The Big O Money Show: Recent Episodes
Bill Altman Jr.
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
In this episode Bill welcomes back to the show his Dad, Bill Sr. They talk about his transition to retirement, and the importance of a plan, purpose, and social interaction in retirement.
Bill welcomes Gradient Investments senior portfolio manager Keith Gangl. Keith breaks down the latest inflation data and what it means for your investment strategy. He offers his expert analysis on the recent market volatility, highlighting potential opportunities and pitfalls for long-term investors. Finally, Keith shares key insights on sector rotation and how to position your portfolio for the remainder of the year.
In this episode we talk about the moms and how important they are for all of us. We also discuss financial planning.
In this episode Bill talks about ways to deal with market volatility, the future and the Pope.
In this episode we go over the questions that investors need to be asking right now, and about how the promise of free legal work isn't all it's cracked up to be.
In this episode Bill talks about taxes, the markets and the importance of treating others with kindness.
In this episode, we look beyond the balance sheet to explore the true meaning of wealth. We unpack the often-overlooked components of a rich life, challenging conventional notions.
Bill welcomes special guests Mike Binger and Jon VanOrden from Gradient Investments to talk about what is happening with the market and where we might be headed.
This week, we welcome Medicare specialist Brenda Dinan to talk about Medicare changes, planning, strategies and more. Bill also addresses the current market volatility.
In this episode, we dissect the recent market volatility as well as your taxes. We offer strategies to navigate the uncertainty. Tune in to learn practical steps for staying calm and making informed financial choices amidst market fluctuations.
In this episode, guest host Andrew Galvin talks about the Society of Financial Awareness and what it means to be financially aware.
This week Bill welcomes Jake Blach to discuss real-world financial knowledge you won't learn in a classroom.
Ever wonder where your paycheck disappears to? This week, we're diving deep into budgeting strategies and expense tracking to help you pinpoint exactly where your money is going. Learn how to identify spending leaks and create a plan to take control of your finances.
In this episode Bill welcomes former Husker football player, Monte Kratzenstein, to talk about the Nebraska Greats organization and how they are helping college athletes in Nebraska.
Navigating retirement income can be tricky, especially when it involves government programs. This week, we break down the Social Security Fairness Act and how it might affect your benefits, particularly if you've worked in the public sector. We'll also cover the essentials of Medicare open enrollment, ensuring you understand the process and avoid any costly mistakes.
In this episode, we delve into the fascinating intersection of artificial intelligence, human interaction, and the crucial role of high-quality data in shaping the future of finance. We'll explore how AI is transforming financial services, discuss the importance of maintaining human connection in a data-driven world, and examine the critical need for accurate and unbiased data to ensure responsible and ethical AI implementation.
In this very special crossover episode, Bill welcomes special guest and financial advisor, Rob Kirvan. They dive deep into the political landscape and its potential impact on your finances in 2025. We'll discuss key tax policies that may change, analyze potential economic shifts, and explore investment strategies to navigate the evolving financial environment. Join us as we look at what to expect in 2025.
In this episode Bill talks about the importance of your financial plan, taxes and more.
In this episode we welcome in the new year with goals for your financial and retirement planning.
A tax-advantaged retirement plan can make a significant difference in preserving wealth and maximizing income. This episode dives into the benefits of tax-efficient strategies, exploring tools like Roth IRAs, HSAs, and life insurance to optimize retirement outcomes. Learn how to craft plans that minimize tax burdens and support long-term financial security.
In this episode Bill welcomes his better half, Danielle to discuss the current real estate market, interest rates and property taxes.
In this episode Bill and Andrew talk about how important it is to make the right choices and how they can help you make the right financial choices.
Retirement planning often overlooks the significant healthcare costs that can arise in later years. In this episode, we'll discuss strategies to estimate future healthcare expenses, Medicare, supplemental and advantage plans, as well as provide tips on how to protect your assets from potential long-term care costs. Join us as we delve into the crucial steps to secure your financial future and ensure peace of mind for your golden years.
In this very special episode Bill welcomes his kids to the show. Michaela, Grace and Brayden talk about their plans for the future and Bill explains the importance for planning a financial future for you and your children.
In this episode, we delve into the fundamental concept of risk and reward in investing. We'll explore how to assess risk tolerance, discuss strategies for managing risk, and examine the importance of diversification.
In this episode, we'll break down the latest Medicare changes that could impact your retirement plans. From new premium costs to expanded coverage options, we'll help you understand how these changes might affect your finances. We'll also discuss strategies to maximize your Medicare benefits and minimize out-of-pocket expenses.
Bill welcomes very special guest Michael Binger, president of Gradient Investments. We discuss the Trump win and what is up with the markets... The markets!
In this episode, Bill talks about risk tolerance. We'll discuss how to assess your personal risk profile and explore the potential rewards and drawbacks of increasing your investment risk. Join us as we break down the factors to consider before making bold financial moves.
In this episode, we delve into the crucial role a financial plan plays in achieving your long-term goals. Discover how a well-structured plan can help you navigate life's uncertainties, make informed investment decisions, and build a secure financial future.
Host Bill Altman is out of town and Tony Shore has a flooded basement, so the show is taken over by Bill Kizer and Andrew Galvin. They talk about a multitude of topics from Medicare Annual Enrollment, the economy, markets, retirement planning and more!
Bill and special guest Jake Dinan, a Medicare specialist for United Health Care, go over the current state of Medicare, some of the unknown benefits, and they discuss various misinformation surrounding Medicare and some of the things you will hear on TV and on advertisements.
