Please refrain from posting reviews of your experience as this may be considered testimonials and are prohibited by the Securities and Exchange Commission (SEC). "Likes" should not be considered a positive reflection of the investment advisory services offered by Gradient Advisors, LLC (“GA”) and/or their investment advisor representatives. Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything can suffer. And the same is true of your finances. This show is dedicated to the small things that may help make a significant difference.
Now may be the perfect time to convert your traditional retirement accounts to a Roth IRA. Tami talks about what a Roth IRA is and the strategies invo...
We all want to have enough cash flow to live comfortably, especially in retirement! In this episode Tami gives us some helpful tips to keep more of ou...
What are reverse mortgages? Are they good or bad? How can they help you in retirement? In this episode Tami goes over the facts and the various scenar...
You probably haven't heard of Integrative Financial Planning, so in this episode we talk about its importance and how it can help you with your financ...
How many of your accounts have fees? Probably all of them! Are you paying your financial advisor or broker fees? Commissions? In this episode we talk ...
In this episode Tami looks at liquidity. Is it good? Is it bad? When do you need it and how much is enough? She gives helpful tips and strategies to d...
Why should you consider Cash Value Life Insurance? In this episode Tami talks about why you might want to look at this option, and there are many, esp...
There are a lot of misunderstandings about annuities out there, and there are just as many pros and cons. In this episode we talk about what they are,...