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Episode 6 – Insurance Expert Greg Schnee In this episode of The Money Experience, Kevin McGarry talks to Greg Schnee from Goosehead Insurance. Greg has over 25 years experience in the insurance industry, and has had his own agency for over 10 years. Listen to find out what Greg means when he says this is […]
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Episode 24 – Third Quarter Review In this episode of Blue Money, Kevin & Jim are helping you prepare for the last quarter of 2023. They start off giving a thorough review of the market during the third quarter of 2023. Listen to find out which month is historically the year’s lowest performing month every
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Episode 23 – Being Smart About Saving for Education In this episode of Blue Money, Jim & Kevin are discussing education planning. Kevin keeps it real and is honest about the cost of financing higher education. Jim gives us the Rule of One-Third concept. Kevin goes over the different investing options for educational savings funds
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Episode 22 – Facts Out on the Max Out In this episode of Blue Money, Jim & Kevin are talking more about retirement accounts. This time the guys are focusing on maxing out your retirement accounts. Kevin gives a great rule-of-thumb metric for calculating an estimate of what you’ll need for retirement. Jim & Kevin
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Episode 5 – Retirement Investments & Taxes with MFS Investment Management In this episode of The Money Experience, Kevin McGarry welcomes Miles Mettenheimer & Doug Orton of MFS Investment Management to talk about IRA planning mistakes when it comes to tax and compliance. Miles wants to demystify investing and remove the intimidation. The guys understand
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Episode 4 – IRA Planning Mistakes with MFS Investment Management In this episode of The Money Experience, Kevin McGarry welcomes Miles Mettenheimer & Doug Orton of MFS Investment Management to the show to talk about IRAs. Hear advice on how to plan and prepare, even when there is uncertainty. Learn about tax diversification and how
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Episode 21 – All About DROP In this episode of Blue Money, Kevin & Jim discuss the ins and outs of DROP. If you don’t know what DROP is, don’t worry, the guys are breaking it down for you and making it easy to understand. Not only are they explaining what DROP is, but they
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Episode 20 – Best Practices for Investing in Stocks In this episode of Blue Money, Kevin & Jim tackle the hot topic of stocks. Kevin starts off by giving a quick current market analysis. The guys speak to the dangers of following the crowd when it comes to investing in stocks. They stress the importance
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Episode 19 – Mid-Year Check-In In this episode of Blue Money, Kevin & Jim are looking at the first half of the year and preparing for the second half of the year. They’re giving suggestions on what to look at when it comes to your income, bills, savings, investments & debts. The guys are making
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Episode 3 – Talking Real Estate with Kate Boyle In this episode of The Money Experience, Kevin McGarry invites Kate Boyle from Keller Williams on the show to speak about purchasing real estate after retirement. They start off by discussing the state of the current market, and Kate explains why it’s always a good time
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