Episodios

  • Estate Planning Quiz: What Gen X Needs to Know (with Bruce Porter & Tom Trtan)
    Jan 15 2026

    Think your estate planning is all set? Join Springfield estate and retirement planning expert Bruce Porter as he gives Tom Trtan—a self-proclaimed sandwich-generation procrastinator—a rapid-fire trivia challenge covering the real mistakes and triggers Gen X faces.

    Topics include:

    • “Do I need a will or a trust?”
    • “Who should be the executor, and what actually do they do?”
    • “How often should you update your estate plan?”

    Get straightforward, practical explanations—no jargon, no scare tactics. Bruce breaks down the essentials so Ozarks pre-retirees, retirees, and families can avoid common oversights and protect what matters most.

    Ready to put off procrastination and finally get your plan in order?
    ➡️ RSVP for our next estate planning workshop: resourcecenterinc.com/estate-planning

    Bruce Porter is CEO and advisor at The Resource Center, Inc., a regular on KY3’s Money Matters and a trusted source for retirement and estate education across Springfield and the Ozarks. His education-first philosophy helps local families make informed, confident financial decisions.

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    6 m
  • Using a Roth IRA To Supercharge your Retirement!
    Oct 30 2025

    Unlock the power of Roth IRAs in your retirement planning! In this episode, we explore how tax-free growth, flexible withdrawal options, and estate planning benefits make the Roth IRA a standout choice for your financial future. Whether you're beginning your savings journey or nearing retirement, discover practical strategies to maximize your wealth, boost your confidence, and build lasting peace of mind. Tune in now to learn how a Roth IRA can transform your retirement strategy!

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    6 m
  • Unlocking Wealth: How Insurance Shapes Your Financial Future
    Jul 9 2025

    Continue your exploration of financial planning with Part 2 of our series, "Unlocking Wealth: How Insurance Shapes Your Financial Future." 🌟 This segment emphasizes the vital role of insuring your money in wealth accumulation and protection. Gain insights into strategic use of various insurance products to strengthen and secure your financial portfolio. 🛡️ Perfect for both newcomers and experienced planners, this video highlights practical approaches for integrating insurance into your wealth-building efforts. 🔍 Discover how insuring your money unlocks the full potential of securing your financial future and optimizing prosperity! 📈

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    5 m
  • The Role of Insurance in Financial Planning
    Jun 13 2025

    Learn how insurance is essential in safeguarding your financial future in this enlightening video! 🌟 We delve into the different types of insurance, their significance in thorough financial planning, and how they protect you and your loved ones from unforeseen events. 🛡️ Whether you're starting with financial planning or enhancing your strategy, this guide provides valuable insights to keep you ready. 🔑 Join us to unravel the complexities of insurance and discover its power to secure your financial well-being. 📈

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    6 m
  • How the election could affect your retirement plan
    Apr 2 2024

    Bruce Porter discusses the Election and the effects on your portfolio on this weeks podcast on Kolr10's Ozarks Live.

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    5 m
  • 3.13.24
    Mar 27 2024

    Financial Expert Bruce Porter offers finance tips with host Will Worsham

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    8 m
  • How to Maximize your Tax Refund- NOW!
    Mar 7 2024

    Bruce reviews what to do and not do with your tax refund in 2024. Don't over pay the government, but if you do let's maximize the amt you keep and spend it wisely!

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    6 m
  • Do Credit Scores Matter in Retirement?
    5 m