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 Apr 11, 2024
Thursday Apr 11, 2024
Listeners are encouraged to rethink traditional investment strategies that rely on complex financial instruments and instead consider simpler, more secure options. The episode underscores the significance of proactive financial planning, emphasizing the value of protecting retirement savings from unpredictable market forces.
Tuesday Apr 02, 2024
Tuesday Apr 02, 2024
Bill discusses the importance of understanding how to take your social security benifits.
Monday Mar 18, 2024
Monday Mar 18, 2024
Bill discusses the importance of considering long-term care when planning for your retirement.
Sunday Mar 10, 2024
Monday Mar 04, 2024
Saturday Feb 24, 2024
Saturday Feb 24, 2024
Bill discusses how he likes to look at saving for retirement as a plan for living, rather than a plan for dying.
Friday Feb 09, 2024
Wednesday Feb 07, 2024
Wednesday Jan 31, 2024
Friday Jan 19, 2024