Past Shows 2006 -2008
Callers are always welcome to join the conversation while on the air.
You may join me on air by calling Toll - Free 866-873-9463
2006 Shows 2007 Shows 2008 Shows 2009 Shows
January 7, 2006
1st half: Economic Overview and a Discussion on Flat Tax
Guest: Steve Forbes,
President & Chief Executive Officer Forbes and Editor-In-Chief of Forbes Magazine.
2nd half: Introduction to show and misc. topics
January 14, 2006
Taxes & Investments
Guest: Ken Waterman, CPA
January 21, 2006
Investment Styles & Risk vs. Reward
Guest: Rob Brown, Chief Investment
Officer and Chairman-Investment Management Executive Committee for
Genworth Financial (formerly GE Private Asset Management)
January 28, 2006
Medicare - the new policies and how to navigate them.
Guest: Jeff Flick, Regional Director
U.S. Centers for Medicare & Medi-cal
February 4, 2006
Topic: Long Term Care & The California Partnership
Guest: Brenda Bufford, Director California
Dept. of Health, Long Term Care Division
See Seminar Tab for upcoming seminars on this topic.
February 11, 2006
Topic: Investments, setting goals and targets, indexes vs.Money Managers, etc.
Guest: callers welcome
*Indexes are unmanaged and are unavailable for direct investment.
February 18, 2006
Topic: Annuities - What's the truth?
Guest: Mark Mackey, President -
National Association of Variable Annuities
March 4, 2006
Topic: Retirement Accounts (Roth vs. Regular, 403b's,etc.), 529's Saving for college vs. Saving for Retirement, cost of investments
Guest: callers welcome
March 11, 2006
Topic: Public Mis perceptions re: Retirement
Guest Anna Rappaport, Chair
Society of Actuaries - Committee on Post-Retirement Needs & Risks
March 18, 2006
Topic: Envision - Investment Planning & your future
Guest: Robert Corona, Sr. Vice President
Wachovia Securities, Palo Alto, California
Please see Seminar Tab for upcoming seminars on this topic.
March 25, 2006
Topic: Scams and Investors Beware
Guest: Gerri Walsh,
Acting Director Securities & Exchange Commission,
Investor Education and Assistance
April 1, 2006
Topic: Tax Time
Guest: Ken Waterman, CPA
From Santa Rosa, California (see sponsor tab)
April 8, 2006
Topic:IRA & other retirement plan & their investments
Guest: callers, me & surprise guest
April 15, 2006
Topic: Small businesses & What it can lead to - with your help."
Guest: Guy Fieri, Bay Area Next Food Network - Host
and "the next Food Channel Network Star" with your help
April 22, 2006
Topic:Teacher's and 403b's
Guest:Ronie Vasconcellos, Administrator
Calif. State Teacher's Retirement 403b Compare
May 13, 2006
Topic: Government Waste - Federal & State
Guest:Tom Shatz, President
Citizens Against Government Waste
May 20, 2006
Topic: Investment Goals & Objectives vs. investment style, averages(are they really important), perspective & prioritizing, planning for college,retirement income,etc.
Guest: :callers
May 27, 2006
Topic: New Tax Code, Investing w/taxes in mind, the importance of accurate record keeping.
Guest:Ken Waterman, CPA and Financial Ad visor
June 3, 2006
Topic: California - minimum wage, bonds, immigration, etc.
Guest: Senator Tom McClintock
June 10, 2006
Topic: New Tax Code / To Roth or not.., Kiddie Tax, AMT, When Tax Free may not be Tax Free, When is tax free worth it or not, predicting the future and more...
Guest:Ken Waterman, CPA
June 17, 2006
Topic: Mutual Funds, Annuities, ETF's, stocks, bonds, YOUR GOALS- how do they all fit?
Guest: Callers
June 24, 2006
Topic: Protecting your family & your assets.
July 1, 2006
Topic: Protecting Assets & Family Part 2
Tax planning and Real Estate, Stretch IRA's, Muni Bonds, ILIT's (Life Ins. Trusts), Living Trusts and Death Taxes
Guest: Ken Waterman, CPA
July 8, 2006
Best of show
July 15 2006
Topic: A variety
California Partnership for Long Term Care and Rate increase on future policies at Gen worth Financial. Protecting assets and investing in general.
