Dollars and $ense with Bruce Porter

Estate Planning Checklist: Getting Your Will, Trust & POA Done Fast

Thu, 07 May 2026 14:00:00 -0500

Guest 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!

Retirement Clarity for the Ozarks—Valentine’s Day Special

Tue, 10 Feb 2026 16:00:00 -0600

Retirement 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.

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

Thu, 15 Jan 2026 10:00:00 -0600

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.

Using a Roth IRA To Supercharge your Retirement!

Thu, 30 Oct 2025 15:00:00 -0500

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!

Unlocking Wealth: How Insurance Shapes Your Financial Future

Wed, 09 Jul 2025 00:00:00 -0500

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! 📈

The Role of Insurance in Financial Planning

Fri, 13 Jun 2025 12:00:00 -0500

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. 📈

How the election could affect your retirement plan

Tue, 02 Apr 2024 13:00:00 -0500

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

3.13.24

Wed, 27 Mar 2024 08:00:00 -0500

Financial Expert Bruce Porter offers finance tips with host Will Worsham

How to Maximize your Tax Refund- NOW!

Thu, 07 Mar 2024 14:00:00 -0600

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!

Do Credit Scores Matter in Retirement?

Wed, 20 Dec 2023 10:00:00 -0600

3.30 How well do you know these financial terms?

Mon, 11 Dec 2023 08:00:00 -0600

Bruce Porter explains a few important financial planning keywords that should be on your radar.

3.29 401k Mistakes Part 1

Thu, 17 Aug 2023 16:00:00 -0500

Investment Advisory products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 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 TV show 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 Resource Center is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 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.

Appearance on Dollars and Sense is a paid placement. 1931581 – 8/23

3.28 Tips to Beat The Heat of Inflation

Tue, 13 Jun 2023 17:00:00 -0500

3.27 Estate Planning 101

Tue, 21 Mar 2023 09:00:00 -0500

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 1728330 3/23

3.26 Top Finance Tips for Women

Tue, 14 Mar 2023 16:00:00 -0500

Insurance products are offered through the insurance business The Resource Center Insurance Services, LLC. The Resource Center, Inc. is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by The Resource Center Insurance Services, LLC are not subject to Investment Advisor requirements. AEWM is not affiliated with The Resource Center Insurance Services, LLC. 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 show 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 Resource Center, Inc. is not permitted to offer and no statement made during this show 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. This TV show is a paid placement. 01712665

3.25 How the Secure Act 2.0 could affect your Retirement Income

Thu, 02 Mar 2023 10:00:00 -0600

Bruce explains the recent changes to the SECURE Act, passed by Congress in Dec 2022.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1703253 2/23

3.24 The Resource Center

Wed, 15 Feb 2023 09:00:00 -0600

Bruce Porter discusses his vision for the Resource Center and sound financial thinking.

3.23

Fri, 03 Feb 2023 11:00:00 -0600

4 ways to know you're bad with money

3.22 Improve Your Financial Health in 2023! 🔥

Fri, 27 Jan 2023 12:00:00 -0600

Make your financial health a priority this year. Bruce explains why and how on Ozarks Live with Tom Trtan.

3.22 Easiest Savings Tool

Fri, 04 Nov 2022 13:00:00 -0500

Listen to Bruce Porter explain one of the easiest savings tools that he recommends all the time.

3.21 Are You Getting Inheritance Money?

Tue, 18 Oct 2022 13:00:00 -0500

4 HUGE $$$ MISTAKES YOU DON'T WANT TO MAKE

Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies. #1505449

Life Insurance: Do I Need It?

Thu, 22 Sep 2022 13:00:00 -0500

Life Insurance can be an expense you don't want to pay, let alone think about. In this video Bruce reviews the Why's and How's of Life Insurance. 01479597

Time to INVEST in Yourself | 2022-2023 Financial Market Tips 💰

Tue, 13 Sep 2022 14:00:00 -0500

"Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. This video show 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 Resource Center is not permitted to offer and no statement made during this show 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. 1471586 - 09/22."

A+ Finances: A Beginner's Look at Personal Finance, Debt, Cash Flow, & Investments

Mon, 29 Aug 2022 14:00:00 -0500

Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. 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 show 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 Resource Center, Inc. is not permitted to offer and no statement made during this show 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.. 1454760 - 8/22
This show is a paid placement.

