Dollars and $ense with Bruce Porter

By Bruce Porter & Tom Trtan

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Episodes: 110

Description

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


Episode Date
Flexibility Wins: Spending Smarter & Traveling More in Early Retirement
Jun 05, 2026
Estate Planning Checklist: Getting Your Will, Trust & POA Done Fast
May 07, 2026
Retirement Clarity for the Ozarks—Valentine’s Day Special
Feb 10, 2026
Estate Planning Quiz: What Gen X Needs to Know (with Bruce Porter & Tom Trtan)
Jan 15, 2026
Using a Roth IRA To Supercharge your Retirement!
Oct 30, 2025
Unlocking Wealth: How Insurance Shapes Your Financial Future
Jul 09, 2025
The Role of Insurance in Financial Planning
Jun 13, 2025
How the election could affect your retirement plan
Apr 02, 2024
3.13.24
Mar 27, 2024
How to Maximize your Tax Refund- NOW!
Mar 07, 2024
Do Credit Scores Matter in Retirement?
Dec 20, 2023
3.30 How well do you know these financial terms?
Dec 11, 2023
3.29 401k Mistakes Part 1
Aug 17, 2023
3.28 Tips to Beat The Heat of Inflation
Jun 13, 2023
3.27 Estate Planning 101
Mar 21, 2023
3.26 Top Finance Tips for Women
Mar 14, 2023
3.25 How the Secure Act 2.0 could affect your Retirement Income
Mar 02, 2023
3.24 The Resource Center
Feb 15, 2023
3.23
Feb 03, 2023
3.22 Improve Your Financial Health in 2023! 🔥
Jan 27, 2023
3.22 Easiest Savings Tool
Nov 04, 2022
3.21 Are You Getting Inheritance Money?
Oct 18, 2022
Life Insurance: Do I Need It?
Sep 22, 2022
Time to INVEST in Yourself | 2022-2023 Financial Market Tips 💰
Sep 13, 2022
A+ Finances: A Beginner's Look at Personal Finance, Debt, Cash Flow, & Investments
Aug 29, 2022
Get Rich During the 2022 Recession! Expert Investing Tips when the Markets are Low
Aug 18, 2022
STOP WAITING & INVEST NOW! Investment Portfolio Strategy and How to Invest for Retirement.
Aug 17, 2022
Make $350,000 the EASY WAY - Simple Investing Tips for Your 20s - How Time Affects Investments
Aug 11, 2022
3.14 Worst Money Traps
Jun 13, 2022
3.13 Social Security Taxes (Updated 2022!) - How Combined Income affects Taxation in Retirement
May 24, 2022
3.12 Difference between Taxable, Deferred, & Tax-Free Investments
May 16, 2022
3.11 Tax Credits vs Tax Deductions: What to do for 2023!
May 09, 2022
3.10 Roth Vs Traditional
May 02, 2022
3.9 Growth Tips for IRA & 401k - 2021 Tax Season, IRA Contribution Limits, & 401k In-Service Rollovers
Apr 19, 2022
3.8 GROWTH vs. VALUE
Mar 31, 2022
3.7 2022 Inflation Crisis EXPLAINED
Mar 22, 2022
3.6 Top 5 Tips For Better Financial Health- PART 2
Mar 07, 2022
3.5 Top 5 Tips For Better Financial Health
Feb 23, 2022
3.4 Can I Afford To Retire???
Feb 17, 2022
3.3 Where And How To Start?
Feb 15, 2022
3.2 New Asset Class??
Jan 25, 2022
3.1 The ins-n-outs of a Roth IRA. Should I Invest?
Jan 04, 2022
2.41 A Resource For Everyone
Nov 24, 2021
2.40 Savings Tip- Pay Yourself First
Nov 15, 2021
2.39 Low Interest Cash
Oct 25, 2021
2.38 Take Control At 59 1/2
Oct 14, 2021
2.37 Stuck In A Sandwich?
Oct 01, 2021
