This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.
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Ep.116 - Don't Derail Your Retirement

A discussion about the economy, and where you should look to put your money in 2024: big caps or small? (1:45) - Is the Job Situation As Good As It Seems? (9:10) - Can Housing and Manufacturing Help Push The Market Higher In The 2nd Half? (12:00) - Where Should You Be Looking To Add To Your Portfolio? (32:00) - Episode Roundup: OC, URI, ETN, NVDA, AAPL, META, SQ

What Stocks Should You Buy Right Now?

Ep.117 - Optimizing Your Retirement Savings

This is one of Tracey’s favorite value stock screens. (0:30) - Finding Strong Investments Using The PEG Ratio (5:40) - Tracey’s Top Stock Picks (18:20) - Episode Roundup: JD, OC, RCL, TM, PPC

Value Investors: Screen with the PEG Ratio

GenZ is starting to invest. What they are buying may surprise you. (0:45) - What Can We Learn From Generation Z Investing Trends? (5:40) - Stocks To Keep On Your Watchlist Right Now (37:00) - Episode Roundup: MSFT, NVDA, SG, RDDT, CEG, RIVN, HOOD

What Are GenZ’s Favorite Stocks?

Ep.118 - Federal Debt Crisis

Warren Buffett likes to buy companies that have moats. Where do you find them? (0:30) - Finding Strong Investments With A Competitive Edge In Their Industries (4:45) - Top Stock Picks With Moats: Tracey’s Watchlist (34:00) - Episode Roundup: AMZN, NFLX, NVDA, URI, HEES, SHW, CTAS, BA, VLO

How to Find Stocks with Moats

There are a bunch of S&amp;P 500 Index ETFs like the VOO and SPY. Which is the top one for investors? (1:30) - Can You Find Success In An ETF That Tracks The S&amp;P 500? (5:45) - SPDR Portfolio S&amp;P 500 ETF: SPLG (13:50) - Invesco s&amp;P 500 Equal Weight ETF: RSP (22:30) - BNY Mellon US Large Cap Core Equity ETF: BRLC (25:00) - Episode Roundup: VOO, IVV, SPY

What is the Best S&P 500 ETF to Buy?

Warren Buffett’s Berkshire Hathaway is now in the Top 7 stocks in the S&amp;P 500. Let’s give it its due. (1:00) - Can Value Investors Gain Exposure Into The Magnificent 7? (5:45) - Tracey’s Top Picks To Keep On Your Radar (26:00) - Episode Roundup: BRK.B, GOOGL, SHW, MAS, AWI Podcast@Zacks.com

Why Berkshire Hathaway Should Be in the Magnificent 7

Ep.119 - Looming Debt Crisis

‘Tis the season to give to others, but this year many donors may be in for a surprise! We’ll talk about changes to the way charitable giving will affect our taxes, thanks to the Tax Cuts and Jobs Act that went into effect this year.

The Retirement Ready radio show is featured every Saturday on WTMJ 620 AM at 1:00 pm.  We will bring you information on: Social Security options, retirement trends, options to retire with life changes and achieving a secure financial future. Listen live:  http://www.wtmj.com/listen-live

Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no obligation to purchase any recommended insurance products. Advice and opinions expressed during Retirement Ready are solely that of the hosts or guests of Drake & Associates, LLC and not WTMJ Radio or Good Karma Brands Milwaukee, LLC.

Charitable Giving and the New Tax Law

Proudly providing wealth management, retirement planning, asset protection  and estate planning. We bring you information on retirement trends, taxes, inflation, social security benefits and achieving a more secure financial future. The financial advisors of Drake & Associates are the voices of the Retirement Ready radio show.
https://go.oncehub.com/scheduleacomplimentaryconsultation

Charitable Giving and the New Tax Law

The Retirement Ready Radio Show

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