In this episode of Retire TruNorth Radio, where the TruNorth Advisors team uncover why having multiple financial “quarterbacks” often leads to hidden inefficiencies in retirement.

Many retirees have strong investments, but weak coordination. Your 401(k), IRA, Social Security, Medicare, taxes, and estate plan should all work together under one strategy. Without it, small gaps can quietly cost you thousands every year in unnecessary taxes and higher premiums.

If you’ve saved $200,000 or more for retirement, now’s the time to see how much further your money could go with a coordinated plan. Schedule your complimentary retirement analysis today.

📞 Call 864-800-1831 or visit retiretrunorth.com to get started.

This podcast is intended for informational and educational purposes only and should not be considered investment, legal, tax, or financial advice. The views expressed are those of the hosts and guests and do not necessarily reflect the opinions of Resolute Capital, LLC, doing business as TruNorth Advisors.

Resolute Capital, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply any specific level of skill or training. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.

This episode may contain forward-looking statements or hypothetical examples that are illustrative in nature and do not represent actual results or guarantees of future outcomes.

To learn more or to schedule a complimentary consultation, visit⁠ ⁠www.retiretrunorth.com⁠⁠ or call 864-800-1831.

Is your portfolio still built for growth, or ready for income?

In Part 4 of our 5 Overlooked Opportunities Series of Retire TruNorth Radio, we reveal why updating and rebalancing your investments is one of the most powerful ways to protect your retirement. Learn how to avoid sequence-of-returns risk, create reliable income, and make your money last.

Schedule your complimentary retirement analysis at retiretrunorth.com or call 864-800-1831.

This podcast is intended for informational and educational purposes only and should not be considered investment, legal, tax, or financial advice. The views expressed are those of the hosts and guests and do not necessarily reflect the opinions of Resolute Capital, LLC, doing business as TruNorth Advisors.

Resolute Capital, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply any specific level of skill or training. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.

This episode may contain forward-looking statements or hypothetical examples that are illustrative in nature and do not represent actual results or guarantees of future outcomes.

To learn more or to schedule a complimentary consultation, visit⁠ ⁠www.retiretrunorth.com⁠⁠ or call 864-800-1831.

Most retirees don’t realize it, but filing for Social Security at the wrong time can mean leaving six figures on the table.

In the third part of our 5 Overlooked Opportunities series, TruNorth Advisors breaks down how to maximize your benefits by understanding:
- Tax implications
- Medicare premiums
- Spousal benefits
- The future of the Social Security Trust Fund

TruNorth Advisors helps retirees uncover the optimal time to file through a free, customized Social Security Analysis — designed to help you keep more of what you’ve earned.

Schedule your free analysis:
Call 864-800-1831
or visit retiretrunorth.com

#TruNorthAdvisors #MattDixon #RetirementPlanning #SocialSecurity #FinancialFreedom

This podcast is intended for informational and educational purposes only and should not be considered investment, legal, tax, or financial advice. The views expressed are those of the hosts and guests and do not necessarily reflect the opinions of Resolute Capital, LLC, doing business as TruNorth Advisors.

Resolute Capital, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply any specific level of skill or training. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.

This episode may contain forward-looking statements or hypothetical examples that are illustrative in nature and do not represent actual results or guarantees of future outcomes.

To learn more or to schedule a complimentary consultation, visit⁠ ⁠www.retiretrunorth.com⁠⁠ or call 864-800-1831.

What if the biggest fear in retirement isn’t the stock market — but outliving your money? In this second part of our “5 Overlooked Opportunities” series, TruNorth Advisors explains why having a reliable income plan could be the key to peace of mind in retirement.

Discover how to turn your savings into consistent, dependable income streams so you can travel, spend time with family, and enjoy the lifestyle you’ve worked hard for — without the constant fear of running out of money.

To schedule your complimentary retirement analysis, give us a call at (864)-800-1831 or visit our website at retiretrunorth.com.

This podcast is intended for informational and educational purposes only and should not be considered investment, legal, tax, or financial advice. The views expressed are those of the hosts and guests and do not necessarily reflect the opinions of Resolute Capital, LLC, doing business as TruNorth Advisors.

Resolute Capital, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply any specific level of skill or training. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.

This episode may contain forward-looking statements or hypothetical examples that are illustrative in nature and do not represent actual results or guarantees of future outcomes.

To learn more or to schedule a complimentary consultation, visit⁠⁠⁠⁠⁠⁠ ⁠www.retiretrunorth.com⁠⁠⁠⁠⁠⁠⁠ or call 864-800-1831.

Are you recently retired or planning to retire in the next five years? Even if you’ve saved and invested well, the next steps you take could have an even bigger impact on your retirement.

In this first part of our series, Matt Dixon of TruNorth Advisors reveals why retirement tax planning may be the single most overlooked — yet most powerful — opportunity to make your money last longer.

Discover strategies that could save you thousands, reduce lifetime taxes, and stretch your retirement dollars further than you imagined.

To schedule your complimentary retirement analysis, give us a call at (864)-800-1831 or visit our website at retiretrunorth.com.

This podcast is intended for informational and educational purposes only and should not be considered investment, legal, tax, or financial advice. The views expressed are those of the hosts and guests and do not necessarily reflect the opinions of Resolute Capital, LLC, doing business as TruNorth Advisors.

Resolute Capital, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply any specific level of skill or training. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.

This episode may contain forward-looking statements or hypothetical examples that are illustrative in nature and do not represent actual results or guarantees of future outcomes.

