Archive for the ‘Retirement Planning’ Category

Ventana by Buckner: Luxury & Value for Retirement

(DALLAS-FT. WORTH, TEXAS – Consumer Team News)    The corner of Central Expressway & Northwest Highway is getting ready for a big change. Ventana by Buckner, twin 12 story luxury high rise towers, will offer DFW residents a new concept in retirement living.  Consumer Team host Pete Thomson recently called Ventana ‘a game changer’ for retirement.  Thomson added, “Ventana will change the way people retire in Dallas.   It combines luxury and excellence with the integrity of Buckner Retirement Services.”

Ventana - Coming to Northwest Highway & Central in Dallas

Ventana – Coming to Northwest Highway & Central in Dallas

Excellence and luxury permeates all aspects of the new Ventana.  From the floor-to-ceiling views of downtown Dallas and the Park Cities to world-class restaurants to a spa and health club, life at Ventana will be filled with luxury.   Thomson said, “At Ventana, you’re just minutes away from all the best that Dallas has to offer.  Restaurants, entertainment and shopping are all within minutes.   This is a very appealing lifestyle.”

According to Thomson, the value that Ventana delivers is unsurpassed.  He added, “From a value standpoint, we like the fact that Ventana’s monthly fee includes a number of services that are normally additional charges at other retirement communities.  These extra charges often add up to thousands of dollars every year.  When you run the numbers and truly account for all the services are included at Ventana, the value is very apparent.”

Thomson also praised the continuing care aspect of Ventana.  Thomson said, “When someone moves to Ventana they can be confident that many of the services they’ll need through their retirement life will be available at the Ventana campus.  That makes life much less stressful, especially during the times that a person needs more medical services.”

The integrity part of Ventana, according to Thomson, comes from Buckner Retirement Services.  He said, “Buckner has been impacting lives for over 100 years.  Their support of orphaned children dates back to just after the Civil War.   Buckner Retirement Services brings a level of integrity to Ventana that is very meaningful.   We believe the non-profit approach to retirement services is superior to for-profit on a number of levels, most notably the quality of care.”

For people weighing their options for retirement, Thomson recommends meeting the team at Ventana. He said, “Ventana’s information center overlooks the site where Ventana will be built.  And their model of the two 12-story towers really makes Ventana come alive.”

For more information on Ventana call 214-234-1035.  Learn more about Ventana by Buckner on The Consumer Team with Pete Thomson, Saturdays from 6-8 PM on CBS Radio’s 1080 KRLD.  The Consumer Team is produced by McQ Media, Dallas, Texas.

Consumer Team: Ventana is Changing Retirement in Dallas

(DALLAS-FT. WORTH, TX – Consumer Team News)   The corner of Northwest Highway and Central/Hwy 75 is about to change in a big way. Ventana, a luxury high rise retirement community, is being built at this location by Buckner Retirement Services.   The Consumer Team with Pete Thomson is airing a series of educational segments on retirement in DFW and the new Ventana.

Ventana - Coming to Northwest Highway & Central in Dallas

Ventana – Coming to Northwest Highway & Central in Dallas

Pete Thomson, host of The Consumer Team, says  he considers Ventana to be the future of retirement living. Thomson said, “People are very impressed with the the luxury of Ventana.  It will be a stunning community with beautiful views of the Dallas skyline.   There are some other major benefits.  First, Buckner Retirement Services is building Ventana.  Buckner is one of the most trusted names in North Texas.   Beyond that, Ventana will be a continuing care retirement community which means that residents will have access to many healthcare and medical services on-campus at Ventana, and at rates that are very predictable.   Over the span of a person’s retirement, we believe that Ventana’s pricing model delivers much more for the dollar and gives consumers more control over their budgets during retirement.”

