Dollars and $ense with Bruce Porter: Recent Episodes
Bruce Porter & Will Worsham
Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10's Ozarks Live which airs Live Tuesdays at 3pm. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our website www.resourcecenterinc.com, 417-882-1800.Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.This Podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.The use of logos and or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or program.The Resource Center, Inc. is not permitted to offer and no statement made during this podcast shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc. 734270 - 10/20
Continue your exploration of financial planning with Part 2 of our series, "Unlocking Wealth: How Insurance Shapes Your Financial Future." 🌟 This segment emphasizes the vital role of insuring your money in wealth accumulation and protection. Gain insights into strategic use of various insurance products to strengthen and secure your financial portfolio. 🛡️ Perfect for both newcomers and experienced planners, this video highlights practical approaches for integrating insurance into your wealth-building efforts. 🔍 Discover how insuring your money unlocks the full potential of securing your financial future and optimizing prosperity! 📈
Learn how insurance is essential in safeguarding your financial future in this enlightening video! 🌟 We delve into the different types of insurance, their significance in thorough financial planning, and how they protect you and your loved ones from unforeseen events. 🛡️ Whether you're starting with financial planning or enhancing your strategy, this guide provides valuable insights to keep you ready. 🔑 Join us to unravel the complexities of insurance and discover its power to secure your financial well-being. 📈
Bruce Porter discusses the Election and the effects on your portfolio on this weeks podcast on Kolr10's Ozarks Live.
Bruce reviews what to do and not do with your tax refund in 2024. Don't over pay the government, but if you do let's maximize the amt you keep and spend it wisely!
Bruce Porter explains a few important financial planning keywords that should be on your radar.
Investment Advisory products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This TV show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
The Resource Center is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center.
Appearance on Dollars and Sense is a paid placement. 1931581 – 8/23
Insurance products are offered through the insurance business The Resource Center Insurance Services, LLC. The Resource Center, Inc. is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by The Resource Center Insurance Services, LLC are not subject to Investment Advisor requirements. AEWM and The Resource Center Insurance Services, LLC are not affiliated companies. 1854783 - 06/23
``` Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 1728330 3/23
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Insurance products are offered through the insurance business The Resource Center Insurance Services, LLC. The Resource Center, Inc. is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by The Resource Center Insurance Services, LLC are not subject to Investment Advisor requirements. AEWM is not affiliated with The Resource Center Insurance Services, LLC. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.The Resource Center, Inc. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc. This TV show is a paid placement. **01712665**
Bruce explains the recent changes to the SECURE Act, passed by Congress in Dec 2022.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1703253 2/23
Bruce Porter discusses his vision for the Resource Center and sound financial thinking.
Make your financial health a priority this year. Bruce explains why and how on Ozarks Live with Tom Trtan.
Listen to Bruce Porter explain one of the easiest savings tools that he recommends all the time.
4 HUGE $$$ MISTAKES YOU DON'T WANT TO MAKE
Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies. #1505449
Life Insurance can be an expense you don't want to pay, let alone think about. In this video Bruce reviews the Why's and How's of Life Insurance. 01479597
"Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. This video show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center. 1471586 - 09/22."
*Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.*
*This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.*
*The Resource Center, Inc. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc.. 1454760 - 8/22*
*This show is a paid placement.*
*This TV show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.*
*The Resource Center, Inc. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc.. 1446676 - 8/22*
*This TV show is a paid placement.*
Talk about a TOUGH few years 🤪 It may sound crazy, but 2022 and 2023 have AMAZING potential for financial growth. It's all about choosing the right KIND of strategy for your goals.
Whether you're just starting your career or ready to cut into some party cake and enjoy your golden years, here's some advice that I really hope you'll consider! My goal is for all of my clients to have the retirement they've always dreamed of.
You can contact our trusted financial advisors at The Resource Center by calling 417-882-1800, sending an email at info@resourcecenterinc.com, or by filling out a brief contact form at https://www.resourcecenterinc.com/con...
Disclaimer:
Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center
FinancialHealth #PersonalFinance #FinancialAdvice #Recessionproofinvesting #MarketDepressions
Worst 5 MONEY TRAPS to Avoid during Financial Crisis in 2022 - Save $$$ During a Recession
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies. 1337630- 5/22
📈Investment Planning key points:
- Make sure your Investment plan includes an educated distribution strategy
-As you are investing, understanding what money will and won't be taxable can be very beneficial in the long run.
