This episode explores three often-overlooked security mistakes that can have serious financial consequences. Through real-world stories and practical advice, we reveal how small oversights can turn into big losses. Learn the mindset and habits that help protect your money, data, and peace of mind.

Discover why a formal, written strategy is the single most important tool for a secure and sustainable retirement, moving you past simple savings targets into actionable income generation. This episode details the five critical components of a comprehensive retirement income plan. We'll show you how putting your plan on paper provides the clarity and confidence to overcome market volatility and enjoy your post-work life without financial fear.

Welcome back!

Today's episode introduces Eric Scoggins and the founding story of ETS Wealth Management, the premier financial planning firm based in Hoschton, GA. We explore how Eric created a firm specializing in comprehensive services like estate and retirement planning, with a core mission to guide clients towards financial success and security through personalized strategies. Eric details the firm's dedication to building long-term relationships and providing tailored, objective solutions to help clients achieve their specific financial goals.

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 this show, we’ll discuss retirement steps to take when you’re 10 years, five years, and one year from retirement.

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.

In this episode we talk about bonds, how you can utilize them and how they are taxed.

In this episode we continue our discussion on taxes in retirement and talk about what happens when you sell your primary residence.

In this episode we continue our discussion on taxes in retirement by focusing on how and when life insurance and annuities are taxed.

During this episode, we continue our discussion on how different kinds of retirement income are taxed, so that you can hopefully feel more confident that your financial strategy is squared away.