http://www.RRP.com Your Money! is a call-in radio talk show dedicated to Money & Retirement. Hosted by Certified Financial Planner™ professional, Burk Rosenthal. The program airs in the Fort Worth/Dallas area each Sunday morning from 7am to 8 am on NewsTalk 660 KSKY. This program is intended for informational & educational purposes only. Consult with a qualified professional before making any financial decisions. Your Money! is a call-in radio talk show dedicated to Money & Retirement. Hosted by Certified Financial Planner™ professional, Burk Rosenthal. The program airs in the Fort Worth/Dallas area each Sunday morning from 7am to 8am on NewsTalk 660 KSKY. Your Money! http://www.RRP.com http://www.rrp.com/pops/YourMoneyArt144x144.png 144 144 Business en-us 2012. All rights reserved. Wed, 01 Feb 2012 13:26:43 GMT Wed, 01 Feb 2012 13:26:43 GMT Poderator.com wbrcobra@gmail.com(Rosenthal) wbrcobra@gmail.com(Rosenthal) Rosenthal wbrcobra@gmail.com Burk Rosenthal no 1 http://www.rrp.com/pops/YourMoneyRosenthals020512.mp3 http://www.rrp.com/pops/YourMoneyRosenthals020512.mp3 Burk Rosenthal Burk Rosenthal Burk discusses social security and financial issues surrounding aging parents. He also takes questions from listeners about 403(b)s, Roth IRAs, 401(k) rollovers and social security. Burk discusses social security and financial issues surrounding aging parents. He also takes questions from listeners about 403(b)s, Roth IRAs, 401(k) rollovers and social security. Wed, 01 Feb 2012 13:26:43 GMT Burk discusses social security and financial issues surrounding aging parents. He also takes questions from listeners about 403(b)s, Roth IRAs, 401(k) rollovers and social security. Burk discusses social security and financial issues surrounding aging parents. He also takes questions from listeners about 403(b)s, Roth IRAs, 401(k) rollovers and social security. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:12 Business http://www.rrp.com/pops/YourMoneyRosenthals020512.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals012912.mp3 http://www.rrp.com/pops/YourMoneyRosenthals012912.mp3 Burk Rosenthal Burk Rosenthal Burk discusses the market and prior market performance. He also shares several of his top income tax planning tips for 2012 and takes calls from listeners regarding aging parents, taxation of dividends, Roth IRA conversions and IRA Required Minimum Distributions. Burk discusses the market and prior market performance. He also shares several of his top income tax planning tips for 2012 and takes calls from listeners regarding aging parents, taxation of dividends, Roth IRA conversions and IRA Required Minimum Distributions. Wed, 25 Jan 2012 12:44:51 GMT Burk discusses the market and prior market performance. He also shares several of his top income tax planning tips for 2012 and takes calls from listeners regarding aging parents, taxation of dividends, Roth IRA conversions and IRA Required Minimum Distributions. Burk discusses the market and prior market performance. He also shares several of his top income tax planning tips for 2012 and takes calls from listeners regarding aging parents, taxation of dividends, Roth IRA conversions and IRA Required Minimum Distributions. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:08 Business http://www.rrp.com/pops/YourMoneyRosenthals012912.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals012212.mp3 http://www.rrp.com/pops/YourMoneyRosenthals012212.mp3 Burk Rosenthal Burk Rosenthal Burk discusses income tax planning and shares five of his top ten tax planning tips for 2012. He also takes calls from listeners about investing in bankrupt stocks, life settlements, on-line banks and Roth IRA conversions. Burk discusses income tax planning and shares five of his top ten tax planning tips for 2012. He also takes calls from listeners about investing in bankrupt stocks, life settlements, on-line banks and Roth IRA conversions. Wed, 18 Jan 2012 07:54:11 GMT Burk discusses income tax planning and shares five of his top ten tax planning tips for 2012. He also takes calls from listeners about investing in bankrupt stocks, life settlements, on-line banks and Roth IRA conversions. Burk discusses income tax planning and shares five of his top ten tax planning tips for 2012. He also takes calls from listeners about investing in bankrupt stocks, life settlements, on-line banks and Roth IRA conversions. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:07 Business http://www.rrp.com/pops/YourMoneyRosenthals012212.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals011512.mp3 http://www.rrp.com/pops/YourMoneyRosenthals011512.mp3 Burk Rosenthal Burk Rosenthal Burk discusses income tax planning for the New Year. He also discusses three New Year’s investment resolutions and takes calls from listeners about 401Ks and Roth IRAs. Burk discusses income tax planning for the New Year. He also discusses three New Year’s investment resolutions and takes calls from listeners about 401Ks and Roth IRAs. Wed, 11 Jan 2012 12:57:47 GMT Burk discusses income tax planning for the New Year. He also discusses three New Year’s investment resolutions and takes calls from listeners about 401Ks and Roth IRAs. Burk discusses income tax planning for the New Year. He also discusses three New Year’s investment resolutions and takes calls from listeners about 401Ks and Roth IRAs. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:07 Business http://www.rrp.com/pops/YourMoneyRosenthals011512.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals010812.mp3 http://www.rrp.com/pops/YourMoneyRosenthals010812.mp3 Burk Rosenthal Burk Rosenthal Burk discusses estate taxes and income taxes and also discusses income tax planning for 2012. He takes calls from listeners regarding disappointing bank yields, required minimum distributions from IRAs, paying off debt vs investing, and pension decisions. Burk discusses estate taxes and income taxes and also discusses income tax planning for 2012. He takes calls from listeners regarding disappointing bank yields, required minimum distributions from IRAs, paying off debt vs investing, and pension decisions. Mon, 09 Jan 2012 08:48:06 GMT Burk discusses estate taxes and income taxes and also discusses income tax planning for 2012. He takes calls from listeners regarding disappointing bank yields, required minimum distributions from IRAs, paying off debt vs investing, and pension decisions. Burk discusses estate taxes and income taxes and also discusses income tax planning for 2012. He takes calls from listeners regarding disappointing bank yields, required minimum distributions from IRAs, paying off debt vs investing, and pension decisions. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:10 Business http://www.rrp.com/pops/YourMoneyRosenthals010812.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals122411.mp3 http://www.rrp.com/pops/YourMoneyRosenthals122411.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Fri, 06 Jan 2012 11:08:17 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:44 Business http://www.rrp.com/pops/YourMoneyRosenthals122411.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals121711.mp3 http://www.rrp.com/pops/YourMoneyRosenthals121711.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Fri, 06 Jan 2012 11:05:12 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:15 Business http://www.rrp.com/pops/YourMoneyRosenthals121711.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals111911.mp3 http://www.rrp.com/pops/YourMoneyRosenthals111911.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Wed, 04 Jan 2012 13:42:43 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:32 Business http://www.rrp.com/pops/YourMoneyRosenthals111911.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals111211.mp3 http://www.rrp.com/pops/YourMoneyRosenthals111211.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Mon, 12 Dec 2011 11:13:40 GMT 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 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 your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:12 Business http://www.rrp.com/pops/YourMoneyRosenthals111211.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals110511.mp3 http://www.rrp.com/pops/YourMoneyRosenthals110511.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Mon, 05 Dec 2011 13:21:54 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:02 Business http://www.rrp.com/pops/YourMoneyRosenthals110511.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals102911.mp3 http://www.rrp.com/pops/YourMoneyRosenthals102911.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Wed, 30 Nov 2011 13:57:31 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:45 Business http://www.rrp.com/pops/YourMoneyRosenthals102911.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals100111.mp3 http://www.rrp.com/pops/YourMoneyRosenthals100111.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Mon, 14 Nov 2011 13:49:54 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:54 Business http://www.rrp.com/pops/YourMoneyRosenthals100111.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals092411.mp3 http://www.rrp.com/pops/YourMoneyRosenthals092411.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Mon, 07 Nov 2011 11:37:25 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:37 Business http://www.rrp.com/pops/YourMoneyRosenthals092411.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals091711.mp3 http://www.rrp.com/pops/YourMoneyRosenthals091711.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Mon, 07 Nov 2011 10:59:38 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:48 Business http://www.rrp.com/pops/YourMoneyRosenthals091711.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals091011.mp3 http://www.rrp.com/pops/YourMoneyRosenthals091011.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Mon, 07 Nov 2011 10:55:19 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:51 Business http://www.rrp.com/pops/YourMoneyRosenthals091011.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals082711.mp3 http://www.rrp.com/pops/YourMoneyRosenthals082711.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Tue, 20 Sep 2011 08:03:27 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:39:35 Business http://www.rrp.com/pops/YourMoneyRosenthals082711.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals082011.mp3 http://www.rrp.com/pops/YourMoneyRosenthals082011.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Thu, 01 Sep 2011 13:09:02 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:07 Business http://www.rrp.com/pops/YourMoneyRosenthals082011.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals080611.mp3 http://www.rrp.com/pops/YourMoneyRosenthals080611.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Tue, 23 Aug 2011 07:42:07 GMT 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. 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 conversi your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:36 Business http://www.rrp.com/pops/YourMoneyRosenthals080611.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals073011.mp3 http://www.rrp.com/pops/YourMoneyRosenthals073011.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Thu, 18 Aug 2011 13:12:32 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:41:12 Business http://www.rrp.com/pops/YourMoneyRosenthals073011.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals072311.mp3 http://www.rrp.com/pops/YourMoneyRosenthals072311.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Thu, 18 Aug 2011 13:08:47 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:08 Business http://www.rrp.com/pops/YourMoneyRosenthals072311.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals070911.mp3 http://www.rrp.com/pops/YourMoneyRosenthals070911.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Thu, 18 Aug 2011 13:05:23 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:37 Business http://www.rrp.com/pops/YourMoneyRosenthals070911.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals062511.mp3 http://www.rrp.com/pops/YourMoneyRosenthals062511.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Thu, 18 Aug 2011 13:01:55 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:54 Business http://www.rrp.com/pops/YourMoneyRosenthals062511.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals060411.mp3http:// http://www.rrp.com/pops/YourMoneyRosenthals060411.mp3http:// Burk Rosenthal Burk Rosenthal 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. 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. Tue, 05 Jul 2011 10:57:14 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:39:22 Business http://www.rrp.com/pops/YourMoneyRosenthals060411.mp3http:// no http://www.rrp.com/pops/YourMoneyRosenthals051411.mp3 http://www.rrp.com/pops/YourMoneyRosenthals051411.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Thu, 30 Jun 2011 09:14:31 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:56 Business http://www.rrp.com/pops/YourMoneyRosenthals051411.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals050711.mp3 http://www.rrp.com/pops/YourMoneyRosenthals050711.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Wed, 29 Jun 2011 13:22:19 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:21 Business http://www.rrp.com/pops/YourMoneyRosenthals050711.mp3 no http://http://www.rrp.com/pops/YourMoneyRosenthals042311.mp3 http://http://www.rrp.com/pops/YourMoneyRosenthals042311.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Wed, 22 Jun 2011 13:03:26 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:27 Business http://http://www.rrp.com/pops/YourMoneyRosenthals042311.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals041611.mp3 http://www.rrp.com/pops/YourMoneyRosenthals041611.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Tue, 14 Jun 2011 14:15:42 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:55 Business http://www.rrp.com/pops/YourMoneyRosenthals041611.