Roth IRA vs. Traditional IRA for Beginners - Roth IRAs explained, Traditional IRA Pros & Cons
Growth Tips for IRA & 401k - 2021 Tax Season, IRA Contribution Limits, & 401k In-Service Rollovers
Don't forget to SUBSCRIBE by clicking here: http://www.youtube.com/c/TheResourceC....
Pickup a copy of my book "Finding the courage to retire"
https://www.amazon.com/Finding-Courag...
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Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center 01264270 03/22
2022 Investing Guide: GROWTH vs. VALUE - Investing Tips for Young People & Near-Retired Persons
This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center, Inc.is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc.. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. 1261284 - 3/22
FIGHTING HIGH INFLATION: 2022 Inflation Crisis EXPLAINED & How Inflation Could Affect Your Retirement
1252538 - 3/22
**This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center, Inc.is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc..****All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.****The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. 1241083 - 3/22**
Eat your salads and take a walk, things we know will benefit our health, but what about your financial health? Hear Bruce's tips in this episode.
financialhealth #financialfreedom #financialliteracy #personalfinance #financialwellness #budgeting #financialeducation #financialindependence #finance #mentalhealth #financialplanning #debtfree #debtfreecommunity #financialtips #moneytips #debtfreejourney #financialpeace #wealth #money #financialgrowth #physicalhealth #financialcoaching #moneymatters #financialgoals #financialmanagement #savemoney #spiritualhealth #financialempowerment #moneymanagement
**This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center, Inc.is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.****The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. 1224531 - 2/22**
Bruce Porter talks to Ozarks Live about our monthly Estate Planning Meetings. It's a great place to start, gather information, and get your questions answered.
https://www.resourcecenterinc.com/estate-planning/
Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies. 01214453 - 2/22
Bruce describes why Annuities should be the newest asset class.
Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center. 1154094 - 12/21
In this segment of Ozarks Live with Joy Robertson and Tom Trtan, Bruce reviews how a Roth IRA works and why you may want to invest in one! www.resourcecenterinc.com
Pick up a copy of my book "Finding the courage to retire" Here
GET ALL MY LATEST BLOGPOSTS: Here
Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center 01154085
Medicare, Auto Insurance, Financial Advice and Estate Planning are our top departments at The Resouce Center. Watch how we have evolved into 'A Resource For Everyone.'
Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center. 1110517 - 11/21.
This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. This TV segment is a paid placement. 1096366 - 11/21
Need to pay down debt? Don't forget about the low interest-earning cash in your Life Insurance Policy.
Take control of your 401(k) and protect from a market downturn with an In- Service Rollover. If you are 59 1/2, don't be a passive investor and become a victim of Wall Street! Give me a call today at 417-882-1800. www.resourcecenterinc.com
This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Our firm does not provide tax or legal advice. This TV segment is a paid placement. 1064885 - 10/21
Are you in the phase of life where you are raising kids and taking care of aging parents? According to AARP in 2017, there were 41 million unpaid family caregivers, who provided an estimated 34 billion hours of care- worth $470 billion.
GET ALL MY LATEST BLOGPOSTS: https://www.resourcecenterinc.com/blog/
1050845 - 9/21
Financial Expert Bruce Porter joins host Will Worsham to discuss recent and upcoming events and how to save money while still using a credit card.
Can't qualify for Life Insurance, but you would still like to leave your kids tax-free money? Take a look and give me a call to help. 417-882-1800.
Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center. 1042550-9/21
Are you reviewing your Retirement Plan with your advisor? With constant tax, pandemic, and market change it's essential to review often to be sure you are aware of any changes that could affect your Retirement plan.
Give us a call, we will be happy to talk or give you a second opinion.
If you're going to be taking income from your retirement plan factoring in an increase for inflation is crucial to your plan's success. For an independent review of your current financial plan, contact us today.
1029705
Does one of your beneficiaries receive assistance? Listen as Bruce explains on Ozarks Live why you may need a trust to protect their inheritance. 1025060 - 08/21
Financial Expert Bruce Porter joins host Will Worsham to discuss planning for special needs loved ones.
In part 2 Bruce Porter discusses the other important mistakes to avoid when you are planning your retirement.
Prepare For A Confident Retirement By Avoiding These Mistakes.
