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This video explains what to do if you missed your RMD, Required Minimum Distribution on your IRA or 401(k). File IRS Form 5329.

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Saving money before and during retirement so their standard of living doesn’t suffer is important for many retirees. Unfortunately, many Americans aren’t saving …

Finance expert and money coach, Elisabeth Dawson, discusses financial preparation for unexpected difficulties such as sudden or extended unemployment. | Do you know what the secret to a happy retirement is? Many think a happy retirement is traveling the world, golfing everyday, and visiting your loved ones, and it is! But what happens when your run out of money or an emergency happens? How will you continue to do all of those things when you have to pay bills elsewhere and don’t have any income? With an annuity, that’s how. An annuity is one of the best ways to guarantee a paycheck for the rest of your life to ensure that all of your bills are always covered.

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dmca advisory | the difference is a great relationship
Contact us at or alternatively call 08 8272 5620


Jim Dew was this episode’s special guest! Jim Dew is an entrepreneur and a wealth management adviser who builds virtual family offices for entrepreneurs in the wealth management space. Jim is also an author of the book, Beyond a Million: The Entrepreneur. In his book, Jim shares his experience in helping entrepreneurs preserve their wealth.

Jim Dew is the President of Dew Wealth Management and the creator of Functional Wealth Management. Jim is a Certified Financial Planner, Chartered Financial Consultant, and a Certified Private Wealth Advisor. He has been featured in Inc, Entrepreneur, and Huffington Post magazines.

Are you interested in learning more about Jim and his services? Visit his website at and be sure to check out his book on Amazon here:

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The Gruler Nation Podcast is a show that focuses on conversations with interesting “Level 10” people passionate about changing the world with their work, relationships and ideas. The show is hosted by Robert Gruler, an attorney and founding partner of the R&R Law Group, a criminal defense law firm based in Scottsdale, Arizona focused on helping good people charged with crimes move forward with their lives.

Interested in being on the show or have a guest recommendation? Email Robert directly at or visit for more information.