What does a true financial plan look like? What could be the most important components of a solid financial plan? What should you be looking for? Better yet – do you have a plan, or do you simply have investments? What we tend to find is that most people think they have a plan, but when we break it down and examine it, they have an “analysis,” or a “report,” or some computer-generated system take your personal information and generated a generic, algorithmic result. It’s usually not personal to you, and not custom. Think “cookie-cutter.” So, I ask you again, do you have a “custom” retirement plan, or do you simply have investments? In this episode, we’re going to show you ways to build a custom plan that is designed to fit your needs.

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: 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.

Retirement Ready - Creating a Custom Retirement Plan

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?

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.
https://go.oncehub.com/scheduleacomplimentaryconsultation

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

Tesla shares have plunged as layoffs are announced and revenue is declining. Is this a buying opportunity or should you sell it? (1:00) - Does Tesla Fit Into Your Portfolio Right Now? (9:15) - Breaking Down Tesla’s Performance And Where It Could Be Heading (13:30) - What Impact Could A More Affordable Tesla Have On The Stock? (17:40) - Are Robotaxi’s The Thing of The Future or Is It Being Over Blown? (25:15) - Technical Breakdown of Tesla: Should You Be Buying? (30:00) - Will People Be Renting Out Their Tesla’s Using Turo? (35:10) - Episode Roundup: TSLA, UBER

Tesla: Buy More or Sell It Right Now?

These 5 stocks are Zacks Strong Buys and have the top Style Scores for value. What more could you want? (0:20) - Finding Zacks #1 Ranked Stocks That Are Still Value Stocks (4:45) - Tracey’s Top Stock Picks (21:00) - Episode Roundup: NOA, KBH, MHO, SUZ, JD Podcast@Zacks.com &nbsp;

The Best Dirt-Cheap Stocks to Buy Now

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

Retirement Ready - Creating a Custom Retirement Plan

The Retirement Ready Radio Show

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