In today's episode, Brad gives a quick recap of 2022's year end results in the stock market, and overall economy. We also will hear snippets from Tom Hegna throughout the episode. 

Topics covered today consist of:

• 2022's Year End Review
• When the Riskiest Time to Invest is 
• A Horrible Year for Bonds
• Key Takeaways and Things to Consider for 2023

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.

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To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com

World renowned economist, CLU®, ChFC®, CASL®, Tom Hegna joins Brad to speak about his key steps to retirement freedom! In this episode Brad asks Tom 18 key questions about retirement, and they will speak briefly on topics including: 


The Importance of Guaranteed Income
Finding the Right Mixture of Exposure to Risk/Safety
How to have built in Guaranteed Inflation Protection
Why Tom owns 11 Annuities
What Social Security, Pensions, and Annuities have in common 
Life Expectancy Projections for those Near Retirement 

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.

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To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com

In this episode, Brad dives into the fun comparisons between chasing big bucks (retirement dollars) and chasing BIG BUCKS (deer). 

Intricate areas of focus in this episode include: 

• Making purposeful withdrawals from the correct accounts
• Paying attention to the tax-status of your retirement accounts
• Creating a safety valve for your 10 year retirement red-zone window
• Avoiding the stress of ups and downs of the market 

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To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com

In todays episode, Brad talks about the importance of ongoing education, and why it is critical that the advisor managing your retirement plan stays up to date on the latest developments in the financial industry, as well as changes to regulations, tax laws, and compliance. 

Brad also speaks about: 

• What a Fiduciary REALLY is
• The Importance of Tax-Free Buckets 
• Why You Should Work With a Retirement Income Certified Professional

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts. 

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To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com

Brad shares about the wild episode of Deal or No Deal that reminded him of what pre-retirees experience with stock market losses, as well as dialogue with Ed Slott regarding: 

• The Dreaded Triple Whammy
• The Effects of Fee's and Market Losses
• Our Current National Debt Crisis
• The "Always" Rule

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts. 

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To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com

Once again Brad is joined by national Social Security expert, Heather Schreiber. 
Brad & Heather deep dive into an assortment of Social Security questions, and visit common misconceptions in the Social Security landscape. 

In this episode, Brad & Heather touch on: 

• Delaying benefits until FRA (Full Retirement Age)
• Spousal Continuation
• Treating Social Security as an Investment
• Taking withdrawals from IRA's/401(k)'s while deferring Social Security
• Claiming Off an Ex-Spouse's Social Security Record 

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts. 

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To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com

The great Ed Slott joins Brad live in Denver, CO to discuss the following topics: 

• The Stock Market in 2022
• The Biggest IRA Mistakes in Retirement
• Ed's 4 Pillars of Retirement Freedom
• Why Ed Owns Annuities for Retirement Income
• The Future Tax Rates America May Face

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts. 

Send us a text

To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com

Heather Schreiber, RICP®, NSSA® is hands down an industry leading Social Security expert. Heather is the owner of HLS Retirement Consulting, as well as the author of the Social Security Advisor Newsletter. Considered by many to be the greatest mind on Social Security in the country, you won't be surprised to know that in this episode, Brad and Heather will be talking about: 

• Popular Misconceptions in Social Security Claiming
• The Social Security 'earnings test' 
• The Downside to Claiming Early 
• How Divorce Effects your Social Security 
• High Income Earners Need to Plan Different 

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts. 

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To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com

It is estimated that Social Security will make up more than 50% of retirees income in 2022-beyond, and Brad and Ed Slott tell you what you should be doing about your situation to protect you from BIG mistakes in retirement, when every penny counts. 

In this episode, Brad and Ed will help you digest: 

• The Importance of Maximizing your Social Security Benefit
• Why you MUST research and background check your Financial Advisor
• How to remove the 'tax tumors' from your IRA's and 401(k)'s 
• Why your tax burden trumps your Rate of Return 

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts. 

Send us a text

To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com

Brad tells you when NOT to roll the dice with your retirement savings, as well as how to put strategic protections in place when entering the retirement red-zone. In this episode, Brad digs deep on: 

• COVID-19's affect on retirees and pre-retirees
• The Retirement Red-Zone (5 years before and 5 years after retirement)
• Specific Solutions to protect your nest egg
• Social Security and Pension Income 

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts. 

Send us a text

To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com