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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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Episode 18 – Maximize Your Tax Refund In this episode of Blue Money, Jim & Kevin invited Bruce Goldstein, Certified Public Accountant, to come on the show to help our law enforcement agents get the most of their tax filing this tax season. The filing deadline for this year is April 18 so it’s quickly
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Episode 17 – Estate Planning In this episode of Blue Money, Kevin & Jim invite David J. Balcer, attorney at law, to have an in depth conversation about wills and estate planning. It’s a conversation many people don’t like to have, but it is a necessary one. Listen to find out all the reasons why
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Episode 2 – Conversation with Jeff Rieder of Wauch, Maloney & Co. The Money Experience · Episode 2 – Conversation with Jeff Rieder of Wauch, Maloney & Co. In this episode of The Money Experience Kevin McGarry is having a candid conversation with Jeff Rieder, Certified Public Accountant & Managing Partner at Wauch, Maloney
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Episode 1 – Forecasting for 2023 The Money Experience · Episode 1 – Forecasting for 2023 In this episode of The Money Experience, Kevin McGarry is speaking with Frank M. Betsch, the founding partner of Valley Financial Group. With over 42 years of financial planning experience, Frank has helped thousands of people retire. The goal
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Episode 16 – Year-End Checklist In this episode of Blue Money, Jim & Kevin are discussing 2022 in review. They’re also providing a checklist for you to use at the end of this year, to make sure you’re in the best financial standing you can be going into the new year. Kevin has a great
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