Retirement Solutions - The Podcast

Are you ready to simplify the complexities of high-net-worth tax planning and maximize your retirement savings? Today, we unveil key strategies with our expert guest, Jeremy Green.

In this Retirement Solutions The Podcast episode, Tyson Thacker and Ryan Thacker are joined by Jeremy Green, a highly experienced advisor specializing in high net worth tax situations, estate, and business planning. Listen in as Jeremy shares his strategies for managing tax-efficient retirement income and maximizing the value of your financial assets, offering a behind-the-scenes look at how B.O.S.S. Retirement Solutions creates customized retirement plans. Discover actionable strategies for integrating your legal, financial, and tax planning matters and exploring unique opportunities available for those with highly appreciated assets.

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About Guest:

Jeremy Green is a subject matter expert in high-net-worth tax, estate, and business planning with 22 years of experience. He collaborates with professional advisors, closely held business owners, and clients with significant assets to integrate and clarify their business, estate, philanthropic, tax, investment, and life insurance plans.

Over his career, Jeremy has eliminated millions of dollars in unnecessary present and future combined fees, estate, income, and capital gains taxes by restructuring how assets are owned before the sale of businesses or real estate. He has also adjusted business operating agreements to preserve otherwise lost stepped-up tax cost basis, modified the number and complexity of existing trust arrangements, optimized trust, and business-owned life insurance funding, and reduced excessive investment management expenses. Additionally, Jeremy serves as a paid expert witness, testifying on the proper design and execution of tax, wealth, and insurance planning techniques in FINRA three-judge panel arbitration and litigation in the U.S. Federal District Court.

Jeremy is admitted to practice before the IRS as an Enrolled Agent. He is also a Certified Financial Planner®, Certified Trust Financial Advisor, Certified Employee Benefit Specialist, Chartered Life Underwriter, and Accredited Estate Planner. He holds a degree from the Institute of Certified Bankers National Graduate Trust School, the American Institute of Bankers Personal Trust School, and the American College’s Master of Science in Financial Services program.

Did you know that nearly 70% of retirees’ net worth is tied up in their home equity? Yet many never consider leveraging it to secure a worry-free retirement.

This week on Retirement Solutions The Podcast, Tyson Thacker and Ryan Thacker are joined by Chad Peck, owner of Reverse Freedom Mortgage, who brings over 20 years of experience in the mortgage industry, specializing in reverse mortgages for the past 15 years. Chad talks through the realities and misconceptions surrounding reverse mortgages, from eligibility and the benefits they can offer, to the potential pitfalls and common fears people have. Listen in to gain an in-depth understanding of how reverse mortgages work and whether they might be a viable option for your retirement strategy!

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About Guest

Chad Peck is the owner of Reverse Freedom Mortgage, has been in the mortgage business since 2003, and has been focused primarily on reverse mortgages for the past 15 years. Chad has a passion for working with clients 62 and older to provide them with a more comfortable and secure retirement.

Chad enjoys getting to know his clients. Whether you need 40 minutes or 4 hours, he will spend the time to make sure all your questions are answered.

He has worked with hundreds of clients over the years and provides educational seminars to help people understand the benefits of a reverse mortgage.

Curious about how timing your Social Security could maximize your benefits?

Join Tyson and Ryan Thacker from B.O.S.S. Retirement Solutions as they welcome their long-time friend and Investment Advisor Representative, Dave Whitworth, to break down the complexities of Social Security. Together, they cover crucial topics such as how to decide the best time to claim Social Security, how it integrates into your overall retirement plan, and how to avoid common pitfalls. 

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About Guest

Dave Whitworth is a licensed insurance agent and currently serves as an Investment Advisor Representative at B.O.S.S. Retirement Solutions.

Many people believe that saving a million dollars is the golden ticket to a perfect retirement.

However, without a comprehensive plan, that million can quickly diminish. Let’s break down why.

Join Tyson Thacker and Ryan Thacker as they continue their breakdown of the B.O.S.S. Retirement Scorecard. Follow along to learn how to assess essential retirement aspects such as debt, cash reserves, different income streams, and social security, in order to help you prepare and craft a strong retirement plan.

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The years leading up to retirement are filled with excitement and angst.

But for many, that can change once you actually step into retirement.

Join Tyson Thacker and Ryan Thacker as they dive into the often overlooked mental hurdles people face when transitioning into retirement. Drawing from personal family experiences and their extensive professional background, they discuss the importance of not just focusing on what you want to do to lead a fulfilling retirement but also what you want to be cautious of. Follow along to learn actionable strategies and hear about their unique B.O.S.S. Retirement Scorecard, a tool designed to help you map out your retirement vision and achieve peace of mind.

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Did you know that the average retired couple could end up paying hundreds of thousands of dollars in taxes on their retirement savings?

Join Tyson Thacker and Ryan Thacker, as they introduce us to Bob and Carol—representative avatars of the thousands of families they’ve helped navigate retirement through their B.O.S.S. Retirement Blueprint. Gain insights into how personalized retirement planning can not only address but mitigate the significant tax burdens that could impact your golden years. Learn through the example of Bob and Carol’s the importance of tax planning, and how small adjustments today can save significant sums tomorrow!

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Want to improve your knowledge of retirement planning without feeling overwhelmed? 

Welcome to episode two of Retirement Solutions The Podcast! Join Tyson and Ryan Thacker this week as they dive deeper into the intricacies of the Boss Retirement Blueprint, why they created it, and how their one-page solution aimed at simplifying retirement planning may work for you. Gain insights into common concerns and questions that individuals nearing retirement have and how their approachable and educational style could help you secure a fulfilling retirement.

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Welcome to Retirement Solutions – The Podcast, your new go-to source for all things retirement, hosted by Tyson Thacker and Ryan Thacker!

Listen as Tyson and Ryan kick-off, the Retirement Solutions podcast by sharing a little bit about who they are and their journey from making costly investment mistakes to becoming trusted advisors for thousands of families planning for retirement. Learn about their mission of simplifying retirement planning and providing actionable advice that could help you secure your ideal financial future.

Tyson and Ryan discuss: 

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Welcome to Retirement Solutions – The Podcast, with Tyson Thacker and Ryan Thacker, where precision meets purpose. This B.O.S.S. podcast is committed to “Building the Optimal System of Security.” Learn how you could craft the ideal retirement blueprint that surpasses mere wealth accumulation. Explore the nuances of retirement planning with expert insights, as Tyson and Ryan navigate the ever-evolving landscape of investments, insurance solutions, and financial planning for retirees and pre-retirees.

Co-founders, Tyson and Ryan Thacker bring years of experience and knowledge to the table. They are passionate about helping clients achieve their financial goals during retirement. Follow along as they explore strategies and tools that could help you secure your financial future in retirement.