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Talking Dollars and Sense with Brett DeFore

with your host Brett DeFore
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Talking Dollars and Sense with Brett DeFore
Brett DeFore
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About the show:
Talking Dollars and Sense centers on all things MONEY. The show is designed to educate listeners about building a solid financial nest for the future, all without sending you a bill.

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Show Info:
How many times did you need an answer to a financial related question, but you didn’t want to call your advisor, accountant or attorney, because you thought you would get a bill in the mail, or you didn’t have confidence in their abilities? If this has happened to you, welcome to Talking Dollars and Sense.

Talking Dollars and Sense centers on all things MONEY. The show is designed to educate listeners about investing, planning for college and retirement, changes in tax law, the economy and government initiatives, and building a solid financial nest for the future, all without sending you a bill.

The goal of Talking Dollars and Sense is to provide solutions for listeners to help them grow, protect, or save MONEY. Talking Dollars and Sense will ask indepth questions to experts who will answer the WHO, WHAT, WHEN, WHERE, WHY, and HOW about the markets, investments, taxes, estate planning, real estate, college admissions, insurance, government, and anything else that relates to YOUR money.

If you’ve wanted to know where to find scholarships for your high school graduate, ways to lower your taxes, choosing the best insurance plan for you and your family, and where opportunities lie in the investment world, then tune into Talking Dollars and Sense and let us help you make sense of all things money.

Host Info:
Brett DeFore is a Vice President and Financial Advisor with Morgan Keegan & Company in Franklin, TN. Brett advises individuals, families, corporations and foundations alike in all things related to investments. He is a source to newspapers, a public speaker, and author. His most recent book "Your Roadmap to Retirement: Solutions When You’re Lost” provides a unique insight to retirees, and soon to be retirees, on steps they can take today to ensure they’ll have enough money to live through retirement, especially when detours present themselves.

Brett is known for his direct, no nonsense approach as it relates to helping investors identify the best route to follow as it relates to their dreams and goals for retirement. His unique investment approach educates investors about market cycles, and how they can use this information to maximize the returns on their investments. His book "Your Roadmap to Retirement: Solutions When You’re Lost” serves as a resource to retirees when things may not go as planned.

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Listen via the archives 24/7
The economic reports suggest the economy is out of recession. Unemployment over 10%. Do you believe it? Are we entering the best economic period since the Great Depression? Dr. Richard Grant, professor of Economics and Finance at David Lipscomb University, Nashville, TN, answers key questions as it relates to whether our economy is climbing out of the worst recession since the Depression of 1930’s. Dr. Grant is a twice published author and teaches courses in International Finance and Debt and Derivatives. Dr. Grant shares his opinion as to whether the $780 billion stimulus passed by the Obama Administration is enough to start the U.S. economy on a new path towards recovery. Talking Dollars and Sense.
http://www.richardjgrant.com
Are you frustrated about the low rate of return you’re getting on your safe assets like your c.d.’s, money market, and savings account? Wonder how interest rates could get this low? Need some insight as to what the future may offer? The conversation continues with Dr. Richard Grant to help investors seeking a higher return on their ‘safe’ assets such as c.d.’s, money market, and savings accounts. Retirees aren’t happy with their returns on these safe assets and want to know when they could expect higher returns. Dr. Grant details how interest fell to such low levels and not only provides insight to retirees as to what the future may bring as it relates to interest rates, but provides suggestions as to how they could enhance their returns. Talking Dollars and Sense.
http://brettdefore.mkadvisor.com
We all want to be winners, and when it comes to getting a return on our money, we all want the best rate possible. Calvin Sullivan, is Senior Vice President with Morgan Keegan & Company’s Fixed Income Division. Calvin is responsible for directing the strategy as it relates to helping clients of Morgan Keegan find the best interest rate returns possible based upon their needs, risk tolerance and the current interest rate environment. Our conversation with Calvin discusses how trying to ‘time’ the interest rate market is similar to placing a roulette bet. Calvin discusses some of the key indicators investors should consider that could help them with their investment decisions, especially as it relates to their nest egg. Talking Dollars and Sense.
http://brettdefore.mkadvisor.com
In this segment, our conversation continues with Calvin Sullivan, Senior Vice President with Morgan Keegan & Company’s Fixed Income Research. Calvin discusses the best strategy to use to maximize and protect your income during volatile interest rate market cycles. He discusses how higher interest rates aren’t necessarily good for investors and why. He also touches on the potential impact of the sunset of the Tax Reform Act of 2001, whereby beginning January 2011, tax rates on income and interest bearing investments will automatically go up, and the strategies you should consider today in order to maximize your income, not only today, but in the future.. Talking Dollars and Sense.
http://brettdefore.mkadvisor.com
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