In this show Bill welcomes special guest David Losole, owner of Virtuoso Pizzeria to talk about what makes his restaurant special! Check out https://virtuosopizzeria.com/
In this episode Bill welcomes special guest and Medicare specialist Brenda Dinan, to talk about what you need to know about all of your Medicare options and the annual open enrollment.
Bill welcomes his better half, Danielle Altman, to talk about the real estate market in the Omaha area as well as the Fed lowering interest rates.
Medicare can be a complex maze to navigate. In this episode, our Medicare specialist Bill Kizer to demystify the ins and outs of the program. Bill shares expert tips on choosing the right plan, understanding coverage options, upcoming changes, and maximizing your benefits. Whether you're approaching retirement or already enrolled in Medicare, this episode will equip you with the knowledge to make informed financial decisions.
In this episode Bill welcomes a very special guest, Brett Wetton, the president of the Nebraska Greats Foundation. They discuss the foundations unique vision to provide medical and financial assistance for in-need former athletes from Nebraska’s 16 four-year Colleges and Universities. Find out about how you can get involved and how they are helping.
In this episode, we dive deep into the crucial concept of asset allocation. Discover how strategically distributing your investments across different asset classes like stocks, bonds, and more can help you manage risk and help keep your retirement income more secure. Learn from expert insights and practical examples to make informed decisions about your financial future.
In this episode we talk about the importance of being present for our lives. Not only for ourselves but our families. We need to plan ahead with our finances and as we age and consider the financial risks to our retirement funds.
In this episode Bill welcomes special guest Jay Guerin, President of Gradient Life Brokerage to talk about various types of insurance and why it may be important for your financial future.
In this episode Bill welcomes special guest Jay Guerin, president of Gradient Life. They discuss market volatility, and ways to insure your financial future, for you and your loved ones.
In this episode we talk about preparing for storms, natural and financial! You must have insurance and a plan. The same goes for your estate plan. You don't want to leave your loved-ones in a bad situation.
In this episode Bill welcomes guest host Andrew Galvin to talk about the current financial landscape, how to plan for long-term care expenses, and more.
This episode unpacks key financial and estate planning steps, from wills and trusts to beneficiary designations. We'll guide you on ensuring your wishes are met and your loved ones are protected.
Bill welcomes intern and social media influencer Sydney to the show to talk about accounting, financial podcasts, and social media.
Interest rates may be on the move, but what does that mean for your money? This episode unpacks how rising or falling rates can impact your savings, investments, and debt, and offers actionable tips to adjust your financial plan for the changing landscape.
In this episode Bill welcomes his long-time friend Conall to the show to talk about preparing for the future and having plans for the "what if" scenarios.
How much risk is too much when it comes to your finances? We'll unpack the relationship between risk and reward, offer tips for assessing your own risk tolerance, and share strategies for building a diversified portfolio that keeps your goals on track.
In this episode we explore the power of mindset on your money journey. We'll discuss how to develop the beliefs and habits that will set you up for long-term financial success, and we'll offer tips to overcome negative thinking that can hold you back from your goals.
In this episode Bill welcomes special guest Brayden Altman. They discuss how much you should be saving, as well as the power of compounding interest and a good work ethic.
From the weather to the number 1 city, Bill Altman and Bill Kizer talk about Omaha, the great people and incredible city.
In this episode Bill welcomes real estate guru (and his better half) Danielle Altman to talk about the current real estate market.
Bill welcomes Allen Chaffee and Carissa Bullock from Cornhusker Bank to talk about how they help the community through their Day Without Shoes.
In this episode Bill welcomes special guest Michael Binger, president of Gradient Investments. They discuss where the market is at and where it's headed.
Which came first? In this episode we talk about eggs, inflation and your finances. Not necessarily in that order!
In this episode Bill tells the story of a lost water and broken water lines. He also talks about how to protect these things and your finances as well!
In this episode Bill welcomes former KFAB alum' Meghan Bird to talk about her new company and why it may surprise some people. Don't miss this fun and exciting episode!
In this episode we discuss the importance of having a handle on your financial information and how to keep it safe and yet accessible.
In this episode Bill and Andrew discuss financial and retirement planning, and the various strategies to earn interest on your money.
Bill welcomes his better half and Real Estate guru Danielle Altman to the show to give an update on where the real estate market is at in the Omaha area and where it might be headed. We also discuss the affects of the interest rates on the housing market and the overall economy.
Are you worried that the presidential election could negatively impact you finances? In this episode we talk about the past 96 years of presidential elections and what impact they've had on the market. We also talk about securing your financial future.
We talk about the market's currents, discussing and dissecting how fear and emotions impact your bottom line. Learn strategies to keep emotions in check and make decisions for a secure financial future. Don't miss it!
Is the market roaring back? Dive into the SP 500 hitting 5000, strong earnings, and the latest on inflation for pre-retirees and retirees in today's market update! Don't miss our insights to help you navigate your financial future.
In this episode we talk about the need for clarity and the value of a second opinion on your financial plans, as well as the importance of having a properly funded Trust as part of your estate planning.
In this episode we discuss what you will do in retirement and the importance of having a plan, a purpose and goals.
Are rising prices eating into your profits? Is keeping your employees happy pushing payroll budgets? Bill welcomes special guest Pat Earl and they dive into the tangled web of inflation, wages, and the everyday challenges businesses face in a shifting economic landscape.
A lot of financial service professionals throw around the word "Fiduciary" but what does that really mean? And how what does that mean for the Premier Advisory Group and what we will do you for more specifically?
Andrew Galvin talks about the new inflation numbers and how it might affect the Feds decision on what to do with interest rates.