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals040911.mp3 http://www.rrp.com/pops/YourMoneyRosenthals040911.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Tue, 10 May 2011 07:57:10 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:52 Business http://www.rrp.com/pops/YourMoneyRosenthals040911.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals032611.mp3 http://www.rrp.com/pops/YourMoneyRosenthals032611.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Tue, 26 Apr 2011 12:10:10 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:25 Business http://www.rrp.com/pops/YourMoneyRosenthals032611.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals031211.mp3 http://www.rrp.com/pops/YourMoneyRosenthals031211.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Tue, 26 Apr 2011 12:05:35 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:35:05 Business http://www.rrp.com/pops/YourMoneyRosenthals031211.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals030511.mp3 http://www.rrp.com/pops/YourMoneyRosenthals030511.mp3 Burk Rosenthal Burk Rosenthal 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.” 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.” Mon, 04 Apr 2011 12:13:03 GMT 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.” 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.” your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:07 Business http://www.rrp.com/pops/YourMoneyRosenthals030511.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals021911.mp3 http://www.rrp.com/pops/YourMoneyRosenthals021911.mp3 Burk Rosenthal Burk Rosenthal Burk has a timely discussion on tax planning for 2011 and beyond. He also takes calls from a listener with a question about paying off a home with an IRA, as well as a called in question regarding a 403b. Burk has a timely discussion on tax planning for 2011 and beyond. He also takes calls from a listener with a question about paying off a home with an IRA, as well as a called in question regarding a 403b. Tue, 22 Mar 2011 07:59:50 GMT Burk has a timely discussion on tax planning for 2011 and beyond. He also takes calls from a listener with a question about paying off a home with an IRA, as well as a called in question regarding a 403b. Burk has a timely discussion on tax planning for 2011 and beyond. He also takes calls from a listener with a question about paying off a home with an IRA, as well as a called in question regarding a 403b. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:18 Business http://www.rrp.com/pops/YourMoneyRosenthals021911.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals021211.mp3 http://www.rrp.com/pops/YourMoneyRosenthals021211.mp3 Burk Rosenthal Burk Rosenthal Burk discusses Social Security payback, taking early Social Security benefits versus full benefits, and provides a summary of recent estate tax changes. He also addresses questions from a listener including investing in gold and silver inside an IRA. Burk discusses Social Security payback, taking early Social Security benefits versus full benefits, and provides a summary of recent estate tax changes. He also addresses questions from a listener including investing in gold and silver inside an IRA. Tue, 22 Mar 2011 07:56:20 GMT Burk discusses Social Security payback, taking early Social Security benefits versus full benefits, and provides a summary of recent estate tax changes. He also addresses questions from a listener including investing in gold and silver inside an IRA. Burk discusses Social Security payback, taking early Social Security benefits versus full benefits, and provides a summary of recent estate tax changes. He also addresses questions from a listener including investing in gold and silver inside an IRA. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:45:14 Business http://www.rrp.com/pops/YourMoneyRosenthals021211.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals020511.mp3 http://www.rrp.com/pops/YourMoneyRosenthals020511.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Tue, 08 Mar 2011 08:12:44 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:41:54 Business http://www.rrp.com/pops/YourMoneyRosenthals020511.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals012911.mp3 http://www.rrp.com/pops/YourMoneyRosenthals012911.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Tue, 08 Mar 2011 08:10:22 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:41:36 Business http://www.rrp.com/pops/YourMoneyRosenthals012911.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals012211.mp3 http://www.rrp.com/pops/YourMoneyRosenthals012211.mp3 Burk Rosenthal Burk Rosenthal 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 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 Tue, 08 Mar 2011 08:07:39 GMT 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 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 your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:41:57 Business http://www.rrp.com/pops/YourMoneyRosenthals012211.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals0115111.mp3 http://www.rrp.com/pops/YourMoneyRosenthals0115111.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Tue, 08 Mar 2011 08:03:34 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:41:50 Business http://www.rrp.com/pops/YourMoneyRosenthals0115111.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals010811.mp3 http://www.rrp.com/pops/YourMoneyRosenthals010811.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Tue, 01 Mar 2011 07:31:22 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:13 Business http://www.rrp.com/pops/YourMoneyRosenthals010811.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals121810.mp3 http://www.rrp.com/pops/YourMoneyRosenthals121810.mp3 Burk Rosenthal Burk Rosenthal Burk discusses year-end planning and upcoming changes to social security. He also takes calls from listeners regarding 401(k) rollovers and social security. Burk discusses year-end planning and upcoming changes to social security. He also takes calls from listeners regarding 401(k) rollovers and social security. Wed, 19 Jan 2011 09:46:49 GMT Burk discusses year-end planning and upcoming changes to social security. He also takes calls from listeners regarding 401(k) rollovers and social security. Burk discusses year-end planning and upcoming changes to social security. He also takes calls from listeners regarding 401(k) rollovers and social security. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:41:47 Business http://www.rrp.com/pops/YourMoneyRosenthals121810.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals121110.mp3 http://www.rrp.com/pops/YourMoneyRosenthals121110.mp3 Burk Rosenthal Burk Rosenthal Burk discusses year-end planning and 401(k) mistakes. He also takes calls and emails from listeners regarding Required Minimum Distributions and self-directed IRAs. Burk discusses year-end planning and 401(k) mistakes. He also takes calls and emails from listeners regarding Required Minimum Distributions and self-directed IRAs. Wed, 19 Jan 2011 09:40:00 GMT Burk discusses year-end planning and 401(k) mistakes. He also takes calls and emails from listeners regarding Required Minimum Distributions and self-directed IRAs. Burk discusses year-end planning and 401(k) mistakes. He also takes calls and emails from listeners regarding Required Minimum Distributions and self-directed IRAs. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:41:45 Business http://www.rrp.com/pops/YourMoneyRosenthals121110.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals120410.mp3 http://www.rrp.com/pops/YourMoneyRosenthals120410.mp3 Burk Rosenthal Burk Rosenthal Burk discusses estate planning, portfolio rebalancing, and Roth IRA conversions. He also takes calls from listeners regarding inherited annuities and 401(k) contribution amounts. Burk discusses estate planning, portfolio rebalancing, and Roth IRA conversions. He also takes calls from listeners regarding inherited annuities and 401(k) contribution amounts. Mon, 27 Dec 2010 12:01:32 GMT Burk discusses estate planning, portfolio rebalancing, and Roth IRA conversions. He also takes calls from listeners regarding inherited annuities and 401(k) contribution amounts. Burk discusses estate planning, portfolio rebalancing, and Roth IRA conversions. He also takes calls from listeners regarding inherited annuities and 401(k) contribution amounts. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:41:40 Business http://www.rrp.com/pops/YourMoneyRosenthals120410.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals112010.mp3 http://www.rrp.com/pops/YourMoneyRosenthals112010.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Mon, 27 Dec 2010 11:54:43 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner. 00:41:35 Business http://www.rrp.com/pops/YourMoneyRosenthals112010.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals111310.mp3 http://www.rrp.com/pops/YourMoneyRosenthals111310.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Fri, 10 Dec 2010 07:30:19 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:41:59 Business http://www.rrp.com/pops/YourMoneyRosenthals111310.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals110610.mp3 http://www.rrp.com/pops/YourMoneyRosenthals110610.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Thu, 09 Dec 2010 12:48:46 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:41:25 Business http://www.rrp.com/pops/YourMoneyRosenthals110610.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals101610.mp3 http://www.rrp.com/pops/YourMoneyRosenthals101610.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Mon, 29 Nov 2010 12:00:45 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:40:18 Business http://www.rrp.com/pops/YourMoneyRosenthals101610.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals100910.mp3 http://www.rrp.com/pops/YourMoneyRosenthals100910.mp3 Burk Rosenthal Burk Rosenthal Burk discusses Estate Planning and estate taxes. He also takes listeners questions about social security and powers of attorney. Burk discusses Estate Planning and estate taxes. He also takes listeners questions about social security and powers of attorney. Wed, 10 Nov 2010 14:35:23 GMT Burk discusses Estate Planning and estate taxes. He also takes listeners questions about social security and powers of attorney. Burk discusses Estate Planning and estate taxes. He also takes listeners questions about social security and powers of attorney. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:27 Business http://www.rrp.com/pops/YourMoneyRosenthals100910.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals092510.mp3 http://www.rrp.com/pops/YourMoneyRosenthals092510.mp3 Burk Rosenthal Burk Rosenthal 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. 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. Tue, 26 Oct 2010 12:17:08 GMT 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. 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. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:41:42 Business http://www.rrp.com/pops/YourMoneyRosenthals092510.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals091110.mp3 http://www.rrp.com/pops/YourMoneyRosenthals091110.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss estate planning. They also take listeners’ questions about IRA Rollovers, the market, and Beneficiary IRAs. Burk & Julie discuss estate planning. They also take listeners’ questions about IRA Rollovers, the market, and Beneficiary IRAs. Tue, 28 Sep 2010 11:02:30 GMT Burk & Julie discuss estate planning. They also take listeners’ questions about IRA Rollovers, the market, and Beneficiary IRAs. Burk & Julie discuss estate planning. They also take listeners’ questions about IRA Rollovers, the market, and Beneficiary IRAs. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:04 Business http://www.rrp.com/pops/YourMoneyRosenthals091110.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals090410.mp3 http://www.rrp.com/pops/YourMoneyRosenthals090410.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss income taxes and tax planning. They also take listeners’ questions about avoiding probate, bypass trusts, and required minimum distributions. Burk & Julie discuss income taxes and tax planning. They also take listeners’ questions about avoiding probate, bypass trusts, and required minimum distributions. Tue, 28 Sep 2010 10:54:53 GMT Burk & Julie discuss income taxes and tax planning. They also take listeners’ questions about avoiding probate, bypass trusts, and required minimum distributions. Burk & Julie discuss income taxes and tax planning. They also take listeners’ questions about avoiding probate, bypass trusts, and required minimum distributions. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:49 Business http://www.rrp.com/pops/YourMoneyRosenthals090410.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals082810.mp3 http://www.rrp.com/pops/YourMoneyRosenthals082810.mp3 Burk Rosenthal Burk Rosenthal Burk & Shawn discuss social security. They also take listeners’ questions about social security, government pension offset, and diversifying a concentrated stock position. Burk & Shawn discuss social security. They also take listeners’ questions about social security, government pension offset, and diversifying a concentrated stock position. Thu, 16 Sep 2010 08:51:49 GMT Burk & Shawn discuss social security. They also take listeners’ questions about social security, government pension offset, and diversifying a concentrated stock position. Burk & Shawn discuss social security. They also take listeners’ questions about social security, government pension offset, and diversifying a concentrated stock position. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:03 Business http://www.rrp.com/pops/YourMoneyRosenthals082810.