Get Rich During the 2022 Recession! Expert Investing Tips when the Markets are Low

Thu, 18 Aug 2022 13:00:00 -0500

This TV show 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 Resource Center, Inc. is not permitted to offer and no statement made during this show 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.. 1446676 - 8/22
This TV show is a paid placement.

STOP WAITING & INVEST NOW! Investment Portfolio Strategy and How to Invest for Retirement.

Wed, 17 Aug 2022 15:00:00 -0500

Talk about a TOUGH few years 🤪 It may sound crazy, but 2022 and 2023 have AMAZING potential for financial growth. It's all about choosing the right KIND of strategy for your goals.

Whether you're just starting your career or ready to cut into some party cake and enjoy your golden years, here's some advice that I really hope you'll consider! My goal is for all of my clients to have the retirement they've always dreamed of.

Make $350,000 the EASY WAY - Simple Investing Tips for Your 20s - How Time Affects Investments

Thu, 11 Aug 2022 14:00:00 -0500

You can contact our trusted financial advisors at The Resource Center by calling 417-882-1800, sending an email at info@resourcecenterinc.com, or by filling out a brief contact form at https://www.resourcecenterinc.com/con...

Disclaimer:
Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center

#FinancialHealth #PersonalFinance #FinancialAdvice #Recessionproofinvesting #MarketDepressions

3.14 Worst Money Traps

Mon, 13 Jun 2022 13:00:00 -0500

Worst 5 MONEY TRAPS to Avoid during Financial Crisis in 2022 - Save $$$ During a Recession

3.13 Social Security Taxes (Updated 2022!) - How Combined Income affects Taxation in Retirement

Tue, 24 May 2022 10:00:00 -0500

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies. 1337630- 5/22

3.12 Difference between Taxable, Deferred, & Tax-Free Investments

Mon, 16 May 2022 00:00:00 -0500

📈Investment Planning key points:
- Make sure your Investment plan includes an educated distribution strategy
-As you are investing, understanding what money will and won't be taxable can be very beneficial in the long run.

3.11 Tax Credits vs Tax Deductions: What to do for 2023!

Mon, 09 May 2022 09:00:00 -0500

3.10 Roth Vs Traditional

Mon, 02 May 2022 10:00:00 -0500

Roth IRA vs. Traditional IRA for Beginners - Roth IRAs explained, Traditional IRA Pros & Cons

3.9 Growth Tips for IRA & 401k - 2021 Tax Season, IRA Contribution Limits, & 401k In-Service Rollovers

Tue, 19 Apr 2022 15:00:00 -0500

Growth Tips for IRA & 401k - 2021 Tax Season, IRA Contribution Limits, & 401k In-Service Rollovers
Don't forget to SUBSCRIBE by clicking here: http://www.youtube.com/c/TheResourceC....
Pickup a copy of my book "Finding the courage to retire"
https://www.amazon.com/Finding-Courag...
GET ALL MY LATEST BLOGPOSTS: https://www.resourcecenterinc.com/blog/
LET'S SOCIALIZE! Facebook: https://www.facebook.com/Resourcecent...
Linkedin: https://www.linkedin.com/company/the-...

Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center 01264270 03/22

3.8 GROWTH vs. VALUE

Thu, 31 Mar 2022 13:00:00 -0500

2022 Investing Guide: GROWTH vs. VALUE - Investing Tips for Young People & Near-Retired Persons

This show 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 Resource Center, Inc.is not permitted to offer and no statement made during this show 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.. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. 1261284 - 3/22

3.7 2022 Inflation Crisis EXPLAINED

Tue, 22 Mar 2022 10:00:00 -0500

FIGHTING HIGH INFLATION: 2022 Inflation Crisis EXPLAINED & How Inflation Could Affect Your Retirement

1252538 - 3/22

3.6 Top 5 Tips For Better Financial Health- PART 2

Mon, 07 Mar 2022 11:00:00 -0600

This show 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 Resource Center, Inc.is not permitted to offer and no statement made during this show 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..All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. 1241083 - 3/22

3.5 Top 5 Tips For Better Financial Health

Tue, 22 Feb 2022 18:00:00 -0600

Eat your salads and take a walk, things we know will benefit our health, but what about your financial health? Hear Bruce's tips in this episode.

