and Peg offer some tips for keeping your compensation rolling in a downturn.
Summer is over. Election season is around the corner. Congress is fighting over COVID legislation. Bruce and Peg took your calls to try to make sense of it all.
Football season is here, it’s time to think about your retirement game plan. Bruce and Peg are here with some ways to kick off your retirement.
You work hard for your money, and when it comes to retirement, you want to enjoy the fruits of your labor. Bruce and Peg offer some ways you can plan now to pay less in taxes later.
Between tax laws, retirement reform, and the ongoing response to COVID-19, much has changed as it relates to your finances. Bruce and Peg are here to summarize the changes and how they might impact you.
When you retire, your income goes away, but your mortgage doesn’t. Bruce and Peg offer some tips to making sure you aren’t house poor in retirement.
People don’t always like to talk about estate planning, but doing so can save your family heartache down the road. Bruce and Peg offer their perspective and advice.
Long-term care isn’t something we like to think about, but chances are, you’re going to need it. Bruce and Peg discuss how to prepare for when you may need extended care.
With all the economic turmoil, it might be tempting to pull your money from your 401(k). Bruce and Peg discuss the perils of early withdrawal and some strategies for avoiding it.
Capital gains are great. The taxes? Not so much. Bruce and Peg discuss how to keep capital gains from taking a bite out of your retirement plans.
Required Minimum Distributions are tricky to begin with, but recent policy changes have made them even more so. Ryan McKeown joins Bruce and Peg to tackle the toughest RMD questions.
The 2nd quarter of 2020 was one marked by contradiction. Peg is joined by Chris Haarstick, Director of Investments, to discuss how markets responded to the coronavirus and what might lie ahead.
You’ve been asking your kids when they would give you grandkids, and now they’ve called your bluff. Bruce and Peg talk about the things to expect when they’re expecting.
The reprieve is over, and it’s time to get cracking on your taxes. Bruce and Peg offer some ways you can prepare for the new tax deadline in July.
We are officially in a recession, but that doesn’t mean you should be done investing. Bruce and Peg offer their tips for investing when the economy is slow.
It has been a chaotic election year, to say the least. Bruce and Peg are here to tell you to expect it to continue, but don’t worry and stick to your financial plan.
When the markets are down, that can be a good time to consider big ticket purchases. Whether you are planning on buying a house, a car, or your child’s education, Bruce and Peg share what you need to do before you plunk down the dough.
With all the turmoil lately, it’s likely you have let some aspects of your financial gameplan slip. Bruce and Peg have a few ideas for getting back on track and take caller questions.
Negative oil prices? A global pandemic? Looming recession? How can the markets ever go up? Bruce and Peg talk about what’s happening in the markets and how you can stay on course.
The CARES Act was passed with the goal of keeping people working during the pandemic. Ryan McKeown joins Bruce and Peg to discuss that and other provisions designed to get people through these trying times.
It might feel like life is on hold, but there are some things you can do to keep tracking to your retirement goals. Bruce and Peg offer some things you can do while distancing and take caller questions.
With all the questions surrounding the coronavirus and the markets, Bruce and Peg opened the lines to answer questions about your money.
Last week, congress passed the CARES Act, offering $2 trillion in aid to those affected by the coronavirus. Peg is joined by Ryan McKeown to dig into what this means for you.
At least in the short-term, the economic news isn’t going to be very good. Bruce and Peg have some tips to use the situation to help get your financial house in order.
As the nation stays home, many are worried about the financial impact of the coronavirus. Some historical perspective and proactive measures can help you stay sane in troubled times.
The markets are clearly responding to headlines and news about the spread of Coronavirus beyond China’s borders. As always, we advise people to think long-term when it comes to their investments.
It’s 2020, and that means we are in a leap year. Bruce and Peg firmly believe that time is money and are here to offer pointers to help you manage your time and take advantage of your extra day.