Wealth Strategy with Bryan Rigg-logo

Wealth Strategy with Bryan Rigg

Business & Economics Podcasts

Welcome to “Wealth Strategy” with Bryan Rigg. Bryan is a celebrated Yale graduate, adding a PhD from Cambridge, a former officer in the Marine Corps, a man of profound integrity and honor, and your wealth professor.

Location:

United States

Description:

Welcome to “Wealth Strategy” with Bryan Rigg. Bryan is a celebrated Yale graduate, adding a PhD from Cambridge, a former officer in the Marine Corps, a man of profound integrity and honor, and your wealth professor.

Twitter:

@feetonseat

Language:

English

Contact:

972-383-1210


Episodes

Rigg Show 01-19-19

3/12/2019
The history of the S&P 500 and Dow Jones. Also, when to liquidate assets and understanding Private Equity

Duration:00:29:44

Rigg Show 01-12-19

3/12/2019
We discuss proper health care, world history and some of Bryan's 4 books, and what a typical client is for Bryan.

Duration:00:29:44

RWM Jan 5, 2018

3/11/2019
World Markets in 2019, Social Security Benefits and Retirement is more than money.

Duration:00:29:44

Mutual Funds, Apps, Penny Stock and Getting Started

3/29/2018
This episode has 2 studio guests, consumers, and we discuss and define Mutual Funds, Index Funds, Apps for investing, Penny Stocks, Cost of getting started, Risks for single people, and women in business

Duration:00:59:21

Annuities, CD's, IRAs & 401K

11/1/2017
We're going to talk today about four different things. We're going to lead off with annuities. When we talk to new clients, and we talk to people who listen to the show, the feedback is everyone's heard about annuities, and everyone's heard about CDs. It's because it's what banks do. It's safe. It's a reasonable return, and there are expectations that could be met. We're going to get into what they are, and why they may not be what you think they are. Then we're going to get into Rigg Wealth Management. Their business here in North Dallas isn't for veterans, but they have a lot of experience being veterans. We're going to talk about what their special insights are for veterans if there's any out there that are listening. Then we'll get into definitions and differences with IRAs and 401(k)s. Most people do this more than anything else as far as a do‑it‑yourself kind of investment option. We're going to get into the do's and don'ts. We're going to close out the show with client stories. We're going to have Bryan talk about some of the successes he's had with some of his clients of late and in the past few years that are relevant. In case any of you are looking at coming on board, we wanted to remind you that you're not the only one that's jumping from one investment firm to another. Bryan, as an independent consultant, he gets a lot of new clients that come over from somebody else, and some first-timers, as well. LEARN MORE at www.RiggWealthManagement.com RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:59:29

Bryan Answers Your Questions

11/1/2017
We are here every Saturday morning during the seven o'clock hour. We like to talk finance. Normally we come in here every weekend, and we like to discuss four or five topics that fill the hour. We're going to do something a little different this morning, and we hope you stick around for it. We've compiled a list of over 50 questions that we've gotten by email and by voicemail, and we had a workshop recently that we had many people show up from WRR, listeners, anyway. We had some questions come up in that. These are kind of simple questions. I know as people listen, you can't talk to the radio. I mean you can, but we can't hear you. LEARN MORE at www.RiggWealthManagement.com RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:59:29

What is Your Appetite for Risk?