#financialhealth #financialfreedom #financialliteracy #personalfinance #financialwellness #budgeting #financialeducation #financialindependence #finance #mentalhealth #financialplanning #debtfree #debtfreecommunity #financialtips #moneytips #debtfreejourney #financialpeace #wealth #money #financialgrowth #physicalhealth #financialcoaching #moneymatters #financialgoals #financialmanagement #savemoney #spiritualhealth #financialempowerment #moneymanagement

This show 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 Resource Center, Inc.is not permitted to offer and no statement made during this show 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. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. 1224531 - 2/22

3.4 Can I Afford To Retire???

Thu, 17 Feb 2022 12:00:00 -0600

01220686 02/22

3.3 Where And How To Start?

Tue, 15 Feb 2022 16:00:00 -0600

Bruce Porter talks to Ozarks Live about our monthly Estate Planning Meetings. It's a great place to start, gather information, and get your questions answered.

https://www.resourcecenterinc.com/estate-planning/

Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies. 01214453 - 2/22

3.2 New Asset Class??

Tue, 25 Jan 2022 16:00:00 -0600

Bruce describes why Annuities should be the newest asset class.

Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center. 1154094 - 12/21

3.1 The ins-n-outs of a Roth IRA. Should I Invest?

Tue, 04 Jan 2022 10:00:00 -0600

In this segment of Ozarks Live with Joy Robertson and Tom Trtan, Bruce reviews how a Roth IRA works and why you may want to invest in one! www.resourcecenterinc.com

Pick up a copy of my book "Finding the courage to retire" Here

GET ALL MY LATEST BLOGPOSTS: Here

Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center 01154085

2.41 A Resource For Everyone

Wed, 24 Nov 2021 09:00:00 -0600

Medicare, Auto Insurance, Financial Advice and Estate Planning are our top departments at The Resouce Center. Watch how we have evolved into 'A Resource For Everyone.'

Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center. 1110517 - 11/21.

2.40 Savings Tip- Pay Yourself First

Mon, 15 Nov 2021 11:00:00 -0600

This show 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 Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. This TV segment is a paid placement. 1096366 - 11/21

2.39 Low Interest Cash

Mon, 25 Oct 2021 11:00:00 -0500

Need to pay down debt? Don't forget about the low interest-earning cash in your Life Insurance Policy.

2.38 Take Control At 59 1/2

Thu, 14 Oct 2021 11:00:00 -0500

Take control of your 401(k) and protect from a market downturn with an In- Service Rollover. If you are 59 1/2, don't be a passive investor and become a victim of Wall Street! Give me a call today at 417-882-1800. www.resourcecenterinc.com

This show 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 Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Our firm does not provide tax or legal advice. This TV segment is a paid placement. 1064885 - 10/21

2.37 Stuck In A Sandwich?

Fri, 01 Oct 2021 13:00:00 -0500

Are you in the phase of life where you are raising kids and taking care of aging parents? According to AARP in 2017, there were 41 million unpaid family caregivers, who provided an estimated 34 billion hours of care- worth $470 billion.

GET ALL MY LATEST BLOGPOSTS: https://www.resourcecenterinc.com/blog/

1050845 - 9/21

2.36 Tips on Saving while still using a Credit Cared

Mon, 27 Sep 2021 10:00:00 -0500

Financial Expert Bruce Porter joins host Will Worsham to discuss recent and upcoming events and how to save money while still using a credit card.

2.35 Tax Free Inheritance

Fri, 24 Sep 2021 15:00:00 -0500

Can't qualify for Life Insurance, but you would still like to leave your kids tax-free money? Take a look and give me a call to help. 417-882-1800.

Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center. 1042550-9/21

2.34 Current Economic Environment

Tue, 14 Sep 2021 14:00:00 -0500

Are you reviewing your Retirement Plan with your advisor? With constant tax, pandemic, and market change it's essential to review often to be sure you are aware of any changes that could affect your Retirement plan.

Give us a call, we will be happy to talk or give you a second opinion.

