Radio Shows – Wealth Enhancement Group

Fees are unavoidable when investing, but how well do you understand the expenses you’re being charged? Bruce and Peg provide an overview of common fee structures and help you evaluate whether you’re getting adequate value from the fees you’re paying. The post Overview of Common Investing Fees appeared first on Wealth Enhancement Group.

Baseball’s All-Star Game is just days away, which makes this the perfect time to reflect on what baseball can teach you about personal finance. Bruce and Peg discuss how the skills of strong baseball teams translate into strong financial plans. The post The Lessons Baseball Can Teach You about Financial Planning appeared first on Wealth Enhancement Group.

With the Fourth of July on the horizon, independence is on many people’s minds. Bruce and Peg outline what you can do to help your children or grandchildren achieve financial independence at a young age. The post Teaching Your Children How to Achieve Financial Independence appeared first on Wealth Enhancement Group.

Chief Investment Officer Jim Cahn and Director of Integrated Advice Strategies Brian Vnak explain what investors need to know following Britain's historic vote to leave the European Union. The post Market Update: Brexit appeared first on Wealth Enhancement Group.

The 2016 DALBAR study found the average equity investor underperformed the S&P 500 by nearly 4% in 2015. Bruce and Peg discuss how your behavior can reduce returns and what you can do to avoid making emotionally based decisions when investing. The post How Your Behavior Can Limit Your Gains When Investing appeared first on Wealth Enhancement Group.

Your 401k is one of most important tools you have to save for retirement. Bruce and Peg discuss common mistakes you should avoid when utilizing your 401k. The post Common 401k Mistakes You Should Avoid appeared first on Wealth Enhancement Group.

During the week of 5/29, Bruce and Peg offer tips for to help new graduates manage their debt and strategies for parents and grandparents to save for future college expenses. The post How Recent Grads Can Better Deal with College Debt appeared first on Wealth Enhancement Group.

Baby Boomers—those born between 1946 and 1964—have unique retirement opportunities and challenges that you need to be ready for. Bruce and Peg provide strategies that can help Boomers be more prepared for these issues when getting ready for retirement. The post Baby Boomers’ Unique Retirement Challenges appeared first on Wealth Enhancement Group.

On the path through retirement, there are several key dates that you need to be aware of. Bruce and Peg outline important ages and deadlines you need to be aware of as you prepare for and progress through retirement. The post Key Retirement Planning Ages & Deadlines appeared first on Wealth Enhancement Group.

All investors face hurdles when working towards reaching their retirement goals, but women tend to face unique challenges in retirement. Bruce and Peg discuss strategies to help women prepare for the challenges that are both in and out of their control. The post What Every Woman Needs to Know about Retirement appeared first on Wealth Enhancement Group.

Estate planning can be one of the most complex areas of comprehensive financial planning. Senior Financial Planner Kate Maier joins Bruce and Peg to provide an overview of estate planning fundamentals. The post Financially Savvy Moves for Your Tax Refund appeared first on Wealth Enhancement Group.

April is nationally recognized as financial literacy month, making it the perfect time to help teach your kids about money. Bruce and Peg outline tips that can help you raise more financially savvy children. The post Raising Financially Responsible Children appeared first on Wealth Enhancement Group.

A recent study from Bankrate.com found that 63% of Americans don’t have the savings needed to cover an unexpected $500 expense. Bruce and Peg provide savings tips to help make saving easier and bolster your bottom line. The post Tips to Help Boost Your Savings appeared first on Wealth Enhancement Group.

Estate planning can be one of the most complex areas of comprehensive financial planning. Senior Financial Planner Kate Maier joins Bruce and Peg to provide an overview of estate planning fundamentals. The post Estate Planning 101 appeared first on Wealth Enhancement Group.

There’s a growing trend among savers to write their financial plan on an index card, but is that a prudent move? Bruce and Peg discuss when your financial plan may need to extend beyond an index card. The post Can Your Financial Plan Fit on an Index Card? appeared first on Wealth Enhancement Group.

Financial planning is complicated, so it’s natural you have questions you may have been uneasy about asking. Bruce Helmer answers five questions about money that you may have been too embarrassed to ask. The post Financial Questions You’re too Embarrassed to Ask appeared first on Wealth Enhancement Group.

You work hard for the money you earn—make sure you’re not paying too much in taxes. Financial advisor and tax specialist Ryan McKeown joins Bruce and Peg to provide three strategies that can help you keep more of your money. The post 3 Tax Strategies to Help You Keep More of What You Earn appeared first on Wealth Enhancement Group.