July 22, 2006
Topic: "Myths, Lies and Downright Stupidity"
Myths about government vs. business, outsourcing, tax dollars at work,what's the truth about oil prices, will price controls from Congress really help and more
Guest: John Stossel, ABC's 20/20 Co-host
July 29, 2006
Topic: Trusts and Estate Planning
Guest: Fred Caspersen, Partner
Farella, Braun & Martel,LLP (San Francisco & St. Helena)
Mr. Caspersen's practice focuses on the development and implementation of succession strategies for families and closely held businesses.
August 5, 2006
Topic: New Tax Code re: 401k's and other retirement plans August 12, 2006
Topic: Life Insurance, Trusts, Estate Planning, alternative Minimum Tax, and more.
Guest Host: Ken Waterman, CPA
Sept. 9, 2006
Topic:1st half: Earthquake Insurance
Guest: Nancy Kincaid - Director of Public Com munition & Policy
California Earthquake Authority
2nd half: New laws on 529's, IRA's, Retirement Plans, Wealth in Retirement - How to make money last.
Sept. 16, 2006
Topic: Annuities - What they will & will not do.
Guest: Chris Price,National Director of Advanced Annuity Sales
Lincoln National Life
Sept. 23,2006
Topic: How much Nest Egg do you really need? How important is cost to performance?
Guest: Ken Waterman, CPA & Adviser
Sept. 30, 2006
Topic: Be an informed voter - Prop. 13 - revisited, Public Pension Plans
and new propositions to consider for November election & more.
Guest: Jon Coupal, President -
Howard Jarvis Taxpayer Association
November 11, 2006
Year End Tax & Investment Planning
Guest: Ken Waterman, CPA
November 18, 2006
Topic: Medicare Part D / Open Enrollment
Nov. 15 - Dec. 30th
(Prescription Drug Program)
Guest: Jeff Flick
Regional Director Center for Medicare / Medicaid
December 3, 2006
Topic: Women & Family Issue's
Long Term Care effects on family, emotionally, physically
financially and overall.
Guest: Wendy Boglioli -
1976 Gold Medal Winner in the 1976 Olympics @ Montreal
Wendy and her teammates won the freestyle relay and
set a world record.
Genworth Regional Product Specialist Long Term Care
December 30, 2006
Topic: Year End Food for Thought
Guest: Tom Schatz, President
Citizens Against Gov. Waste
(1st half only)
Second Half:
Dan Gainor, Director
Business & Media Institute
Topic: The Media's Top 10 Economic Myths of 2006
January 6, 2007
Topic: Investments for 2007 (ETF's, indexes, dividends, & history)
Guest: Jeremy J. Siegel
Professor: Wharton School of Finance
Author of: "The Future for Investors" and
"Stocks for the Long Run."
January 13, 2007
Topic: Flat Tax, The Economy and the Globalization
Guest: Steve Forbes
Editor-In-Chief, Forbes Magazine
January 20, 2007
Topic: "But What if I Live"
Guest: John Koehler, Director
Jackson National Retirement & Wealth Strategies Group
January 27, 2007
Topic: Tax Help for 2006 & planning for 2007
Guest Host: Ken Waterman, CPA
Guest appearance: California Senator Tom McClintock - Your tax dollars at work.
Topics may include: IRA & SEP-IRA limits, Roth vs. Regular IRA and 401k's, beneficiary designations on retirement plans and various insurance products (life ins. / annuities), cost basis ? , and much more...... Callers Welcome!
February 3, 2007
Topic: Wealth Management1 and Borrowing Money2
(homes, business, aircraft, leasing,ctc).
Guest: 1Timothy Pidgeon Financial Advisor with the Pidgeon Group
Wachovia Securities
2Ian Patrick, Vice President-National Lending Sales Manager
Wachovia Securities
February 10, 2007
Topic: Economic Outlook & Money Management
Guest: Rob Brown, PhD, CFA
Chief Investment Officer
Chairman-Investment Mgmt. Executive Committee
Genworth Financial Asset Management, Inc.
February 24, 2007
Topic: Public Misperceptions regarding Retirement
Guest: Anna Rappaport, Chair
Society of Actuaries - Committee on Post-Retirement Needs & Risk
March 3, 2007
Topic: Women & Family Issues
Long Term Care effects on family, emotionally, physically, etc
Guest: Wendy Boglioli-
Genworth Regional Product Specialist Long Term Care
Gold Meal Winner in the 1976 Olympics in Montreal
March 17, 2007
Topic: Stabilizing You're Income Base - in retirement
Guest: Bob Lewis, CLU
Retirement Income Specialist, Strategic Sales Consulting
Lincoln Financial Distributors
April 7, 2007
Topic: Company Sponsored Retirement Plans -
Plan Types, Fiduciary Responsibility, Employee Responsibility Cost
& Reporting, Investment Options, etc
Guest: Bob Andrews, Enrolled Actuary
Pension & Profit Sharing Administrator, etc.
