My Two Cents

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Tami Simpson

Oct 10, 2020 LATEST EPISODE
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Latest episodes from My Two Cents

Tami's 2 Cents about Roth Conversions

Play Episode Listen Later Oct 10, 2020

Now may be the perfect time to convert your traditional retirement accounts to a Roth IRA. Tami talks about what a Roth IRA is and the strategies involved to help minimize your tax burden.

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Tami's 2 Cents about Variable Annuities

Play Episode Listen Later Feb 29, 2020

In this episode Tami talks about what Variable annuities are and how they are used. Helpful tips to sort out the good and the bad.

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Tami's 2 Cents About Fixed Indexed Annuities

Play Episode Listen Later Feb 15, 2020

Tami details what you need to know about Fixed Indexed Annuities and why they are the answer for some people when it comes to retirement income.

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Tami's 2 Cents about Creating Cash Flow

Play Episode Listen Later Dec 14, 2019

We all want to have enough cash flow to live comfortably, especially in retirement! In this episode Tami gives us some helpful tips to keep more of our hard-earned money and to have a retirement income that will last as long as we do.

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Tami's 2 Cents about Reverse Mortgages

Play Episode Listen Later Nov 23, 2019

What are reverse mortgages? Are they good or bad? How can they help you in retirement? In this episode Tami goes over the facts and the various scenarios to help you better understand reverse mortgages.

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Tami's 2 Cents about Integrative Financial Planning

Play Episode Listen Later Oct 5, 2019

You probably haven't heard of Integrative Financial Planning, so in this episode we talk about its importance and how it can help you with your finances, investments and retirement income planning.

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Tami's 2 Cents about Fees and Commissions

Play Episode Listen Later Sep 28, 2019

How many of your accounts have fees? Probably all of them! Are you paying your financial advisor or broker fees? Commissions? In this episode we talk about what you need to understand and what questions you need to be asking.

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Tami's 2 Cents about Liquidity

Play Episode Listen Later Sep 21, 2019

In this episode Tami looks at liquidity. Is it good? Is it bad? When do you need it and how much is enough? She gives helpful tips and strategies to deal with the issue of financial liquidity.

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Tami's 2 Cents about Tax Advantaged Cash Value Life Insurance

Play Episode Listen Later Aug 24, 2019

Why should you consider Cash Value Life Insurance? In this episode Tami talks about why you might want to look at this option, and there are many, especially when it comes to minimizing your tax burden in retirement.

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Tami's 2 Cents about Annuities

Play Episode Listen Later Aug 10, 2019

There are a lot of misunderstandings about annuities out there, and there are just as many pros and cons. In this episode we talk about what they are, why you might need an annuity and what to avoid.

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