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

Thursday Dec 07, 2023

Red Money Green Money Ep 10

Thursday Dec 07, 2023

Red money vs Green money. Whats the difference?

Thursday Nov 30, 2023

Difficult to Make Up Losses Ep 9

Thursday Nov 30, 2023

How difficult is it to make up losses?

Thursday Nov 23, 2023

Featuring Tom Hegna E8

Thursday Nov 23, 2023

Today we have Tom Hegna, on the show. Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!