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals082110.mp3 http://www.rrp.com/pops/YourMoneyRosenthals082110.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss what happens to your retirement accounts when you pass away. They also take listeners’ questions about Teacher Retirement, early social security benefits, estate planning, and what to do with a six figure bonus. Burk & Julie discuss what happens to your retirement accounts when you pass away. They also take listeners’ questions about Teacher Retirement, early social security benefits, estate planning, and what to do with a six figure bonus. Thu, 16 Sep 2010 08:47:39 GMT Burk & Julie discuss what happens to your retirement accounts when you pass away. They also take listeners’ questions about Teacher Retirement, early social security benefits, estate planning, and what to do with a six figure bonus. Burk & Julie discuss what happens to your retirement accounts when you pass away. They also take listeners’ questions about Teacher Retirement, early social security benefits, estate planning, and what to do with a six figure bonus. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:41:56 Business http://www.rrp.com/pops/YourMoneyRosenthals082110.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals081410.mp3 http://www.rrp.com/pops/YourMoneyRosenthals081410.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss exceptions to the IRS early withdrawal penalty that applies to certain retirement accounts. They also take listeners’ questions about splitting IRAs as the result of divorce and Roth IRA conversions. Burk & Julie discuss exceptions to the IRS early withdrawal penalty that applies to certain retirement accounts. They also take listeners’ questions about splitting IRAs as the result of divorce and Roth IRA conversions. Thu, 16 Sep 2010 08:41:00 GMT Burk & Julie discuss exceptions to the IRS early withdrawal penalty that applies to certain retirement accounts. They also take listeners’ questions about splitting IRAs as the result of divorce and Roth IRA conversions. Burk & Julie discuss exceptions to the IRS early withdrawal penalty that applies to certain retirement accounts. They also take listeners’ questions about splitting IRAs as the result of divorce and Roth IRA conversions. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:01 Business http://www.rrp.com/pops/YourMoneyRosenthals081410.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals080710.mp3 http://www.rrp.com/pops/YourMoneyRosenthals080710.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss Estate Taxes. They also take listeners’ questions about inherited IRAs, self-directed IRAs, qualified vs. non-qualified plans, 401(k) rollovers and living trusts. Burk & Julie discuss Estate Taxes. They also take listeners’ questions about inherited IRAs, self-directed IRAs, qualified vs. non-qualified plans, 401(k) rollovers and living trusts. Mon, 23 Aug 2010 11:55:14 GMT Burk & Julie discuss Estate Taxes. They also take listeners’ questions about inherited IRAs, self-directed IRAs, qualified vs. non-qualified plans, 401(k) rollovers and living trusts. Burk & Julie discuss Estate Taxes. They also take listeners’ questions about inherited IRAs, self-directed IRAs, qualified vs. non-qualified plans, 401(k) rollovers and living trusts. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:05 Business http://www.rrp.com/pops/YourMoneyRosenthals080710.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals073110.mp3 http://www.rrp.com/pops/YourMoneyRosenthals073110.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss retirement planning and Roth IRA conversions. They also take listeners’ questions about master limited partnerships, credit card debt, and 403(b) plans. Burk & Julie discuss retirement planning and Roth IRA conversions. They also take listeners’ questions about master limited partnerships, credit card debt, and 403(b) plans. Wed, 18 Aug 2010 12:51:43 GMT Burk & Julie discuss retirement planning and Roth IRA conversions. They also take listeners’ questions about master limited partnerships, credit card debt, and 403(b) plans. Burk & Julie discuss retirement planning and Roth IRA conversions. They also take listeners’ questions about master limited partnerships, credit card debt, and 403(b) plans. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:51 Business http://www.rrp.com/pops/YourMoneyRosenthals073110.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals071010.mp3 http://www.rrp.com/pops/YourMoneyRosenthals071010.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss retirement and the difference in planning the “what for” instead of just the “how much.” They also discuss on-line banks and take listeners’ questions about preferred stocks, inherited stocks, Roth IRA conversions, home purchases and gift taxes. Burk & Julie discuss retirement and the difference in planning the “what for” instead of just the “how much.” They also discuss on-line banks and take listeners’ questions about preferred stocks, inherited stocks, Roth IRA conversions, home purchases and gift taxes. Wed, 28 Jul 2010 08:08:57 GMT Burk & Julie discuss retirement and the difference in planning the “what for” instead of just the “how much.” They also discuss on-line banks and take listeners’ questions about preferred stocks, inherited stocks, Roth IRA conversions, home purchases and gift taxes. Burk & Julie discuss retirement and the difference in planning the “what for” instead of just the “how much.” They also discuss on-line banks and take listeners’ questions about preferred stocks, inherited stocks, Roth IRA conversions, home purchases and gift taxes. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:51 Business http://www.rrp.com/pops/YourMoneyRosenthals071010.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals062610.mp3 http://www.rrp.com/pops/YourMoneyRosenthals062610.mp3 Burk Rosenthal Burk Rosenthal Julie & Shawn discuss Roth IRA conversions and tax strategies. They also take listeners’ questions about the potential taxes on Roth IRAs, investing in human capital, and costs associated with Roth conversions. Julie & Shawn discuss Roth IRA conversions and tax strategies. They also take listeners’ questions about the potential taxes on Roth IRAs, investing in human capital, and costs associated with Roth conversions. Wed, 28 Jul 2010 07:53:34 GMT Julie & Shawn discuss Roth IRA conversions and tax strategies. They also take listeners’ questions about the potential taxes on Roth IRAs, investing in human capital, and costs associated with Roth conversions. Julie & Shawn discuss Roth IRA conversions and tax strategies. They also take listeners’ questions about the potential taxes on Roth IRAs, investing in human capital, and costs associated with Roth conversions. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:01 Business http://www.rrp.com/pops/YourMoneyRosenthals062610.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals061910.mp3 http://www.rrp.com/pops/YourMoneyRosenthals061910.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss strategies to help reduce income taxes. They also take listeners’ questions about annuity transfers, savings and 401(k)s, as well as issues for executors of an estate. Burk & Julie discuss strategies to help reduce income taxes. They also take listeners’ questions about annuity transfers, savings and 401(k)s, as well as issues for executors of an estate. Wed, 28 Jul 2010 07:50:04 GMT Burk & Julie discuss strategies to help reduce income taxes. They also take listeners’ questions about annuity transfers, savings and 401(k)s, as well as issues for executors of an estate. Burk & Julie discuss strategies to help reduce income taxes. They also take listeners’ questions about annuity transfers, savings and 401(k)s, as well as issues for executors of an estate. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:02 Business http://www.rrp.com/pops/YourMoneyRosenthals061910.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals061210.mp3 http://www.rrp.com/pops/YourMoneyRosenthals061210.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss long term care protection and tax deferred and tax free investing. They also take listeners’ questions about inheritance, Roth IRA conversions and asset allocation. Burk & Julie discuss long term care protection and tax deferred and tax free investing. They also take listeners’ questions about inheritance, Roth IRA conversions and asset allocation. Wed, 28 Jul 2010 07:46:03 GMT Burk & Julie discuss long term care protection and tax deferred and tax free investing. They also take listeners’ questions about inheritance, Roth IRA conversions and asset allocation. Burk & Julie discuss long term care protection and tax deferred and tax free investing. They also take listeners’ questions about inheritance, Roth IRA conversions and asset allocation. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:41:09 Business http://www.rrp.com/pops/YourMoneyRosenthals061210.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals052310.mp3 http://www.rrp.com/pops/YourMoneyRosenthals052310.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss the new Health Care Bill and the upcoming 3.8% surtax that will apply to certain investment income beginning in 2013. They also take listeners’ questions regarding how much to invest in a 401(k), guaranteed income, and Roth IRA conversions and the potential 10% penalty. Burk & Julie discuss the new Health Care Bill and the upcoming 3.8% surtax that will apply to certain investment income beginning in 2013. They also take listeners’ questions regarding how much to invest in a 401(k), guaranteed income, and Roth IRA conversions and the potential 10% penalty. Mon, 26 Jul 2010 13:25:22 GMT Burk & Julie discuss the new Health Care Bill and the upcoming 3.8% surtax that will apply to certain investment income beginning in 2013. They also take listeners’ questions regarding how much to invest in a 401(k), guaranteed income, and Roth IRA conversions and the potential 10% penalty. Burk & Julie discuss the new Health Care Bill and the upcoming 3.8% surtax that will apply to certain investment income beginning in 2013. They also take listeners’ questions regarding how much to invest in a 401(k), guaranteed income, and Roth IRA conversions and the potential 10% penalty. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:33:37 Business http://www.rrp.com/pops/YourMoneyRosenthals052310.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals052210.mp3 http://www.rrp.com/pops/YourMoneyRosenthals052210.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss on-line banks, Roth IRA conversions and beneficiary designations. They also take listeners’ questions about inherited IRAs, Required Minimum Distributions from IRAs, and Roth 403(b) and Roth IRA contributions. Burk & Julie discuss on-line banks, Roth IRA conversions and beneficiary designations. They also take listeners’ questions about inherited IRAs, Required Minimum Distributions from IRAs, and Roth 403(b) and Roth IRA contributions. Wed, 23 Jun 2010 07:36:24 GMT Burk & Julie discuss on-line banks, Roth IRA conversions and beneficiary designations. They also take listeners’ questions about inherited IRAs, Required Minimum Distributions from IRAs, and Roth 403(b) and Roth IRA contributions. Burk & Julie discuss on-line banks, Roth IRA conversions and beneficiary designations. They also take listeners’ questions about inherited IRAs, Required Minimum Distributions from IRAs, and Roth 403(b) and Roth IRA contributions. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:59 Business http://www.rrp.com/pops/YourMoneyRosenthals052210.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals051610.mp3 http://www.rrp.com/pops/YourMoneyRosenthals051610.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss the differences in estate taxes and income taxes. They also take listeners’ questions about Roth conversions, estate taxes and inherited Roth IRAs. Burk & Julie discuss the differences in estate taxes and income taxes. They also take listeners’ questions about Roth conversions, estate taxes and inherited Roth IRAs. Wed, 23 Jun 2010 07:21:51 GMT Burk & Julie discuss the differences in estate taxes and income taxes. They also take listeners’ questions about Roth conversions, estate taxes and inherited Roth IRAs. Burk & Julie discuss the differences in estate taxes and income taxes. They also take listeners’ questions about Roth conversions, estate taxes and inherited Roth IRAs. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:57 Business http://www.rrp.com/pops/YourMoneyRosenthals051610.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals051510.mp3 http://www.rrp.com/pops/YourMoneyRosenthals051510.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss the issue of no estate taxes in 2010 (at least for now), and the importance of helping to protect your assets by utilizing long-term care insurance. They also take listeners’ questions about pension survivor options & IRAs. Burk & Julie discuss the issue of no estate taxes in 2010 (at least for now), and the importance of helping to protect your assets by utilizing long-term care insurance. They also take listeners’ questions about pension survivor options & IRAs. Tue, 22 Jun 2010 12:52:13 GMT Burk & Julie discuss the issue of no estate taxes in 2010 (at least for now), and the importance of helping to protect your assets by utilizing long-term care insurance. They also take listeners’ questions about pension survivor options & IRAs. Burk & Julie discuss the issue of no estate taxes in 2010 (at least for now), and the importance of helping to protect your assets by utilizing long-term care insurance. They also take listeners’ questions about pension survivor options & IRAs. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:35 Business http://www.rrp.com/pops/YourMoneyRosenthals051510.