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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 1/21/20: Fresh Record Highs

1/22/2020
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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, an SEC registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no obligation to purchase...

Duration:00:02:28

Retirement Ready - The SECURE Act

1/21/2020
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Congress passed the first major piece of retirement legislation in more than a decade! We share how the SECURE Act impacts your 401(k) and IRA. 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 Drake & Associates, LLC is an Investment Adviser Representative of Loft...

Duration:01:14:38

Market Update 1/13/20: Further Gains for Stocks

1/15/2020
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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, an SEC registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no obligation to purchase...

Duration:00:02:39

Retirement Ready - Financial Resolutions

1/15/2020
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For many, the new year offers an opportunity for a fresh start! We’re sharing the top financial resolutions and offering tips to stick to 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: www.wtmj.com/listen-live Drake & Associates, LLC is an Investment Adviser Representative of Loft...

Duration:00:35:13

Market Update 1/6/20: Concerns About Oil

1/6/2020
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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, an SEC registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no obligation to purchase...

Duration:00:02:18

Retirement Ready - Important Financial Dates

1/6/2020
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Get out your calendars! From Medicare Open Enrollment to your RMD deadline, there are important dates we need to remember in 2020. 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 Drake & Associates, LLC is an Investment Adviser Representative of Loft Financial...

Duration:00:34:26

Retirement Ready - Financial Bucket List

1/6/2020
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We’re entering a new decade, and if you’re planning to retire in the next 10 years, now is the time to set big goals as part of a financial bucket list. We’re talking about what should be on this list and how it will set you up for financial success. 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....

Duration:00:35:39

Retirement Ready - Biggest Financial Stories of 2019

12/23/2019
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As 2019 comes to a close, we want to take time to reflect back. We take a look at the biggest financial stories of 2019 and how they impacted our money! 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 Drake & Associates, LLC is an Investment Adviser Representative...

Duration:00:35:50

Retirement Ready - Leaving Out Social Security

12/17/2019
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Social Security has long been seen as a pillar for retirement. We discuss why Social Security shouldn’t be the only thing carrying you through 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 Drake & Associates, LLC is an Investment Adviser...

Duration:00:35:24

Market Update 12/16/19: Phase-One Trade Deal Reached

12/16/2019
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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, an SEC registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no obligation to purchase...

Duration:00:02:09

Retirement Ready - Money Moves for 2020

12/10/2019
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Don’t let the ball drop before setting yourself up for financial success in 2020! We share money moves retirees should consider before the new year. 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 Drake & Associates, LLC, is an SEC registered investment adviser....

Duration:00:35:40

Market Update 12/9/19: Stocks Ride Out a Choppy Week

12/10/2019
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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, an SEC registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no obligation to purchase...

Duration:00:02:32

Market Update 12/2/19: November Concludes With Gains

12/2/2019
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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, an SEC registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no obligation to purchase...

Duration:00:02:18

Retirement Ready - Charitable Giving

12/2/2019
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Charitable giving dropped last year following the tax law changes. We discuss charitable giving strategies and what you can do to positively impact your 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 advisory services provided by Drake &...

Duration:00:35:41

Market Update 11/25/19: Major Indices Move Lower

11/25/2019
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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, an SEC registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no obligation to purchase...

Duration:00:02:49

Retirement Ready - Financial Conversations

11/25/2019
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As your family gathers to show gratitude this Thanksgiving, take some time to tackle important financial conversations. We share topics that need to be covered and offer advice to get the conversation started. 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:00:35:45

Market Update 11 /18/19: A New Dow Milestone

11/19/2019
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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:00:01:52

Retirement Ready - Death of a Spouse

11/18/2019
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We’re tackling tough topics in retirement planning, including how to plan for the death of a spouse. We share tips to financially prepare and mistakes that should be avoided. 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:00:35:41

Market Update 11/11/19: Dow, S&P 500 Extend Win Streaks

11/11/2019
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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:00:02:24

Retirement Ready - The SECURE Act

11/11/2019
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Congress is considering a new law that would impact your retirement. We take a closer look at the SECURE Act and what it means for your financial future. 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 & Associates,...

Duration:00:35:37