In this episode Bill looks at where we are headed and what you need to know to have a secure financial future.
The Big O Money Show as you know it is changing. No, not the hosts, not the content, or anything else. The location is changing! The Premier Advisory Group is moving from their Miracle Hills location to 120 Stonegate.
In this episode we discuss the importance of hard work and capitalism. Bill welcomes special guest Jack Earl of Dogwatch to talk about running a business and the key to success.
Bill welcomes his better half, Danielle Altman to discuss what is happening with the real estate market, and we discuss the pros of beneficiary deeds in your estate planning.
In this episode we are joined by Medicare specialist Bill Kizer and we discuss everything from housing prices, new offices and Medicare. What you need to know about what is happening in the financial world.
In this episode we talk about what we have to be thankful for, personally and the financial picture.
We cover everything from what to be thankful for to resolutions heading into the next financial year, as well as a last call for Medicare changes and more.
There are ways to reduce risk and still get a return. We explore some of these possible options.
The markets have been on a roller coaster ride, and we discuss where things might be headed and what you can do to help secure your financial future.
In this episode Bill Altman and Bill Kizer discuss the market volatility, the earnings reports and Medicare.
In this episode we talk about market volatility and then the current Medicare annual election period.
In this episode Bill welcomes Bill Kizer to talk about Medicare and the current window to make changes.
In this episode we look at where we are at with the economy, markets and what you need to be aware of for financial planning before the end of the year.
In this episode we talk about what's going on with the market, interest rates and financial planning for the future. http://www.paradvisor.com
Bill welcomes Beth Ostdiek Smith back to the show. Beth is the president, CEO and founder of Saving Grace Perishable Food Rescue. They are celebrating 10 years of providing food to people in need.
In this episode we welcome special guest Bill Kizer to talk about estate planning and Medicare open enrollment.
In this episode Bill talks about the current economy and it's affects on your financial future.
In this episode Bill talks about the importance of estate planning to protect your family. From wills and trusts to communication, it's all an important part of keeping family harmony.
In this episode we talk about some Social Security myths and questions to ask before you retire.
No more fear mongering! We talk about the economy, interest rates and how the sky isn't falling.
In this show we talk about why it makes financial sense to work with a financial advisor.
In this episode we look at the first half of the financial year and where things may be headed.
In this episode we welcome guest host Bill Kizer to talk about his foray into Pickleball and more importantly, Medicare scams to be aware of and the recent changes to your benefits.
We welcome special guest Bill Kizer back to the show to talk about what is happening in Omaha and the world of finance.
In this episode Bill welcomes special guest Danielle Altman to talk about what's happening with the real estate market and with interest rates.
In this episode we talk about spending your money in retirement, as well as what's going on the in the world of finance.
In this episode we welcome special guest Andrew Galvin to talk about what's happening in the world of finance and how you need the human touch for your planning.
In this episode Bill talks about tax planning, financial planning, the markets and his daughter's big tennis tournament.
In this episode we pay tribute to all the moms out there for Mother's Day. We also discuss ways to cover long-term care.
In this show we talk more about estate and enhanced planning, and about minimizing the tax burden on what you pass on to your family.
In this episode we talk about estate and enhanced planning. Now is the time to plan for the future.
In this episode Bill welcomes special guests Carissa Bullock and Allen Chaffee, from Cornhusker Bank, to talk about giving back to the community and contributing to A Day Without Shoes.
In this episode Bill talks about why you shouldn't panic when it comes to finances. We also discuss Omaha's ongoing pothole problem.
In this episode Bill welcomes special guest and KFAB host Jim Rose. They talk about the Nebraska Greats Foundation and much more!
In this episode we talk about the dangers of taking unnecessary risk with your finances and finding how much risk vs. safety you need.
In this show Bill talks about the pothole problem in the Omaha area while property taxes have skyrocketed.
While areas of the current economy are strong, supply and demand is still a problem. Bill gives his take and also talks about planning for your finances.
There are so many tax changes that take effect this year, and then there's the prospect of taxes increasing in the future. In this show we look at tax strategies for now and in the future.
In this episode we discuss the new interest rate hike and have fun talking about taxes.
On this week's show we welcome Beth Ostdiek Smith, director and founder of the Saving Grace Perishable Food Rescue. We talk about getting food that would be otherwise thrown away to those who need it.
In this show we discuss the new Secure Act 2.0 and all the changes it brings, as well as how it will impact your financial planning.
Nick from Jones Financial Talk and Bill from The Big O Money Show are at a conference in Las Vegas and along with Tony Shore, they all talk about the Secure Act 2.0, how to manage taxes in retirement, and talk a little bit about gambling but not participating in it.
Bill welcomes special guest Danielle Altman to discuss the real estate market. We also discuss financial trends for the new year.
As we head into the holidays, we want to avoid politics, but it's permeated everything. Bill looks at a current article about Medicare Advantage plans and we look at keeping politics out of finance and your faith.
Bill welcomes special guest financial advisor Andrew Galvin to discuss year-end IRA distributions, charitable giving and more.
We talk about what to be thankful for in the past year and look ahead and the potential for the coming year.
We take a look at the midterm's effect on the financial markets and Bill welcomes special guest Danielle Altman to talk about the current real estate market.
In this episode we talk about where we are at with politics, the markets and then talk about important year-end tax strategies.
It's hard not to talk about the markets and the midterms right now. In this episode we look at the markets and their recent reactions as well as some important information on estate planning.
There are ways to help protect against market volatility. We talk about this and other current financial news in today's show.