The Consumer Team will feature different aspects of Ventana during on-air interviews on 1080 KRLD Radio.   Thomson said, “Our interviews on retirement and Ventana will be very educational.  We’ll be talking to the leadership of Ventana and Buckner Retirement Services.   We’ll also feature several people who will be among the first to move to Ventana when it’s complete.”

The Consumer Team with Pete Thomson is broadcast Saturdays from 6-8 PM on CBS Radio’s 1080 KRLD.   The Consumer Team is produced by McQ Media Inc, Dallas, Texas.

Texas Retirement Specialists Receives CISQUA Award

(DALLAS-FT. WORTH, TEXAS – Consumer Team News)     Pete Thomson, host and founder of The Consumer Team, today announced that Texas Retirement Specialists is receiving the 2016 CISQUA Award.  The award, which recognizes outstanding North Texas businesses, will be presented to the staff of Texas Retirement Specialists on June 1, 2016.   Consumer Team founder Pete Thomson commented on the award.  He said, “I’ve known the team at Texas Retirement Specialists for over 4 years.   During this time I’ve been able to see first-hand the outstanding work they do in helping families plan for retirement.   It’s an honor to have them as part of The Consumer Team and exciting to see them receive the CISQUA award for 2016.”

Texas Retirement Specialists - 2016 CISQUA Award Winner

Texas Retirement Specialists – 2016 CISQUA Award Recipient

The Consumer Team CISQUA Award recognizes exemplary performance in the areas of consumer integrity, service, quality and accountability.   Regarding Texas Retirement Specialists selection, Thomson added, “The retirement years can be very fulfilling for people who plan appropriately.   We appreciate the manner in which Texas Retirement Specialists educates their clients to anticipate the headwinds of the retirement years and to be prepared.   They’re also advocates of alternative investments, outside of the U.S. stock market, which I believe is prudent for anyone over 55 to consider.”

Thomson said that the CISQUA Award was created to promote best practices in the Dallas-Ft. Worth business community.   He added, “On The Consumer Team our goal is to connect educated consumers with the best businesses in North Texas.   By bringing CISQUA to Dallas-Ft. Worth, we’re hoping to raise the level of awareness regarding these key areas of business responsibility.”

Thomson called Texas Retirement Specialists‘ commitment to financial education an asset to North Texas.  In addition to being regular contributors on The Consumer Team, Texas Retirement Specialists sponsors a weekly radio program, Found Money Radio.  The program is broadcast on 1080 KRLD and 820 WBAP Radio.   Thomson said, “After someone listens to Found Money Radio for 5 minutes, it’s obvious that it is a different kind of financial talk radio program.  And that’s because Texas Retirement Specialists wants to help people understand what’s important relative to managing money and retirement planning.  They’re committed to financial education.”

The Consumer Team airs on CBS Radio’s 1080 KRLD Radio on Saturday from 6-8 PM (Central).   The Consumer Team is produced by McQ Media Inc.

Consumer Team Radio: Best Time to Buy Products; Car Dealer Tricks & Tracking Teen Drivers

(DALLAS-FT. WORTH, TX)    Saturday, June 21, 2014, The Consumer Team will help you improve your consumer life.  Saturday’s program, broadcast from 5-7PM on 1080 KRLD Radio, will feature several informative feature segments:

The Consumer Team - Saturdays 5-7 PM on 1080 KRLD Radio

The Consumer Team – Saturdays 5-7 PM on 1080 KRLD Radio

When To Save On Purchases:   Mandy Walker with Consumer Reports will talk about when products go on sale.  From January through December, we’ll tell you when different products will be at their lowest prices.

Retirement Planning:  Don’t Go It Alone!   Jim Poe from Texas Retirement Specialists will be the guest for a discussion on why consumers do better when they work with a competent retirement planner.

Car Dealer Tricks:   We’ll talk with Richard Walsh of Auto Locators of Texas about the slick tactics that dealers use to confuse us and increase their profit from a sale.   As you’ll learn from Richard, you can take control of the transaction!

