Segments with Chris Rodgers

Retirement “V” For Victory!

Retirement “V” For Victory!

Consider This Program with Joe Clark, CFP and Chris Rodgers. In this segment we will cover: Find out why taking social security at 70 may make the most financial sense. Social Security and taxes play a bigger role in your retirement than you think. Schedule your...

Back To Basics: Social Security

Back To Basics: Social Security

Consider This Program with Joe Clark, CFP and Chris Rodgers. In this segment we will cover: Deciding when to take your benefit may be a million-dollar decision. Do you have the information to make the best decision? Schedule your complimentary Next Steps meeting...

IRA’s – Roth Conversions

IRA’s – Roth Conversions

Consider This Program with Joe Clark, CFP and Chris Rodgers. In this segment we will cover: The current tax code is one sale, and the discount might be ending soon. Find out if it makes sense to pay lower taxes today for a more tax-efficient future. Schedule your...

Student Housing Costs How Much!?

Student Housing Costs How Much!?

Consider This Program with Joe Clark, CFP and Chris Rodgers. In this segment we will cover: There are many options for your kids and grandkids when it comes to student housing. Coming up we will discuss things to consider when determining the most optimal housing...

Student Housing Costs How Much!?

What To Consider When Relocating

Consider This Program with Joe Clark, CFP and Chris Rodgers. In this segment we will cover: Your heart can travel, and your homes can change over time. There are things to consider when relocating, whether part-time or full-time. What are the reasons to relocate, when...

Recent Posts

Categories