Jordan & Andrews: Consultants and Actuaries
April 14, 2007
Topic: Taxes - Have you had enough?
Guest #1: Steve Forbes,
President & Chief Executive Officer Forbes and Editor Forbes Magazine
Guest:#2 Senator Tom McClintock, California
Federal & State Taxes, Government Spending, Deficits and
Taxpayer productivity, Wealth Management
April 20, 2007
Topic: Long Term Care Insurance
The California Partnership / CalPers & other programs
Guest: Arthur Neibrief, Regional Product Specialist
Long Term Care Insurance / Genworth Financial
Pat Macht, Assistant Executive Officer
CalPers Office of Public Affairs
Special INVESTOR ALERT re: phishing, vishing, smishing, etc
Brian Mcginley, Director of Loss Management
Wachovia Corp.
April 28, 2007
Topic: Market at new highs, Interest rates stable?
What's an investor to do?
Is this a good time to start investing?
Social Security Trustee Update
Guest: Leslie Walker, Regional Communication Director
Social Security Administration
May 5, 2007
Topic: Not all Tax Advantages are created equal!
Tax Free, Tax Deferred, Write-off's, Capital Gains,
Tax Credits, etc...
Guest: Ken Waterman, CPA and Investment Adviser
May 12, 2007
Topic: Community Foundations - something for everyone!
Leaving a legacy or needing financial assistance.
Giving back to the community.
Guest: Emmett D. Carson, Ph.D.
CEO and President, Silicon Valley Community Foundation
May 19, 2007
Topic: Wachovia Bank - "Coming to Northern California ."
Banking in the 21st Century
Guest: Pete Jones, Executive Vice President
Western Banking Group Executive
May 26, 2007 (Memorial Weekend)
Topic: Stock & Bond Markets - What's Next?
Is now a good time to invest? How to invest?
Domestic, International or Global?
How to get and maintain income - with and without
guarantees and what are those guarantees.
Borrowing your way to success.
Guest: Ken & callers
June 2, 2007
Topic: The Dow1 has a birthday!
The S&P 5002 reaches an all time high!3
What is the Dow? What is an index?
What is the difference between the market and your
portfolio?
New additions to the web site, Newsletters and more!
1 The Dow Jones Industrial Average (a registered trademark of Dow Jones & Co., Inc) is an unmanaged index composed of 30 common stocks.
2 The S&P 500 (a registered trademark of the McGraw Hill Companies) is an unmanaged, index of common stock.
June 9, 2007
Topic: Borrowing* your way to success.
Income for now and in the future -
interest vs. dividends vs. guarantees
(Bonds, Stocks, Mutual Funds, Annuities)
Diversification - how much is enough?
* Lending services available through affiliates
June 16, 2007
Topic: Father's Day show
How to help your children be independent and financially
aware. Making dad's job more rewarding so he can
relax later on.
Discussion on: allowances, credit cards, debt., insurance, etc.
Guest: Callers
June 23, 2007
Topic: New Tax Laws & your investments*
& the reconfiguration of the Russell Indexes
Muni Bonds - who should consider & (Mini Bonds & AMT).
Estimated Taxes - Newest rules on who needs to file & when.*
Stretch IRAs / 401k's and heirs of the owner
Stock Options - your options & how it works for taxes*
Uniform Gift to Minor accounts (New Rules & more...)
Guest: Ken Waterman, CPA
June 30, 2007
Topic: New Tax Laws & your investments* - Part II
& the reconfiguration of the Russell Indexes
Muni Bonds - who should consider & (Mini Bonds & AMT).
Estimated Taxes - Newest rules on who needs to file & when.*
Stretch IRAs / 401k's and heirs of the owner
Stock Options - your options & how it works for taxes*
Uniform Gift to Minor accounts (New Rules & more...)
Guest: Ken Waterman, CPA &
Steve Woods, Senior Strategist @ Russell
July 7, 2007
Topic: Medicare/Medicaid - Preventative programs & more
Guest: Jeff Flick, Regional Director - Centers for Medicare /Medicaid
July 21, 2007
Topic: Financial Independence, are you prepared?
