Past Shows 2011

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Past Shows

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December 24, 2011

Burk discusses retirement income planning, comprehensive financial advisors compared to investment advisors, and moving a 401k when you change jobs.  He also takes calls from listeners about beneficiary IRAs, and disappointing bank interest rates.

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December 17, 2011

Burk discusses holiday shopping tips.  He also takes calls from listeners regarding real estate inside of your IRA, nursing home expenses, estate planning, and pension income.

November 19, 2011

Burk and Shawn discuss social security and short term goals vs. long term goals.  They take calls from listeners regarding why to invest, how divorcee social security benefits work, and how to access retirement accounts without paying a penalty.

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November 12, 2011

Burk discusses the need for comprehensive financial planning – especially for those approaching retirement.  He also takes questions from listeners regarding Roth IRA beneficiary options and what to do with inherited stocks, such as paying off a mortgage or leaving the money invested.

November 05, 2011

Burk discusses one of the biggest mistakes investors make with their retirement accounts.  He also takes calls from listeners regarding 401(k)s, 403(b)s, CDs, penny stocks, utility stocks, insured munis, and beneficiary mistakes.

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October 29, 2011

Burk discusses a recent study from the Employee Benefit Research Institute which suggests that many boomers are at risk of outliving their retirement savings.  He also covers some tips investors can use to help reduce this risk.  Burk answers questions from listeners regarding 401(k) rollovers, investing proceeds from required minimum distributions of retirement accounts, and the potential tax treatment of IRAs upon death.

October 01, 2011

Burk discusses Roth IRA re-characterization and a potential danger of cash value life insurance.  He also calls from listeners about Roth IRA conversions, what to do with idle cash, types of life insurance, and beneficiary IRAs.

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September 24, 2011

Burk discusses pensions and “lost pensions.”  He also discusses the fact that bonds may not be as safe as you think they are.  He takes calls from listeners about gold, the market, pension options, and EE savings bonds.

September 17, 2011

Burk discusses retirement income planning, comprehensive financial advisors compared to investment advisors, and moving a 401k when you change jobs.  He also takes calls from listeners about beneficiary IRAs, and disappointing bank interest rates.

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September 10, 2011

Burk discusses social security and the possibility of double taxation on retirement accounts.  He also takes calls from listeners about fixed indexed annuities, life settlements, and alternatives for cash reserves.

August 27, 2011

Burk discusses why everyone should at least consider a Roth IRA.  He also takes calls and questions from listeners regarding student loans, 401(k)s, estate planning, annuities, and IRA required minimum distributions.

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August 20, 2011

Burk discusses long term health care with special guest, Cathy Flanagan.  He also discusses recent changes to social security and takes questions from listeners regarding wills and trusts, living wills and long term care.

August 08, 2011

Burk discusses recent market turmoil.  He also takes calls from listeners regarding 401K allocation; potential advantages of holding more bonds in tax deferred accounts and more stocks in taxable accounts, in service 401(k) rollovers and Roth IRA conversions.

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July 30, 2011

Burk discusses social security issues and what happens to your retirement accounts when you pass away.  He also takes calls from listeners regarding social security, life settlements and living trusts as beneficiary.

July 23, 2011

Burk discusses estate planning with special guest, Board Certified Estate Planning Attorney, Blair Norman.  Burk also takes calls from listeners regarding Roth IRA conversions, 401Ks and pensions.

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July 09, 2011

Burk discusses a recent baby boomer survey about retirement and some of the worst decisions retirees make.  He also takes calls from listeners about 401(k) rollovers, Roth IRAs vs Traditional IRAs and using annuities for income.

June 25, 2011

Burk discusses how ERISA plans may disinherit beneficiaries and he discusses common 401(k) mistakes.  He takes calls and emails from listeners regarding IRA contribution rules, what to do with an old 401(k), what percentage to invest in company retirement plans, how the required distribution rules work at age 70 1/2 and how and where to start investing for retirement

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June 04, 2011

Burk discusses one of the biggest mistakes investors often make.  He also takes calls from listeners about IRA distribution mistakes, investing in short term bonds vs. long term bonds, Roth IRA conversions, and 401(k) loans.

May 14, 2011

Burk discusses estate planning with special guest, Board Certified Estate Planning Attorney, Blair Norman.  Burk also takes calls from listeners regarding Roth IRA conversions, 401Ks and pensions.

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May 07, 2011

Burk discusses planning for retirement, estate planning, and new trends for baby boomers entering retirement.  He also takes calls from listeners regarding 457 plan options, powers of attorney, guardianship vs healthcare power of attorney, and exposure to gold. 

April 23, 2011

Burk discusses social security longevity, taxation, and penalties.  He also takes calls from listeners about stock options, social security, bonds, 403(B)s, and IRAs.

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April 16, 2011

Burk discusses the differences in Traditional IRAs and Roth IRAs.  He also discusses changes to social security and takes questions from callers about ramifications of inherited IRAs, taxation of inherited CDs, possibility of accessing funds from an IRA to purchase a home, rollover of thrift savings plans, and risks of investing in life settlements.

April 09, 2011

Burk discusses a recent Retirement Confidence Survey.  He also takes calls from listeners regarding Beneficiary IRAs, Rollovers from employer plans, estate and income tax planning, and social security.

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March 26, 2011

Burk discusses social security, the market, and baby boomers moving into retirement.  He also takes calls from listeners about social security and annuity taxation, income tax planning, and long term capital gains.

March 12, 2011

Burk discusses long term care and retirement income planning.  He also discusses the accumulation phase versus the distribution phase of investments.  He takes calls from listeners about Roth IRA conversions and Direct Rollovers from and employer plan to an IRA.

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March 05, 2011

Burk discusses identity theft, 401(k) contributions, and pensions.  He also takes calls from listeners about required minimum distributions from IRAs, Roth IRA conversions, and a possible “flat-tax.”

February 19, 2011

Burk discusses the Super Bowl and other trivia, Roth IRA conversions, and proactive tax planning.  He also takes calls from listeners to delve into some specific scenarios where Roth conversions might make sense.

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February 12, 2011

Burk talks about bank rates, changes to Social Security laws, the importance of long-term care protection, and Roth IRA conversions.  He also provides guidance to listeners calling in with questions on these topics, as well as questions about lost CD records and 403b rollovers.

February 05, 2011

Burk discusses the Super Bowl and other trivia, Roth IRA conversions, and proactive tax planning.  He also takes calls from listeners to delve into some specific scenarios where Roth conversions might make sense.

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January 29, 2011

Burk talks about bank rates, changes to Social Security laws, the importance of long-term care protection, and Roth IRA conversions.  He also provides guidance to listeners calling in with questions on these topics, as well as questions about lost CD records and 403b rollovers.

January 22, 2011

Burk discusses facts about the market, Social Security changes, and interesting money facts.  He also takes calls from listeners with questions about Roth IRA conversions and municipal bonds.

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January 15, 2011

Burk discusses financial resolutions for the New Year; upcoming changes to social security; and some of the risks of investing in bonds. He also takes calls from listeners about annuities; oil and gas investments; options; and special-needs planning for a disabled child.

January 08, 2011

Burk discusses income tax planning, estate planning and social security.  He also takes calls from listeners about self employed retirement plans and investing in commodities.

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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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