Bill welcomes special guest Jake Dinan from United Health Care to talk about Medicare Advantage versus supplemental insurance and which might be better for you, depending on your situation.
In this episode we welcome Medicare specialist Bill Kizer to talk about what is going on with Medicare and this year's open enrollment period.
What is going on with the price of oil? We also talk about Medicare open enrollment and the importance of conservative investing.
In this show Bill breaks down what's happening with the markets... stocks, bonds and gold. Then we talk about how disciplined investing can help.
In this episode we talk about how to create your own personal pension and the ins and outs of social security.
Where your money is at can make a huge difference in how much you will have when you need it in retirement. In our show today Bill goes over what it means to have a truly balanced financial plan.
In this show we cover what's happening in the markets and Bill gives his take on the plan for student loan forgiveness.
In this episode Bill talks about the dangers of trying to time the market and about the importance of helping others.
The economy is showing signs of recovery and positivity. In this episode we discuss these optimistic indicators.
On today's show Bill talks about the importance of having a retirement plan and what that means.
In this episode Bill interviews his dad, Bill Sr. and they talk about estate planning, retirement and delivering checks to charities.
From bitcoin to stocks and annuities, in this episode we talk about how to allocate your assets to help you achieve a real balance.
In this episode we look at where we are at with the economy and the markets and what you need to be aware of.
We dedicate this episode to the memory of our dear friend Herstle Jones and talk about how his positivity, attitude and integrity can be a lesson for us all to put people first. We also talk about the markets.
In this episode we talk about how to have peace of mind regarding your finances amid market turmoil.
In this show we talk about the supply shortages and supply chain issues and their impact on the economy and your finances.
In this episode Bill welcomes special co-host Bill Kizer back to the show to discus what's happening with the economy.
When you were working you typically have employer sponsored health insurance plans. When you retire those go away. How are you going to pay for your health needs after you retire?
Bill welcomes special guest and Mortgage specialist Luke Mitch from Cornhusker Bank to talk about the current housing and mortgage situation in our area.
Bill discusses retirement planning and the aspects that need to be covered before you can retire.
Bill welcomes a very special guest, his wife Danielle, to talk about the real estate market. Bill talks stocks and Danielle talks about the housing market and what it takes to buy and sell a home right now.
With inflation and market volatility raging, you need a path through the madness. In this episode we talk about tips and strategies to help make it through.
In this episode we talk about getting your finances in order and dealing with the current market volatility.
Bill welcomes special guests Corissa Bullock and Alan Chaffee from Cornhusker Bank to discuss the current banking climate, as well as their program "One Day Without Shoes," that helps provide shoes for those who need them.
Today Bill addresses issues caused by rising prices, including real estate investments and more.
In this episode Bill talks about helping his son look at colleges and then about caring for your finances, making sure your money is managed and that you have an income plan for retirement.
There's been a lot of talk lately about major stocks splitting...but what does that really mean for you and your investments? In this episode we discuss what happens when stocks split.
In this episode Bill welcomes back special guest Jeff Peterson to talk about his business Omaha Track and the overall business climate and gas crises.
In this episode Bill welcomes the President of Gradient Investments on the show to discuss the market, where it's at and where it might be headed.
In this episode we discuss longevity and the lessons that can be learned from the greatest generation.
In this episode we look at the impact the Ukraine attack has had on the markets and the importance of having a solid financial plan in place.
Everyone is concerned about the market volatility and taxes going up, but it may not be as bad as you think. Bill discusses the current market and the realities of future taxes.
Bill welcomes special guest Danielle Altman to talk about the real estate market and they go over tips and strategies to deal with the current housing and rental climate.
Bill welcomes special guest Bill Kizer to talk about finances and the economy in the year ahead.
In this episode Bill talks about what effects wars have on the economy and the stock market in particular.
In this episode Bill talks about the importance of staying positive and why you need to pick your battles.
The Big O Money Show is on the road and they are broadcasting from LA. Bill and Tony give an update on what's happening in the world and how The Premier Advisory Group may be able to help you.
In this episode Bill goes over the headwinds we will be facing over the next year, as well as the tailwinds we have to help us out.
In this episode Bill talks about how to take the bull by the horns and prepare for what's in store for your finances.
In this episode Bill talks about changes the government is making and how they can affect us and as well as future taxes. He also tackles the problem of the disappearing workforce.
Whether it's the markets, Covid, the economy or all three, you need to have a plan in place. In today's show Bill talks about market volatility and the economy and the importance of having a plan.
In this episode we discuss year-end financial planning and what you need to know to stay on track headed into the new year. We also talk about the economy and where we are headed.
In this episode we give thanks... and Bill talks about why he does what he does and why you need work with a financial professional.
In this episode Bill talks about the importance of estate and legacy planning, and we discuss Veterans benefits.
Bill welcomes back special guest Adam Welch of United Health Care to discuss Medicare options.
In this episode Bill welcomes guest Bill Kaiser. They discuss inflation, the economy and healthcare in retirement. But more importantly, how to stay optimistic.
Bill does this episode from Auburn in Alabama and talks about college costs and the financial aspect of schooling for our children and grandchildren.
In this episode we discuss the keys to retirement and how it's changing, including Medicare and income planning.
In this episode Bill welcomes special guest Adam Welch from United Healthcare to talk about how to plan for healthcare and Medicare.
In this episode Bill talks about watching his nephews for a week, market volatility and the big changes happening now.
In this episode Bill welcomes special guest John Kaiser, and they discuss drive and wise investing.
Should you pay taxes on your retirement funds now, or in retirement? In this episode Bill looks at ways to possibly minimize taxes in retirement.