No matter how much planning you do, you will almost certainly be surprised by something in retirement. Bruce Helmer discusses five of the most surprising aspects of retirement and outlines how you can plan for them. The post 5 Surprising Facts about Retirement appeared first on Wealth Enhancement Group.

Now that’s it’s tax time, are you ready to complete your return? Tax specialist Brian Vnak joins Bruce and Peg to discuss what you need to know before you send your return to the IRS. The post It’s Tax Time! Here’s What You Need to Know appeared first on Wealth Enhancement Group.

It’s common to have an expected retirement age, but many people wind up retiring younger than they plan to. Bruce and Peg outline the factors that could force you into an early retirement and how this could impact your financial plan. The post Factors that Can Derail Your Retirement Date appeared first on Wealth Enhancement Group.

Your “number” often refers to the amount of money you need to save before you retire. How do you know what that number is? Bruce and Peg discuss what you can do to help you estimate how much you may need for retirement. The post What’s Your Retirement Number? appeared first on Wealth Enhancement Group.

Many people have many different perceptions of financial advisors, but are they accurate? Bruce Helmer tackles some of the most common myths people have about financial advisors. The post Dispelling Financial Advice Myths appeared first on Wealth Enhancement Group.

With so much uncertainty in life, it’s important that both partners in a relationship work together when it comes to financial planning. Bruce and Peg discuss the four most critical financial planning issues that you and your partner should work together on. The post 4 Important Financial Planning Issues for Partners appeared first on Wealth Enhancement Group.

It is the time of year when most people are thinking about setting new goals. Bruce and Peg outline tips for identifying goals you should be setting this year, and what you can do to increase the chances you’ll reach the goals you set. The post Financial Goal Setting appeared first on Wealth Enhancement Group.

No matter how much you prepare, life can get in the way to upset your plans. Bruce and Peg address what you can to do to better prepare for the inevitable curve ball life will throw at your financial plan. The post Preparing for the Certainty of Uncertainty appeared first on Wealth Enhancement Group.

Is volatility the new norm? Bruce and Peg discuss how investors can maintain confidence during markets swings both big and small. The post Maintaining Confidence During Bouts of Market Volatility appeared first on Wealth Enhancement Group.

Congress enacted big changes to Social Security last year. Senior Financial Planner Kate Maier joins Bruce Helmer to provide a complete overview of Social Security and to detail how your benefits may be impacted made by the new rules. The post Outlining the Recent Changes Made to Social Security appeared first on Wealth Enhancement Group.

Every year poses unique challenges to your financial plan that you have to be ready for. This week on “Your Money,” Bruce Helmer discusses tips to help get your financial plan off to a strong start in 2016. The post Preparing Your Financial Plan for 2016 appeared first on Wealth Enhancement Group.

Is your budget strained from holiday spending? Bruce Helmer discusses what you can do to avoid overspending in 2016. The post 4 Tips to Help You Avoid Busting Your Budget appeared first on Wealth Enhancement Group.

The holidays are almost over and while you may have purchased all of your gifts, you may still be thinking about giving some financial gifts. Bruce and Peg discuss how to be wise when financially gifting. The post Smart Financial Gifting for Parents and Grandparents appeared first on Wealth Enhancement Group.

Charitable giving is not only emotionally rewarding—it can also help reduce your tax bill next year. Tax specialist Brian Vnak joins Bruce Helmer to explain what you can do to help maximize the tax benefits from your donation. The post Charitable Giving and Tax Planning appeared first on Wealth Enhancement Group.

Congress recently passed changes to Social Security—do you know how you could be impacted? Social Security specialists Brian Vnak and Kate Maier join Bruce and Peg to provide a complete overview of the new Social Security reforms. The post Understanding the Recent Changes to Social Security appeared first on Wealth Enhancement Group.

Those with aging parents are often thrust into the role of helping them manage their finances. Bruce and Peg discuss what you can do to help and how your financial plan may be impacted. The post Financial Planning with Aging Parents appeared first on Wealth Enhancement Group.

In this economy, you can’t just have good investments—you need to navigate the critical path of strategies and decisions at the right time to avoid a costly mistake. Bruce Helmer and Peg Webb will discuss the four different stages of retirement planning and what strategies can help you during each stage. The post Navigating Your Retirement Road Map appeared first on Wealth Enhancement Group.