Planning for and living for today and in future.
Did you know, questions & answers???
Guest: Andrew C. Fass, CRPC
Senior Vice President, Wachovia Securities - Sacramento
July 28, 2007
Topic: Life's Events: Understanding them & handling them.
Education Planning, Women & Investing, Being Downsized,
Marriage, Life Expectancy, Retirement Income, Divorce,
Death & Estate Planning, What paperwork to keep, & more...
Guest: Janet Schaefer, Vice President,
Manager of Life Event Services, Wachovia Securities
Bob Ericson, CFP®, CLU
Financial Planning Specialist, Wachovia Securities
August 4, 2007
Topic: Investments and Taxes* - Making them work together.
Guest: Ken Waterman, CPA
August 11, 2007
Topic: Long Term Care / Truth or Consequences?
The consequences of not being prepared.
Guest: Harley Gordon, Atty -
a founding member of the:
National Academy of Elder Law Attorneys*
He has been voted as one of the 100 most influential people in long-term
care by McKnight’s Long-Term Care News.
His views on the consequences of not having a plan for long-term care
needs have been featured in the national media including the CBS
Evening News,The Today Show,CNN and the Wall St. Journal.
August 18, 2007
Topic: Investing in today's environment for growth, income &
protection...(asset allocation, indexes, different types of
investments, etc....)
Guest: Rob Brown
Chairman-Investment Mgmt. Executive Committee &
Chief Investment Officer
Genworth Financial Asset Management, Inc.
August 25, 2007
Topic: Investing today and tomorrow
What to do now if you need income and/or growth
September 1, 2007
Topic: Labor Day
Your Labor and taking advantage of Employer Benefits
now and in the future.
Also paying for college - how, why and for whom????
September 8, 2007
Topic: Investing your Lump Sum @ Retirement
A way to help stabilize income
Guest: David F. Babbel, Sr. Advisor & Vice President CAR International
Fellow The Wharton Finanical Institutions Center
Professor of Insurance & Finance
The Wharton School, University of Pennsylvania
September 15, 2007
Topic: Income in Retirement, Safety, and Diversification (what is it?)
Sub Topics:
Interest, dividends, Certificate of Deposits, mutual funds, ETF's,
Separately Managed Accounts, Annuities and Alternative Investments, etc.
September 22, 2007
Topic: Employer's : Long Term Care coverage for employees
Why Employer's are getting involved, their options and the advantages
they have and can offer employees as well as their business.
Guest: Dean Horger, CLU, CFC
National Trainer of LTC @ Genworth Insurance
September 28, 2007
Guest: Terry Jones, Investors Business Daily
Topics: The Economy, Credit Crisis, Deficits, Poverty, Interest Rates,
Manufacturing, Social Security, Health Care and more.....
October 6, 2007
Topic 1: World Savings converting to Wachovia on Oct 15th
Guest: Pete Jones, Regional Chief Executive Wachovia Bank
What this change means for depositors, investors, borrowers, etc.?
Has banking changed?
Are there new advantages for Wachovia customer's? and more...
Topic 2: If interest rates continue to go down
and the stock market continues to rise....
Will it be time to refinance?
Funding your 401k and thinking ahead to 2008...
Guest: Ken & callers
Wachovia Corporation is the parent company of World Savings.
October 13, 2007
Topic: 2007 Year End Tax Planning - What to think about for this year and next.
Health Savings Accts, the Estate Tax, Maximize Retirement Plan
contributions.
What is A.M.T (Alternative Minimum Tax) - Can you avoid it?
Deductions for medical care and long term care. and more......
Guest: Ken Waterman, CPA
October 20, 2007
Topic: After the "Credit Crunch" - where do we go as investors?
Guest: Michael Jones, Chief Investment Officer
Wachovia Securities.
October 27, 2007
Topic: Home buying in San Francisco Bay Area
Guests: Jack Marshall, Mortgage Consultant - Wachovia1
Leelee Thomas, Principle Planner Affordable Housing Program
Marin County Community Development Agency
Edward Segal, CEO Marin Association of Realtors
San Rafael Chamber of Commerce
Also Updates from:
Tom Schatz, President Citizens Against Gov. Waste
Topic: Paying tax on your e-mail's. Congress has yet to act.