11/1/2017
We are going to talk about four different things today. Each one of them is going to be about 15 minutes, so we'll take up a little bit of time on each topic. First, we're going to get into sectors of the market and investing within sectors. It helps you pick a sector within the market that gives you a little more general insight. We're going to get into that as well. The psychology of investing is important. We're going to cover that, and identifying and helping measure your risk appetite. We haven't talked about that in a few months. You have to understand going in what your appetite for risk is, and Bryan's seen many examples and many clients for that. The third segment, we're going to come back after the bottom of the hour, and we're going to talk about cybersecurity. Bryan had an interesting meeting recently and has some insight on that. We're going to close out the show with trust funds ‑‑ who are they for, and why we have them. It's not something that's on most people's portfolios, but if you want to work with money for the people and leaving a legacy with parameters, trust funds are a great way to go. It doesn't always have the connotation that people are trust fund babies. That's not the case. That's some of the worst cases. There are good and bad purposes for trust funds, but a lot of people, when you hear about the diversity that's offered in trust funds, it can be a great asset to a portfolio. We're going to start off with when we look at investing in the market, we look at trying to decide what to get into. So many people think it's just a stock ‑‑ pick a stock and buy that stock. Luckily, the market allows us to invest in sectors. Bryan, help people understand sectors in the market. LEARN MORE at www.RiggWealthManagement.com RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:59:29

Municipal Bonds

11/1/2017
We are here every Saturday morning at the same time to talk about finance, financial wealth, and understanding and managing your portfolio, whether you do it yourself, or you happen to be a fan of Rigg Wealth Management or anybody else out there. We want to help you understand that there's proactive stances and actions you can take to make yourself better prepared for your future. Sometimes it's not all about you. It's your family, your loved ones, and your legacy. Either way, whether you're saving for the future, or you're saving for today, doing something is absolutely necessary. Today, we're going to focus on a topic, and we're going to burn a couple segments the first half hour. We're going to talk about municipal bonds. We've got an opportunity that Rigg Wealth Management has come up with. Though we're here to talk about the language and verbiage of understanding finances, financial management, savings, and sometimes investments ‑‑ portfolios, stocks, bonds, and all those things, today we're going to get subject specific. LEARN MORE at www.RiggWealthManagement.com RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:59:29

Financial Do's and Don'ts

9/26/2017
I want to cover a couple of things that we're going to talk about today. Our segments are going to be the stock market being up and down, how much do we need to pay attention. Some horror stories, some dos and don'ts. Our third segment's going to be, "How much money do I need to retire?" We're going to end up with teaching our kids and families about finance. It's something that if we start at an early age it's easier to do. It's less complicated. LEARN MORE at www.RiggWealthManagement.com DISCLAIMER: RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:59:29

Planning for Retirement in Your 30's

9/26/2017
We've got four segments that we're going to talk about and fill today. The first one is what to do if you're in your 30s. Is it too late? Of course, it's not too late, because we talk about how time is the best thing you can have on your side when saving. We're going to talk about, "What if you're 35, and what can we do?" The second segment, we're going to talk about Rigg Wealth Management. Right here in North Dallas. We're going to talk about what makes you different than all the wirehouses, the Charles Schwabs and things like that. We'll take a quick break at the bottom of the hour, and then we'll come back, and we'll mention pension plans. Pension plans are out there somewhere. They are out there. Most people do 401(k)s now. We're going to talk about, "What is a pension plan?" and how you can kind of set up your own. There's a few different options out there, right? Then we'll close the show with what we like to call stocks and bonds. What are the differences, how are they the same, and why is it good to have both in your portfolios? We'll break down some of those terms as well. What do you think, sounds like a good show? LEARN MORE at www.RiggWealthManagement.com DISCLAIMER: RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:59:29

Healthcare Costs & Retirement

9/26/2017
Now, that fall is here we wanted to bring everybody back in for one big round table discussion. Again, welcome WRR listeners. We are here again to talk about financial strategies and financial management. Our show is different. There's a lot of other financial shows on the airwaves here in Dallas‑Fort Worth, but we really don't do the hard sell. We don't do the hard pitch. We're not here to pitch fear or pitch prosperity. The fact is that we like to get here and talk about what you can do to change your future financially. A lot of it you can do yourself, and a lot of it you'll need some help with. We're here every week to talk about the terms and the vocabulary and to break things down to keep it nice and simple for you so you can learn what you can do. It's foreign to all of us. It's kind of scary and intimidating. The fear of the unknown is significant no matter what it is. It just happens to be the financial talk. LEARN MORE at www.RiggWealthManagement.com DISCLAIMER: RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:59:29