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals050910.mp3 http://www.rrp.com/pops/YourMoneyRosenthals050910.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss the recent market volatility and the Dalbar Study comparing investment returns with actual investor returns. They also take listeners’ questions about on-line banks, Roth conversion taxation and on-line investment scams. Burk & Julie discuss the recent market volatility and the Dalbar Study comparing investment returns with actual investor returns. They also take listeners’ questions about on-line banks, Roth conversion taxation and on-line investment scams. Thu, 17 Jun 2010 08:41:09 GMT Burk & Julie discuss the recent market volatility and the Dalbar Study comparing investment returns with actual investor returns. They also take listeners’ questions about on-line banks, Roth conversion taxation and on-line investment scams. Burk & Julie discuss the recent market volatility and the Dalbar Study comparing investment returns with actual investor returns. They also take listeners’ questions about on-line banks, Roth conversion taxation and on-line investment scams. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:45:33 Business http://www.rrp.com/pops/YourMoneyRosenthals050910.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals050810.mp3 http://www.rrp.com/pops/YourMoneyRosenthals050810.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss the stock market plummet this past week. They also take listeners’ questions about market losses, repositioning, asset allocation and Roth conversions. Burk & Julie discuss the stock market plummet this past week. They also take listeners’ questions about market losses, repositioning, asset allocation and Roth conversions. Thu, 17 Jun 2010 08:34:21 GMT Burk & Julie discuss the stock market plummet this past week. They also take listeners’ questions about market losses, repositioning, asset allocation and Roth conversions. Burk & Julie discuss the stock market plummet this past week. They also take listeners’ questions about market losses, repositioning, asset allocation and Roth conversions. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:31:01 Business http://www.rrp.com/pops/YourMoneyRosenthals050810.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals042510.mp3 http://www.rrp.com/pops/YourMoneyRosenthals042510.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss not having all of your eggs in one basket. They also take listeners’ questions regarding 401(k) rollovers, establishing 403(b) plans, investing in bankrupt stocks, and “fee-based” accounts. Burk & Julie discuss not having all of your eggs in one basket. They also take listeners’ questions regarding 401(k) rollovers, establishing 403(b) plans, investing in bankrupt stocks, and “fee-based” accounts. Wed, 16 Jun 2010 10:51:15 GMT Burk & Julie discuss not having all of your eggs in one basket. They also take listeners’ questions regarding 401(k) rollovers, establishing 403(b) plans, investing in bankrupt stocks, and “fee-based” accounts. Burk & Julie discuss not having all of your eggs in one basket. They also take listeners’ questions regarding 401(k) rollovers, establishing 403(b) plans, investing in bankrupt stocks, and “fee-based” accounts. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:31 Business http://www.rrp.com/pops/YourMoneyRosenthals042510.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals042410.mp3 http://www.rrp.com/pops/YourMoneyRosenthals042410.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss a recent study showing many seniors are staying in the workforce longer. They also take listeners’ questions about Roth conversions and Social Security. Burk & Julie discuss a recent study showing many seniors are staying in the workforce longer. They also take listeners’ questions about Roth conversions and Social Security. Wed, 19 May 2010 07:57:17 GMT Burk & Julie discuss a recent study showing many seniors are staying in the workforce longer. They also take listeners’ questions about Roth conversions and Social Security. Burk & Julie discuss a recent study showing many seniors are staying in the workforce longer. They also take listeners’ questions about Roth conversions and Social Security. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:44:30 Business http://www.rrp.com/pops/YourMoneyRosenthals042410.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals041810.mp3 http://www.rrp.com/pops/YourMoneyRosenthals041810.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss potential threats to wealth during retirement. They also take listeners’ questions about Social Security disability, gifting for estate planning purposes, selling a municipal bond to pay off a mortgage, and Roth IRA conversions. Burk & Julie discuss potential threats to wealth during retirement. They also take listeners’ questions about Social Security disability, gifting for estate planning purposes, selling a municipal bond to pay off a mortgage, and Roth IRA conversions. Wed, 19 May 2010 07:51:08 GMT Burk & Julie discuss potential threats to wealth during retirement. They also take listeners’ questions about Social Security disability, gifting for estate planning purposes, selling a municipal bond to pay off a mortgage, and Roth IRA conversions. Burk & Julie discuss potential threats to wealth during retirement. They also take listeners’ questions about Social Security disability, gifting for estate planning purposes, selling a municipal bond to pay off a mortgage, and Roth IRA conversions. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:45:17 Business http://www.rrp.com/pops/YourMoneyRosenthals041810.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals041710.mp3 http://www.rrp.com/pops/YourMoneyRosenthals041710.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss IRAs and distribution mistakes when it comes to retirement plans. They also take listeners’ questions about settlements and retirement planning. Burk & Julie discuss IRAs and distribution mistakes when it comes to retirement plans. They also take listeners’ questions about settlements and retirement planning. Wed, 19 May 2010 07:47:58 GMT Burk & Julie discuss IRAs and distribution mistakes when it comes to retirement plans. They also take listeners’ questions about settlements and retirement planning. Burk & Julie discuss IRAs and distribution mistakes when it comes to retirement plans. They also take listeners’ questions about settlements and retirement planning. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:44:08 Business http://www.rrp.com/pops/YourMoneyRosenthals041710.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals041110.mp3 http://www.rrp.com/pops/YourMoneyRosenthals041110.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss income tax planning and special income tax provisions such as ten-year averaging and capital gains treatment. They also take listeners’ questions about saving for retirement outside of work and income tax brackets. Burk & Julie discuss income tax planning and special income tax provisions such as ten-year averaging and capital gains treatment. They also take listeners’ questions about saving for retirement outside of work and income tax brackets. Wed, 19 May 2010 07:44:28 GMT Burk & Julie discuss income tax planning and special income tax provisions such as ten-year averaging and capital gains treatment. They also take listeners’ questions about saving for retirement outside of work and income tax brackets. Burk & Julie discuss income tax planning and special income tax provisions such as ten-year averaging and capital gains treatment. They also take listeners’ questions about saving for retirement outside of work and income tax brackets. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:45:42 Business http://www.rrp.com/pops/YourMoneyRosenthals041110.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals041010.mp3 http://www.rrp.com/pops/YourMoneyRosenthals041010.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss income tax issues and more of the IRS dirty dozen income tax scams. They also take listeners’ questions about cashing out IRAs to invest in real estate and how to invest 401(k) money in light of the recent market upswing – are we due for another downturn? Burk & Julie discuss income tax issues and more of the IRS dirty dozen income tax scams. They also take listeners’ questions about cashing out IRAs to invest in real estate and how to invest 401(k) money in light of the recent market upswing – are we due for another downturn? Wed, 19 May 2010 07:41:35 GMT Burk & Julie discuss income tax issues and more of the IRS dirty dozen income tax scams. They also take listeners’ questions about cashing out IRAs to invest in real estate and how to invest 401(k) money in light of the recent market upswing – are we due for another downturn? Burk & Julie discuss income tax issues and more of the IRS dirty dozen income tax scams. They also take listeners’ questions about cashing out IRAs to invest in real estate and how to invest 401(k) money in light of the recent market upswing – are we due for another downturn? your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:44:00 Business http://www.rrp.com/pops/YourMoneyRosenthals041010.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals040410.mp3 http://www.rrp.com/pops/YourMoneyRosenthals040410.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss overlooked income tax deductions and some of the IRS dirty dozen income tax scams. They also take listeners’ questions about diversification and inherited IRAs. Burk & Julie discuss overlooked income tax deductions and some of the IRS dirty dozen income tax scams. They also take listeners’ questions about diversification and inherited IRAs. Wed, 19 May 2010 07:37:09 GMT Burk & Julie discuss overlooked income tax deductions and some of the IRS dirty dozen income tax scams. They also take listeners’ questions about diversification and inherited IRAs. Burk & Julie discuss overlooked income tax deductions and some of the IRS dirty dozen income tax scams. They also take listeners’ questions about diversification and inherited IRAs. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:40:01 Business http://www.rrp.com/pops/YourMoneyRosenthals040410.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals040310.mp3 http://www.rrp.com/pops/YourMoneyRosenthals040310.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss estate tax legislation and potential mistakes when taking distributions from retirement accounts. They also take listeners’ questions about 401(k) rollovers, municipal bonds, life settlements and online banks. Burk & Julie discuss estate tax legislation and potential mistakes when taking distributions from retirement accounts. They also take listeners’ questions about 401(k) rollovers, municipal bonds, life settlements and online banks. Fri, 14 May 2010 07:47:24 GMT Burk & Julie discuss estate tax legislation and potential mistakes when taking distributions from retirement accounts. They also take listeners’ questions about 401(k) rollovers, municipal bonds, life settlements and online banks. Burk & Julie discuss estate tax legislation and potential mistakes when taking distributions from retirement accounts. They also take listeners’ questions about 401(k) rollovers, municipal bonds, life settlements and online banks. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:42 Business http://www.rrp.com/pops/YourMoneyRosenthals040310.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals032810.mp3 http://www.rrp.com/pops/YourMoneyRosenthals032810.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss Social Security reform and income tax planning. They also take listeners’ questions about a short sale versus continuing to rent a prior residence and 401(k) rollovers. Burk & Julie discuss Social Security reform and income tax planning. They also take listeners’ questions about a short sale versus continuing to rent a prior residence and 401(k) rollovers. Mon, 19 Apr 2010 13:54:32 GMT Burk & Julie discuss Social Security reform and income tax planning. They also take listeners’ questions about a short sale versus continuing to rent a prior residence and 401(k) rollovers. Burk & Julie discuss Social Security reform and income tax planning. They also take listeners’ questions about a short sale versus continuing to rent a prior residence and 401(k) rollovers. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:39 Business http://www.rrp.com/pops/YourMoneyRosenthals032810.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals032710.mp3 http://www.rrp.com/pops/YourMoneyRosenthals032710.mp3 Burk Rosenthal Burk Rosenthal Burk and Julie discuss Social Security and Pension Reform. They also take listeners’ questions and discuss IRA required minimum distributions, Roth 403(b) and Roth IRAs, as well as Roth IRA conversions. Burk and Julie discuss Social Security and Pension Reform. They also take listeners’ questions and discuss IRA required minimum distributions, Roth 403(b) and Roth IRAs, as well as Roth IRA conversions. Mon, 19 Apr 2010 13:43:09 GMT Burk and Julie discuss Social Security and Pension Reform. They also take listeners’ questions and discuss IRA required minimum distributions, Roth 403(b) and Roth IRAs, as well as Roth IRA conversions. Burk and Julie discuss Social Security and Pension Reform. They also take listeners’ questions and discuss IRA required minimum distributions, Roth 403(b) and Roth IRAs, as well as Roth IRA conversions. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:21 Business http://www.rrp.com/pops/YourMoneyRosenthals032710.