The Safe Retirement Money Guy’s Podcast

The Safe Retirement Money Guy’s Podcast

Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank. Bill and his wife Charlotte have been married 41 years and have four adult children and three grandchildren. Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate. Bill has been helping clients manage their financial lives since 1988. Bill spent 13 years in banking as a Trust Officer in Florida and Michigan, 5 years as a broker with Smith Barney in Troy, MI and has owned his own firm since 2004, located in Almont, MI which is 40 miles north of Detroit. At the end of 2014 Bill exited the securities side of his practice to offer only “Safe Money” programs for his clients. While offering “At Risk” investments such as mutual funds, ETFs and individually managed portfolios of stocks and bonds as a licensed securities advisor, and now as a “Safe Money” professional exclusively, Bill has always put his clients’ interests first. While securities licensed, Bill maintained a perfectly clean record with FINRA, which you can check for yourself by going to FINRA Broker Check.

Episodes

February 9, 2024 9 mins
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January 31, 2024 10 mins
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January 19, 2024 10 mins
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January 5, 2024 10 mins

Bill Duggan Happy New Year 2024

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January 4, 2024 8 mins

What is a black swan event?

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December 28, 2023 7 mins

Lets hear about propaganda in the financial world.

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December 21, 2023 7 mins

What is the definition of insanity?

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December 14, 2023 7 mins

Lets use a sledding analogy this week.

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December 7, 2023 8 mins

Red money vs Green money. Whats the difference?

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November 30, 2023 8 mins

How difficult is it to make up losses?

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November 23, 2023 50 mins

Today we have Tom Hegna,  on the show. Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!

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November 16, 2023 7 mins

Lets use an elevator analogy today.

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November 9, 2023 7 mins

Whats the difference between INcome and IFcome?

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November 2, 2023 8 mins

Learn about the sequence of return risk on this week's episode.

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October 26, 2023 7 mins

Today we will learn about Equity Protected Accounts.

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October 19, 2023 7 mins

Is there such a thing as no losses?

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October 11, 2023 6 mins

Lets hear about losing sleep on this weeks episode.

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October 6, 2023 6 mins

Learn all about Fixed Index Annuities on the premier episode of the Safe Retirement Money Guy Podcast. 

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