2.33 Taxes and Inflation

Mon, 13 Sep 2021 09:00:00 -0500

Financial Expert Bruce Porter joins Host Will Worsham to discuss news and finances

2.32 Is Your Retirement Protected From Inflation?

Thu, 09 Sep 2021 13:00:00 -0500

If you're going to be taking income from your retirement plan factoring in an increase for inflation is crucial to your plan's success. For an independent review of your current financial plan, contact us today.
1029705

2.31 Why, You May Actually Need Planning!

Tue, 31 Aug 2021 16:00:00 -0500

Does one of your beneficiaries receive assistance? Listen as Bruce explains on Ozarks Live why you may need a trust to protect their inheritance. 1025060 - 08/21

2.30 Special Needs Planning

Mon, 30 Aug 2021 10:00:00 -0500

Financial Expert Bruce Porter joins host Will Worsham to discuss planning for special needs loved ones.

2.29 Retirement Mis-Steps Part 2

Fri, 27 Aug 2021 11:00:00 -0500

In part 2 Bruce Porter discusses the other important mistakes to avoid when you are planning your retirement.

2.28 Retirement Mis-Steps Part 1

Mon, 23 Aug 2021 09:00:00 -0500

Prepare For A Confident Retirement By Avoiding These Mistakes.

The Resource Center, Inc. is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center, Inc. are not affiliated companies. This TV Show is a paid placement. 1008829-8/21

2.27 Do your kids have a plan?

Wed, 18 Aug 2021 12:00:00 -0500

Planning for children living without their parents is a daunting thought, but accidents and illness do happen. Many assume their children will be cared for by close family, but if that isn't in writing, they may spend the first few nights with strangers. Courts will have to decide what your wishes are. To learn more visit one of our monthly meetings to help you get started on a plan for your family. www.resourcecenterinc.com/estateplanning

Neither the firm nor its agents or representatives may give legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The Resource Center has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies. 01001625 08/21

2.26 APR vs DPR

Fri, 13 Aug 2021 10:00:00 -0500

If you have credit card debt- listen up. Do you know the difference between APR and DPR?

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies.00997051 08/21

2.25 Don't get caught paying taxes on your 'Loan Offset'

Tue, 03 Aug 2021 09:00:00 -0500

Have you recently changed jobs and still owed on a loan from your 401(k)? In this week's video Bruce explains how the loan balance may be handled and how it will affect your tax return.

Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center 00981145

2.24 Child Tax Credits - "It's a TRAP!"

Mon, 26 Jul 2021 16:00:00 -0500

Bruce warns of the dangers in the child tax credit payments that have started rolling out

2.23 Conquering The What If's

Thu, 15 Jul 2021 12:00:00 -0500

Communicating your values and goals today, can help your loved ones through tomorrow.
Planning for your wishes after you are gone can be hard to think about, but gives your loved ones one less thing to stress over. We encourage planning through our monthly meetings. More information can be found here. https://www.resourcecenterinc.com/estate-planning/

Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center. 976957 7/21

2.22 Ready For Social Security? Not so fast.....

Wed, 14 Jul 2021 00:00:00 -0500

Ready to quit your day to day and finally get your Social Security? Not so fast!!!! Some planning several years before you retire could help you keep more of your monthly check. Watch to find out.

Don't forget to SUBSCRIBE by clicking here: http://www.youtube.com/c/TheResourceC....
Pickup a copy of my book "Finding the courage to retire"
https://www.amazon.com/Finding-Courag...
GET ALL MY LATEST BLOGPOSTS: https://www.resourcecenterinc.com/blog/
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Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC, (AEWM). AEWM and The Resource Center are not affiliated companies. Paid For By The Resource Center 967544 7/2021

2.21 When to take Social Security

Mon, 12 Jul 2021 10:00:00 -0500

Financial Expert Bruce Porter joins host Will Worsham to discuss social security and the wonders of Roth IRAs

2.20 Gambling With Your Retirement

Fri, 09 Jul 2021 09:00:00 -0500

Would you put your 401(k) on the blackjack table? In this episode of Dollars and $ense Bruce discusses having a Retirement Exit Plan. Is your retirement depending on a % of growth or dollar amount? Bruce gives his advice in gambling in the volatile market as employees are nearing retirement. Our firm offers a first-time free, no-obligation appointment. Call 417-882-1800 or Click today to find out how we can help. www.resourcecenterinc.com

2.19 Exit Strategies part 2

Mon, 28 Jun 2021 09:00:00 -0500

Financial Expert Bruce Porter joins Host Will Worsham to discuss the week's events and exit strategies from the stock market.

