

Financial Tips for the Holiday Season with Santa Bob
Bob goes over Required Minimum Distributions and how to keep the IRS out of your retirement plans. Then, Bob and Jim share important...
Robert Loss
1 min read


Bob’s Money Guide for 2023
In this episode, Bob shares some important financial reminders for 2023, including the updated tax brackets. Then, we have a special...
Robert Loss
1 min read


How to Take Control of Your Retirement Savings
Bob shares seven questions he can help you answer when you meet with him for your retirement consultation. Plus, another cost cutter...
Robert Loss
1 min read