The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. This TV Show is a paid placement. 1008829-8/21
Planning for children living without their parents is a daunting thought, but accidents and illness do happen. Many assume their children will be cared for by close family, but if that isn't in writing, they may spend the first few nights with strangers. Courts will have to decide what your wishes are. To learn more visit one of our monthly meetings to help you get started on a plan for your family. www.resourcecenterinc.com/estateplanning
Neither the firm nor its agents or representatives may give legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The Resource Center has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies. 01001625 08/21
If you have credit card debt- listen up. Do you know the difference between APR and DPR?
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies.00997051 08/21
Have you recently changed jobs and still owed on a loan from your 401(k)? In this week's video Bruce explains how the loan balance may be handled and how it will affect your tax return.
Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center 00981145
Bruce warns of the dangers in the child tax credit payments that have started rolling out
Communicating your values and goals today, can help your loved ones through tomorrow.
Planning for your wishes after you are gone can be hard to think about, but gives your loved ones one less thing to stress over. We encourage planning through our monthly meetings. More information can be found here. https://www.resourcecenterinc.com/estate-planning/
Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center. 976957 7/21
Ready to quit your day to day and finally get your Social Security? Not so fast!!!! Some planning several years before you retire could help you keep more of your monthly check. Watch to find out.
Don't forget to SUBSCRIBE by clicking here: http://www.youtube.com/c/TheResourceC....
Pickup a copy of my book "Finding the courage to retire"
https://www.amazon.com/Finding-Courag...
GET ALL MY LATEST BLOGPOSTS: https://www.resourcecenterinc.com/blog/
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Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center 967544 7/2021
Financial Expert Bruce Porter joins host Will Worsham to discuss social security and the wonders of Roth IRAs
Would you put your 401(k) on the blackjack table? In this episode of Dollars and $ense Bruce discusses having a Retirement Exit Plan. Is your retirement depending on a % of growth or dollar amount? Bruce gives his advice in gambling in the volatile market as employees are nearing retirement. Our firm offers a first-time free, no-obligation appointment. Call 417-882-1800 or Click today to find out how we can help. www.resourcecenterinc.com
Financial Expert Bruce Porter joins Host Will Worsham to discuss the week's events and exit strategies from the stock market.
If you're retired and own a home, Bruce has an idea that may interest you.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies.00959227 06/21
Financial Expert Bruce Porter joins host Will Worsham to discuss the week's financial news and advice. Bruce explains what it means to be a passive investor, why you should avoid it and how to gauge market performance.
Bruce answers a viewers question about the high stock market in this weeks Dollars and $ense on KOLR 10's Ozarks Live.
The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies.All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. It is important for investors to understand that dividends are paid at the discretion of the board of directors and are therefore not guaranteed. A Roth Conversion is a taxable event and may have several tax related consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. The appearances in a media outlet are a paid placement. 00945356 06/21
Financial Expert Bruce Porter joins host Will Worsham for weekly financial news and advice. Today's show focuses on balancing risk v. reward in various investing environments.
The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies.All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits, safety, security, or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The Resource Center has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. 00928482 05/21
Financial Expert Bruce Porter joins host Will Worsham to discuss the difference between investment planning and retirement planning.
Financial Expert Bruce Porter and Attorney Will Worsham discuss their monthly Estate Planning Workshops
Financial Expert Bruce Porter of the Resource Center 417-882-1800, joins host Will Worsham for weekly financial news and advice.
Bruce answers a viewer's question on this week's Dollars and $ense on KOLR 10's Ozarks Live. If you have contributed to a 401k for the year can you also contribute to an IRA??? Bruce explains how it works in this video.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center Inc. are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This TV show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 894853 - 4/21
The Resource Center Inc. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center Inc. This TV show is a paid placement.
Financial Expert Bruce Porter joins host Will Worsham to discuss Financial News and recent happenings.
Bruce Porter on Ozarks Live explains why he calls the 2000's the lost decade of investing. 889529
Today on Ozarks Live Bruce Porter explains what to consider when deciding when to start taking Social Security.
Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This TV show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
The Resource Center, Inc. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc.
This TV show is a paid placement. 877449 - 4/21
Bruce Porter discusses options to creating a plan to pay for care costs on this weeks Ozarks Live show on KOLR 10 with Tom Trtan. Tune in each week on Tuesdays at 3pm to see the show. Subscribe to our channel at https://www.youtube.com/c/TheResourceCenter
869984-4/21
Financial Expert Bruce Porter joins host Will Worsham to discuss the week's financial news and advice. This week's topic: Long Term Care
Home Mortgage rates have been hovering at their lowest in 50 years. Would it be a smart decision to refinance your loan, or even switch from a 30-year to a 15-year mortgage?
