Money Talk with Terri and Kathi

By Spectrum Financial Group

About this podcast   English    United States

Money Talk with Terri and Kathi presents information to individual investors and retirees so they can make better decisions about their finances. The podcast is a presentation of Spectrum Financial Group, based in Albuquerque New Mexico.
April 10, 2018
Karen Cooper has been an independent medicare insurance broker going on 3 years now.  Prior to that she worked in the Medical Field in Albuquerque for 20 years in sales.   During that time she became increasingly interested in being able to help individuals, especially seniors, to help them understand their insurance before they signed up for a plan.  After many years of helping patients navigate their insurance she found her passion in being a medicare insurance broker to educate her members on being able to find the best plan to fit their needs.  Karen works with Med Care Senior Insurance Solutions. www.sfgnm.com
March 18, 2018
Kathi Rieger joins David to discuss everything you need to know about Medicare.   Kathi has been working with seniors & retirees with medicare, medicaid for more than 10 years. been a resident of NM since 1991. my mission is to ease people transition from one stage of life to another and experience a happy an healthy retirement by education & compassion.   www.sfgnm.com  
March 2, 2018
Terri and David talk about the full spectrum of services that financial planners offer, how to choose the right financial planner for you, and review the land-mines and blind spots that can come up when considering your retirement needs. www.sfgnm.com
Feb. 18, 2018
Justin Moya joins us to share is experience and insights  - a high level view of how to utilize  life insurance to protect your family. www.sfgnm.com
Jan. 26, 2018
Terri shares the hidden issues, traps and misunderstandings we have about our IRA's. www.sfgnm.com
Jan. 4, 2018
Terri shares the basic concept of annuities and how they function as a very important tool, creating income and financial security for those in retirement. www.sfgnm.com
Dec. 20, 2017
On this segment we cover the 7 risks facing retirees in this day and age. While ominous, ultimately, in this podcast series, we will be providing solutions for them! www.sfgnm.com  
Dec. 7, 2017
On this segment we continue our discussion with Brian Stangel, Deputy Chief Investment Officer with Hanseatic Management Services, and an institutional-quality money manager with 24 years of market experience. Brian joined Hanseatic’s predecessor firm in 1993, after which Hanseatic Management Services spun out in 1995. www.sfgnm.com http://www.hanseaticgroup.com/
Nov. 24, 2017
On this segment we’re joined by Brian Stangel, Deputy Chief Investment Officer with Hanseatic Management Services, and an institutional-quality money manager with 24 years of market experience. Brian joined Hanseatic’s predecessor firm in 1993, after which Hanseatic Management Services spun out in 1995.   www.sfgnm.com http://www.hanseaticgroup.com/
Nov. 10, 2017
On this segment we’re joined by Brian Stangel, Deputy Chief Investment Officer with Hanseatic Management Services, and an institutional-quality money manager with 24 years of market experience. Brian joined Hanseatic’s predecessor firm in 1993, after which Hanseatic Management Services spun out in 1995.   www.sfgnm.com http://www.hanseaticgroup.com/
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