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals032110.mp3 http://www.rrp.com/pops/YourMoneyRosenthals032110.mp3 Burk Rosenthal Burk Rosenthal Burk and Julie discuss retirement plans and the importance of being more pro-active when it comes to income tax planning. They also take listeners’ questions about the new homebuyer programs for city employees, asset liquidation for nursing home costs, Roth conversions, and life settlements. Burk and Julie discuss retirement plans and the importance of being more pro-active when it comes to income tax planning. They also take listeners’ questions about the new homebuyer programs for city employees, asset liquidation for nursing home costs, Roth conversions, and life settlements. Mon, 19 Apr 2010 12:39:42 GMT Burk and Julie discuss retirement plans and the importance of being more pro-active when it comes to income tax planning. They also take listeners’ questions about the new homebuyer programs for city employees, asset liquidation for nursing home costs, Roth conversions, and life settlements. Burk and Julie discuss retirement plans and the importance of being more pro-active when it comes to income tax planning. They also take listeners’ questions about the new homebuyer programs for city employees, asset liquidation for nursing home costs, Roth conversions, and life settlements. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:49 Business http://www.rrp.com/pops/YourMoneyRosenthals032110.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals032010.mp3 http://www.rrp.com/pops/YourMoneyRosenthals032010.mp3 Burk Rosenthal Burk Rosenthal Burk and Julie discuss early distribution penalties on retirement accounts. They take listeners’ questions about Roth IRA Conversions, Roth re-characterizations and homebuyer tax credits. Burk and Julie discuss early distribution penalties on retirement accounts. They take listeners’ questions about Roth IRA Conversions, Roth re-characterizations and homebuyer tax credits. Mon, 19 Apr 2010 11:15:30 GMT Burk and Julie discuss early distribution penalties on retirement accounts. They take listeners’ questions about Roth IRA Conversions, Roth re-characterizations and homebuyer tax credits. Burk and Julie discuss early distribution penalties on retirement accounts. They take listeners’ questions about Roth IRA Conversions, Roth re-characterizations and homebuyer tax credits. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:47 Business http://www.rrp.com/pops/YourMoneyRosenthals032010.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals031410.mp3 http://www.rrp.com/pops/YourMoneyRosenthals031410.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss 401(k) and IRA contribution limits and income phase-outs for 2010. They also take listeners’ questions regarding 401(k) rollovers, Roth IRA conversions and credit card debt. Burk & Julie discuss 401(k) and IRA contribution limits and income phase-outs for 2010. They also take listeners’ questions regarding 401(k) rollovers, Roth IRA conversions and credit card debt. Wed, 14 Apr 2010 12:08:11 GMT Burk & Julie discuss 401(k) and IRA contribution limits and income phase-outs for 2010. They also take listeners’ questions regarding 401(k) rollovers, Roth IRA conversions and credit card debt. Burk & Julie discuss 401(k) and IRA contribution limits and income phase-outs for 2010. They also take listeners’ questions regarding 401(k) rollovers, Roth IRA conversions and credit card debt. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner, 00:43:44 Business http://www.rrp.com/pops/YourMoneyRosenthals031410.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals030710.mp3 http://www.rrp.com/pops/YourMoneyRosenthals030710.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss IRA distributions, investing and estate planning. They also take listeners’ questions about gold and 401(k) rollovers. Burk & Julie discuss IRA distributions, investing and estate planning. They also take listeners’ questions about gold and 401(k) rollovers. Tue, 13 Apr 2010 19:54:41 GMT Burk & Julie discuss IRA distributions, investing and estate planning. They also take listeners’ questions about gold and 401(k) rollovers. Burk & Julie discuss IRA distributions, investing and estate planning. They also take listeners’ questions about gold and 401(k) rollovers. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:49:12 Business http://www.rrp.com/pops/YourMoneyRosenthals030710.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals030610.mp3 http://www.rrp.com/pops/YourMoneyRosenthals030610.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss retirement plans and income tax planning. They take listeners’ questions about the “good neighbor program,” Roth conversions, life settlements, credit card debt, which assets to access for long term care, and where to invest. Burk & Julie discuss retirement plans and income tax planning. They take listeners’ questions about the “good neighbor program,” Roth conversions, life settlements, credit card debt, which assets to access for long term care, and where to invest. Tue, 13 Apr 2010 19:49:53 GMT Burk & Julie discuss retirement plans and income tax planning. They take listeners’ questions about the “good neighbor program,” Roth conversions, life settlements, credit card debt, which assets to access for long term care, and where to invest. Burk & Julie discuss retirement plans and income tax planning. They take listeners’ questions about the “good neighbor program,” Roth conversions, life settlements, credit card debt, which assets to access for long term care, and where to invest. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:45:43 Business http://www.rrp.com/pops/YourMoneyRosenthals030610.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals022810.mp3 http://www.rrp.com/pops/YourMoneyRosenthals022810.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss IRAs and 401(k)s. They continue their discussion from last week about some of the exceptions to the 10% penalty for early withdrawals from retirement accounts. They take questions from listeners about the medical exception for early withdrawals from an IRA as well as Roth IRA conversions and possible recharacterization. Burk & Julie discuss IRAs and 401(k)s. They continue their discussion from last week about some of the exceptions to the 10% penalty for early withdrawals from retirement accounts. They take questions from listeners about the medical exception for early withdrawals from an IRA as well as Roth IRA conversions and possible recharacterization. Mon, 12 Apr 2010 21:01:20 GMT Burk & Julie discuss IRAs and 401(k)s. They continue their discussion from last week about some of the exceptions to the 10% penalty for early withdrawals from retirement accounts. They take questions from listeners about the medical exception for early withdrawals from an IRA as well as Roth IRA conversions and possible recharacterization. Burk & Julie discuss IRAs and 401(k)s. They continue their discussion from last week about some of the exceptions to the 10% penalty for early withdrawals from retirement accounts. They take questions from listeners about the medical exception for early withdrawals from an IRA as well as Roth IRA conversions and possible recharacterization. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:44:58 Business http://www.rrp.com/pops/YourMoneyRosenthals022810.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals022710.mp3 http://www.rrp.com/pops/YourMoneyRosenthals022710.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss IRAs and 401(k)s. They cover 2010 contribution limits and income phase-outs for IRA deductibility. For a caller, they address some of the pros and cons regarding a possible 401(k) rollover to an IRA. They also discuss beneficiary designations and “Stretch IRAs” as well as the possibility of inadvertently disinheriting grandchildren and other heirs. Burk & Julie discuss IRAs and 401(k)s. They cover 2010 contribution limits and income phase-outs for IRA deductibility. For a caller, they address some of the pros and cons regarding a possible 401(k) rollover to an IRA. They also discuss beneficiary designations and “Stretch IRAs” as well as the possibility of inadvertently disinheriting grandchildren and other heirs. Mon, 12 Apr 2010 20:44:07 GMT Burk & Julie discuss IRAs and 401(k)s. They cover 2010 contribution limits and income phase-outs for IRA deductibility. For a caller, they address some of the pros and cons regarding a possible 401(k) rollover to an IRA. They also discuss beneficiary designations and “Stretch IRAs” as well as the possibility of inadvertently disinheriting grandchildren and other heirs. Burk & Julie discuss IRAs and 401(k)s. They cover 2010 contribution limits and income phase-outs for IRA deductibility. For a caller, they address some of the pros and cons regarding a possible 401(k) rollover to an IRA. They also discuss beneficiary designations and “Stretch IRAs” as well as the possibility of inadvertently disinheriting grandchildren and other heirs. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:55 Business http://www.rrp.com/pops/YourMoneyRosenthals022710.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals022110.mp3 http://www.rrp.com/pops/YourMoneyRosenthals022110.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss retirement planning issues. They also discuss the possibility of using excess cash in the bank to possibly either reduce debt or pay the tax on a Roth IRA conversion. They take caller questions about Roth conversions and VA disability benefits. Burk & Julie discuss retirement planning issues. They also discuss the possibility of using excess cash in the bank to possibly either reduce debt or pay the tax on a Roth IRA conversion. They take caller questions about Roth conversions and VA disability benefits. Sat, 27 Mar 2010 14:46:20 GMT Burk & Julie discuss retirement planning issues. They also discuss the possibility of using excess cash in the bank to possibly either reduce debt or pay the tax on a Roth IRA conversion. They take caller questions about Roth conversions & VA disability. Burk & Julie discuss retirement planning issues. They also discuss the possibility of using excess cash in the bank to possibly either reduce debt or pay the tax on a Roth IRA conversion. They take caller questions about Roth conversions & VA disability. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:45:20 Business http://www.rrp.com/pops/YourMoneyRosenthals022110.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals022010.mp3 http://www.rrp.com/pops/YourMoneyRosenthals022010.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss risks to your retirement you may not have even considered. They also discuss the 2010 Credit Card Act and help a caller hoping to renegotiate credit card terms. They discuss living trusts and why “probate avoidance” doesn’t always work. Burk & Julie discuss risks to your retirement you may not have even considered. They also discuss the 2010 Credit Card Act and help a caller hoping to renegotiate credit card terms. They discuss living trusts and why “probate avoidance” doesn’t always work. Sat, 27 Mar 2010 14:43:22 GMT Burk & Julie discuss risks to your retirement you may not have even considered. They also discuss the 2010 Credit Card Act and help a caller hoping to renegotiate credit card terms. They discuss living trusts & why “probate avoidance” doesn’t always work. Burk & Julie discuss risks to your retirement you may not have even considered. They also discuss the 2010 Credit Card Act and help a caller hoping to renegotiate credit card terms. They discuss living trusts & why “probate avoidance” doesn’t always work. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:57 Business http://www.rrp.com/pops/YourMoneyRosenthals022010.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals021410.mp3 http://www.rrp.com/pops/YourMoneyRosenthals021410.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss a recent Supreme Court case involving beneficiary designations. They also cover some of the exceptions to the 10% premature withdrawal penalty that applies to most retirement accounts. They take questions from callers about life settlements, purchasing a home, and possibly using 401(k) assets to fund a business. Burk & Julie discuss a recent Supreme Court case involving beneficiary designations. They also cover some of the exceptions to the 10% premature withdrawal penalty that applies to most retirement accounts. They take questions from callers about life settlements, purchasing a home, and possibly using 401(k) assets to fund a business. Sat, 27 Mar 2010 14:33:03 GMT Burk & Julie discuss a recent Supreme Court case involving beneficiary designations. They also cover some of the exceptions to premature withdrawal penalties on retirement accounts. They take questions from callers about life settlements and more. Burk & Julie discuss a recent Supreme Court case involving beneficiary designations. They also cover some of the exceptions to premature withdrawal penalties on retirement accounts. They take questions from callers about life settlements and more. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:44:08 Business http://www.rrp.com/pops/YourMoneyRosenthals021410.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals021310.mp3 http://www.rrp.com/pops/YourMoneyRosenthals021310.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss possible retroactive estate tax law changes. They also discuss Roth IRA conversions and lottery scams. They also discuss CD alternatives and dollar cost averaging with a caller disappointed in current interest rates. Burk & Julie discuss possible retroactive estate tax law changes. They also discuss Roth IRA conversions and lottery scams. They also discuss CD alternatives and dollar cost averaging with a caller disappointed in current interest rates. Mon, 22 Mar 2010 22:31:57 GMT Burk & Julie discuss possible retroactive estate tax law changes. They also discuss Roth IRA conversions and lottery scams. They also discuss CD alternatives and dollar cost averaging with a caller disappointed in current interest rates. Burk & Julie discuss possible retroactive estate tax law changes. They also discuss Roth IRA conversions and lottery scams. They also discuss CD alternatives and dollar cost averaging with a caller disappointed in current interest rates. