Money In Motion

Answers to all your retirement questions in one place. Once a week we take calls and talk about getting your financial house in order. Each show brings totally different callers so no two shows are the same. Shows are broadcast live every Thursday from 8:05-8:35 am on “Madison in the Morning” on News/Talk 1310 WIBA AM in Madison, Wisconsin.

Episodes

RMDs & Charitable Savvy: Tax Smart Choices for Retirement Funds

August 14, 2025 • 27 mins

Directing RMDs Strategically to Maximize Impact and Minimize Taxes

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Unlocking the Secrets

August 7, 2025 • 26 mins

Timing Your Benefits

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Protecting Your Finances

July 31, 2025 • 28 mins

Staying Safe from Digital Threats

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Changes ahead with OBBBA

July 24, 2025 • 26 mins

Understanding changes that may affect you

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Reality Check on Household Debt

July 17, 2025 • 29 mins

Paying yourself first

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Reviewing Insurance Coverages

July 11, 2025 • 30 mins

Considerations on what to keep, modify or secure

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Mid-Year Review of Retirement Planning

July 3, 2025 • 30 mins

Monitoring Contribution Levels Now for Future Income

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Preparing Wisely for End-of-Life Decisions

June 26, 2025 • 25 mins

Easing Family Burdens

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Working and Social Security

June 19, 2025 • 29 mins

Balancing Work and Benefits

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Demystifying Fees

June 12, 2025 • 30 mins

Understanding What You’re Paying For

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