To learn more or to schedule a complimentary consultation, visit⁠⁠⁠⁠⁠⁠ ⁠www.retiretrunorth.com⁠⁠⁠⁠⁠⁠⁠ or call 864-800-1831.

Taxes in retirement aren’t just about today—they’re about what’s coming. In this episode, we unpack the third and most dangerous tax trap: the looming risk of higher taxes after the 2025 TCJA sunset.

From RMDs and Social Security taxation to the “tax torpedo” and IRMAA surcharges, we break down how retirees can get hit with a triple whammy—and why Roth conversions may be the smartest move before this low-tax window closes.

Don’t wait for Washington to change the rules on your retirement. Take control while you still can.

📞 Schedule your complimentary Retirement Tax Analysis today by calling 864-800-1831 or visiting retiretrunorth.com

This podcast is intended for informational and educational purposes only and should not be considered investment, legal, tax, or financial advice. The views expressed are those of the hosts and guests and do not necessarily reflect the opinions of Resolute Capital, LLC, doing business as TruNorth Advisors.

Resolute Capital, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply any specific level of skill or training. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.

This episode may contain forward-looking statements or hypothetical examples that are illustrative in nature and do not represent actual results or guarantees of future outcomes.

To learn more or to schedule a complimentary consultation, visit⁠⁠⁠⁠⁠ ⁠www.retiretrunorth.com⁠⁠⁠⁠⁠⁠ or call 864-800-1831.

In this episode of Retire TruNorth Radio, we continue our Tax Traps series with a deep dive into the second big pitfall: Social Security’s hidden cost.

Too many retirees are blindsided when they discover up to 85% of their benefits can be taxed. We break down why this happens, what “provisional income” really means, and how required minimum distributions (RMDs) can trigger the dreaded tax torpedo.

Most importantly, you’ll learn practical strategies to help reduce—or even eliminate—taxes on your benefits. From Roth conversions to timing your distributions, we show how proactive planning can protect your retirement income.

Don’t let Social Security taxes derail your retirement plans. Tune in now to learn how to keep more of what you’ve earned.

👉 Call 864-800-1831 or visit retiretrunorth.com to schedule your complimentary retirement tax analysis.

This podcast is intended for informational and educational purposes only and should not be considered investment, legal, tax, or financial advice. The views expressed are those of the hosts and guests and do not necessarily reflect the opinions of Resolute Capital, LLC, doing business as TruNorth Advisors.

Resolute Capital, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply any specific level of skill or training. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.

This episode may contain forward-looking statements or hypothetical examples that are illustrative in nature and do not represent actual results or guarantees of future outcomes.

To learn more or to schedule a complimentary consultation, visit⁠⁠⁠⁠ ⁠www.retiretrunorth.com⁠⁠⁠⁠⁠ or call 864-800-1831.

Retirement doesn’t always mean lower taxes. Learn how IRA and 401(k) withdrawals, RMDs, and poor planning can raise your tax bill—and why proactive planning makes all the difference.

Get a complimentary Retirement Tax Savings Analysis from TruNorth Advisors.

Call 864-800-1831 or visit retiretrunorth.com to get started!

This podcast is intended for informational and educational purposes only and should not be considered investment, legal, tax, or financial advice. The views expressed are those of the hosts and guests and do not necessarily reflect the opinions of Resolute Capital, LLC, doing business as TruNorth Advisors.

Resolute Capital, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply any specific level of skill or training. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.

This episode may contain forward-looking statements or hypothetical examples that are illustrative in nature and do not represent actual results or guarantees of future outcomes.

To learn more or to schedule a complimentary consultation, visit⁠⁠⁠ ⁠www.retiretrunorth.com⁠⁠⁠⁠ or call 864-800-1831.

Retire TruNorth Radio uncovers the hidden threats—like long-term care, healthcare costs, inflation, and longevity that can quietly erode your retirement savings.

In this final podcast in the Hidden Threats Series, we share clear, actionable strategies to help protect your future.

Learn how a truly comprehensive plan can give you confidence and make your money last.

For your complimentary retirement analysis, call 864-800-1831 or visit retiretrunorth.com

This podcast is intended for informational and educational purposes only and should not be considered investment, legal, tax, or financial advice. The views expressed are those of the hosts and guests and do not necessarily reflect the opinions of Resolute Capital, LLC, doing business as TruNorth Advisors.

Resolute Capital, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply any specific level of skill or training. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.

This episode may contain forward-looking statements or hypothetical examples that are illustrative in nature and do not represent actual results or guarantees of future outcomes.

To learn more or to schedule a complimentary consultation, visit⁠⁠⁠ ⁠www.retiretrunorth.com⁠⁠⁠⁠ or call 864-800-1831.

Retirement isn’t just about saving — it’s about surviving hidden threats. Discover how inflation and healthcare costs can quietly drain your wealth, and how to fight back.

Contact us today to schedule your complimentary retirement analysis:

Phone: (864)-800-1831

Website: retiretrunorth.com

This podcast is intended for informational and educational purposes only and should not be considered investment, legal, tax, or financial advice. The views expressed are those of the hosts and guests and do not necessarily reflect the opinions of Resolute Capital, LLC, doing business as TruNorth Advisors.

Resolute Capital, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply any specific level of skill or training. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.

This episode may contain forward-looking statements or hypothetical examples that are illustrative in nature and do not represent actual results or guarantees of future outcomes.

To learn more or to schedule a complimentary consultation, visit⁠⁠ ⁠www.retiretrunorth.com⁠⁠⁠ or call 864-800-1831.