From its inception in 2010, each week Tami explores relevant topics such as retirement planning, investing for seniors, tax strategies, income planning, life insurance, annuities, estate planning, charitable giving and more.
Listed below are some of the programs, by subject, that Tami has recently recorded. Please be sure to visit us again for the latest installments of Road to Wealth with Tami Simpson.
In addition to the weekly radio show for seniors called Road to Wealth with Tami Simpson, we also hold ongoing seminars to guide you through the important process of planning and maintaining your retirement financial plan. These seminars, hosted by Tami Simpson, address challenges to everyone’s retirement including:
- Market Losses
- Inflation
- Taxes
- Medical/Long Term Care Costs
- Misinformation
To register for an upcoming seminar and to learn how you can effectively plan for retirement, please click here.
We are based in Costa Mesa, CA in Orange County, serving cities such as: Aliso Viejo, Anaheim, Brea, Buena Park, Cypress, Dana Point, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, La Palma, Laguna Beach, Laguna Hills, Laguna Niguel, Laguna Woods, Lake Forest, Los Alamitos, Mission Viejo, Newport Beach, Orange, Placentia, Rancho Santa Margarita, San Clemente, San Juan Capistrano, Santa Ana, Seal Beach, Stanton, Tustin, Villa Park, Westminster, and Yorba Linda. Along with the Orange County we serve the following San Bernardino County cities: Adelanto, Apple Valley, Barstow, Big Bear Lake, Chino, Chino Hills, Colton, Crestline, Fontana, Grand Terrace, Hesperia, Highland, Joshua Tree, Lake Arrowhead, Loma Linda, Lucerne Valley, Montclair, Needles, Ontario, Rancho Cucamonga, Redlands, Rialto, Running Springs, San Bernardino, Twentynine Palms, Upland, Victorville, Wrightwood, Yermo, Yucaipa, and Yucca Valley. We also serve the cities of Riverside County, such as: Banning, Beaumont, Blythe, Calimesa, Canyon Lake, Cathedral City, Coachella, Corona, Desert Hot Springs, Eastvale, Hemet, Indian Wells, Indio, Jurupa Valley, Lake Elsinore, La Quinta, Menifee, Moreno Valley, Murrieta, Norco, Palm Desert, Palm Springs, Perris, Rancho Mirage, Riverside, San Jacinto, Temecula, and Wildomar. In addition to Orange County, San Bernardino County and Riverside County, we are proud to serve all of Southern California including: The Inland Empire, Los Angeles County and San Diego County.