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Your Money Momentum

Jan 31, 2020

Clients always ask us if social security will be around when they retire. This episode of Your Money Momentum helps answer this question and brings you interesting facts as well as timing discussion to help you maximize your benefits. We’ll also cover Medicare strategies for people who want to retire before...


Jan 17, 2020

Episode one brings you a friendly market debate and 2020 outlook with host Tom Kennedy, CFP® and GWA Founder and President Kris Maksimovich, AIF®, CRPC®. In this show they give you their base, best and worst predictions for the coming year, get a little bullish and bearish, and dish on the coming presidential...