The Safe Retirement Money Guy’s Podcast

Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank.  Bill and his wife Charlotte have been married 41 years and have four adult children and three grandchildren. Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate. ​Bill has been helping clients manage their financial lives since 1988.  Bill spent 13 years in banking as a Trust Officer in Florida and Michigan, 5 years as a broker with Smith Barney in Troy, MI and has owned his own firm since 2004, located in Almont, MI which is 40 miles north of Detroit. At the end of 2014 Bill exited the securities side of his practice to offer only “Safe Money” programs for his clients.  While offering “At Risk” investments such as mutual funds, ETFs and individually managed portfolios of stocks and bonds as a licensed securities advisor, and now as a “Safe Money” professional exclusively, Bill has always put his clients’ interests first.  While securities licensed, Bill maintained a perfectly clean record with FINRA, which you can check for yourself by going to FINRA Broker Check.

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Episodes

Thursday Nov 30, 2023

How difficult is it to make up losses?

Featuring Tom Hegna E8

Thursday Nov 23, 2023

Thursday Nov 23, 2023

Today we have Tom Hegna,  on the show. Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!

Elevator Analogy Ep 7

Thursday Nov 16, 2023

Thursday Nov 16, 2023

Lets use an elevator analogy today.

INcome Not IFcome Ep 6

Thursday Nov 09, 2023

Thursday Nov 09, 2023

Whats the difference between INcome and IFcome?

Sequence of Return Risk E5

Thursday Nov 02, 2023

Thursday Nov 02, 2023

Learn about the sequence of return risk on this week's episode.

Equity Protected Accounts Ep 4

Thursday Oct 26, 2023

Thursday Oct 26, 2023

Today we will learn about Equity Protected Accounts.

No Losses Ep 3

Thursday Oct 19, 2023

Thursday Oct 19, 2023

Is there such a thing as no losses?

Losing Sleep Ep 2

Wednesday Oct 11, 2023

Wednesday Oct 11, 2023

Lets hear about losing sleep on this weeks episode.

Fixed Index Annuities E01

Friday Oct 06, 2023

Friday Oct 06, 2023

Learn all about Fixed Index Annuities on the premier episode of the Safe Retirement Money Guy Podcast. 

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Bill Duggan

Over the years Bill has been or still is involved in several non-profits as a volunteer.  These organizations include The Salvation Army Adult Rehabilitation Center in Detroit as an Advisory Council Member, Four County Community Foundation in Almont, MI as a Trustee with service on the Investment Committee and the Grant Committee, and Bill’s Church where he serves as an usher and volunteers for other duties as needed.  Bill also serves as a Men’s Core Group Leader for Community Bible Study, an international, non-denominational in depth Bible Study organization. 

​Bill enjoys studying the living word of God, evangelizing for his Lord and Savior Jesus Christ, fishing, hunting and riding his bike.  In the past, Bill was very active as a licensed private pilot and scuba diver.

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