O.W.N. Your Retirement®

During this episode, we’ll highlight common retirement expenses that many people don’t adequately prepare for. We’ll also discuss wealth plans.

During this episode, we’re going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and what they can do to better prepare.

During this episode, we’ll discuss some of the things you should do if you become the executor of an estate.

In this episode, we’ll consider tips for saving for retirement in three age brackets: ages 25–34, ages 35–44, and ages 45–54.

In this episode we uncover how your retirement income is taxed, explore strategies to minimize your tax burden, and ensure you keep more of your hard-earned money during your golden years.

During this show, we’re going to discuss essential steps that can provide rainy day financial protection.

On this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.

During today’s show, we’re going to address the concept of flexible protection for a healthy retirement which for some people may be a way to secure the money they need for long-term care services while also helping protect their assets.

During today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.

During this episode, we’re going to get deep into the details about Roth IRAs and Roth IRA conversions.