Your Money Radio Show

More adult children are returning home, and parents need a plan for helping them without jeopardizing their own financial futures.

Setting purposeful goals begins with figuring out what matters most to you.

This week, Bruce and Peg are opening the show to listener questions.

Our thoughts on how to navigate financial decisions with greater clarity and confidence, avoiding the pitfalls of short-term thinking and impulsive resolutions.

We wrap up the key economic and market factors that influenced returns in 2024 and that may have an impact on your investment strategy next year.

Good savings habits are critical to building a strong financial foundation.

This week, Bruce and Peg are opening the show to listener questions.

As we approach the year-end, it's the perfect time to make sure your money is working as hard as you do.

For many, 2024 was a tough year. This week, we're focusing on finding gratitude amid the challenges Americans are currently facing, and the emotions they may be feeling.

Here are key points that investors should consider post-election, especially in light of potential market volatility and upcoming tax law changes.

Baby Boomers are retiring, and Gen Xers are close on their heels. What aren't they doing? Bringing adult children into the conversation.

This week, Bruce and Peg opening the show to listener questions.

Social Security benefits will increase more in line with historical trends in 2025. Here's what you need to know in this special episode with guest, Rhonda Whitenack from the Social Security Administration.

In addition to helping people die with dignity, the end of someone's life can bring a host of financial concerns. Bruce Helmer and Peg Webb offer tips and tools in this episode of Your Money.

Tim Insko is a Portfolio Manager at Wealth Enhancement Group and part of a team that offers comprehensive financial planning and that is committed to forming long-term relationships with clients.

Financial wellness balances the desire for financial security and freedom of choice, looking at both through the lenses of the present and the future.

Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. Investing involves risk, including possible loss of principal.

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal.

Today's topic is Women's Values and Wealth, how personal values can play an important role in women's financial plans, and how to incorporate your values holistically into your investments.