45 Questions for The Wealth Professor

9/3/2017
Today, we're going to capture that essence. Normally we have a full segment, 10, maybe 11, 12 minutes of a particular topic. Today, we're going to change it up a little bit. We've got some questions from some of our listeners, emailed as well as voice mails. We're going to go down through a nice list of questions that people have asked about stocks in general. Not just stocks, but the general kind of a marketplace of Wall Street. I'm going to just rapid‑gun‑fire some questions we have. If you're into numbers, I have a total of 45 that I've been able to compile. We're just going to hit them and we're going to stay on them for two, three minutes and break them down and help you understand it. I challenge you to listen for the next hour. I'll be you hear at least four or five questions that you're genuinely curious about that are somewhere in the back of your head. We're going to hit some topics today. If your question isn't in this segment, stick around because I've got a feeling it's going to be coming up in the next segment. LEARN MORE at www.RiggWealthManagement.com DISCLAIMER: RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:59:29

What is Your Risk Appetite?

9/3/2017
What is Your Risk Appetite? We're going to occupy the hour with four topics. We're going to start out with the topic of how to measure one's risk. What's the risk appetite? It's different for every single person, so we're going to talk to Bryan about that. Speaking of world politics and stuff, world history and its influence on investing. That'll be a nice bridge. Also, we're going to talk about the differences in investing between men and women. We're going to bridge that topic, and we're going to dance around it softly, without choosing sides, of course. Then we're going to talk about taxes and investing. We'll be discussing those, as well. The implications of investing. LEARN MORE at www.RiggWealthManagement.com DISCLAIMER: RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:08:40

Rigg Wealth Management Client Stories

7/28/2017
Doing nothing is the decision not to do something, and that gets you nowhere in a hurry. We just try and remind you that doing something, as little or as big as it may be, doing something is the proper plan. We're here each week at this time, right here on WRR, to talk about the terms and the vocabulary, because the fear of the unknown and not talking about what we are uncomfortable with is natural.We don't like to talk about it, because we don't know enough about it to sound intelligent. We like to come here every week and remind you that it might be scary, and it might be fearful, but you can do something. You can do anything. We've got some client stories we're going to go over later in the show that Bryan has. He's got a bunch of new clients lately, a bunch of our listeners to the show. We're going to talk about some things that he's finding out that people are bringing forward to him, and some of the other topics we're going to talk about on segments today are, we're going to lead off the show with annuities. LEARN MORE at www.RiggWealthManagement.com DISCLAIMER: RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:59:29

Show 34

7/28/2017
Today, we're going to capture that essence. Normally we have a full segment, 10, maybe 11, 12 minutes of a particular topic. Today, we're going to change it up a little bit. We've got some questions from some of our listeners, emailed as well as voice mails. We're going to go down through a nice list of questions that people have asked about stocks in general. Not just stocks, but the general kind of a marketplace of Wall Street. I'm going to just rapid‑gun‑fire some questions we have. If you're into numbers, I have a total of 45 that I've been able to compile. We're just going to hit them and we're going to stay on them for two, three minutes and break them down and help you understand it. I challenge you to listen for the next hour. I'll be you hear at least four or five questions that you're genuinely curious about that are somewhere in the back of your head. We're going to hit some topics today. If your question isn't in this segment, stick around because I've got a feeling it's going to be coming up in the next segment. LEARN MORE at www.RiggWealthManagement.com DISCLAIMER: RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:59:29