Bruce explains on Dollars and $ense with Tom Trtan on KOLR10's Ozarks Live. 862576-3/21
Financial Expert Bruce Porter joins host Will Worsham to discuss the week's financial news and advice. Bruce Porter is the founder and owner of The Resource Center, an independent insurance and financial planning firm, local to southwest Missouri. 882-1800
On Dollars and $ense with Joy Robertson of Kolr10, Bruce Porter discusses how the always-changing tax code could affect your 401k. The Tax code could change during each election cycle. It's just as important to have a plan to pay taxes as it is to plan for your retirement.
We are a financial services firm that utilizes insurance and investment products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 854547-3/21
Financial Expert Bruce Porter joins host Will Worsham to discuss the week's financial news and advice.
Bruce Porter reviews the top tax tips with Tom Trtan on Ozarks Live.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. A Roth Conversion is a taxable event and may have several tax-related consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. 849046-3/21
Can I convert my Required Minimum Distribution (RMD) to a Roth IRA and satisfy the RMD requirement in the same tax year?
Joy from Ozarks Live visits with Bruce Porter on his book "Finding The Courage To Retire". Offered for Free until 3/12/21.
842957 - 3/21
Bruce explains the 3 Financial Risks that could affect your portfolio.
We are not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. We are able to provide you with information but not guidance or advice related to federal benefits. Our firm is not affiliated with the U.S. government or any governmental agency. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies.
The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Distributions from tax-deferred retirement plans are taxed as ordinary income. Employers issuing a check in your name for a lump-sum distribution are required to withhold 20% toward federal income taxes, so you would receive only 80% of the total value. Early distributions are required to withhold 20% toward federal income taxes, so you would receive only 80% of the total value. Early distributions from employer-sponsored retirement plans and traditional IRA sprior to age 59 1/2 may be subject to 10% federal income tax penalty. This is a hypothetical example provided for illustrative purposes only; it does not represent a real-life scenario and should not be construed as advice designed to meet the particular needs of an individual's situation. Information and opinions contained herein that has been obtained from third-party sources is believed to be reliable however accuracy and completeness cannot be guaranteed. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. 00829804 02/21
Financial Expert Bruce Porter joins host Will Worsham to talk about the weeks news and financial advice.
On K-Rog, Bruce Porter and Will Worsham discuss the recent GameStop Stock Surge.
For more information, you can contact Bruce at The Resource Center. www.resourcecenterinc.com or 417-882-1800
Bruce Porter on KOLR 10's Ozarks Live explains the Federal Funds Rate predictions and how --that will impact the bank interest on your accounts. For more information contact us at 417-882-1800 or www.resourcecenterinc.com
Managing your investment portfolio during the new administration. How will Joe Biden's presidency affect your portfolio. For more information call 417-882-1800.
Joy Robertson interviews Bruce Porter on KOLR 10's Ozarks Live on the 3 pillars of planning to focus on for 2021.
796634-1/21
Bruce and Joy Robertson discuss a viewers question on Kolr10's Ozarks Live. Should the husband and wife be involved in the family finances? What if one isn't interested?
791506 - 12/20
In this episode of Ozarks Live Bruce explains the 7 steps to reach financial Peace.
00770664 12/20
Source: https://www.daveramsey.com/dave-ramsey-7-baby-steps
1.10 Investing and Saving in uncertain times.
Bruce and Will discuss investing and saving in uncertain times
If you have questions about Medicaid Spend Down, give us a call at 417-882-1800.
Our firm is not affiliated with the U.S. government or the federal Medicare program. 764575-11/20.
Our guiding principles manage our daily path for success. Come and meet our team!
Bruce Porter is interviewed by Joy Robertson for a special Ozarks Live Segment on KOLR10.
On Ozarks Live, Bruce Porter speaks with Joy Robertson about the Estate Planning meetings we hold at our office monthly. To RSVP visit the website below.
https://www.resourcecenterinc.com/estate-planning/
What would you have to give up if you needed Long- Term Care?
Your classic car, your home or your savings? In this podcast Bruce Porter explains why now is the time to plan for your care costs with host Joy Robertson.
For more information please listen to our other podcasts and find us online at www.resourcecenterinc.com
Advisor & Author, Bruce Porter joins host Will Worsham for an introductory interview. Listen in to learn about Bruce and the origins of The Resource Center and what it offers.