In this episode we talk about changes in the financial world and funding for Social Security and Medicare.
In this episode we talk about what's going on with the recent Federal Reserve meeting, the problems we are facing in Afghanistan and with Covid, and we discuss financial planning.
We discuss the tragedy in Afghanistan as well as retirement income planning with Social Security and Medicare.
We welcome special guest Bill Kizer back to the show and the 2 Bills talk about giving back to the community and the Nebraska Greats program, as well as some financial wisdom.
In this episode Host Bill Altman welcomes Medicare specialist Bill Kizer and they discuss Medicare and how to plan for healthcare in retirement.
In this episode we discuss how life can catch us unaware and how important it is to plan for the unexpected.
In this show we discuss inflation and how it can impact your retirement plans. Then Bill talks about new forms of currency and why the good old American dollar is still king... it has something to do with EMP's.
In this episode Bill talks with special guest Beth Ostdiek Smith about the Saving Grace food program.
In this episode Bill welcomes back special guest Jeff Peterson of Omaha Rail. They discuss the connection between businesses in Omaha and where things are headed.
Bill welcomes special guest Bret Huber, owner of Huber Cadillac and Huber Chevrolet. They discus the supply and demand issues with automobiles and having a successful business in Omaha.
No one has a crystal ball, yet we all need to be prepared for the future and where things are headed. In this episode we explore this and talk about what you need to know.
In this episode Bill welcomes special guest Kali Smith and talks about supporting local business and about financial well-being.
In this episode we welcome special guest host Bill Kizer and the two Bills discuss inflation and it's affect on finances as well as the importance of planning for healthcare costs in retirement with Medicare and more.
In this episode Bill talks about the shoe drive, giving back and how you really need to be looking at Social Security.
With tax changes on the way and government spending going up and up, you need a plan. In this episode we talk about what you can do to be financially prepared. And we talk about tractors, of course.
You've heard of Hurricane Irma? Well, we're going to tell you about the Medicare hurricane called IRMAA. It is definitely an issue that you should know about. In this episode Bill Altman welcomes Medicare specialist Bill Kizer to talk about IRMAA, Roth IRA's and more.
In this episode we discuss financial well-being, local taxes, working together, and our love for Omaha!
Bill takes the show on the road and heads down to Tucson Arizona to check in on his parents new home. Tony did not tag along so Bill had to do it solo. Bill also covers a few ideas that need to be taken into consideration right before you are ready to retire.
In this episode Bill talks about his mom and dad as an example of knowing when the right time to retire is, and how it's not always about how much money you have.
In this episode we talk about the market, avoiding emotional investing and tax changes.
In this episode Bill talks about a number of tax breaks and changes that are a part of the new Stimulus package as well as which islands are the best to retire on!
In this episode Bill welcomes special guest Bill Kizer to talk about Medicare and Taxes.
In this episode we discuss the drastic change in temperatures and in finances. We talk about the markets and saving for retirement.
In this episode we talk about the expense of college and how it can also impact your retirement.
In this episode Bill tackles the importance of understanding how your retirement accounts will be taxed and what you need to know about Social Security.
In this episode we talk about the importance of financial plans and goals for this next year. Bill talks about current markets, taxes and how to plan for the future.
In this episode Bill talks about the current financial climate and gives helpful tips and strategies to improve your retirement plans.
In this episode Bill welcomes Bill Kizer back to the show to talk about what is going on out there in the markets & finance and how to help protect and grow your retirement accounts. Planning and strategy!
In this episode we talk about what is coming in 2021 and how to be financially prepared for it.
In this episode Bill welcomes special guest Jim Rose from KFAB. They talk about the things you need to be doing to make sure your taxes, investments and income are set and going to last throughout your life. They also discuss making in through challenging times.
In this episode Bill welcomes his dad Bill Sr. back to the show and they discuss his mission work, how fulling giving can be and the importance of helping others, as well as having a financial plan.
In this episode Bill welcomes special guest Bill Kizer to talk about various types of insurance, as well as how to pay for healthcare and long-term care.
Decluttering is important as you head for retirement. In this episode we talk about downsizing, not just your home and your physical stuff, but also your finances.
In this episode we talk about what you need to do before the end of the year regarding your finances, Medicare and taxes.
In this episode Bill welcomes special cohost and guest Bill Kizer to talk about dealing with the world around us, money and medicare. They also talk about staying positive during a rough year.
One of the biggest problems people have with the finances is clear communication. This can especially cause issues for couples. In this show Bill talks about some of the problems to avoid and how to deal with communication breakdown.
Bill Kizer sits in for Tony this week and the two Bills go over some covid stats, veterans benefits, and medicare options.
In this episode Bill looks at the market and what's been happening with your retirement funds and investments during this volatile time.
In this episode we talk about the Three E's and Bill explains how they are effecting you and how to plan and protect your finances.
In this episode Bill welcomes special guest Bill Kizer to discuss Medicare and important financial strategies.
In this episode we discuss some of the key financial strategies and factors you need to consider before retirement.
During this episode, we’ll discuss the various pros and cons of living full-time in an RV after you retire. For many people, life in an RV can be a grand adventure but there are potentially significant drawbacks as well.
It's that time of year again! Open enrollment for Medicare. Get a second opinion and a Medicare review or if you're just applying you want to have the help of an experienced specialist. Medicare can be a confusing subject. There are so many parts, rules and regulations. Where do you even start when looking at Medicare? In this episode Bill discusses some of the things you need to know to help answer these questions.