Tracking Teen Drivers:  Ernie Sprance will report on new technology that’s allowing parents to closely monitor their teenage drivers.   Speed, location and even mechanical issues can now be monitored with several cost effective high-tech tools.

To listen live, go to http://player.radio.com/listen/station/krld-newsradio-1080.   The Consumer Team with Pete Thomson is produced by McQ Media, Dallas, Texas.

Jim Poe Named Instructor for “The Richness of Life Institute”

(DALLAS-FT. WORTH, TX)   Jim Poe, founder and CEO of Texas Retirement Specialists, has been named an instructor for The Richness of Life Institute, a non-profit organization that offers adult education financial courses at college campuses throughout United States.  Poe has worked in financial services for over 30 years.  In addition to his work at Texas Retirement Specialists, Poe hosts a weekly radio program on retirement, “The Found Money Report”.   Poe is also a regular contributor of The Consumer Team radio program.

Jim Poe - Texas Retirement Specialists

Jim Poe – Texas Retirement Specialists

Commenting on “The Richness of Life Institute” Jim Poe said, “Having an opportunity to help people enrich their lives with financial education is very fulfilling.  And to be able to be part of “The Richness of Life Institute” is very meaningful to me.”   Poe added that objective, fact-based financial education for retirees is virtually nonexistent in the marketplace.  He said, “At ‘The Richness of Life Institute’ all the information we present is based on research from some of the country’s leading financial organizations.  With the right information and education, people can make wise choices with their money which means a better life in retirement.”

Pete Thomson, host of The Consumer Team and co-host of The Found Money Report, commented on Poe’s appointment to instructor at “The Richness of Life”.  He said, “I can’t think of a more qualified person to be teaching financial education than Jim Poe of Texas Retirement Specialists.  Every week when we do our radio programs, I literally take notes on many of the things that Jim talks about.  Based on the top ratings that Jim’s programs get on the radio, it’s clear that his message is resonating with the radio listeners of Dallas-Ft. Worth and North Texas.”

Response to “The Richness of Life Institute” has been enthusiastic among North Texas colleges.  After launching at The University of Texas in Arlington (UTA), the course is now being offered at Southern Methodist University, The University of North Texas, The University of Texas at Dallas, University of Phoenix and The Lockheed Martin Recreational Area.   Poe said that student feedback has been very positive.  He said, “We’ve had very favorable comments regarding the course.  Even people who consider themselves to be well informed on investing and financial matters have said that our course was very valuable.”

The course is generally offered in one classroom session per week for 3 weeks on both nights and weekends.  For additional information, including upcoming courses in North Texas, go to http;//www.richnessoflife.org  or call 888-774-4492.   The Found Money Report radio program is broadcast Saturdays at 10AM on KRLD Radio and 3PM on WBAP Radio.   The Consumer Team talk radio program is broadcast Saturdays at 5PM on KRLD Radio.

 

Financial Expert Jim Poe Moves to Primetime

(DALLAS-FT. WORTH, TX)      Financial and retirement expert Jim Poe, host of The Found Money Report radio program, will be heard on KRLD Radio at 10AM Saturdays, effective August 31, 2013.    The Found Money Report features information, tips and research designed to help listeners prepare for success in retirement.    Previously the program was heard on Sunday at 1PM.   KRLD, owned by CBS, is the most listened to news station in DFW with a weekly audience of over 500,000 persons.

Jim Poe - Texas Retirement Specialists

Jim Poe – Texas Retirement Specialists

Poe is a regular contributor to The Consumer Team radio program, which is broadcast Saturdays from 5-7PM on KRLD.   Consumer Team host, Pete Thomson, commented on The Found Money Report’s new broadcast time.  He stated, “Saturday midday is one of the most listened to times of the week.  The move up to Saturday at 10AM is a huge compliment to Jim Poe and the credibility he brings to the airwaves of Dallas-Ft. Worth.  His success on both Wall Street and Main Street makes him uniquely qualified to be an authority on investing and retirement planning.”     Thomson serves as co-host of The Found Money Report.