2.18 Housing Market Retiree Tip

Wed, 23 Jun 2021 09:00:00 -0500

If you're retired and own a home, Bruce has an idea that may interest you.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies.00959227 06/21

2.17 Why MeMe is not selfish

Mon, 21 Jun 2021 10:00:00 -0500

Bruce Porter and Will Worsham discuss the Meme stock phenomena

2.16 Now is NOT the time to be a Passive Investor

Mon, 14 Jun 2021 09:00:00 -0500

Financial Expert Bruce Porter joins host Will Worsham to discuss the week's financial news and advice. Bruce explains what it means to be a passive investor, why you should avoid it and how to gauge market performance.

2.15 Highest Market Ever?

Thu, 10 Jun 2021 16:00:00 -0500

Bruce answers a viewers question about the high stock market in this weeks Dollars and $ense on KOLR 10's Ozarks Live.

The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies.All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. It is important for investors to understand that dividends are paid at the discretion of the board of directors and are therefore not guaranteed. A Roth Conversion is a taxable event and may have several tax related consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. The appearances in a media outlet are a paid placement. 00945356 06/21

2.14 Risk v. Return

Mon, 07 Jun 2021 09:00:00 -0500

Financial Expert Bruce Porter joins host Will Worsham for weekly financial news and advice. Today's show focuses on balancing risk v. reward in various investing environments.

2.13 Moving from Investment Planning to Retirement Planning

Wed, 26 May 2021 12:00:00 -0500

The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies.All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits, safety, security, or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The Resource Center has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. The information and opinions in these videos are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice to meet the particular needs of an individual's situation. 00928482 05/21

2.12 Investment Planning v. Retirement Planning

Mon, 24 May 2021 10:00:00 -0500

Financial Expert Bruce Porter joins host Will Worsham to discuss the difference between investment planning and retirement planning.

2.11 Estate Planning Workshops

Mon, 17 May 2021 10:00:00 -0500

Financial Expert Bruce Porter and Attorney Will Worsham discuss their monthly Estate Planning Workshops

2.10 Tips To Reduce Your Tax Bill

Wed, 12 May 2021 16:00:00 -0500

With May 17th quickly approaching, Bruce shares some tips to reduce your tax bill.

2.9 Start a Roth IRA already!

Mon, 10 May 2021 09:00:00 -0500

Financial Expert Bruce Porter of the Resource Center 417-882-1800, joins host Will Worsham for weekly financial news and advice.

2.8 Is Your IRA Contribution Tax Deductible?

Thu, 06 May 2021 19:00:00 -0500

Bruce answers a viewer's question on this week's Dollars and $ense on KOLR 10's Ozarks Live. If you have contributed to a 401k for the year can you also contribute to an IRA??? Bruce explains how it works in this video.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center Inc. are not affiliated companies. 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 TV show 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. 894853 - 4/21

The Resource Center Inc. is not permitted to offer and no statement made during this show 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. This TV show is a paid placement.

2.7 Taxes Pt.1

Mon, 03 May 2021 09:00:00 -0500

Financial Expert Bruce Porter joins host Will Worsham to discuss Financial News and recent happenings.

2.6 The Lost Decade Of Investing.

Fri, 30 Apr 2021 16:00:00 -0500

Bruce Porter on Ozarks Live explains why he calls the 2000's the lost decade of investing. 889529

2.5 When to start taking Social Security??

Wed, 21 Apr 2021 13:00:00 -0500

Today on Ozarks Live Bruce Porter explains what to consider when deciding when to start taking Social Security.

