Podcast
Dollars and $ense with Bruce Porter
Hosted by Bruce Porter & Tom Trtan · EN
Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10's Unscripted which airs Live Tuesdays at 9am. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our website www.resourcecenterinc.com, 417-882-1800.Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier. This Podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The use of logos and or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or program. The Resource Center, Inc. is not permitted to offer and no statement made during this podcast shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc. 734270 - 10/20
16episodes
Episodes
Newest firstAll episodes
Estate Planning Checklist: Getting Your Will, Trust & POA Done Fast
May 700:05:40Tap to summarizeGuest host Jennifer Kornblum of Jennifer Kornblum Law, LLC speaks with Tom Trtan on Kolr 10's 'Unscripted' about the Educational Estate Planning Basics meeting hosted by The Resource Center.This event is designed for individuals seeking clear, practical advice on all aspects of estate planning. Connect directly with an experienced estate planning attorney and access essential resources covering wills, trusts, powers of attorney, healthcare directives, tax considerations, and beneficiary updates. Whether you’re looking to establish a living trust or want more information about how to protect your life savings, our educational meeting delivers one-on-one guidance for individuals near Springfield, MO, providing actionable steps tailored to your needs. Rsvp today!
Transcribe →Retirement Clarity for the Ozarks—Valentine’s Day Special
Feb 1000:06:00Tap to summarizeRetirement planning isn’t just financial—it’s about protecting your spouse, taking care of your family, and making sure the people you love have stability. Join Tom Trtan and Bruce Porter on Unscripted as they discuss, ‘Finding the Courage to Retire.’This Valentine’s Day, let ‘Finding the Courage to Retire’ become your guide to giving family the greatest gift of all—security and peace of mind. Contact The Resource Center in Springfield for your signed copy.Visit resourcecenterinc.com or call the office to reserve yours and ask Bruce your retirement questions.Show your loved ones that courage isn’t just for retirement—it’s for those you care about most.
Transcribe →Estate Planning Quiz: What Gen X Needs to Know (with Bruce Porter & Tom Trtan)
Jan 1500:06:23Tap to summarizeThink 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-planningBruce 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.
Transcribe →Using a Roth IRA To Supercharge your Retirement!
Oct 3000:06:06Tap to summarizeUnlock 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!
Transcribe →Unlocking Wealth: How Insurance Shapes Your Financial Future
Jul 900:05:27Tap to summarizeContinue 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! 📈
Transcribe →The Role of Insurance in Financial Planning
Jun 1300:05:48Tap to summarizeLearn 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. 📈
Transcribe →How the election could affect your retirement plan
Apr 2, 202400:05:04Tap to summarizeBruce Porter discusses the Election and the effects on your portfolio on this weeks podcast on Kolr10's Ozarks Live.
Transcribe →3.13.24
Mar 27, 202400:07:51Tap to summarizeFinancial Expert Bruce Porter offers finance tips with host Will Worsham
Transcribe →How to Maximize your Tax Refund- NOW!
Mar 7, 202400:05:34Tap to summarizeBruce 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!
Transcribe →Do Credit Scores Matter in Retirement?
Dec 20, 202300:05:27Tap to summarizeNo description available
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