Jim Poe, who is also the founder and CEO of Texas Retirement Specialists, expressed excitement over the new airtime for his program.  He said, “Our approach on the air is pretty simple. We just want to help people prepare for success in retirement.   When KRLD management came to us with the invitation to move into one of the most listened to hours of the weekend, we were very honored.  And now, I’m excited that more people are going to be able to hear our program.”

Thomson described The Found Money Report as different than other financial, investment or retirement programs on the radio.  He added, “Jim was very clear when we started that he didn’t want to do an on-air pitch for financial products.   It’s important to him to give our listeners information that they can use in their lives regardless of whether they ever come into Jim’s office.    As a result, The Found Money Report is very interesting to listen to.  We feature news, research, tips and through it all we have quite a bit of fun.”

In each Found Money Report broadcast, listeners hear a very genuine banter between Poe and Thomson.  Each broadcast starts with the week’s financial news as delivered by Jim Poe.   Thomson serves as the announcer, keeping the show on schedule and setting up topics for Poe to comment on.   Pete Thomson, who gives a weekly historical report called “The Way Back Machine”, said he thinks the show’s attraction is its real sound.   Thomson added, “Listeners can tell when a program is real or scripted.   Jim Poe really enjoys helping people and it shows on the air.”

The Found Money Report is also broadcast on WBAP Radio from 3-4PM Saturday afternoon.  The Found Money Report is produced by McQ Media, Dallas, Texas.

Consumer Advocate Pete Thomson: Healthcare Scams Targeting Retirees

(DALLAS-FT. WORTH, TX)     New healthcare laws have brought much uncertainty to consumers, especially retirees.  According to consumer advocacy journalist and radio host Pete Thomson, new scams are surfacing that are taking advantage of the uncertainty in the marketplace.   Thomson’s weekly radio program, which airs on CBS Radio’s KRLD in Dallas, will focus on healthcare scams on Saturday, July 27, 2013 from 5-7PM (Central).

Pete Thomson - The Consumer Team

Thomson said that the new healthcare scams are reaching consumers primarily through the internet and telemarketing.   He added, “Scammers are targeting seniors.  They’ll often call or email, claiming to be with the federal government, and say they need to confirm a social security number.  Other times they’ll call offering a special deal on low cost healthcare coverage.   The scammers are always looking for personal information that they can turn into cash.”

Thomson claims that the uncertainty surrounding healthcare is helping the scammers succeed.  He said, “Our nation’s healthcare system is about to be in transition and people, especially retirees, are concerned about the future of their healthcare.  The people behind the scams love this uncertainty.   They’re selling security and solutions in a very uncertain environment.”

According to Thomson, the first line of defense again healthcare scams is to simply hang up or delete the email.   Beyond that, he says, reaching out to seniors who are isolated is very important.   Thomson added, “Seniors often become isolated from the mainstream marketplace.  We believe that reaching out to seniors in our families and neighborhoods is an important part of defeating this type of crime.”

Thomson credited Consumer Team New York City reporter Ernie Sprance for his contributions to the special coverage on healthcare scams.   He said, “Ernie did an outstanding job of digging into this issue.  He’ll be filing two different on-air reports on The Consumer Team.   After listening to this information, listeners will be better prepared to deal with this growing fraud.”

Thomson’s Consumer Team talk radio program is one of the most listened to local programs dealing with consumer news, research, trends and issues.   Thomson says that his passion for consumer advocacy started during his childhood growing up in the midwest.   Both of his parents were business owners in Charles City, Iowa.  According to Thomson, seeing successful business and customer relationships fueled his interest in helping connect consumers with reputable business owners.  He said, “Growing up in Charles City, I saw the special relationship that can exist between business and the customer.  Our goal on The Consumer Team is to first educate our listeners regarding the issues that can impact their success as a consumer.  Beyond that, we strive to connect our listeners with great businesses who truly understand what it means to serve the customer.”