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:10 Business http://www.rrp.com/pops/YourMoneyRosenthals021310.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals020710.mp3 http://www.rrp.com/pops/YourMoneyRosenthals020710.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss Roth IRA conversions, the difference in savings and investments, and some of the differences between IRA rollovers and IRA transfers. They also take questions from listeners about saving for retirement and annuities. Burk & Julie discuss Roth IRA conversions, the difference in savings and investments, and some of the differences between IRA rollovers and IRA transfers. They also take questions from listeners about saving for retirement and annuities. Tue, 09 Mar 2010 07:49:01 GMT Burk & Julie discuss Roth IRA conversions, the difference in savings and investments, and some of the differences between IRA rollovers and IRA transfers. They also take questions from listeners about saving for retirement and annuities. Burk & Julie discuss Roth IRA conversions, the difference in savings and investments, and some of the differences between IRA rollovers and IRA transfers. They also take questions from listeners about saving for retirement and annuities. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:36:32 Business http://www.rrp.com/pops/YourMoneyRosenthals020710.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals020610.mp3 http://www.rrp.com/pops/YourMoneyRosenthals020610.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss IRA Required Minimum Distributions. They also take questions from listeners about how to create income from 401(k) assets, where to invest after getting out of debt, and Roth conversions. Burk & Julie discuss IRA Required Minimum Distributions. They also take questions from listeners about how to create income from 401(k) assets, where to invest after getting out of debt, and Roth conversions. Tue, 09 Mar 2010 07:43:43 GMT Burk & Julie discuss IRA Required Minimum Distributions. They also take questions from listeners about how to create income from 401(k) assets, where to invest after getting out of debt, and Roth conversions. Burk & Julie discuss IRA Required Minimum Distributions. They also take questions from listeners about how to create income from 401(k) assets, where to invest after getting out of debt, and Roth conversions. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:43:25 Business http://www.rrp.com/pops/YourMoneyRosenthals020610.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals013110.mp3 http://www.rrp.com/pops/YourMoneyRosenthals013110.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss 401(k) mistakes, target date funds and financial resolutions for the New Year. They also take questions from listeners about creating additional income ina alow interest rate environment and the pros and cons of investing for retirement or paying off debt. Burk & Julie discuss 401(k) mistakes, target date funds and financial resolutions for the New Year. They also take questions from listeners about creating additional income ina alow interest rate environment and the pros and cons of investing for retirement or paying off debt. Thu, 04 Mar 2010 04:51:03 GMT Burk & Julie discuss 401(k) mistakes, target date funds and financial resolutions for the New Year. They also take questions from listeners about creating additional income ina alow interest rate environment and the pros and cons of investing for retirement or paying off debt. Burk & Julie discuss 401(k) mistakes, target date funds and financial resolutions for the New Year. They also take questions from listeners about creating additional income ina alow interest rate environment and the pros and cons of investing for retirement or paying off debt. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:35:57 Business http://www.rrp.com/pops/YourMoneyRosenthals013110.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals013010.mp3 http://www.rrp.com/pops/YourMoneyRosenthals013010.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss more "Failed Forecasts" from various sources and Social Security myths. They also take questions from listeners about retiring at age 62 vs. age 65 as well as how to determine the appropraite asset allocation. Burk & Julie discuss more "Failed Forecasts" from various sources and Social Security myths. They also take questions from listeners about retiring at age 62 vs. age 65 as well as how to determine the appropraite asset allocation. Thu, 04 Mar 2010 04:43:49 GMT Burk & Julie discuss more "Failed Forecasts" from various sources and Social Security myths. They also take questions from listeners about retiring at age 62 vs. age 65 as well as how to determine the appropraite asset allocation. Burk & Julie discuss more "Failed Forecasts" from various sources and Social Security myths. They also take questions from listeners about retiring at age 62 vs. age 65 as well as how to determine the appropraite asset allocation. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:41:15 Business http://www.rrp.com/pops/YourMoneyRosenthals013010.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals012410.mp3 http://www.rrp.com/pops/YourMoneyRosenthals012410.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss more 401(k) mistakes and more "Failed Forecasts" from various sources. They also take a listener's question about Social Security and a call from a retired broker seeking employment opportunities with Burk & Julie's firm. Burk & Julie discuss more 401(k) mistakes and more "Failed Forecasts" from various sources. They also take a listener's question about Social Security and a call from a retired broker seeking employment opportunities with Burk & Julie's firm. Thu, 04 Mar 2010 04:34:39 GMT Burk & Julie discuss more 401(k) mistakes and more "Failed Forecasts" from various sources. They also take a listener's question about Social Security and a call from a retired broker seeking employment opportunities with Burk & Julie's firm. Burk & Julie discuss more 401(k) mistakes and more "Failed Forecasts" from various sources. They also take a listener's question about Social Security and a call from a retired broker seeking employment opportunities with Burk & Julie's firm. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:38:35 Business http://www.rrp.com/pops/YourMoneyRosenthals012410.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals012310.mp3 http://www.rrp.com/pops/YourMoneyRosenthals012310.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss Social Security, asset protection strategies utilizing long term care, and more "Failed Forecasts" from various sources. They also take listeners' questions about estate planning and Social Security. Burk & Julie discuss Social Security, asset protection strategies utilizing long term care, and more "Failed Forecasts" from various sources. They also take listeners' questions about estate planning and Social Security. Mon, 01 Mar 2010 21:17:31 GMT Burk & Julie discuss Social Security, asset protection strategies utilizing long term care, and more "Failed Forecasts" from various sources. They also take listeners' questions about estate planning and Social Security. Burk & Julie discuss Social Security, asset protection strategies utilizing long term care, and more "Failed Forecasts" from various sources. They also take listeners' questions about estate planning and Social Security. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:42:20 Business http://www.rrp.com/pops/YourMoneyRosenthals012310.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals011710.mp3 http://www.rrp.com/pops/YourMoneyRosenthals011710.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss 401(k) and IRA rollover mistakes as well as emotional investor mistakes. They continue to share “Failed Forecasts” from various sources. They also take questions from listeners about 401(k) rollovers and investing for retirement for business owners. Burk & Julie discuss 401(k) and IRA rollover mistakes as well as emotional investor mistakes. They continue to share “Failed Forecasts” from various sources. They also take questions from listeners about 401(k) rollovers and investing for retirement for business owners. Wed, 17 Feb 2010 19:13:36 GMT Burk & Julie discuss 401(k) and IRA rollover mistakes as well as emotional investor mistakes. They continue to share “Failed Forecasts” from various sources. They also take questions from listeners about 401(k) rollovers and investing for retirement. Burk & Julie discuss 401(k) and IRA rollover mistakes as well as emotional investor mistakes. They continue to share “Failed Forecasts” from various sources. They also take questions from listeners about 401(k) rollovers and investing for retirement. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:37:28 Business http://www.rrp.com/pops/YourMoneyRosenthals011710.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals011610.mp3 http://www.rrp.com/pops/YourMoneyRosenthals011610.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss retirement plan rollovers. They also share some interesting “Failed Forecasts” from various sources. They take listeners’ questions about IRA Required Minimum Distributions and online banks. Burk & Julie discuss retirement plan rollovers. They also share some interesting “Failed Forecasts” from various sources. They take listeners’ questions about IRA Required Minimum Distributions and online banks. Wed, 17 Feb 2010 19:08:28 GMT Burk & Julie discuss retirement plan rollovers. They also share some interesting “Failed Forecasts” from various sources. They take listeners’ questions about IRA Required Minimum Distributions and online banks. Burk & Julie discuss retirement plan rollovers. They also share some interesting “Failed Forecasts” from various sources. They take listeners’ questions about IRA Required Minimum Distributions and online banks. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:36:39 Business http://www.rrp.com/pops/YourMoneyRosenthals011610.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals011010.mp3 http://www.rrp.com/pops/YourMoneyRosenthals011010.mp3 Burk Rosenthal Burk Rosenthal Burk and Julie discuss New Year’s Resolutions, Emotional Investing Mistakes, Estate Tax Law Changes, and Medicare Premiums. They also take listeners’ questions about Index Funds vs. Actively Managed Funds, Required Minimum Distributions, and Online Banks. Burk and Julie discuss New Year’s Resolutions, Emotional Investing Mistakes, Estate Tax Law Changes, and Medicare Premiums. They also take listeners’ questions about Index Funds vs. Actively Managed Funds, Required Minimum Distributions, and Online Banks. Wed, 10 Feb 2010 21:00:32 GMT Burk & Julie discuss New Year’s resolutions, emotional investing mistakes, estate tax law changes, and Medicare premiums. They also take listeners’ questions about Required Minimum Distributions and online banks. Burk & Julie discuss New Year’s resolutions, emotional investing mistakes, estate tax law changes, and Medicare premiums. They also take listeners’ questions about Required Minimum Distributions and online banks. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:28:54 Business http://www.rrp.com/pops/YourMoneyRosenthals011010.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals010910.mp3 http://www.rrp.com/pops/YourMoneyRosenthals010910.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss Social Security Myths and Medicare Premiums. They also take listeners’ questions about Life Settlements and possible Income Tax Law changes due to Healthcare Reform. Burk & Julie discuss Social Security Myths and Medicare Premiums. They also take listeners’ questions about Life Settlements and possible Income Tax Law changes due to Healthcare Reform. Wed, 10 Feb 2010 20:32:22 GMT Burk & Julie discuss Social Security Myths and Medicare Premiums. They also take listeners’ questions about Life Settlements and possible Income Tax Law changes due to Healthcare Reform. Burk & Julie discuss Social Security Myths and Medicare Premiums. They also take listeners’ questions about Life Settlements and possible Income Tax Law changes due to Healthcare Reform. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:30:21 Business http://www.rrp.com/pops/YourMoneyRosenthals010910.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals010210.mp3 http://www.rrp.com/pops/YourMoneyRosenthals010210.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss the New Year’s Resolutions, Roth Conversions, and Rollover Mistakes. They also take listeners’ questions about Inherited IRAs, using cash to paying off a mortgage or invest for retirement, and buying back military service to enhance city retirement. Burk & Julie discuss the New Year’s Resolutions, Roth Conversions, and Rollover Mistakes. They also take listeners’ questions about Inherited IRAs, using cash to paying off a mortgage or invest for retirement, and buying back military service to enhance city retirement. Mon, 01 Feb 2010 19:16:42 GMT Burk & Julie discuss the New Year’s Resolutions, Roth Conversions, and Rollover Mistakes. They also take listeners’ questions about Inherited IRAs, using cash to paying off a mortgage or invest for retirement, and buying back military service to enhance city retirement. Burk & Julie discuss the New Year’s Resolutions, Roth Conversions, and Rollover Mistakes. They also take listeners’ questions about Inherited IRAs, using cash to paying off a mortgage or invest for retirement, and buying back military service to enhance city retirement. your, money, investments, financial, retirement, estate, planning, Rosenthals, Roth, IRA, social, security, finance, 401k, 401(k), rollover, retire, planner 00:34:19 Business http://www.rrp.com/pops/YourMoneyRosenthals010210.