Cruzing Into Retirement
Podcast Description
Highlights Rey & Christian Cruz as they give financial advice on 95.9 The River.
Investment advisory services are offered through Cruz Investments & Wealth Management, an Illinois State Registered Representative Investment Advisor. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), Member FINRA/SIPC. Cruz Tax Advisory, LLC and Cruz Investments & Wealth Management are not affiliated with MAS. Cruz Tax Advisory offers tax advice on qualified plans. Consult your tax advisor on your specific situation. This show is a paid placement.
Podcast Insights
Content Themes
Focuses on financial planning, retirement strategies, and tax efficiency with episodes covering topics such as creating a Retirement Income Blueprint, tax-efficient retirement strategies, and the impact of tariffs on the market.
Join Rey Cruz on 95.9 The River as he gives helpful advice for a stress-free retirement.
Investment advisory services are offered through Cruz Investments & Wealth Management, an Illinois State Registered Representative Investment Advisor. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), Member FINRA/SIPC. Cruz Tax Advisory, LLC and Cruz Investments & Wealth Management are not affiliated with MAS. Cruz Tax Advisory offers tax advice on qualified plans. Consult your tax advisor on your specific situation. This show is a paid placement.
Rey Cruz and Scott Mackay discuss how global conflicts can create market volatility and emotional stress for investors. They emphasize the importance of staying disciplined and avoiding reactive decisions during uncertain times. Rey outlines a strong financial strategy that includes maintaining an emergency fund, protecting principal, and staying invested for long-term growth.
Original Air date: 03/22 & 03/29 2026
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.
Our firm 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 US Government or any governmental agency. The information and opinions contained herein, provided by the third parties, have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. This show is a paid placement.
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