Hosted by Tom Matt
With our money being something we need to completely be accountable for, having a show where we discuss your future investments and your personal liability and insurance issues is a dynamite combination. That is what we have when the Milwaukee Mauler, Kirk Spano, Blue Mound Asset Management, comes to bat, and on deck ready to finish off the night Mike Wheeler, partner in the Oakes Insurance Agency. Mike Wheeler is our Boomers Rock Local guest this week.
In this episode Kirk is back on his favorite topic of making you aware and making you money in the energy markets. If there is a section of the economy that our financial fitness guru is really in touch with it is energy. Kirk has written several erudite articles on Market Watch that predicted that the energy markets were overvalued and that a correction like we have been seeing lately was coming. He talks about this and how this affects all of your money, in addition to making good moves in your portfolio.
Mike Wheeler makes his debut on the show and shows his acumen for watching our money in another way, protection! Born and raised in Grand Haven Mike studied at Western Michigan University and returning to his roots Mike talks about working with his dad in the insurance business for ten years and now as a partner since 2012 at the Oakes Agency specializes and manages the Personal Lines Department. Along with his wife Jennifer and their two children they want to help the Tri-Cities be the best it can be. His valuable expertise adds another layer to our family of experts, protecting our assets is incredibly important.
In this week’s episode we discuss-
- Quantitative easing
- Switching out of segments in your portfolio
- Perma Bears and Perma Bulls
- Oil and natural gas price corrections
- Rotating back into the market
- A golden opportunity we may not see again
- Umbrella policies
- Estate Planning
- Enhanced coverage
- Exposures and minimizing risk to your future
Listen to Tom Matt’s “Boomers Rock” Radio Talk Show Season 4 Episode 20 below…