Empower Your Retirement

What do football and taxes have in common? Both can surprise you with unexpected losses! This episode explores how retirees often underestimate the impact of taxes on their savings, with real-life stories and strategies from the team at A Better Way Financial. Learn how state and federal taxes, required minimum distributions, Roth conversions, and charitable giving can shape your retirement—and discover how smart planning can help you keep more of what you’ve earned.

 

Schedule a complimentary appointment: A Better Way Financial

 

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

 

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

 

Follow us on social media: Facebook | LinkedIn | YouTube    

See omnystudio.com/listener for privacy information.

Thinking about retiring as a business owner but not sure how to start? Frank and Frankie Guida explore real-world strategies for transitioning your business, minimizing taxes, and creating a succession plan that protects your legacy and your family. Learn how tools like deferred sales trusts and charitable remainder trusts can turn your life’s work into lasting retirement income—all while keeping more of what you’ve earned

 

Schedule a complimentary appointment: A Better Way Financial

 

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

 

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

 

Follow us on social media: Facebook | LinkedIn | YouTube    

See omnystudio.com/listener for privacy information.

Could your retirement savings survive a market crash? In this episode, Frank and Frankie Guida explore how de-risking your portfolio before retirement can protect your future income. They break down real-life examples, explain risk tolerance, and share strategies for balancing growth with safety—so you’re not caught off guard when volatility strikes.

 

Schedule a complimentary appointment: A Better Way Financial

 

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

 

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

 

Follow us on social media: Facebook | LinkedIn | YouTube    

See omnystudio.com/listener for privacy information.

When should you claim Social Security—and how does your spouse factor in? Frank and Frankie Guida break down the complexities of spousal benefits, timing strategies, and real-life scenarios that could impact your retirement income. From survivor benefits to portfolio coordination, they explore how couples can make smarter decisions about when and how to file. Plus, hear how one couple’s plan added over $500K in lifetime benefits by waiting just a few years.

 

Schedule a complimentary appointment: A Better Way Financial

 

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

 

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

 

Follow us on social media: Facebook | LinkedIn | YouTube    

See omnystudio.com/listener for privacy information.

What happens when integrity meets financial planning? In this episode, Frank Guida, founder of A Better Way Financial, shares the story behind his firm’s mission and the values that drive it—family atmosphere, outstanding client service, integrity, and positivity. Discover why being local and personal matters when planning your financial future.

 

Schedule a complimentary appointment: A Better Way Financial

 

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

 

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

 

Follow us on social media: Facebook | LinkedIn | YouTube    

See omnystudio.com/listener for privacy information.

Think you know how much you need for retirement? Think again. This episode dives into the overlooked realities of retirement planning—from income strategies and tax efficiency to life expectancy myths and lifestyle budgeting. Frankie Guida and Noah Williams share why most financial advisors miss the mark and how a tailored plan can unlock more freedom than you thought possible.

 

Schedule a complimentary appointment: A Better Way Financial

 

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

 

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

 

Follow us on social media: Facebook | LinkedIn | YouTube    

See omnystudio.com/listener for privacy information.

What do pennies and outdated portfolios have in common? They both might be costing you more than you think. In this episode, Frank and Frankie Guida dive into why traditional retirement strategies—like bonds and target date funds—may no longer serve today’s retirees. They break down real-life examples, explain the risks of sticking with old assumptions, and explore how fixed indexed annuities and risk-return analysis can help protect your future income.

 

Schedule a complimentary appointment: A Better Way Financial

 

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

 

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

 

Follow us on social media: Facebook | LinkedIn | YouTube    

See omnystudio.com/listener for privacy information.

Leaving a job? Don’t leave your 401(k) behind. In this episode, Frank and Frankie Guida break down what really happens to your retirement savings when you change employers—and why doing nothing could cost you. From rollover options and tax implications to real-life case studies, they explore how a 401(k) x-ray can uncover hidden risks and opportunities. Whether you're mid-career or nearing retirement, this episode helps you take control of your financial future.

 

Schedule a complimentary appointment: A Better Way Financial

 

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

 

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

 

Follow us on social media: Facebook | LinkedIn | YouTube    

See omnystudio.com/listener for privacy information.

Why do so many people hate annuities—even when they solve the very problem retirees fear most? In this episode, the team at Better Way Financial breaks down the myths, fees, and facts around annuities. They explain why some annuities get a bad rap, how to spot the good from the bad, and when they can be a smart alternative to bonds. Plus, a real-life case study shows how one couple turned a potential shortfall into a secure income stream.

 

Schedule a complimentary appointment: A Better Way Financial

 

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

 

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

 

Follow us on social media: Facebook | LinkedIn | YouTube    

See omnystudio.com/listener for privacy information.

What do baby watch and retirement planning have in common? Both come with nerves—and the need for a solid plan. In this episode, Frank and Frankie Guida dive into the emotional and financial uncertainties that come with approaching retirement. They break down how rising interest rates, market volatility, and outdated portfolio strategies can put your savings at risk. You’ll hear real-life examples of how adjusting risk tolerance and rebalancing investments can protect your future without sacrificing returns.

 

Schedule a complimentary appointment: A Better Way Financial

 

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

 

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

 

Follow us on social media: Facebook | LinkedIn | YouTube

See omnystudio.com/listener for privacy information.