2.36 Tips on Saving while still using a Credit Cared
Sep 27, 2021
2.35 Tax Free Inheritance
Sep 24, 2021
2.34 Current Economic Environment
Sep 14, 2021
2.33 Taxes and Inflation
Sep 13, 2021
2.32 Is Your Retirement Protected From Inflation?
Sep 09, 2021
2.31 Why, You May Actually Need Planning!
Aug 31, 2021
2.30 Special Needs Planning
Aug 30, 2021
2.29 Retirement Mis-Steps Part 2
Aug 27, 2021
2.28 Retirement Mis-Steps Part 1
Aug 23, 2021
2.27 Do your kids have a plan?
Aug 18, 2021
2.26 APR vs DPR
Aug 13, 2021
2.25 Don't get caught paying taxes on your 'Loan Offset'
Aug 03, 2021
2.24 Child Tax Credits - "It's a TRAP!"
Jul 26, 2021
2.23 Conquering The What If's
Jul 15, 2021
2.22 Ready For Social Security? Not so fast.....
Jul 14, 2021
2.21 When to take Social Security
Jul 12, 2021
2.20 Gambling With Your Retirement
Jul 09, 2021
2.19 Exit Strategies part 2
Jun 28, 2021
2.18 Housing Market Retiree Tip
Jun 23, 2021
2.17 Why MeMe is not selfish
Jun 21, 2021
2.16 Now is NOT the time to be a Passive Investor
Jun 14, 2021
2.15 Highest Market Ever?
Jun 10, 2021
2.14 Risk v. Return
Jun 07, 2021
2.13 Moving from Investment Planning to Retirement Planning
May 26, 2021
2.12 Investment Planning v. Retirement Planning
May 24, 2021
2.11 Estate Planning Workshops
May 17, 2021
2.10 Tips To Reduce Your Tax Bill
May 12, 2021
2.9 Start a Roth IRA already!
May 10, 2021
2.8 Is Your IRA Contribution Tax Deductible?
May 07, 2021
2.7 Taxes Pt.1
May 03, 2021
2.6 The Lost Decade Of Investing.
Apr 30, 2021
2.5 When to start taking Social Security??
Apr 21, 2021
2.4 Monday Chat
Apr 19, 2021
2.3 Create A Plan- For Long-Term Care
Apr 09, 2021
2.2 Long-Term Care
Apr 05, 2021
2.1 Should I Or Should I Not?
Apr 01, 2021
1.29 How To Invest With Confidence
Mar 29, 2021
1.28 How Will Taxes Affect My 401k?
Mar 25, 2021
1.27 Understanding Your Insurance Deductibles
Mar 22, 2021
1.26 Top Tax Tips
Mar 18, 2021
1.25 Taxes, IRA Contributions and A Viewer Question
Mar 15, 2021
1.24 Free Book Offer!
Mar 10, 2021
1.23 Dollars and $ense
Mar 08, 2021
1.22 Top 3 Financial Risks To Your Portfolio
Mar 03, 2021
1.21 Retirement Plan Withdrawal Do's and Don'ts
Feb 23, 2021
1.20 Bruce Discusses IRA Withdrawl & Redeposit
Feb 22, 2021
1.19 What The Super Bowl Teaches Us About Planning
Feb 08, 2021
1.18 What's Up GameStop?
Feb 01, 2021
1.17 The Recent Federal Funds Rate Prediction And The Impact On Your Savings
Jan 29, 2021
1.16 Managing Your Investment Portfolio With A New President
Jan 18, 2021
1.15 The 3 Pillars Of Planning
Jan 12, 2021
1.14 Family and Finances
Dec 30, 2020
1.13 Passbook Savings
Dec 14, 2020
1.12 Dollars and $ense Annuities
Dec 07, 2020
1.11 Bruce's 7 Steps To Financial Peace
Dec 03, 2020
1.10 Investing And Saving In Uncertain Times
Nov 30, 2020
1.9 Medicaid Spend Down- How Does It Work?
Nov 19, 2020
1.8 Meet Our Team
Nov 04, 2020
1.7 Estate Planning- A Place To Start
Oct 30, 2020
1.6 Scary Stories
Oct 26, 2020
1.5 Fail To plan? Plan To Fail.
Oct 19, 2020
1.4 Long-Term Care - Short Time Coming
Oct 08, 2020
1.3 Back To The Future
Oct 05, 2020