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals122609.mp3 http://www.rrp.com/pops/YourMoneyRosenthals122609.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss the pros and cons of Roth IRA conversions as well as the required account aggregation rule. They also take listeners’ questions about 401k Rollovers, 60 day IRA Rollover errors, 403(b) plans, and annuities. Burk & Julie discuss the pros and cons of Roth IRA conversions as well as the required account aggregation rule. They also take listeners’ questions about 401k Rollovers, 60 day IRA Rollover errors, 403(b) plans, and annuities. Sun, 24 Jan 2010 20:45:25 GMT Burk & Julie discuss the pros and cons of Roth IRA conversions as well as the required account aggregation rule. They also take listeners’ questions about 401k Rollovers, 60 day IRA Rollover errors, 403(b) plans, and annuities. Burk & Julie discuss the pros and cons of Roth IRA conversions as well as the required account aggregation rule. They also take listeners’ questions about 401k Rollovers, 60 day IRA Rollover errors, 403(b) plans, and annuities. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:33:18 Business http://www.rrp.com/pops/YourMoneyRosenthals122609.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals121910.mp3 http://www.rrp.com/pops/YourMoneyRosenthals121910.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss Roth Conversions and the changes beginning in 2010, which will remove the income limitations for those wishing to convert a traditional IRA to a Roth. They also take listeners’ questions about 401(k) rollovers, asset allocation for college savings and pension options. Burk & Julie discuss Roth Conversions and the changes beginning in 2010, which will remove the income limitations for those wishing to convert a traditional IRA to a Roth. They also take listeners’ questions about 401(k) rollovers, asset allocation for college savings and pension options. Sun, 17 Jan 2010 07:40:28 GMT Burk & Julie discuss Roth Conversions and the changes beginning in 2010, which will remove the income limitations for those wishing to convert a traditional IRA to a Roth. They also take listeners’ questions about 401(k) rollovers, asset allocation for college savings and pension options. Burk & Julie discuss Roth Conversions and the changes beginning in 2010, which will remove the income limitations for those wishing to convert a traditional IRA to a Roth. They also take listeners’ questions about 401(k) rollovers, asset allocation for college savings and pension options. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:35:23 Business http://www.rrp.com/pops/YourMoneyRosenthals121910.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals121209.mp3 http://www.rrp.com/pops/YourMoneyRosenthals121209.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss Roth Conversions and the changes beginning in 2010, which will remove the income limitations for those wishing to convert a traditional IRA to a Roth. . They also take listeners’ questions about 401(k) rollovers, asset allocation for college savings, and pension options. Burk & Julie discuss Roth Conversions and the changes beginning in 2010, which will remove the income limitations for those wishing to convert a traditional IRA to a Roth. . They also take listeners’ questions about 401(k) rollovers, asset allocation for college savings, and pension options. Sun, 10 Jan 2010 08:39:52 GMT Burk & Julie discuss Roth Conversions and the changes beginning in 2010, which will remove the income limitations for those wishing to convert a traditional IRA to a Roth. . They also take listeners’ questions about 401(k) rollovers, asset allocation for college savings, and pension options. Burk & Julie discuss Roth Conversions and the changes beginning in 2010, which will remove the income limitations for those wishing to convert a traditional IRA to a Roth. . They also take listeners’ questions about 401(k) rollovers, asset allocation for college savings, and pension options. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:35:58 Business http://www.rrp.com/pops/YourMoneyRosenthals121209.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals120509.mp3 http://www.rrp.com/pops/YourMoneyRosenthals120509.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss investors moving from brokerage houses to independent firms and the risks of having long-term money in cash or bonds. They also take listeners' questions about saving for college, gifting, and estate taxes, annuities and life settlements. Burk & Julie discuss investors moving from brokerage houses to independent firms and the risks of having long-term money in cash or bonds. They also take listeners' questions about saving for college, gifting, and estate taxes, annuities and life settlements. Fri, 01 Jan 2010 10:07:48 GMT Burk & Julie discuss investors moving from brokerage houses to independent firms and the risks of having long-term money in cash or bonds. They also take listeners' questions about saving for college, gifting, and estate taxes, annuities and life settlements. Burk & Julie discuss investors moving from brokerage houses to independent firms and the risks of having long-term money in cash or bonds. They also take listeners' questions about saving for college, gifting, and estate taxes, annuities and life settlements. Money, Retirement, Investments, Roth IRA, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:34:42 Business http://www.rrp.com/pops/YourMoneyRosenthals120509.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals112809.mp3 http://www.rrp.com/pops/YourMoneyRosenthals112809.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss corporate pensions and the upcoming changes due to the Pension Protection Act of 2006 as well as the trend of corporations shifting away from traditional pension plans. They also take listeners’ questions regarding pensions and annuities. Burk & Julie discuss corporate pensions and the upcoming changes due to the Pension Protection Act of 2006 as well as the trend of corporations shifting away from traditional pension plans. They also take listeners’ questions regarding pensions and annuities. Thu, 24 Dec 2009 18:40:43 GMT Burk & Julie discuss corporate pensions and the upcoming changes due to the Pension Protection Act of 2006 as well as the trend of corporations shifting away from traditional pension plans. They also take listeners’ questions regarding pensions and annuities. Burk & Julie discuss corporate pensions and the upcoming changes due to the Pension Protection Act of 2006 as well as the trend of corporations shifting away from traditional pension plans. They also take listeners’ questions regarding pensions and annuities. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:36:47 Business http://www.rrp.com/pops/YourMoneyRosenthals112809.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals111409.mp3 http://www.rrp.com/pops/YourMoneyRosenthals111409.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss consumer confidence; what psychologists refer to as “recency bias”, and why a child playing with a yoyo while walking up a staircase may visually resemble the stock market. They also take listeners’ questions regarding market downturns, how to start investing in a 401k, pros and cons of various annuities, and Roth 401(k) vs. Traditional 401(k). Burk & Julie discuss consumer confidence; what psychologists refer to as “recency bias”, and why a child playing with a yoyo while walking up a staircase may visually resemble the stock market. They also take listeners’ questions regarding market downturns, how to start investing in a 401k, pros and cons of various annuities, and Roth 401(k) vs. Traditional 401(k). Wed, 16 Dec 2009 23:21:56 GMT Burk & Julie discuss consumer confidence; what psychologists refer to as “recency bias.” They also take listeners’ questions regarding markets, 401(k)s, annuities, and Roth IRAs and 401(k)s. Burk & Julie discuss consumer confidence; what psychologists refer to as “recency bias.” They also take listeners’ questions regarding markets, 401(k)s, annuities, and Roth IRAs and 401(k)s. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:35:27 Business http://www.rrp.com/pops/YourMoneyRosenthals111409.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals103109.mp3 http://www.rrp.com/pops/YourMoneyRosenthals103109.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss a study showing many married couple not on the same page when it comes to retirement planning. They also take listeners’ questions regarding recommended 401(k) contribution percentages and using inheritance money for children’s college expenses or for retirement planning and more. Burk & Julie discuss a study showing many married couple not on the same page when it comes to retirement planning. They also take listeners’ questions regarding recommended 401(k) contribution percentages and using inheritance money for children’s college expenses or for retirement planning and more. Thu, 03 Dec 2009 20:12:02 GMT Burk & Julie discuss a study about married couples not on the same page when it comes to retirement planning. They also take listeners’ questions regarding 401(k) contributions and inheritance decisions. Burk & Julie discuss a study about married couples not on the same page when it comes to retirement planning. They also take listeners’ questions regarding 401(k) contributions and inheritance decisions. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:23:23 Business http://www.rrp.com/pops/YourMoneyRosenthals103109.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals102409.mp3 http://www.rrp.com/pops/YourMoneyRosenthals102409.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss retirement distribution mistakes and a social security planning technique that some consider to be a scam, They also take listeners' questions regarding the pros and cons of using IRA money to pay off a home mortgage, CD alternatives, life settlements, and more. Burk & Julie discuss retirement distribution mistakes and a social security planning technique that some consider to be a scam, They also take listeners' questions regarding the pros and cons of using IRA money to pay off a home mortgage, CD alternatives, life settlements, and more. Sun, 22 Nov 2009 16:55:25 GMT Burk & Julie discuss retirement distribution mistakes and a social security planning technique that some consider to be a scam, They also take listeners' questions regarding the pros and cons of using IRA money to pay off a home mortgage, CD alternatives, life settlements, and more. Burk & Julie discuss retirement distribution mistakes and a social security planning technique that some consider to be a scam, They also take listeners' questions regarding the pros and cons of using IRA money to pay off a home mortgage, CD alternatives, life settlements, and more. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:32:35 Business http://www.rrp.com/pops/YourMoneyRosenthals102409.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals101709.mp3 http://www.rrp.com/pops/YourMoneyRosenthals101709.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie take listeners' questions regarding 401(k) loan pros and cons, Social Security early benefits and full benefits, saving for college, retirement income withdrawal rates and more. Burk & Julie take listeners' questions regarding 401(k) loan pros and cons, Social Security early benefits and full benefits, saving for college, retirement income withdrawal rates and more. Wed, 18 Nov 2009 20:52:34 GMT Burk & Julie take listeners' questions regarding 401(k) loan pros and cons, Social Security early benefits and full benefits, saving for college, retirement income withdrawal rates and more. Burk & Julie take listeners' questions regarding 401(k) loan pros and cons, Social Security early benefits and full benefits, saving for college, retirement income withdrawal rates and more. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:38:28 Business http://www.rrp.com/pops/YourMoneyRosenthals101709.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals100309.mp3 http://www.rrp.com/pops/YourMoneyRosenthals100309.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss rollover mistakes. They also take listeners’ questions regarding buying gold, first time home purchase, revocable living trusts, part time work affects on social security, converting teacher retirement funds to a Roth IRA and more. Burk & Julie discuss rollover mistakes. They also take listeners’ questions regarding buying gold, first time home purchase, revocable living trusts, part time work affects on social security, converting teacher retirement funds to a Roth IRA and more. Sun, 08 Nov 2009 07:02:23 GMT Burk & Julie discuss rollover mistakes. They also take listeners’ questions regarding buying gold, first time home purchase, revocable living trusts, part time work affects on social security, converting teacher retirement funds to a Roth IRA and more. Burk & Julie discuss rollover mistakes. They also take listeners’ questions regarding buying gold, first time home purchase, revocable living trusts, part time work affects on social security, converting teacher retirement funds to a Roth IRA and more. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 01:14:10 Business http://www.rrp.com/pops/YourMoneyRosenthals100309.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals092609.mp3 http://www.rrp.com/pops/YourMoneyRosenthals092609.