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Daily IQ Retirement Brief 8/22/25

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Can Viagra help prevent Alzheimers? New research and trials done by the venerable Cleveland Clinic say YES. We have that intriguing Wall Street Journal report in the Market Intel segment, then Shelley Grandidge joins us to review opportunities and warnings in the area of health insurance and Medicare.   MASTERING MONEY is on the air!!!

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Daily IQ Retirement Brief 8/21/25

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So, how much money can you give away to loved ones WITHOUT triggering a GIFT INCOME TAX? What’s the limit? The answer shocks most people—in fact, you can give away a million or more, with zero income tax on the gift. It’s part of IRS code, but often misunderstood. We’ll present a complete rundown of gift tax myths–and solid answers in the Market Intel Segment, then we’ll learn how the IRS is clamping down on tax sheltered trusts–with penalties, fines, and jail time.  Don’t miss it–MASTERING MONEY is on the air!!!

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Daily IQ Retirement Brief 8/20/25

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 When one spouse dies, typically the Mrs, there are some serious tax disadvantages that may be avoided with some advanced planning.  One of them is known as the “Widow’s Tax”—  We’ll review one widow’s story in the Market Intel Segment and how to avoid the pitfalls, then we’ll delve into strategies for allocating retirement money in the new administration.  MASTERING MONEY  is on the air!!!

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Whether for you or for a parent, the growing cost of Long Term Care is worth addressing in a retirement strategy. Assisted living facilities, care givers in the home, and nursing homes are getting more expensive all the time and will not be cheaper when you get there. Today, we’ll review the triggers for qualifying for long term care benefits known as the 6 Activities of Daily Living–and how to pay for it all. MASTERING MONEY is on the air!!

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Daily IQ Retirement Brief 8/19/25

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Today on Mastering Money…It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts.    “MOTLEY FOOL MONEY”  is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm!  First we’ll update breaking financial news and get a read on all the indexes, THEN,  we’ll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON’T want to miss! — A jam-packed show –and we’re READY TO ROLL !    … MASTERING MONEY IS ON THE AIR!!!  

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Daily IQ Retirement Brief 8/18/25

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