Tami's 2 Cents | Podcast on Podbay

Tami's 2 Cents

Tami Simpson

Please refrain from posting reviews of your experience as this may be considered testimonials and are prohibited by the Securities and Exchange Commission (SEC). "Likes" should not be considered a positive reflection of the investment advisory services offered by Gradient Advisors, LLC (“GA”) and/or their investment advisor representatives. Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything can suffer. And the same is true of your finances. This show is dedicated to the small things that may help make a significant difference.

Tami's 2 Cents about Roth Conversions

Now may be the perfect time to convert your traditional retirement accounts to a Roth IRA. Tami talks about what a Roth IRA is and the strategies involved to help minimize your tax burden.

Oct 10, 2020

Tami's 2 Cents about Variable Annuities

In this episode Tami talks about what Variable annuities are and how they are used. Helpful tips to sort out the good and the bad.

Feb 29, 2020

Tami's 2 Cents About Fixed Indexed Annuities

Tami details what you need to know about Fixed Indexed Annuities and why they are the answer for some people when it comes to retirement income.

Feb 15, 2020

Tami's 2 Cents about Creating Cash Flow

We all want to have enough cash flow to live comfortably, especially in retirement! In this episode Tami gives us some helpful tips to keep more of our hard-earned money and to have a retirement income that will last as long as we do.

Dec 14, 2019

Tami's 2 Cents about Reverse Mortgages

What are reverse mortgages? Are they good or bad? How can they help you in retirement? In this episode Tami goes over the facts and the various scenarios to help you better understand reverse mortgages.

Nov 23, 2019

Tami's 2 Cents about Integrative Financial Planning

You probably haven't heard of Integrative Financial Planning, so in this episode we talk about its importance and how it can help you with your finances, investments and retirement income planning.

Oct 5, 2019

Tami's 2 Cents about Fees and Commissions

How many of your accounts have fees? Probably all of them! Are you paying your financial advisor or broker fees? Commissions? In this episode we talk about what you need to understand and what questions you need to be asking.

Sep 28, 2019

Tami's 2 Cents about Liquidity

In this episode Tami looks at liquidity. Is it good? Is it bad? When do you need it and how much is enough? She gives helpful tips and strategies to deal with the issue of financial liquidity.

Sep 21, 2019

Tami's 2 Cents about Tax Advantaged Cash Value Life Insurance

Why should you consider Cash Value Life Insurance? In this episode Tami talks about why you might want to look at this option, and there are many, especially when it comes to minimizing your tax burden in retirement.

Aug 24, 2019

Tami's 2 Cents about Annuities

There are a lot of misunderstandings about annuities out there, and there are just as many pros and cons. In this episode we talk about what they are, why you might need an annuity and what to avoid.

Aug 10, 2019