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 TV show 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 Resource Center, Inc. is not permitted to offer and no statement made during this show 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.
This TV show is a paid placement.  877449 - 4/21

2.4 Monday Chat

Mon, 19 Apr 2021 10:00:00 -0500

Bruce and Will Talk about planning ahead and chat about Rogersville

2.3 Create A Plan- For Long-Term Care

Fri, 09 Apr 2021 13:00:00 -0500

Bruce Porter discusses options to creating a plan to pay for care costs on this weeks Ozarks Live show on KOLR 10 with Tom Trtan. Tune in each week on Tuesdays at 3pm to see the show. Subscribe to our channel at https://www.youtube.com/c/TheResourceCenter

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2.2 Long-Term Care

Mon, 05 Apr 2021 09:00:00 -0500

Financial Expert Bruce Porter joins host Will Worsham to discuss the week's financial news and advice. This week's topic: Long Term Care

2.1 Should I Or Should I Not?

Thu, 01 Apr 2021 12:00:00 -0500

Home Mortgage rates have been hovering at their lowest in 50 years. Would it be a smart decision to refinance your loan, or even switch from a 30-year to a 15-year mortgage?

Bruce explains on Dollars and $ense with Tom Trtan on KOLR10's Ozarks Live. 862576-3/21

1.29 How To Invest With Confidence

Mon, 29 Mar 2021 09:00:00 -0500

Financial Expert Bruce Porter joins host Will Worsham to discuss the week's financial news and advice. Bruce Porter is the founder and owner of The Resource Center, an independent insurance and financial planning firm, local to southwest Missouri. 882-1800

1.28 How Will Taxes Affect My 401k?

Thu, 25 Mar 2021 12:00:00 -0500

On Dollars and $ense with Joy Robertson of Kolr10, Bruce Porter discusses how the always-changing tax code could affect your 401k. The Tax code could change during each election cycle. It's just as important to have a plan to pay taxes as it is to plan for your retirement.

We are a financial services firm that utilizes insurance and investment products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 854547-3/21

1.27 Understanding Your Insurance Deductibles

Mon, 22 Mar 2021 09:00:00 -0500

Financial Expert Bruce Porter joins host Will Worsham to discuss the week's financial news and advice.

1.26 Top Tax Tips

Thu, 18 Mar 2021 15:00:00 -0500

Bruce Porter reviews the top tax tips with Tom Trtan on Ozarks Live.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. A Roth Conversion is a taxable event and may have several tax-related consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. 849046-3/21

1.25 Taxes, IRA Contributions and A Viewer Question

Mon, 15 Mar 2021 09:00:00 -0500

Can I convert my Required Minimum Distribution (RMD) to a Roth IRA and satisfy the RMD requirement in the same tax year?

1.24 Free Book Offer!

Wed, 10 Mar 2021 15:00:00 -0600

Joy from Ozarks Live visits with Bruce Porter on his book "Finding The Courage To Retire". Offered for Free until 3/12/21.

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1.23 Dollars and $ense

Mon, 08 Mar 2021 09:00:00 -0600

What to do in uncertain financial times.

1.22 Top 3 Financial Risks To Your Portfolio

Wed, 03 Mar 2021 09:00:00 -0600

Bruce explains the 3 Financial Risks that could affect your portfolio.

We are not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. We are able to provide you with information but not guidance or advice related to federal benefits. Our firm is not affiliated with the U.S. government or any governmental agency. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies.

1.21 Retirement Plan Withdrawal Do's and Don'ts

Tue, 23 Feb 2021 10:00:00 -0600

The Resource Center is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Resource Center are not affiliated companies. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Distributions from tax-deferred retirement plans are taxed as ordinary income. Employers issuing a check in your name for a lump-sum distribution are required to withhold 20% toward federal income taxes, so you would receive only 80% of the total value. Early distributions are required to withhold 20% toward federal income taxes, so you would receive only 80% of the total value. Early distributions from employer-sponsored retirement plans and traditional IRA sprior to age 59 1/2 may be subject to 10% federal income tax penalty. This is a hypothetical example provided for illustrative purposes only; it does not represent a real-life scenario and should not be construed as advice designed to meet the particular needs of an individual's situation. Information and opinions contained herein that has been obtained from third-party sources is believed to be reliable however accuracy and completeness cannot be guaranteed. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. 00829804 02/21

1.20 Bruce Discusses IRA Withdrawl & Redeposit

Mon, 22 Feb 2021 10:00:00 -0600

Financial Expert joins host Will Worsham with weekly financial information

1.19 What The Super Bowl Teaches Us About Planning

Mon, 08 Feb 2021 09:00:00 -0600

Financial Expert Bruce Porter joins host Will Worsham to talk about the weeks news and financial advice.