1 Lending Services are available through banking and non-banking subsidiaries of Wachovia Corporation, including, but not limited to Wachovia Bank, National Association and Wachovia Bank of Delaware, National Association, separate affiliates of Wachovia Securities, LLC and subsidiaries of Wachovia Corporation. All loans are subject to credit approval. Wachovia Bank and Wachovia Bank of Delaware are equal housing and opportunity lenders.
November 3, 2007
Topic: Long Term Care -
Long Term Care Awarenss week as proprosed by the
U.S. Congress is Nov. 4 - 10, 2007
Guest: Jesse Slome, Executive Director
American Association for Long Term Care
Brenda Bufford. Chief
California Parntership for Long Term Care
California Department of Health Care Services
* Insurance services are available through affiliates.
November 10, 2007
Topic: Various Topics:
more on Long Term Care,
being downsized?
retirement plans at the end of the year,
converting IRA's to Roth's,
mutual funds,
annuities,
Bonds & Interest rates,
Costs of investing.......and more
Callers welcome @ 866-873-9463
November 17, 2007
Topic: California's New Deficit numbers's
and what can investors do and prepare for?
Guests: Senator Tom McClintock
Tom Schatz, President - Citizens Against Government Waste
November 24, 2007
Topic A way to help stabilize income (Best of - Replay from Sept. 8, '07)|
Investing your Lump Sum @ Retirement
Guest: David F. Babbel, Sr. Advisor & Vice President CAR International
Fellow The Wharton Finanical Institutions Center
Professor of Insurance & Finance
The Wharton School, University of Pennsylvania
December 1, 2007
Topic: 403(b) Retirement Plans - The Rules are Changing
Guest: Dave Ray, Vice President &
National Practice Leader for Not For Profits Markets
Diversified Investment Advisor's
(Churches, School Districts and others....)
December 8, 2007
Topic 1: Regional Director U.S. Centers for Medicare & Medicaid
Topic 2: FEDERAL SUB PRIME RESCUE PLAN - UPDATE
New program announced Thursday and information on how to access
Guest: Anna Escobedo Cabral, United States Treasurer
Topic 3: Medicare / Medicaid - its open enrollment time
Open enrollment and the latest updates re: Medicare
Guest: Charlotte S. Yeh, MD, FACEP
December 15, 2007
Topic 1: The NEW SUB PRIME Plan
What is the effect on the "Credit Crunch"
Guest: Michael Jones, Chief Investment Officer - Wachovia Securities
Topic 2: Last minute tax issues, mutual fund Cap. Gains & dividends,
AMT, late refunds in 2008 and more.....*
Guest: Ken Waterman, CPA
December 22, 2007
Topic: Giving & Gifting during the Holidays and the entire year
Guest: Community Foundation Sonoma County
If you have done well and/or belong to an organization that
could use financial assistance - this show should be useful.
Special guest - one family who has three generations involved in
their family philanthropy.
December 29, 2007
Topic: Financial Resolutions & Clarification for 2008 investors
Guest: Ken & listeners who would like to call in.
Happy New Year - 2008
January 5, 2008
Topic: The new tax season and the old.
2007 filing and planning for 2008
Guest. Ken Waterman, CPA
Looking for a refund, Will the new AMT affect you,
filing as domestic partners in California,
limits on interest deductions, short sales on Real Estate
IRA's - Regular or Roth, SEP - Ira's, Company Retirement Plans -
Regular or Roth (what should employers think about), and more......
January 12, 2008
Topics: IRAs, 401k's, 403B's how to plan for the new year and last year.
once in a retirement plan how should you invest - what are your options
when should you start and more....
California's Budget Deficit
Guest: Jon Coupal, President - Howard Jarvis Taxpayers Association.
January 19, 2008
Topics: The importance of planning for and in retirement.
Registered Domestic Couples face higher taxes in California
Economic Predictions - how good are they?
and more......
Guest: Ken Waterman,CPA at the half hour
January 26, 2008
Topic # 1 California's Current Budget Situation and related matters.
Topic # 2 Ways to have your property tax lowerd by your local assessor's office
Guest # 1 Senator Tom McClintock
Guest # 2 William F. Rousseau, Chief Deputy Assessor
County of Sonoma
February 2, 2008
Topics: WHAT IS A SAVER SUPPOSED TO DO?
IRA's - Roth and Regular / Refinancing and/or consolidating loans*,
Stocks and Bonds - safety, growth, out pacing inflation / taxes
Asset allocation, indexes, mutual funds, ETF's - Pros and cons of each
Lessons to be learned from the past**,
Income in retirement, setting goals and objectives and more....