In this episode Bill talks about market history and how it can affect your retirement accounts. He gives helpful tips to stay on course.
In this episode Bill welcomes special guest Bill Kaiser. The two bills talk about how the markets and the economy are affecting your finances and retirement. They also talk about Medicare and the importance of having a plan.
In this episode Bill talks about using a simple concept of the color of money to help with your asset allocation and how to minimize your risk.
In today's show Bill interviews the owner of Omaha Track. The story of this railroad related company is fascinating and you won't want to miss this one.
In today's show Bill talks about what you might have in your investments and knowing what it's doing for your portfolio. He breaks down creating retirement savings and income.
In this episode Bill welcomes special guest Bill Altman Sr. They discuss tips on IRA distributions in retirement and the current state of the market.
In this episode Bill welcomes Medicare specialist and all around great guy Bill Kizer. They talk about what you need to know about the current state of the economy and Medicare.
In this episode Bill talks about the strategies you will need for your own financial plan. We also talk about what is going on with the market.
In this episode Bill welcomes his wife and Real Estate expert Danielle! They talk about the market, the finances and what's going on out there right now.
Many people want to travel in retirement. But this requires financial planning. In this episode Bill talks about traveling in retirement and how to avoid some of the common pitfalls.
When thinking about retirement one of the biggest decisions will be where to live. Where you end up can have a huge impact on your income, savings and investments. In this episode we talk about current events and go over the best and worst states to live in during retirement from a financial perspective.
We discuss America's birthday, Independence Day. What that means, where it came from. Bill also talks about some Social Security tips and why its so important to understand the strategies before filing.
Bill welcomes special guest Bill Kaiser to talk about Medicare planning and they discuss the markets and the importance of evaluating risk.
In this episode Bill talks about Dads as well as tips for your debt and retirement savings.
In this episode Bill talks about the market fluctuation and the importance of a solid financial plan no matter what your age.
In this episode Bill welcomes his wife Daniel to talk about the Real Estate market in the Omaha area as well as the financial climate.
Bill talks about the need to make sure you don't forget about the future, especially when it comes to your portfolio. We also talk about going to college online.
Bill talks about the Memorial Day, it's importance to us all, a bonding trip with his son, a tribute to a lost friend and having a balanced portfolio.
In this episode Bill Altman welcomes special guest and in-house expert Bill Kaiser. They talk about rising property taxes and other financial issues.
In this episode we celebrate Mother's Day and all the wonderful mom's out there. Bill shares a touching story about his mom. We also talk about women's finances in retirement.
In this episode Bill talks about an option for investors to help deal with the market volatility.
With everything that is going on, especially in the financial word, it is hard to know which path to take to insure that your investments and retirement savings remains safe and will grow. In this episode Bill talks about where we are at with the Corona virus and tips on making sure you are on the right financial path.
The federal government’s Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in March of 2020. It comes with several loans and grants as well as new and adapted rules and regulations. Find out what it might mean for you.
Trying times can really bring people together. Bill talks about taking this time to come together as families and to get our finances in order.
In this episode Bill welcomes his daughter Gracie to the show as a special guest! He talks about what to do when working from home, and why it's important to keep a positive attitude about you family and finances during turbulent times.
We are definitely living in strange times. But don't lose hope! In this episode Bill welcomes special guest and medicare specialist Bill Kaiser to talk about what is going on with the markets, your money and your health.
In this episode Bill talks about getting things done and dealing with your finances during the COVID-19 pandemic and all the market mayem.
With all the market volatility and the Coronavirus situation, many people are letting their emotions rule their financial decisions. Bill talks about the Coronavirus and how it is impacting our lives and finances. He discusses getting a plan and working with an advisor to stay the course.
In this episode Bill talks about some amazing technological advances that we could be seeing in the near future. He talks about ideas and projects being run by Elon Musk and we talk a bit about finances too!
As concerns of the Coronavirus spread, the markets have tumbled and shown volatility. In this episode Bill talks about the market fears and why you shouldn't panic when it comes to your portfolio.
In this episode Bill welcomes special guest Pat Earl, business owner and client. Pat owns a landscaping company as well as Dog Watch Hidden Fences. They talk about these businesses and then what is happening with the markets.
Unexpected things can happen, but with your finances you can work with someone who goes through the investing and retirement process every single day. Bill talks about having a plan in place so you can live your life and helpful ways to do this.
In this episode Bill welcomes KFAB host Jim Rose to talk about the Nebraska Greats Foundation and how it helps people among other interesting topics.
In this episode Bill explores where we are at with the economy and talks about consumer confidence and the real estate market and what it means to you and to your finances.
To best prepare for the future you need to look into the past. What has happened before and how can you help prevent yourself from experiencing an uncomfortable negative time?
In this episode Bill talks about where your money is at and why it is important to have a balanced approach, especially important the closer you get to retirement.
In this episode Bill talks about the new year and how to be prepared by knowing what to do with your finances and investments. We also ask the question "What are you saving for?". You can't take it with you so you need a plan. We talk about tips and strategies for that plan.
We see the talking heads in the media, we talk to friends coworkers and neighbors, but do we truly know what is going on with the market? You need to be able to put emotions and perceptions aside and have a solid financial plan for the new year. In this episode Bill talks about the steps you need to take.
We talk about end of the year charitable giving and getting our finances in order. Looking at the markets and where we are headed.
Don't procrastinate! Start the new year off on the right foot and have a plan. This is especially important when it comes to your finances. In this show Bill talks about the importance of planning and having a strategy to deal with rising costs and your future or current retirement.
In this episode Bill talks about Thanksgiving, family and finances and all that we have to be thankful for.