For more information on The Consumer Team or to listen live, to to http://www.myconsumerteam.com.   The Consumer Team is produced by McQ Media, Dallas, Texas.

 

Reverse Mortgages Backfire: The Consumer Team Investigates

(DALLAS-FT. WORTH, TX)    The Consumer Team talk radio program will air a special report on the growing number of consumer complaints regarding reverse mortgages.   Ernie Sprance will anchor the report which will be broadcast Saturday, June 15th on KRLD Radio from 5-7PM Central.

The Consumer Team - Saturdays 5-7 PM - KRLD Radio

Pete Thomson, host and producer of The Consumer Team, commented on the reverse mortgage story.   He said, “This is the second story we’ve done on reverse mortgages.  Last year, we did a Consumer Alert which focused on the lack of understanding that many seniors have regarding the transaction.   Now Ernie Sprance has new coverage to share with our listeners regarding reverse mortgages.  We’re especially concerned about this story because it impacts seniors and has the potential to have an adverse effect on their retirement quality.   Anyone who is considering using this type of financial instrument should listen to this segment.”

For more information on The Consumer Team or to listen live, go to http://www.myconsumerteam.com.   Airing on Dallas-Ft. Worth’s top rated news-talk station KRLD, The Consumer Team is one of the highest rated local consumer advocacy radio programs in America.  The Consumer Team is produced by McQ Media, Dallas, Texas.

Consumer Team: Getting More From Social Security

(DALLAS-FT. WORTH, TX)      Listeners to The Consumer Team radio program are finding more money in Social Security benefits thanks to a new software and report that is being introduced on the program.   The new software, being made available by Texas Retirement Specialists, is helping listeners discover new, incremental amounts of Social Security dollars that are above and beyond what listeners are typically expecting.

Texas Retirement Specialists - Offering Free Social Security Report

Jim Poe with Texas Retirement Specialists is The Consumer Team’s expert in investing and retirement planning.  Poe commented on the Social Security software.  He said, “We’re excited to be able to help open up the eyes of consumers regarding how to get the most from Social Security.   Previously, most people believed that the wise thing to do was get benefits at the earliest age possible.  With the help of our free software, folks can see what’s possible if they are more strategic in the sign up process.   We have listeners that are finding anywhere from a few thousand dollars up to $399,000.   It has been exciting to see people benefiting from this report.”

Pete Thomson, consumer advocate and host of The Consumer Team, said that the listener response has been extraordinary.   Thomson added, “The response to Texas Retirement Specialists free Social Security report has been really exciting.  All the information is on the Texas Retirement Specialists website, http://www.texasretirementspecialists.com.”

Even though the process of identifying extra Social Security dollars is quick, Jim Poe said that getting correctly signed up for Social Security can require additional assistance.   Poe added, “Once a person determines how much extra money they can qualify for, we encourage them to call us for help in signing up properly.   We’re excited to help our listeners and clients maximize their Social Security benefits.”

The Consumer Team talk radio program is broadcast Saturdays from 5-7PM (Central) on 1080 KRLD Radio, Dallas-Ft. Worth.  Jim Poe is a regular contributor to The Consumer Team in the areas of financial planning, investing and retirement.  Pete Thomson called Jim Poe an integral part of The Consumer Team.  Thomson continued, “Retirement, financial planning and investments are at the top of our agenda on The Consumer Team.   To have Jim Poe and his team at Texas Retirement Specialists on the program every week is huge resource for our listeners in North Texas.  Jim Poe’s background, experience and integrity have made him one of our most trusted resources.”

Texas Retirement Specialists have North Texas offices in Dallas and Ft. Worth.   They can be reached at 888-774-4492.  For more information on The Consumer Team and to listen live, go to http://www.myconsumerteam.com   The Consumer Team is produced by McQ Media Inc, Dallas-Ft. Worth, Texas.