Guest: Ken and callers
* Available through affiliates
** Past performance is no guarantee of future results.
February 9, 2008
Topics: Income in retirement -
options and protection of income - if possible
IRA's and Pensions / '07 limits vs. '08 limits
Guest: Ken & Callers
February 16, 2008
Topic: Women's issues and Long Term Care (and the Calif. Partnership)
Guest: Wendy Boglioli - Olympian Gold Medalist in swimming
and motivational speaker.
Product Specialist for Genworth Insurance
February 23, 2008
Topic: IRA Season, yields vs. return
IRA vs. Roth, or a company plan?
CD's, ETF's, Mutual Funds, Seperately Mgd accounts, Annuities, etc.
Safety today vs. purchasing power later
What is cost basis and why is it important?
Ways to generate income now.
Guests: Ken & callers
March 1, 2008
Topic: continuation of last week
IRA contribution limits, IRA consolidation, IRA investment options
Roth vs. Regular IRA's and also company retirement plans, 403b's...
Income in retirement and more
Guests: Ken & callers
March 8, 2008
Topic: Understanding Annuities
Guest: Bob Lewis
Retirement Income Specialist,
Lincoln National Insurance Company
March 15, 2008
Topic: Credit Scores
What are they, how are they done, how to get yours and
how to assure they are correct. What to do if they are not!
Guest: Barry Paperno, Spokesperson
Fair Issac's
March 22, 2008
Topic: Stocks for the Long Run - Yes Even Now!!
What can we learn from history for the long & short term*
Putting recent events in perspective.....more
Guest: Jeremy J. Siegel, Professor of Finance @ Wharton School of the
University of Pennsylvania
His Book:
Stocks for the Long Run -
selected by Businessweek as a must read for investors
Callers welcome
* Past performance is no guarantee of future results.
March 29
Topic: Retire on Less Than You Think Revised
Guest: Fred Brock
Bestselling author, NY Times Guide to Planning Your Financial Future
His Book:
Expanded chapters on Housing, Health Care and more...
Wachovia Securities is not a legal or tax advisor.
April 5, 2008
Topic: IRA Deadline Approaches
Consolidation, Investment Options, Contribution Limits, Required Minimum
Distribution, etc.
Company Retirement Plans:
Limit, Investments, Borrowing from, Fiduciary responsibility, etc.
April 12, 2008
Topic: More on IRA's and the April 15th deadline,
Guest Congressman John Campbell with a new bill
April 19, 2008
Topic: Buying & Selling Real Estate Today
Guest Host:
Ted Horsman, Broker/Owner Re/Max Central Santa Rosa & Windsor
Guest: Leon Creed, Branch Manager, Wells Fargo Home Mortgage
* Wachovia Securities offers lending services through affiliates.
April 26, 2008
Topic: Life Insurance today
- Who needs it & why (family or business)?
- What are your options today?
- Is your policy up to date?
- Is it properly owned?
- Do you have today's lower rates?
- Have you actually compared your choices?
Guest: Richard Killilea, CLU, CHFC
Highland Capital Brokerage
* Insurance products are offered through nonbank insurance agency affiliates of Wachovia and are underwritten by unaffiliated insurance companies. Wachovia Securities, LLC is a separate non-bank affiliate of Wachovia Corporation.
May 3, 2008
Topic: Social Security
Guest: Marvin Mueller
District Manger for Social Security in Sonoma, Ukiah & Lakeport
May 10, 2008
Topic: Investing for Income, investment in a volatile market, mortgage
payments & how to control, calculators to help with credit card
payments and more:
Guest: Ken & callers
May 17, 2008
Topic: Is the market turning, how can you tell?
As an investor what should you be looking for and thinking about?
Spending vs. Revenue - individuals and California...
What is the difference between the market and your portfolio?
How do you start to save and what should you be thinking about?
Guest: Ken & callers
May 24, 2008 - Memorial Day
Special Guest - ASTC Chief Carter, USCG, EMT School
Topic: How to survive the current economic cycle.
Muni Bonds - What did the Supreme Court Rule and why is it important?
Is the cycle over? Getting income in today's low interest rate environment
What was that about, "shop mortgages by payment not rate?"
Do you really need to reallocate and rebalance your portfolio?
What is Estate Recovery vs. Estate Tax (Death Tax)
Guest Host:
Open Mike - with callers and topics you'd like to hear in the future
May 31, 2008<
|