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss rollover mistakes. They also take listeners’ questions regarding using stocks to pay off property, social security penalties, leaving money to grandkids and more. Burk & Julie discuss rollover mistakes. They also take listeners’ questions regarding using stocks to pay off property, social security penalties, leaving money to grandkids and more. Thu, 22 Oct 2009 19:38:51 GMT Burk & Julie discuss rollover mistakes. They also take listeners’ questions regarding using stocks to pay off property, social security penalties, leaving money to grandkids and more. Burk & Julie discuss rollover mistakes. They also take listeners’ questions regarding using stocks to pay off property, social security penalties, leaving money to grandkids and more. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:37:25 Business http://www.rrp.com/pops/YourMoneyRosenthals092609.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals091909.mp3 http://www.rrp.com/pops/YourMoneyRosenthals091909.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss Britney Spears, Proposed Estate Tax Law Changes, Asset Protection for Seniors, how to protect against Long Term Care expenses and more. Burk & Julie discuss Britney Spears, Proposed Estate Tax Law Changes, Asset Protection for Seniors, how to protect against Long Term Care expenses and more. Thu, 15 Oct 2009 19:58:22 GMT Burk & Julie discuss Britney Spears, Proposed Estate Tax Law Changes, Asset Protection for Seniors, how to protect against Long Term Care expenses and more. Burk & Julie discuss Britney Spears, Proposed Estate Tax Law Changes, Asset Protection for Seniors, how to protect against Long Term Care expenses and more. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:19:31 Business http://www.rrp.com/pops/YourMoneyRosenthals091909.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals091209.mp3 http://www.rrp.com/pops/YourMoneyRosenthals091209.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss 401(k) mistakes. They also take listeners’ questions regarding exceptions to Early Withdrawal penalties from Retirement Accounts, Investing in Bankrupt Stocks, 401(k) and IRA Contributions, and more. Burk & Julie discuss 401(k) mistakes. They also take listeners’ questions regarding exceptions to Early Withdrawal penalties from Retirement Accounts, Investing in Bankrupt Stocks, 401(k) and IRA Contributions, and more. Fri, 25 Sep 2009 21:35:31 GMT Burk & Julie discuss 401(k) mistakes. They also take listeners’ questions regarding exceptions to Early Withdrawal penalties from Retirement Accounts, Investing in Bankrupt Stocks, 401(k) and IRA Contributions, and more. Burk & Julie discuss 401(k) mistakes. They also take listeners’ questions regarding exceptions to Early Withdrawal penalties from Retirement Accounts, Investing in Bankrupt Stocks, 401(k) and IRA Contributions, and more. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:36:59 Business http://www.rrp.com/pops/YourMoneyRosenthals091209.mp3 no http://www.RRP.com/pops/YourMoneyRosenthals082909.mp3 http://www.RRP.com/pops/YourMoneyRosenthals082909.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss recent positive economic news. They also take listeners’ questions regarding Roth Conversions, Social Security, Estate Tax Changes, Life Settlements, Ponzi scheme tax deductions and more. Burk & Julie discuss recent positive economic news. They also take listeners’ questions regarding Roth Conversions, Social Security, Estate Tax Changes, Life Settlements, Ponzi scheme tax deductions and more. Fri, 18 Sep 2009 22:48:07 GMT Burk & Julie discuss recent positive economic news. They also take listeners’ questions regarding Roth Conversions, Social Security, Estate Tax Changes, Life Settlements, Ponzi scheme tax deductions and more. Burk & Julie discuss recent positive economic news. They also take listeners’ questions regarding Roth Conversions, Social Security, Estate Tax Changes, Life Settlements, Ponzi scheme tax deductions and more Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:37:44 Business http://www.RRP.com/pops/YourMoneyRosenthals082909.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals082209.mp3 http://www.rrp.com/pops/YourMoneyRosenthals082209.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie answer listener's questions regarding paying off your home, rolling 401(k) to SEP-IRA, Roth IRAs vs. Traditional IRAs, IRA Required Minimum Distributions and more. Burk & Julie answer listener's questions regarding paying off your home, rolling 401(k) to SEP-IRA, Roth IRAs vs. Traditional IRAs, IRA Required Minimum Distributions and more. Wed, 02 Sep 2009 12:40:02 GMT Burk & Julie answer listener's questions regarding paying off your home, rolling 401(k) to SEP-IRA, Roth IRAs vs. Traditional IRAs, IRA Required Minimum Distributions and more. Burk & Julie answer listener's questions regarding paying off your home, rolling 401(k) to SEP-IRA, Roth IRAs vs. Traditional IRAs, IRA Required Minimum Distributions and more. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:38:40 Business http://www.rrp.com/pops/YourMoneyRosenthals082209.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals081509.mp3 http://www.rrp.com/pops/YourMoneyRosenthals081509.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie answer listener's questions regarding Roth IRAs vs. Traditional IRAs, 401(k) Rollovers, IRA Required Minimum Distributions, Roth Conversions and more. Burk & Julie answer listener's questions regarding Roth IRAs vs. Traditional IRAs, 401(k) Rollovers, IRA Required Minimum Distributions, Roth Conversions and more. Sun, 30 Aug 2009 09:35:54 GMT Burk & Julie answer listeners' questions regarding Roth IRAs vs. Traditional IRAs, 401(k) Rollovers, IRA Required Minimum Distributions, Roth Conversions and more Burk & Julie answer listeners' questions regarding Roth IRAs vs. Traditional IRAs, 401(k) Rollovers, IRA Required Minimum Distributions, Roth Conversions and more Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:38:01 Business http://www.rrp.com/pops/YourMoneyRosenthals081509.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals080809.mp3 http://www.rrp.com/pops/YourMoneyRosenthals080809.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss some of the pitfalls of equity index annuities. They also take listener questions regarding social security, investing in gold, IRS back taxes, 401(k) rollovers and more. Burk & Julie discuss some of the pitfalls of equity index annuities. They also take listener questions regarding social security, investing in gold, IRS back taxes, 401(k) rollovers and more. Sun, 30 Aug 2009 09:32:55 GMT Burk & Julie discuss some of the pitfalls of equity index annuities. They also take listener questions regarding social security, investing in gold, IRS back taxes, 401(k) rollovers and more. Burk & Julie discuss some of the pitfalls of equity index annuities. They also take listener questions regarding social security, investing in gold, IRS back taxes, 401(k) rollovers and more. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:38:03 Business http://www.rrp.com/pops/YourMoneyRosenthals080809.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals080109.mp3 http://www.rrp.com/pops/YourMoneyRosenthals080109.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss some of the biggest 401(k) mistakes. They also take listener's questions regarding 401(k) rollovers, teacher retirement plans, Roth 401(k) vs Traditional 401(k) and more. Burk & Julie discuss some of the biggest 401(k) mistakes. They also take listener's questions regarding 401(k) rollovers, teacher retirement plans, Roth 401(k) vs Traditional 401(k) and more. Mon, 24 Aug 2009 21:32:00 GMT Burk & Julie discuss some of the biggest 401(k) mistakes. They also take listeners' questions regarding 401(k) rollovers, teacher retirement plans, Roth 401(k) vs Traditional 401(k) and more. Burk & Julie discuss some of the biggest 401(k) mistakes. They also take listeners' questions regarding 401(k) rollovers, teacher retirement plans, Roth 401(k) vs Traditional 401(k) and more. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:37:30 Business http://www.rrp.com/pops/YourMoneyRosenthals080109.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals072509.mp3 http://www.rrp.com/pops/YourMoneyRosenthals072509.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss the markets and investor behavior. They also take listener's questions regarding the pros and cons of taking IRA withdrawals to pay off debt, probate issues, and more. Burk & Julie discuss the markets and investor behavior. They also take listener's questions regarding the pros and cons of taking IRA withdrawals to pay off debt, probate issues, and more. Mon, 24 Aug 2009 21:29:24 GMT Burk & Julie discuss the markets and investor behavior. They also take listeners' questions regarding the pros and cons of taking IRA withdrawals to pay off debt, probate issues, and more. Burk & Julie discuss the markets and investor behavior. They also take listeners' questions regarding the pros and cons of taking IRA withdrawals to pay off debt, probate issues, and more. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:37:47 Business http://www.rrp.com/pops/YourMoneyRosenthals072509.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals071809.mp3 http://www.rrp.com/pops/YourMoneyRosenthals071809.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss a recent Dalbar study which suggests why many investors have likely underperformed the markets the past twenty years. They also take listener questions about 401k Rollovers, On-line Banks, IRAs, and more. Burk & Julie discuss a recent Dalbar study which suggests why many investors have likely underperformed the markets the past twenty years. They also take listener questions about 401k Rollovers, On-line Banks, IRAs, and more. Mon, 24 Aug 2009 21:26:55 GMT Burk & Julie discuss a recent Dalbar study which suggests why many investors have likely underperformed the markets the past twenty years. They also take listener questions about 401k Rollovers, On-line Banks, IRAs, and more. Burk & Julie discuss a recent Dalbar study which suggests why many investors have likely underperformed the markets the past twenty years. They also take listener questions about 401k Rollovers, On-line Banks, IRAs, and more. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:35:54 Business http://www.rrp.com/pops/YourMoneyRosenthals071809.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals071109.mp3 http://www.rrp.com/pops/YourMoneyRosenthals071109.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss Madoff issues and take callers' questions regarding 401(k)s, Required Minimum Distributions, Annuities, and more. Burk & Julie discuss Madoff issues and take callers' questions regarding 401(k)s, Required Minimum Distributions, Annuities, and more. Mon, 24 Aug 2009 21:23:23 GMT Burk & Julie discuss Madoff issues and answer listeners' questions regarding 401(k)s, Required Minimum Distributions, Annuities, and more. Burk & Julie discuss Madoff issues and answer listeners' questions regarding 401(k)s, Required Minimum Distributions, Annuities, and more. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:37:34 Business http://www.rrp.com/pops/YourMoneyRosenthals071109.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals070409.mp3 http://www.rrp.com/pops/YourMoneyRosenthals070409.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss Independence Day and Madoff's loss of his independence and they take caller questions about Roth Conversions, 401k Rollovers, and Annuity withdrawal consequences. Burk & Julie discuss Independence Day and Madoff's loss of his independence and they take caller questions about Roth Conversions, 401k Rollovers, and Annuity withdrawal consequences. Mon, 24 Aug 2009 21:20:21 GMT Burk & Julie discuss Independence Day and Madoff's loss of his independence and they address listeners' questions regarding Roth Conversions, 401k Rollovers, and Annuity withdrawal consequences. Burk & Julie discuss Independence Day and Madoff's loss of his independence and they address listeners' questions regarding Roth Conversions, 401k Rollovers, and Annuity withdrawal consequences. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:36:52 Business http://www.rrp.com/pops/YourMoneyRosenthals070409.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals062709.mp3 http://www.rrp.com/pops/YourMoneyRosenthals062709.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss recent Retirement Confidence surveys and take callers' questions about starting a business, inflation concerns, teacher retirement options and more. Burk & Julie discuss recent Retirement Confidence surveys and take callers' questions about starting a business, inflation concerns, teacher retirement options and more. Mon, 24 Aug 2009 21:04:11 GMT Burk & Julie discuss recent Retirement Confidence surveys and take callers' questions about starting a business, inflation concerns, teacher retirement options and more. Burk & Julie discuss recent Retirement Confidence surveys and take callers' questions about starting a business, inflation concerns, teacher retirement options and more. Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, The Rosenthals 00:34:12 Business http://www.rrp.com/pops/YourMoneyRosenthals062709.mp3 no http://www.rrp.com/pops/YourMoneyRosenthals062009.mp3 http://www.rrp.com/pops/YourMoneyRosenthals062009.mp3 Burk Rosenthal Burk Rosenthal Burk & Julie discuss Retiree Health Costs and take callers' questions regarding inherited stock, 403(b)s, 401(k)s, and more. Burk & Julie discuss Retiree Health Costs and take callers' questions regarding inherited stock, 403(b)s, 401(k)s, and more. Thu, 20 Aug 2009 20:37:02 GMT Burk & Julie discuss Retiree Health Costs and take listeners' questions regarding inherited stock, 403(b)s, 401(k)s, and more Burk & Julie discuss Retiree Health Costs and take listeners' questions regarding inherited stock, 403(b)s, 401(k)s, and more Money, Retirement, Investments, Finance, Financial Planning, Retirement Planning, Your Money, Rosenthals 00:38:06 Business http://www.rrp.com/pops/YourMoneyRosenthals062009.mp3 no