Past Shows - 2009
New Year - 2009
January 3, 2009
Topics: Getting ready for 2008 tax reporting
Increased IRS enforcement in 2008 and
Easiest mistakes to avoid on your taxes
Overview of 2008 year end results - winners and losers
What happened to stocks, bonds, interest rates for income, for home
purchases and refi. in 2009
What are the temporary rules on money markets funds,
Certificate Deposits and the government guarantees?
Guest Host: Ken Waterman, CPA
January 10, 2009
Topics: 2008 investment winners & losers -
general discussion of investment securities, IRA season & company
retirement plans - what to do in 2009?
If leaving your job what are your options with your old plan.
Mortgages - refinancing or buying, what type of loan should you get?
How to get or maintain income in today's markets
Guest: callers and Ken
January 17, 2009
Topics: Income Options (when is 5% really 5%)
Retirement Accounts, Mortgage & Refi update
What to consider when you leave your job
The State of California tax refunds or IOU's
Guest: callers and Ken
January 24, 2009
Topics: Filing taxes for 2008 and planning for 2009
Kiddie tax, Capital Gain tax, taking a ROTH IRA back to a Traditional IRA,
Moving IRA funds to Health Savings Accounts, Mortgage deductions being
tracked by the IRS and why,
Reduction of employer match for retirement plans and more.
Guest: Ken Waterman, CPA
January 30, 2009
Topics: IRA SEASON - Roth or Traditional IRA
Should you contribute to you company retirement plan?
Can a retirement plan be a good emergency reserve vehicle?
RETIRED & NEED INCOME - some things to think about
Mortgage Rates and refinance considerations - UPDATE
BEING DOWNSIZED - some things to consider
Guest: Callers
February 7, 2009
Topics: What's more important - The return OF or ON your $
IRA SEASON - Roth or Traditional IRA
Should you contribute to you company retirement plan?
Can a retirement plan be a good emergency reserve vehicle?
RETIRED & NEED INCOME - some things to think about
Mortgage Rates and refinance considerations - UPDATE
BEING DOWNSIZED - some things to consider
Guest: Callers
February 14, 2009
Topics: When should you take Social Security and
What should you know about Medicare / caid
Guest: Bill Hunot, Financial Planning Analyst
Mr. Hunot spent 27 years as Public Affairs Specialist with the
Social Security Administraton
February 21, 2009
Topic: Investment Opportunities in the Current Environment
Growth and/or Income
Guest: Margaret Patel,
Managing Director and Senior Portfolio Manager, Evergreen Investments
With over 30 years experience managing various Fixed Income and
Equity portfolio, Margaret was nominated twice for
Morningstar's Fixed Income Manager of the Year, was featured
amoung the nation's top 20 mutual fund manager in Market Masters,
has been featured in The Mutual Fund Masters (1995) on CNBC
and has also been quoted in the Wall St. Journal, Baron's,
Money, Business Week, etc.
*This event is sponsored and financially supported by Evergreen Investments and is educational in nature - no company specific products will be discussed
February 28, 2009
Topic's: IRA vs. Company Retirement plans
The advantages of consolidating your accounts
What kind of investments can you have in your IRA
If changing or losing your job, what are your options with
regard to your company retirement plan and your IRA or possible IRA.
What is the "Stretch IRA"
Income options in retirement within and outside your IRA and more.....
Guest: Listeners and callers
March 7, 2009
Topics: 2009 Stimulus Package (What You Should Know)
What is happening to the FDIC?
Still buying company stock in your retirement plan?
IRA's & Retirement Plans / How should you be positioned
If you need money should you take from your retirement plan.
Guests: Callers
David Barr, Spokesperson for the FDIC
March 14, 2009
Topic: IRA Season, why invest now in a retirement account.
Guests: Callers
March 21, 2009
Topic: Real Estate and Mortgages
Refi,loan modification, buying a first home and being preapproved
Guests: Leon Creed, Sales Manager - Well Fargo Home Mortgage
Ted Horsman, Remax Central Santa Rosa
March 28, 2009
Topic:
Guest:
April 4, 2009
Topic: IRA and Tax Season are closing.
Should you have an IRA and do you understand your company retirement
plan.
Most common IRS questions today.
Guest: Ken Waterman, CPA
April 11, 2009
Topic: IRA season is closing. IRA food for thought and how to invest.
April 18th, 2009
Topic: Mutual Funds reach age 85 and they still work
Guest: Joe McDougal, Instiutiional Money Manager, MFS
April 25, 2009
Topic: Taxes are over but you still need to know about new tax laws and how
they affect your investing.
Guest Host: Ken Waterman, CPA
May 2, 2009
Topic: Mortgages and the things you need to know!
Guest: William P. Matz, B.S.,J.D.,LL.M.
William P. Matz is an attorney who specializes in Real Estate Finance
Santa Rosa Chamber of Commerce Buisinsss Expo
May 9, 2009
Topic: What is Safe in Today's Investment World?
How to position for future growth and/or income.
Tax Free, Taxable, Insurance Products
Santa Rosa Chamber of Commerce Buisinsss Expo
Guests: Chris Lynch, Executive V. P. of Santa Rosa Chamber of Commerce
Susan Gorin, Mayor of Santa Rosa
May 16, 2009 (tenative)
Topic: Long Term Care and how to protect your family, your heirs
and your assets.
Guests: Brenda Bufford, Chief-California Dept. of Health Services,
Partnership for LTC
May 23, 2009
Topic: Update on proposed new tax laws and undate on
most recent economic changes investors should keep in mind.
Host: Ken Waterman, CPA
May 30, 2009
Topics: How are you doing so far in 2009?
What is currently happening with interest rates, inflation projections,
the markets and things for investors looking for growth, income or
both need to think about.
Callers welcome!!
June 6, 2009
Topic: Stocks and Bonds
The latest change in the Dow and what it means
Are indexes really a good comparison for mutual funds
Matching your goals to investments and
Options if looking for income.
Callers welcome
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