In this episode Bill talks about watching his nephews for a week, market volatility and the big changes happening now.
In this episode Bill welcomes special guest Rob Romesburg, (his behind the scenes marketing wunderkind) to talk about putting your money to work and the tools needed to do it.
In this show we cover Veterans Day and a little bit about what The Premier Advisory Group does and how we help people regardless of their financial situation.
In this episode Bill welcomes guest host Matt Ruma of United Healthcare to talk about Medicare Advantage and supplemental policies.
From your actual healthcare needs to your financial health, you need a plan. Bill talks about how to accomplish this and about how you need to plan out your Medicare to maximize your benefits.
Do you know what the sequence of returns is? Do you know how fluctuations in the market compounded with pulling distributions from your accounts can greatly affect your portfolio? Tune in to this important show to learn what the sequence of returns is and how to help shield yourself from some of the market's fluctuations.
In this episode Bill talks about how people are always hard on themselves and think they are not ready for retirement or have enough to retire when they actually do. There are a lot of scare tactics out there telling you that you do not have enough, but are they accurate? Bill debunks some popular rumors and misinformation regarding retirement costs and savings.
Bill visits Stillwater, MN and tackles the low interest rates. Rates may be headed even lower, how will this affect your portfolio? We discuss this and more in this special episode.
In this episode we talk about strategies to help you keep as much of your savings for retirement as possible.
In this episode we talk about how to calm the storm and get your finances in order. Don't end up in retirement without a solid plan. Tips to create that plan and more.
In this episode Bill once again welcomes medicare specialist Bill Kaiser. Bill tells us what we need to know about medicare and how to get the information we need to help us have the best plan possible.
There are 3 things you have to have a plan for... Healthcare, Medicare and Social Security. In this episode we talk about all 3 and what you can do to avoid problems and mistakes.
In this episode Bill talks about the importance of getting out there...taking the back roads, and taking the family to the Nebraska State Fair. There's a lot to be gained. Then we turn to what's to be gained from having a plan to deal with the current economy and market turmoil.
In this episode Bill welcomes a very special guest, Nebraska broadcasting legend Jim Rose. Jim talks with Bill about a great non profit organization, Nebraska greats that provides medical funding for athletes in need.
Today we look at the market volatility and how it's affecting your assets and portfolio. We look at strategies and plans so you don't have to worry about the ups and downs of the market and help you with the goal of making your money last as long as you do.
In this episode Bill talks about what's going on in the markets and then dives into Medicare and what you need to know and do to maximize your Medicare benefits and coverage.
In this episode we talk about what is going on in the are and in the economic news. We talk about the good and bad of "back to school" for the kids and then dig into what you need to know to have for a successful retirement.
In this episode Bill talks about interest rates, inflation, the economy and how it all affects your finances and market investments.
Recorded Live on KFAB, Bill talks about why and how he became a financial advisor and planner and how important it is for you to have a plan and keep up with the changes. He also talks about the key elements of your plan and what it needs to include.
In this episode Bill welcomes a special guest co-host, his 14 year-old son Bradon Altman! Bill talks about Long-Term Care, the rising costs and what it can do to your finances and what you can do to plan for it. We also talk about what what you think about your finances matters.
We tackle a number of topics in this episode, from living in Omaha and what makes the Big O so great, to planning our legacy and how to make it last for our families.
In this show we talk about Father's day and what it means to us and our families. We also look at how the economy is affecting our retirement savings and income.
In this episode we remember D-Day and all who served and sacrificed for the benefit of not only our own liberties and freedom but also for the betterment of the entire world. Bill also gives us some great food for thought regarding financial planning.
Every generation has different needs when it comes to their finances. In this episode we have special guest Bill Altman Sr. to talk about his outlook on the market, saving, spending, and general outlook on life.
In this episode we talk about our fallen veterans and memorial day. We also discuss all our veterans and first responders and the importance of that safety and freedom they provide. Then Bill gives us tips on avoiding emotions regarding finances and what you hear about the economy and the markets.
In this show Bill dives into this weeks headlines and talks about how it's impacting the market and your money. He talks about ways to avoid the stress of the current news cycle and ups and downs of the market by establishing a solid financial plan.
In this episode Bill talks about the need to plan ahead to deal with market volatility and other pitfalls. We discuss tips to make sure you have the right balance of risk and safer assets.
In this episode we talk about your nest egg, savings and investments, and what is happening to them. Bill gives us tips and strategies to help make them last. You don't want to run out of money in retirement.
Will Social Security be around much longer? We hear more and more that it is running out of money. In this episode Bill talks about various financial tips and strategies to stay ahead of this, including maximizing your Benefits and making your money work for you.
In this episode we discuss important topics, like winter vs. spring, creating a plan for your finances and your retirement income, and most importantly, your ducks.
We talk with special guest Allen Chaffee, the president of Cornhusker Bank for the Omaha area. Covering topics like loans, the banks history, and checking accounts that pay interest.
What you need to know about Medicare. Bill Kizer is the special guest on this show and the Bills talk about what Medicare is and how you can possibly utilize it in lieu of an employer sponsored healthcare plan.
The Fed is talking about not raising interest rates this year. We talk about what that means to the economy, to you, and to your personal finances and investments.
We are riding out the longest bull market run in history. But the volatility has started to show. So how do you prepare and protect your money and investments? In this episode Bill talks about how to plan for the unexpected.
In this episode Bill welcomes two very special guests, his daughters Grace and Michaela. Bill talks about the markets and your finances while Grace and Michaela talk about snow days and share their "Bad Jokes."
