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The Investment Playbook Show

Feb 18, 2022

Are you late to the game? Many people continue to use mutual funds even though ETFs are far more efficient. On Consider This Program, we will explain what you need to be on the lookout for.


Feb 4, 2022

When you look at your investment and retirement accounts, why do you own what you own? How did you meet? How do you pivot and how do you measure success? We will provide our insight on Consider This Program today. Call 800-928-4001 or email us at to schedule your complimentary Next Steps...

Feb 3, 2022

Do you know the rules inside your company plan? Can you do an in-service non-hardship distribution? Do you have a Roth option? Do you have the age 55 rule? Do you understand in-plan conversions and how RMD’s work? It is complex but we will guide you through the maze on Consider This Program today. Call 800-928-4001 or...