Hosted by Tom Matt
Kirk Spano our Financial Fitness Guru from Blue Mound Asset Management in Milwaukee returns to help all of us save more, earn more and build a retirement income in a low interest rate environment. I believe the lack of intestinal fortitude as it relates to our saving patterns goes all the way back to the 60’s and 70’s when we all were never taught the importance of socking away some dough. We will talk about our education with Kirk, and some alternative strategies.
Our Boomers Rock local guest is my friend and your ally in the world of Elder Law, Anna Duggins, the specialist in many fields concerning our future including, Estate Planning, Probate and Medicaid/Medicare planning. These are just the tip of the proverbial iceberg when it comes to the depth of handling our personal business. Anna is our go to expert and pal.
Kirk and I discuss his three levels of income growth on this episode which include-
- Super Safe
- Nest Egg
- Never touch
Sounds like a great starting point for our entertainment and educational listening pleasure. Kirk and I always take the boring out of typical radio talk show finance, mixing in humor along with a few Tomism’s (yes I have been accused of being a clone of Yogi Berra sometimes) we make it fun and rationally sound.
Anna Duggins of Parmeter O’Toole in Muskegon does the deep dive into what the heck is, Power of Attorney, why if and when you become disabled you need to have ducks in a proverbial row. This part of our lives, planning for unexpected crisis is something we tend to ignore, I know I have been guilty of this, so listening to Anna and her advice is sound and educational. High valued and extremely knowledgeable Anna Duggins gets it done.
In this week’s episode we discuss-
- Not saving enough
- Alternate financial strategies
- Warren Buffet
- Finance is not rocket science
- Selling ‘Put’s’
- Never selling shorts
- Do not resuscitate (DNR order)
- Effective agents
- Patient advocate
- Acting in your best interest legally
Listen to Tom Matt’s “Boomers Rock” Radio Talk Show Season 4 Episode 24 below…