More and more of people’s assets and information are digital, not physical. James D. Lamm, Estate Planning and Tax Attorney with Gray Plant Mooty, joins Bruce and Peg to discuss how you can ensure your digital assets can be preserved and passed on to the next generation. The post Estate Planning for Digital Assets appeared first on Wealth Enhancement Group.

Based on its complexity, it’s no surprise many people have misconceptions about long-term care insurance. Senior Long-Term Care Insurance Specialist Pam Krejce joins Bruce and Peg to discuss common misconceptions about long-term care insurance. The post Long-Term Care Misconceptions appeared first on Wealth Enhancement Group.

Roth conversions can offer big advantages, but it’s critical to manage their potential tax hit. Tax specialist and Financial Advisor Ryan McKeown joins Bruce and Peg to discuss what to consider before performing a Roth conversion and to provide a few year-end tax strategies that may save you money next spring. The post Roth Conversions and Year-End Tax Planning appeared first on Wealth Enhancement Group.

From market worries over Greece and China to anticipation over rising rates, there’s lots of volatility in the markets. Investment specialist Jim Cahn joins Bruce Helmer to provide an update on the latest market and economic news. The post Market Update appeared first on Wealth Enhancement Group.

Social Security is one of the most complex and confusing topics when it comes to retirement planning. Rhonda Whitenack, Public Affairs Specialist with the SSA, joins Peg Webb to answer your questions for the entire hour. The post Q&A with the Social Security Administration appeared first on Wealth Enhancement Group.

A second marriage later in life can have major financial implications—especially if you have adult children. Bruce and Peg address several financial tips for those in a second marriage. The post Smart Money Tips for a Second Marriage appeared first on Wealth Enhancement Group.

When it comes to making decisions about money, it’s easy to let our emotions get in the way. Doug Lennick, CEO of think2perform, joins Bruce Helmer to explain how you can make financial decisions based on your core values, not your emotions. The post Why Investments Work Better than Investors appeared first on Wealth Enhancement Group.

Of all the expenses you’ll have in retirement, perhaps the hardest to fully prepare for are your health care costs. Bruce and Peg address how to implement an effective health care savings plan as you prepare for retirement. The post Planning for Health Care Costs appeared first on Wealth Enhancement Group.

With all of the options available when purchasing life insurance, it can be difficult to know what one is the best for you. Financial advisor and life insurance specialist Jennie Boland joins Bruce Helmer to discuss what you need to know about life insurance. The post Life Insurance Basics appeared first on Wealth Enhancement Group.

Financial planning often focuses on managing your money through retirement, but it’s also critical to think about what happens once you leave this world. Senior Financial Planner Kate Maier joins Bruce and Peg to provide a complete overview of estate planning. The post Estate Planning 101 appeared first on Wealth Enhancement Group.

Because of the significant challenges women can face when saving for retirement, it’s important to make sure there aren’t any errors in your financial plan. Peg Webb is joined by financial advisor Jennie Boland to cover four financial mistakes that can wreak havoc on women’s financial plans. The post 4 Financial Mistakes Women Should Avoid appeared first on Wealth Enhancement Group.

Financial success can mean different things for different people, but those who have achieved it have many of the same skills. Bruce and Peg discuss five of the most common traits of those who have achieved financial success. The post 5 Habits of the Financially Successful appeared first on Wealth Enhancement Group.

Even after you’re done working, tax planning will still be a critical component of your financial plan. Financial advisor and CPA Ryan McKeown joins Bruce and Peg to offer strategies that can help reduce your taxes in retirement. The post Strategies to Limit Taxes in Retirement appeared first on Wealth Enhancement Group.

Whether you’re still working towards your New Year’s Resolutions or are looking to start fresh with new goals, it’s important to have a plan to achieve them. Bruce and Peg discuss four tips that can help make achieving your financial goals more manageable. The post 4 Tips to Help You Reach Your Financial Goals appeared first on Wealth Enhancement Group.

Back to school season is the best time to review your options for saving for college. Financial Advisor Ken Smith joins Bruce and Peg to provide an overview of the savings vehicles available to help make saving for college more efficient. The post Saving for Future College Costs appeared first on Wealth Enhancement Group.

Is active management or passive management better for investors? What should investors consider when making this decision? Chief Investment Officer Jim Cahn joins Bruce and Peg to provide an overview of the two investment management styles. The post Active vs. Passive Management appeared first on Wealth Enhancement Group.