Tom On WSRQ

WSRQ can be heard in Sarasota - Manatee on 106.9 FM and 1220 AM.

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3/27/2014 - The Nilon Report

Tom talks with Gerri Detweiler on the Nilon Report. Topics include preparing for tax season and maximizing your social security benefits.

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11/11/2013 Interview

Tom talks about how to "try out your retirement" and whether you should carry a mortgage in retirement or pay it off early.  Tom & Gerri also talk about creating income from investments and diversifying income streams.

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10/14/2013 Interview

Tom & Gerri talk about the impact of the turmoil in Washington, and how to deal with it.  Tom also discusses annuities, how they work and when to consider using them.  Show interview text here.

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9/16/2013 Interview with Gerri Detweiler

Tom discusses how to get started on a financial plan and find a good advisor.  Tom & Gerri also discuss finding safe income sources and debt in retirement.  Show interview text here.

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Reducing your income risk is crucial when investing

When investing and managing your money, you must consider and deal with a number of potential risks.  Some of these are more important at different times in one’s life. If you are relying on your investments to provide income to pay your expenses, you are rightfully concerned about the stability of income.  Regardless of how you use the income, let’s look at how you can manage these risks and improve the reliability of your overall investment income.

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Why everyone needs to own bonds

Everyone should own bonds or bond-like investments, though you might ask why would anyone want to own bonds at this time? The value in owning bonds is not just for the known rate of income but also to provide a less-volatile rate of return and to provide stability to a portfolio. Providing stability and helping us deal with our instinctual desire to make the wrong moves at the wrong times may have the most value for investors.

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Use your tax forms to boost finances

With the 2016 federal tax return filing deadline of April 18 – yes, that is correct – rapidly approaching, let’s talk about how you can use your tax forms to improve your finances.

Before you file away your 2016 tax forms, spend a few minutes to see how it can help plan your finances and taxes for 2017.

Read the rest of the Bradenton Herald Article.