Dollars and $ense with Bruce Porter

Are you looking for practical ways to enjoy more travel in retirement—without the stress of overspending or missing out? On this episode, Bruce Porter, CEO of The Resource Center, Inc. in Springfield, MO, dives into why your 60s and 70s can be the best years for adventure, and how good planning gives you the flexibility to make the most of your retirement.We’ll break down what “flexible retirement planning” means for families across the Ozarks, and why most retirees tend to travel more in those early retirement years than later on. Bruce will share strategies for organizing your income, Social Security, and investments so you can embrace new experiences confidently. We’ll cover practical steps to keep your spending sustainable, and tips for making sure your plan remains

Guest host Jennifer Kornblum of Jennifer Kornblum Law, LLC speaks with Tom Trtan on Kolr 10's 'Unscripted' about the Educational Estate Planning Basics meeting hosted by The Resource Center.This event is designed for individuals seeking clear, practical advice on all aspects of estate planning. Connect directly with an experienced estate planning attorney and access essential resources covering wills, trusts, powers of attorney, healthcare directives, tax considerations, and beneficiary updates. Whether you’re looking to establish a living trust or want more information about how to protect your life savings, our educational meeting delivers one-on-one guidance for individuals near Springfield, MO, providing actionable steps tailored to your needs. Rsvp today!

Retirement planning isn’t just financial—it’s about protecting your spouse, taking care of your family, and making sure the people you love have stability. Join Tom Trtan and Bruce Porter on Unscripted as they discuss, ‘Finding the Courage to Retire.’This Valentine’s Day, let ‘Finding the Courage to Retire’ become your guide to giving family the greatest gift of all—security and peace of mind. Contact The Resource Center in Springfield for your signed copy.Visit resourcecenterinc.com or call the office to reserve yours and ask Bruce your retirement questions.Show your loved ones that courage isn’t just for retirement—it’s for those you care about most.

Think your estate planning is all set? Join Springfield estate and retirement planning expert Bruce Porter as he gives Tom Trtan—a self-proclaimed sandwich-generation procrastinator—a rapid-fire trivia challenge covering the real mistakes and triggers Gen X faces.Topics include:“Do I need a will or a trust?”“Who should be the executor, and what actually do they do?”“How often should you update your estate plan?”Get straightforward, practical explanations—no jargon, no scare tactics. Bruce breaks down the essentials so Ozarks pre-retirees, retirees, and families can avoid common oversights and protect what matters most.Ready to put off procrastination and finally get your plan in order?➡️ RSVP for our next estate planning workshop: resourcecenterinc.com/estate-planningBruce Porter is CEO and advisor at The Resource Center, Inc., a regular on KY3’s Money Matters and a trusted source for retirement and estate education across Springfield and the Ozarks. His education-first philosophy helps local families make informed, confident financial decisions.

Unlock the power of Roth IRAs in your retirement planning! In this episode, we explore how tax-free growth, flexible withdrawal options, and estate planning benefits make the Roth IRA a standout choice for your financial future. Whether you're beginning your savings journey or nearing retirement, discover practical strategies to maximize your wealth, boost your confidence, and build lasting peace of mind. Tune in now to learn how a Roth IRA can transform your retirement strategy!

Continue your exploration of financial planning with Part 2 of our series, "Unlocking Wealth: How Insurance Shapes Your Financial Future." 🌟 This segment emphasizes the vital role of insuring your money in wealth accumulation and protection. Gain insights into strategic use of various insurance products to strengthen and secure your financial portfolio. 🛡️ Perfect for both newcomers and experienced planners, this video highlights practical approaches for integrating insurance into your wealth-building efforts. 🔍 Discover how insuring your money unlocks the full potential of securing your financial future and optimizing prosperity! 📈

Learn how insurance is essential in safeguarding your financial future in this enlightening video! 🌟 We delve into the different types of insurance, their significance in thorough financial planning, and how they protect you and your loved ones from unforeseen events. 🛡️ Whether you're starting with financial planning or enhancing your strategy, this guide provides valuable insights to keep you ready. 🔑 Join us to unravel the complexities of insurance and discover its power to secure your financial well-being. 📈

Bruce Porter discusses the Election and the effects on your portfolio on this weeks podcast on Kolr10's Ozarks Live.

Financial Expert Bruce Porter offers finance tips with host Will Worsham

Bruce reviews what to do and not do with your tax refund in 2024.  Don't over pay the government, but if you do let's maximize the amt you keep and spend it wisely!

Bruce Porter explains a few important financial planning keywords that should be on your radar.

Investment Advisory products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.This TV show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.The Resource Center is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center.Appearance on Dollars and Sense is a paid placement. 1931581 – 8/23

Insurance products are offered through the insurance business The Resource Center Insurance Services, LLC. The Resource Center, Inc. is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by The Resource Center Insurance Services, LLC are not subject to Investment Advisor requirements. AEWM and The Resource Center Insurance Services, LLC are not affiliated companies. 1854783 - 06/23

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 1728330 3/23

Insurance products are offered through the insurance business The Resource Center Insurance Services, LLC. The Resource Center, Inc. is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by The Resource Center Insurance Services, LLC are not subject to Investment Advisor requirements. AEWM is not affiliated with The Resource Center Insurance Services, LLC. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.The Resource Center, Inc. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc. This TV show is a paid placement. 01712665

Bruce explains the recent changes to the SECURE Act, passed by Congress in Dec 2022.  Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.  1703253 2/23

Bruce Porter discusses his vision for the Resource Center and sound financial thinking.

4 ways to know you're bad with money

Make your financial health a priority this year.  Bruce explains why and how on Ozarks Live with Tom Trtan.

Listen to Bruce Porter explain one of the easiest savings tools that he recommends all the time.  