Today we talk about the markets, politics, and how it's affecting your finances that you'll need in retirement.
When life gives you green bananas, you're going to need an alternate plan for your smoothie. In this episode Bill shares his harrowing experience getting a smoothie and relates it to having a plan that can prepare you for the unexpected.
In this episode Bill welcomes special guest and real estate expert Danielle Altman. She talks about the current state of local and national real estate and property/rental investments.
Financial planning can be stressful, but it doesn't have to be. In this episode we talk about helpful tips to get your plan started and improved, so you have more money to live comfortably in retirement.
In this episode Bill explains the ins and outs of a Stretch IRA and how it could save your loved ones in the long run. We also talk about the market and what you need to know.
With the increased market volatility it is more important than ever to have a solid financial plan in place. Especially when it comes to retirement income. Bill talks about what is happening and what you can do to get started on your plan.
Recorded live in Las Vegas, we talk about actual financial responsibilities and what is going on with the markets and how to have a plan to sleep well at night.
In this very special episode Bill welcomes special guest Beth Ostdiek Smith, founder and CEO of Saving Grace Food Rescue. The uncertainty of not knowing where one’s next meal will come from is a reality in the greater Omaha area and we talk about what is being done and how you can help.
We cover a number of important year-end topics in this episode, including tax and financial planning.
Financial balance can be tough, especially with the market going up and down. Today we talk about ways to keep your financial ship well-balanced in choppy waves.
In this show we talk about helpful tips and strategies to weather a market downturn and properly allocate your assets.
Do you know what's in your portfolio? Do you know which stocks are in each of your 401k or IRA mutual funds? Today we talk about how a Grab Bag of stocks could be hurting your financial future.
It is so important to understand how Medicare works and to make sure you properly enroll. On this show Bill welcomes back Medicare and Healthcare guru Bill Kaiser to talk about strategies to help you get the care you need while minimizing costs.
In this episode we welcome guest host Bill Kaiser to talk about Medicare and health benefits and strategies to maximize what you get.
Right now the biggest elephant in the room may be the market. You've got to pay attention, now more than ever, and in this show Bill talks about why this is so important.
Market volatility is always a concern and in this show Bill talks about where we are at, where we might be headed and how this and other factors can affect your finances.
Investments and stock options keep changing and it's important that you understand your options. One of the new options that may appeal to you is a Socially Responsible Portfolio. In this episode Bill explains this option and why it is important.
College costs and student loan debts are becoming a real crisis in America. In this episode Bill talks about your options to prepare for this, and focuses on 529 plans. He explains what they are, how to best utilized them and what other options you might have.
In this episode Bill talks about how to maximize your Medicare and about having a financial compass to make sure your money is going where it needs to in order to increase your savings and grow your retirement income.
On this weeks show Bill pays tribute to a long time friend and client. He also discusses the economy and markets.
Health care costs are on the rise and long-term care is one of the biggest expenses you will experience in retirement. In this episode Bill talks about ways to plan for it and strategies to deal with this major issue.
In this episode Bill talks about why it is so important for every adult to have an estate plan and will and keep it updated. Then in the second half of the show he explains what Arbitrage is and why it's an important strategy for your financial planning.
We are experiencing the longest market Bull Run in history. But when will the other shoe drop? How should we invest in this market? Bill Altman talks about tips and strategies that may help you plan and prepare for the coming markets.
Wayne Schmidt, Chief Investment Officer for Gradient Investments, talks with Bill about current market trends to watch.
In this episode we find out why we need Bill Altman! Bill talks about the process of getting financially prepared and what he can do to help.
On this week's show Bill talks about where the market is at, where it's headed and how you can help to grow your finances for retirement.
Host Bill Altman welcomes special guest Bill Kaiser and they discuss a Medicare options to help you keep costs down and get more coverage.
No one likes to talk about what will happen if... but what will happen to your IRA or other retirement savings after you are gone? How can you effectively make sure they go to your loved ones? In this show Bill talks about that and a lot more. Don't miss this show!
Bill has a fun conversion with his daughters and their friends and talks about their new company, KMG Creates. He also give us some pointers on the market and how to stay on top of our retirement planning.
In this show Bill talks about where the market is at and where it's headed. More importantly he talks about how you can be ready for changes and better manage your savings and investments.
On today's show Bill talks about the importance of family and legacy. Making sure your loved ones are taken care of after you are gone. He goes over the strategy behind using a Stretch IRA and how helpful it can be in accomplishing this.
You probably think the answer is yes. Most people do. But in reality it all might be at risk and there are strategies that can help you have the right balance of growth and safety for your personal situation. In this show Bill talks about some of these possible solutions and what to look for.
In this episode show Bill welcomes his wife and Real Estate expert Danielle Altman who talks about the current housing market. Bill also talks about unexpected loss, a reminder we all need to plan ahead.
On today's show Bill's special guest is his lovely and talented wife Danielle who is one of Omaha's premier realtors. Bill and Danielle talk about the current housing and real estate market and how it could be a win-win right now with low interest rates.
You have insurance on your car, your house, and hopefully your health, but what about your money? Listen in as Bill talks about the importance of being prepared. He also talks about being wary of high risk investments like bitcoin.
You have to have a plan in place for retirement income. Bill talks about protecting that nest egg with a solid plan that has a firm financial foundation.
Listen in as Bill talks about how the markets, politics and the global economy can impact your finances and savings and how to deal with it.
In this episode host Bill Altman talks about our finances, where they are at and why we need to pay attention to changes. Plus we talk about our great city of Omaha and what's happening here.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.