Radio Show & Podcast
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Join us for Your Money with Rosenthal Retirement Planning, a podcast focusing on the second half of the average American’s investment lifetime, introducing individuals to the sound principles of asset management, tax strategies, social security filing strategies, retirement income planning, estate planning, institutional-style investing, and more! The show gets to the heart of addressing individual investors', retirees', pre-retirees' and business owners' concerns about money management and their plans for the future |
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Past Shows Click the purple play button to listen to past shows. Slower internet connections may take longer to load audio files. To download a show, right click on Download as MP3 and select 'Save Target As.' You may then choose where to save it on your hard drive. |
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April 29, 2012 Burk announces upcoming changes to the show format. He also takes calls from listeners regarding real estate, 401K rollovers, and estate planning. |
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April 22, 2012 (Encore Presentation) Burk discusses retirement income planning, comprehensive financial advisors compared to investment advisors, and moving a 401k when you change jobs. He also takes calls from listeners about beneficiary IRAs, and disappointing bank interest rates. |
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April 15, 2012 (Encore Presentation) 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. |
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April 08, 2012 (Encore Presentation) 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. |
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April 01, 2012 (Encore Presentation) 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. |
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March 25, 2012 Burk discusses a recent AARP survey regarding baby boomers views about retirement. He also discusses three of the biggest retirement risks as well as where you should hold which type of assets. He answers calls from listeners about Roth IRAs and 401Ks. |
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March 18, 2012 (Encore Presentation) Burk discusses one of the biggest mistakes investors make with their retirement accounts. He also takes calls from listeners regarding 401(k)s, 403(b)s, CDs, penny stocks, utility stocks, insured munis, and beneficiary mistakes. |
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March 11, 2012 (Encore Presentation) 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. |
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March 04, 2012 (Encore Presentation) 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. |
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February 26, 2012 (Encore Presentation) 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. |
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February 19, 2012 Burk discusses social security and market statistics. He also answers questions from listeners regarding credit card debt, social security widows and divorcee benefits and CD alternatives. |
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February 12, 2012 Burk discusses social security. He is also joined by Mary Beth Franklin, an editor with investment News and a social security and retirement income specialist. Burk also takes questions from callers about real estate in an IRA, retirement income and retirement plan rollovers. |
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February 05, 2012 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. |
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January 29, 2012 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. |
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January 22, 2012 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. |
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January 15, 2012 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. |
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January 08, 2012 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. |
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Your Money with Rosenthal Retirement Planning discusses investment strategies that may not be appropriate for all investors. Discussions are presented for informational purposes only and should not be construed as recommendations and/or advice. Investment decisions should be based on risk tolerance, time horizon, tax situation and other individual factors. Investors should analyze their own unique situation and explore their options with the help of a qualified financial professional prior to carrying out any investment strategy. Investments are inherently risky and the value of the investments will fluctuate with changes in market conditions. Consideration should be given to the possible loss of a part or all of principal invested. Past performance does not guaranteee future results. |
Rosenthal Retirement Planning, LP (817) 336-2000 - (214) 752-1000 - (800) 336-2553
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Securities and Advisory Services through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, a Registered Investment Adviser. Financial Planning and Consulting Services offered through Rosenthal Retirement Planning, LP, a Registered Investment Adviser. Rosenthal Retirement Planning, LP and NPC are separate and unrelated companies.