Answering Questions from Listeners

7/28/2017
We're here to talk about financial management, savings, and planning for retirement, but really, it's about how to be frugal, how to invest properly, and how to have more money than when you start. A lot of people, as we've talked about before, just don't understand the financial realm. It's not a language we all speak. Sometimes it's just as foreign as German or French, so we choose not to speak it. Bryan and I are here every week, and we like to talk to you and bring up these vocabulary terms, keep things simple. Instead of having everything at a 30,000‑foot level, we like to bring it down to about 5,000 to 7,000 feet so you can see it more clearly. Normally we do, Bryan, as we talked about before the show, we're going to change up the format a little bit. We normally do five 10‑minute segments to fill an hour, or thereabouts, so this time, instead of having one subject that we're going to talk about for 10 minutes, we're going to change it up a little bit. We've had some questions come in from listeners like yourself. They have called on the voicemails, or they've sent Bryan an email. I've got a list of questions that people have been asking about. We're going to do, the whole hour's going to be rapid fire, shotgun... LEARN MORE at www.RiggWealthManagement.com DISCLAIMER: RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:59:29

You Have to Plan the Plan

7/28/2017
Bryan Rigg is our wealth professor. This is "Wealth Strategy with Bryan Rigg." We are here at this same time every weekend to talk to you about financial management and running your own world with your own finances. Sometimes you need some help. A lot of times you need help. We're here every week to talk the finance talk, but not in the vocabulary that you're uncomfortable with or intimidated by. We really do spend time, and preparation, and work at breaking it down in digestible, small bites of information that you can absorb, and pay attention to, and maybe even use around your household to talk about these things. Planning for your future just doesn't happen. Planning for anything in life just doesn't happen. You have to plan to plan. One of my favorite phrases in life is, "Plan to work and then work to plan." You know from the military that's often the case. LEARN MORE at www.RiggWealthManagement.com RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:59:29

About Exchange Trading Funds

7/28/2017
We've got some segments we're going to burn, but first, we're going to talk about politics and examples of what's being so impactful in politics, the pros and the cons, and why politics can be such an influence on not just the economy but the market. Then we're going to talk about banks as a method of investing. Everyone has a checking and savings account. When you log in, you tend to get pop‑up windows about how they want to help you with your investing and, of course, mortgages and consolidating. We're going to talk about banks as a method and a system of investing. Another segment we're going to talk about is should we actually retire if we can keep working until our last breath? Is it beneficial to retire? I know it's something that we strive for but when you get to the point where you want to retire, do you actually want to retire? Our final segment's going to be about what we call ETFs, or exchange traded funds. That one sounds really complicated and thick and gooey but we're going to try to keep it light and simple so you can follow along, as well. LEARN MORE at www.RiggWealthManagement.com DISCLAIMER: RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:59:29

Biggest Mistakes in Saving for Retirement

7/16/2017
Today we're going to hit on a few topics that I think you'll find interesting. We're going to talk about savings plans for college education, then we're going to roll into some big mistakes that people make in saving for retirement. Later in the show, after the bottom of the hour, we're going to deal with the cost of healthcare after retirement. How expensive is it, and can you plan for it, even though we don't know what it's going to be? I can tell you it's going to be expensive. Finally, we're going to close the show with planning for the IRS and tax penalties while you're investing. Whether it's in the market, or 401(k)s, or IRAs, there are tax consequences and things you need to be aware of, so we're going to try and open the pantry door on that. LEARN MORE at www.RiggWealthManagement.com RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:59:29

Benefits of Stocks & Bonds

7/16/2017
What we're talking about today is leading off we'll talk about stocks and bonds. Now, you hear the words stocks and bonds together, but we're going to talk about how they're actually different. We're going to talk about what it's like to save at 55. Is it really too late to start planning if you happen to be in your mid 50's? The answer is no, but... Also, we're going to cover a topic about what it's like to use the larger financial firms. The gentlemen I'm here with every weekend actually are independent consultants, but we're going to talk about what it's like to work with the larger wire services and financial firms. Finally, we're going to close out the show with what exactly is a pension plan and where are they? Who does them anymore? There's a few out there. These gentlemen here, David and Gary, will be covering that, as well. For More Information Visit www.RiggWealthManagement.com DISCLOSURE: RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Duration:00:59:30