 

Consumer Team Endorses Texas Retirement Specialists

Jim Poe - Texas Retirement Specialists

(DALLAS, TX)        Pete Thomson, host and producer of The Consumer Team radio program, announced that Jim Poe and Texas Retirement Specialists will be the exclusive financial and retirement planning planner for The Consumer Team.   The Consumer Team is heard Saturdays from 5-7PM on 1080 KRLD Radio, Dallas/Ft. Worth.   Commenting about the announcement, Thomson said, “Through the years I’ve had an opportunity to meet hundreds of financial planners and Jim Poe is by far the most honest, hardworking and giving person I’ve every met in the financial services industry.  We are very fortunate to have him as an expert on retirement and financial planning on The Consumer Team.”

As The Consumer Team’s exclusive financial and retirement planning expert, Jim Poe will make regular appearances on The Consumer Team radio program.  According to Thomson, financial questions top the list of listener questions.   Thomson added, “The Consumer Team audience is primarily 35 and older.  These are people who have been working hard for a number of years.  And getting solid, credible advice on retirement strategies is very important to them.   The addition of Jim Poe to our program gives our listeners access to a person who is really looking out for their best interest.”

Thomson calls Poe and his company Texas Retirement Specialists the best possible source of information for listeners.  Thomson added, “Most people don’t realize that many who call themselves financial planners don’t have to work in the client’s best interest.   In fact, many product sales people call themselves financial planners but in reality are just sales people trying to sell the product that pays them the highest commission.  Because Jim Poe and Texas Retirement Specialists have a fiduciary duty to their clients, our listeners can be confident that Jim is making recommendations that are in their best interest.”   Regarding his fiduciary responsibility to his clients, Poe said, “We have an obligation to present our clients the solutions that are the best choice from their perspective.   Since most of our clients are over 50, we look for ways to make a good return but without the risk of the stock market.”

According to Thomson, the family aspect of Texas Retirement Specialists is a big appeal to people.  Thomson said, “Texas Retirement Specialists is a family owned and operated business.  Jim and Dauph Poe and 4 of their daughters own the firm.  And when you step foot into their offices in either Dallas or Ft. Worth, you feel like you’ve come home.  It’s  an amazingly comfortable feeling.”

Jim Poe & Family Preparing Dinner At The Ronald McDonald House of Ft. Worth

Thomson also praised the manner in which Jim Poe and Texas Retirement Specialists interact with their clients.  Thomson said, “Jim and his team are very low pressure.  In both their group financial planning meetings or in individual sessions, they are very, very good listeners.  And their proprietary software that they use to track a person’s income until age 100 is extraordinary. ”

Unlike many financial planning firms, Texas Retirement Specialists does not have a minimum of net worth requirement for clients.  In fact, according to Thomson, “If a client has any savings at all, Jim Poe and the Texas Retirement Specialists team will help them.   And in a world where some financial planners won’t even talk with you unless you have a million dollars, Jim Poe helps people regardless of how much money they have.   He has a real servant’s heart.”

The Consumer Team is broadcast from 5-7PM Saturdays on 1080 KRLD in Dallas and Ft. Worth, Texas.  KRLD is the leading news station in the Dallas-Ft. Worth market.   The Consumer Team features consumer tips, information and research designed to help listeners in the DFW Metroplex and beyond make better consumer and shopping decisions.   Pete Thomson has been working in the area of consumer advocacy for over 10 years.  He founded The Consumer Team with a mission to help Dallas and Ft. Worth consumers save time, money and grief in the consumer lives.  Thomson is also president/CEO of McQ Media, a Dallas based marketing and advertising firm.

To learn more about The Consumer Team and to listen live go to http://www.myconsumerteam.com   The Consumer Team is produced by McQ Media Inc, Dallas, Texas.

 

 

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