The Safe Retirement Money Guy’s Podcast
Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank. Bill and his wife Charlotte have been married 45 years and have four adult children and four grandchildren. Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate. Bill has been helping clients manage their financial lives since 1988. Bill spent 13 years in banking as a Trust Officer in Florida and Michigan, 5 years as a broker with Smith Barney in Troy, MI and has owned his own firm since 2004, located in Almont, MI which is 40 miles north of Detroit. At the end of 2014 Bill exited the securities side of his practice to offer only “Safe Money” programs for his clients. While offering “At Risk” investments such as mutual funds, ETFs and individually managed portfolios of stocks ...
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Episodes
Tuesday Apr 15, 2025
Tuesday Apr 15, 2025
In this podcast episode, Bill discusses the history of Tariffs in the United States and how President Trump's Tariffs are currently impacting the market as well as the anticipated future boon to our economy and markets.
Monday Mar 10, 2025
Monday Mar 10, 2025
In this podcast Bill get's somewhat technical and explores the ins and outs of IRA Required Minimum Distributions (RMDs) and Post Death Distributions.
Friday Mar 07, 2025
Friday Mar 07, 2025
In this episode Bill talks about converting traditional IRA accounts to Roth IRA accounts, covering the tax implications and benefits of doing Roth Conversions.
Sunday Mar 02, 2025
Sunday Mar 02, 2025
If you are retired from the federal government and part of the civil service retirement system, retired from a community college, K-12, or a retired firefighter, police officer, or retired from a state agency or municipality, this may be some very good news for you. The Social Security Fairness Act of 2023 was signed into law on January 5, 2025. The act eliminates the Windfall Elimination Period WEP and the Government Pension Offset GPO. The bottom line is you could be entitled to significant retroactive monetary reimbursement and an increase in your Social Security benefit going forward.
Tuesday Feb 25, 2025
Tuesday Feb 25, 2025
In this podcast episode Bill and his publisher introduce chapter seven of his newest book, Stewarding Your Retirement: Earthly and Eternal Rewards of Stewardship. We will discuss earthly rewards and eternal impact, providing for your descendants, helping the poor and the weak, honoring God, supporting ministries, releasing obstacles to stewardship, entitlement and resentment, sacrifice, pride, the heart of a faithful servant, redemption, transition to crowns, and so much more.
Saturday Feb 22, 2025
Saturday Feb 22, 2025
Bill and his publisher introduce and talk about Chapter Six of Bill's newest Book, Stewarding Your Retirement. Chapter Six: Safe Money and Biblical Stewardship.
In Chapter Six you will learn: What the bible says about safe money. Safety and growth. Protection. Provision for tomorrow. Your daily bread.
Tuesday Feb 18, 2025
Tuesday Feb 18, 2025
In this introduction to Chapter Five of Bill's newest book, Stewarding Your Retirement, Stewardship Investment Options, Bill and his publisher talk about annuities which date back to the Roman Empire, the different kinds of annuities, some good and some not so good, call options to give you market gains but none of the risk of loss, annual reset to lock in your gains, guaranteed lifetime income, long term care solutions, indexed universal life insurance, precious metals, the four bucket approach, estate planning and peace of mind with safe money and so much more.
Saturday Feb 15, 2025
Saturday Feb 15, 2025
Bill introduces Chapter Four of his newest book, "Stewarding Your Retirement": Biblical Stewardship and Eternal Wealth
Tuesday Feb 11, 2025
Tuesday Feb 11, 2025
Bill introduces Chapter Three of his newest book, Stewarding Your Retirement: The Truth About Financial Stewardship on Wall Street
Friday Feb 07, 2025
Friday Feb 07, 2025
Bill introduces and discusses Chapter Two, "Wall Street-A house Divided By Risk", in his new book, "Stewarding Your Retirement".