• That dreaded “R” word and it’s not “Recession” 
• You’re most likely up 170% over the last 10 years
• Our Tax Map puts more money in your pocket, less in Uncle Sam’s
• Do NOT wait until you’re 72 to take money out of the IRA
• Widow’s and Kiddo’s tax - their higher earning rates could be a big hit
• We’re the sheep dogs, the financial advisors are the wolves
• Our flat-fee approach vs. their 1-2% certainty off the top
• We make your retirement exciting by making your planning boring

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Each week we feature one client or caller to the radio show. This week Mitch from Akron says: "Everyone told me to save, so I did. Now I’m retired and nobody is telling me what to do next."

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Inflation is now over 9 percent, but is your income rising at the same rate? Everyone tells you to save for retirement, but what do they say when you get there? Sounds odd but paying taxes early can save you money in the long run. Are we becoming complacent when it comes to losing money, thinking that 2008 will never happen again?

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In studio guest Anna Christine, an attorney with AlerStallings, discusses the legal planning we all need in retirement. Does Medicare or Medicaid cover long term care expenses? How a Fee Filter can help you uncover money leaking out of your accounts.

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Greg and special guest Tim Stallings (Elder Law Attorney) discuss Estate Planning misconceptions; A caller from Findlay, OH, wants to know what type of trust he should use; A listener from Hebron, OH, wants to know what she can do to protect assets; Why IRA tax planning is crucial to saving money in retirement; How much money does one need to successfully retire?; Why timing the Market is a risky proposition; Greg talks about facing different financial crises in retirement.

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We talk mostly about financial health. But in order to enjoy retirement, you must focus on your physical health. Greg’s longtime friend Afif Ghannoum joins us to talk about the latest research on gut health.

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True or False? “There is no alternative to the market.” Lunch with Warren Buffet was recently auctioned off for $19 million. This dinner event won’t cost you $19.00 and could save your retirement. How much contact do you have with your financial advisor while the market is going down? Greg’s longtime friend Afif Ghannoum joins us to talk about the latest research on gut health.

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You buy insurance for your car, your house, and your life; can annuities help you insure your retirement?

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America’s IRA expert Ed Slott gives advice on de-taxing your retirement accounts. Greg talks about how the Golden Reserve Tax Mapping process does that…and more.  

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In this episode:

• What to expect on your next 401K statement. 
• Do you know what you’re going to pay in taxes? Your financial advisor doesn’t. 
• Legal, taxes, finance and investments—all under one roof.
• Imagine if you didn’t have to watch the market, and didn’t care about the news? 
• How much of your retirement planning can you do online with apps and software? 
• Stop playing blackjack with your nest egg. Take your chips off the table.
• America’s IRA Expert Ed Slott weighs in on having tax-free money in retirement.
• We’re the trusted 7-iron on the golf course; the days of trying to smash that new high-tech, hybrid wood are past you.

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