1.18 What's Up GameStop?

Mon, 01 Feb 2021 09:00:00 -0600

On K-Rog, Bruce Porter and Will Worsham discuss the recent GameStop Stock Surge.

For more information, you can contact Bruce at The Resource Center. www.resourcecenterinc.com or 417-882-1800

1.17 The Recent Federal Funds Rate Prediction And The Impact On Your Savings

Fri, 29 Jan 2021 14:00:00 -0600

Bruce Porter on KOLR 10's Ozarks Live explains the Federal Funds Rate predictions and how --that will impact the bank interest on your accounts. For more information contact us at 417-882-1800 or www.resourcecenterinc.com

1.16 Managing Your Investment Portfolio With A New President

Mon, 18 Jan 2021 09:00:00 -0600

Managing your investment portfolio during the new administration. How will Joe Biden's presidency affect your portfolio. For more information call 417-882-1800.

1.15 The 3 Pillars Of Planning

Tue, 12 Jan 2021 09:00:00 -0600

Joy Robertson interviews Bruce Porter on KOLR 10's Ozarks Live on the 3 pillars of planning to focus on for 2021.

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1.14 Family and Finances

Wed, 30 Dec 2020 10:00:00 -0600

Bruce and Joy Robertson discuss a viewers question on Kolr10's Ozarks Live. Should the husband and wife be involved in the family finances? What if one isn't interested?

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1.13 Passbook Savings

Mon, 14 Dec 2020 08:00:00 -0600

Will Worsham & Bruce Porter talk about an old Savings account booklet.

1.12 Dollars and $ense Annuities

Mon, 07 Dec 2020 09:00:00 -0600

1.12 Dollars and $ense Annuities

1.11 Bruce's 7 Steps To Financial Peace

Thu, 03 Dec 2020 12:00:00 -0600

In this episode of Ozarks Live Bruce explains the 7 steps to reach financial Peace.
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Source: https://www.daveramsey.com/dave-ramsey-7-baby-steps

1.10 Investing And Saving In Uncertain Times

Mon, 30 Nov 2020 09:00:00 -0600

1.10 Investing and Saving in uncertain times.
Bruce and Will discuss investing and saving in uncertain times

1.9 Medicaid Spend Down- How Does It Work?

Thu, 19 Nov 2020 16:00:00 -0600

If you have questions about Medicaid Spend Down, give us a call at 417-882-1800.

Our firm is not affiliated with the U.S. government or the federal Medicare program. 764575-11/20.

1.8 Meet Our Team

Wed, 04 Nov 2020 12:00:00 -0600

Our guiding principles manage our daily path for success. Come and meet our team!

Bruce Porter is interviewed by Joy Robertson for a special Ozarks Live Segment on KOLR10.

1.7 Estate Planning- A Place To Start

Fri, 30 Oct 2020 10:00:00 -0500

On Ozarks Live, Bruce Porter speaks with Joy Robertson about the Estate Planning meetings we hold at our office monthly. To RSVP visit the website below.

https://www.resourcecenterinc.com/estate-planning/

1.6 Scary Stories

Mon, 26 Oct 2020 10:00:00 -0500

Bruce & Will discuss scary stories for Halloween

1.5 Fail To plan? Plan To Fail.

Mon, 19 Oct 2020 10:00:00 -0500

1.5 Fail to plan? Plan to fail. Bruce & Will discuss planning and other issues.

1.4 Long-Term Care - Short Time Coming

Thu, 08 Oct 2020 16:00:00 -0500

What would you have to give up if you needed Long- Term Care?

Your classic car, your home or your savings? In this podcast Bruce Porter explains why now is the time to plan for your care costs with host Joy Robertson.

For more information please listen to our other podcasts and find us online at www.resourcecenterinc.com

1.3 Back To The Future

Mon, 05 Oct 2020 11:00:00 -0500

Bruce Porter and host Will Worsham discuss long term planning and current events.