Past Shows 2010

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December 18, 2010

Burk discusses year-end planning and upcoming changes to social security.  He also takes calls from listeners regarding 401(k) rollovers and social security.

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December 04, 2010

Burk discusses estate planning, portfolio rebalancing, and Roth IRA conversions.  He also takes calls from listeners regarding inherited annuities and 401(k) contribution amounts.

November 20, 2010

Burk & Shawn discuss Retirement Income Planning.  They also take calls from listeners regarding IRA Rollovers from employer retirement plans, online banks, and commercial real estate.

November 13, 2010

Burk discusses estate tax planning and estate taxes vs. income taxes.  He also takes listeners questions regarding social security taxation, Inherited Roth IRAs and bypass trusts.

November 06, 2010

Burk & Shawn discuss income tax planning and the risks of investing in bonds.  They also take calls from listeners regarding: Roth IRA conversions; Roth conversion rules vs. Roth contribution rules; and beneficiary IRAs.

October 16, 2010

Burk & Shawn discuss retirement income planning and income tax planning.  They also take listeners’ questions about rollover mistakes, cashing out retirement account to pay for house, and whether to contribute to a 401k or Roth 401k.

October 09, 2010

Burk discusses Estate Planning and estate taxes.  He also takes listeners questions about social security and powers of attorney.

September 25, 2010

Burk discusses IRA Rollover mistakes and why investors often have “scattered investments.”  He also takes listeners’ questions about credit card debt, annuities, and buying real estate.

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Your Money with The Rosenthals discusses investment strategies that may not be appropriate for all investors. Discussions are presented for informational purposes only and should not be construed as recommendations and/or advice. Investment decisions should be based on risk tolerance, time horizon, tax situation and other individual factors. Investors should analyze their own unique situation and explore their options with the help of a qualified financial professional prior to carrying out any investment strategy. Investments are inherently risky and the value of the investments will fluctuate with changes in market conditions. Consideration should be given to the possible loss of a part or all of principal invested.

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