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The Retirement Ready Show

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Proudly providing wealth management, retirement planning, asset protection and estate planning. We bring you information on retirement trends, taxes, inflation, social security benefits and achieving a more secure financial future. The financial advisors of Drake & Associates are the voices of the Retirement Ready radio show.

Proudly providing wealth management, retirement planning, asset protection and estate planning. We bring you information on retirement trends, taxes, inflation, social security benefits and achieving a more secure financial future. The financial advisors of Drake & Associates are the voices of the Retirement Ready radio show.
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Location:

United States

Description:

Proudly providing wealth management, retirement planning, asset protection and estate planning. We bring you information on retirement trends, taxes, inflation, social security benefits and achieving a more secure financial future. The financial advisors of Drake & Associates are the voices of the Retirement Ready radio show.

Language:

English


Episodes

Market Update 5/20/19: Trade News Moves the Market

5/20/2019
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: Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no...

Duration:00:02:31

Retirement Ready - Annuities

5/20/2019
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Annuities are complex and often difficult to understand. We break down the different types of annuities to help you decide if they should play a role in your retirement plan. The Retirement Ready radio show is featured every Saturday on WTMJ 620 AM at 1:00 pm. We will bring you information on: Social Security options, retirement trends, options to retire with life changes and achieving a secure financial future. Listen live: www.wtmj.com/listen-live Investment advisory services provided by...

Duration:00:35:29

Retirement Ready - Advice For Moms

5/15/2019
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In celebration of Mother’s Day, we want to help moms make money and retirement a top priority! We offer tips to help women take an active role in retirement planning. The Retirement Ready radio show is featured every Saturday on WTMJ 620 AM at 1:00 pm. We will bring you information on: Social Security options, retirement trends, options to retire with life changes and achieving a secure financial future. Listen live: www.wtmj.com/listen-live Investment advisory services provided by Drake &...

Duration:00:35:21

Market Update 5/13/19: Higher Tariffs Take Effect

5/13/2019
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Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no...

Duration:00:02:05

Market Update 5/6/ 19: Major Indices Have a Mixed Week

5/7/2019
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Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no...

Duration:00:01:53

Retirement Ready - Exceptions to the Rule

5/6/2019
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Certain rules were meant to be broken, and that’s also true when it comes to our finances! We share five personal finance rules you should consider breaking. The Retirement Ready radio show is featured every Saturday on WTMJ 620 AM at 1:00 pm. We will bring you information on: Social Security options, retirement trends, options to retire with life changes and achieving a secure financial future. Listen live: www.wtmj.com/listen-live Investment advisory services provided by Drake &...

Duration:00:35:18

Market Update 4/29/19: S&P 500 Reaches a New Peak

4/29/2019
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Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no...

Duration:00:01:58

Retirement Ready - Tax Planning

4/29/2019
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Tax season is in the rear-view mirror, but that doesn’t mean our work is done! We share important strategies to consider when tax planning and how these moves could boost your income for years to come. The Retirement Ready radio show is featured every Saturday on WTMJ 620 AM at 1:00 pm. We will bring you information on: Social Security options, retirement trends, options to retire with life changes and achieving a secure financial future. Listen live: www.wtmj.com/listen-live Investment...

Duration:00:39:06

Market Update 4/22/19: A Mild Week for the Market

4/22/2019
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Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no...

Duration:00:02:02

Retirement Ready - Individual Retirement Accounts

4/22/2019
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Individual Retirement Accounts are an important tool to utilize when saving for retirement. We break down the different types of IRAs and how to make these accounts work for you. The Retirement Ready radio show is featured every Saturday on WTMJ 620 AM at 1:00 pm. We will bring you information on: Social Security options, retirement trends, options to retire with life changes and achieving a secure financial future. Listen live: www.wtmj.com/listen-live Investment advisory services provided...

Duration:00:35:47

Market Update 4/15/19: The Q1 Earnings Season Begins

4/15/2019
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Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no...

Duration:00:02:22

Retirement Ready - April is Financial Literacy Month

4/15/2019
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April is Financial Literacy Month! Tony Drake, CFP® and financial advisor Brad Allen talk about the importance of financial education as we age and topics we should all brush up on as we approach retirement. The Retirement Ready radio show is featured every Saturday on WTMJ 620 AM at 1:00 pm. We will bring you information on: Social Security options, retirement trends, options to retire with life changes and achieving a secure financial future. Listen live: www.wtmj.com/listen-live...

Duration:00:35:24

Market Update 4/8/ 19: Special Update - Quarterly Report

4/9/2019
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Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no...

Duration:00:03:37

Retirement Ready - 401(k)

4/8/2019
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Your 401(k) is one of the most important tools to utilize when savings for retirement. Do you understand what it is and how it works? We'll talk about some of the biggest mistakes workers are making with their 401(k)s and how to avoid them. The Retirement Ready radio show is featured every Saturday on WTMJ 620 AM at 1:00 pm. We will bring you information on: Social Security options, retirement trends, options to retire with life changes and achieving a secure financial future. Listen live:...

Duration:00:35:40

Market Update 4/1/19: Gains Conclude a Great Quarter

4/1/2019
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Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no...

Duration:00:02:45

Retirement Ready - Money Smart Week

4/1/2019
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Money Smart Week kicked off on Saturday, March 30th. As we prepare for retirement, being smart with our money is more important than ever. In this episode we share important money lessons for those in or near retirement.

Duration:00:35:30

Market Update 3/25/19: Treasury Yields Prompt Concerns

3/25/2019
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Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no...

Duration:00:02:27

Retirement Ready - Are We Facing a Retirement Crisis?

3/25/2019
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Are Americans facing a retirement crisis? Lawmakers in Washington think so and are working on bills to help more people save for retirement. We take a look at savings strategies to keep your retirement from becoming a crisis. The Retirement Ready radio show is featured every Saturday on WTMJ 620 AM at 1:00 pm. We will bring you information on: Social Security options, retirement trends, options to retire with life changes and achieving a secure financial future. Investment advisory services...

Duration:00:35:25

Retirement Ready - Managing the Finances of a Loved One

3/20/2019
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Knowing when and how to take control of a loved one's finances can be tough. We'll talk about strategies to help you manage the finances of an aging loved one, while still balancing your own finances. The Retirement Ready radio show is featured every Saturday on WTMJ 620 AM at 1:00 pm. We will bring you information on: Social Security options, retirement trends, options to retire with life changes and achieving a secure financial future. Listen live: www.wtmj.com/listen-live Investment...

Duration:00:35:31

Market Update 3/18/19: Dow, S&P, Nasdaq All Rise

3/18/2019
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Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no...

Duration:00:02:25