4 HUGE $$$ MISTAKES YOU DON'T WANT TO MAKEInvestment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies.  #1505449

Life Insurance can be an expense you don't want to pay, let alone think about.  In this video Bruce reviews the Why's and How's of Life Insurance.   01479597

"Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. This video show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center. 1471586 - 09/22."

Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.The Resource Center, Inc. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc.. 1454760 - 8/22This show is a paid placement.

This TV show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.The Resource Center, Inc. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc.. 1446676 - 8/22This TV show is a paid placement.

Talk about a TOUGH few years 🤪 It may sound crazy, but 2022 and 2023 have AMAZING potential for financial growth. It's all about choosing the right KIND of strategy for your goals. Whether you're just starting your career or ready to cut into some party cake and enjoy your golden years, here's some advice that I really hope you'll consider! My goal is for all of my clients to have the retirement they've always dreamed of. 

You can contact our trusted financial advisors at The Resource Center by calling 417-882-1800, sending an email at [email protected], or by filling out a brief contact form at https://www.resourcecenterinc.com/con...Disclaimer: Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM).  AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center#FinancialHealth #PersonalFinance #FinancialAdvice #Recessionproofinvesting #MarketDepressions

Worst 5 MONEY TRAPS to Avoid during Financial Crisis in 2022 - Save $$$ During a Recession

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.  Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies. 1337630- 5/22

📈Investment Planning key points:- Make sure your Investment plan includes an educated distribution strategy-As you are investing, understanding what money will and won't be taxable can be very beneficial in the long run.

Roth IRA vs. Traditional IRA for Beginners - Roth IRAs explained, Traditional IRA Pros & Cons

Growth Tips for IRA & 401k - 2021 Tax Season, IRA Contribution Limits, & 401k In-Service RolloversDon't forget to SUBSCRIBE by clicking here: http://www.youtube.com/c/TheResourceC....Pickup a copy of my book "Finding the courage to retire"https://www.amazon.com/Finding-Courag...GET ALL MY LATEST BLOGPOSTS: https://www.resourcecenterinc.com/blog/LET'S SOCIALIZE! Facebook: https://www.facebook.com/Resourcecent...Linkedin: https://www.linkedin.com/company/the-...Investing involves risk, including the potential loss of principal.  Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM).  AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center 01264270 03/22

2022 Investing Guide: GROWTH vs. VALUE - Investing Tips for Young People & Near-Retired PersonsThis show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center, Inc.is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc.. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. 1261284 - 3/22

FIGHTING HIGH INFLATION: 2022 Inflation Crisis EXPLAINED & How Inflation Could Affect Your Retirement1252538 - 3/22

This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center, Inc.is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc..All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. 1241083 - 3/22

Eat your salads and take a walk, things we know will benefit our health, but what about your financial health?   Hear Bruce's tips in this episode.#financialhealth #financialfreedom #financialliteracy #personalfinance #financialwellness #budgeting #financialeducation #financialindependence #finance #mentalhealth #financialplanning #debtfree #debtfreecommunity #financialtips #moneytips #debtfreejourney #financialpeace #wealth #money #financialgrowth #physicalhealth #financialcoaching #moneymatters #financialgoals #financialmanagement #savemoney #spiritualhealth #financialempowerment #moneymanagementThis show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center, Inc.is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. 1224531 - 2/22

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Bruce Porter talks to Ozarks Live about our monthly Estate Planning Meetings.  It's a great place to start, gather information, and get your questions answered.https://www.resourcecenterinc.com/estate-planning/Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies. 01214453 -  2/22

Bruce describes why Annuities should be the newest asset class.  Investing involves risk, including the potential loss of principal.  Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM).  AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center.  1154094 - 12/21

In this segment of Ozarks Live with Joy Robertson and Tom Trtan, Bruce reviews how a Roth IRA works and why you may want to invest in one!   www.resourcecenterinc.comPick up a copy of my book "Finding the courage to retire" HereGET ALL MY LATEST BLOGPOSTS: HereInvesting involves risk, including the potential loss of principal.  Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM).  AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center 01154085

Medicare, Auto Insurance, Financial Advice and Estate Planning are our top departments at The Resouce Center.  Watch how we have evolved into 'A Resource For Everyone.'Investing involves risk, including the potential loss of principal.  Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM).  AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center.  1110517 - 11/21. 

This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. This TV segment is a paid placement. 1096366 - 11/21

Need to pay down debt?  Don't forget about the low interest-earning cash in your Life Insurance Policy.

Take control of your 401(k) and protect from a market downturn with an In- Service Rollover.  If you are 59 1/2,  don't be a passive investor and become a victim of Wall Street!  Give me a call today at 417-882-1800.   www.resourcecenterinc.com This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Our firm does not provide tax or legal advice. This TV segment is a paid placement. 1064885 - 10/21

Are you in the phase of life where you are raising kids and taking care of aging parents?  According to AARP in 2017, there were 41 million unpaid family caregivers, who provided an estimated 34 billion hours of care- worth $470 billion.GET ALL MY LATEST BLOGPOSTS: https://www.resourcecenterinc.com/blog/1050845 - 9/21

Financial Expert Bruce Porter joins host Will Worsham to discuss recent and upcoming events and how to save money while still using a credit card.

Can't qualify for Life Insurance, but you would still like to leave your kids tax-free money?   Take a look and give me a call to help.  417-882-1800.Investing involves risk, including the potential loss of principal.  Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM).  AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center.  1042550-9/21

Are you reviewing your Retirement Plan with your advisor?  With constant tax, pandemic, and market change it's essential to review often to be sure you are aware of any changes that could affect your Retirement plan.  Give us a call, we will be happy to talk or give you a second opinion.