TAG Talks: Charting Your Retirement Journey with June Horne

June Horne walks co-host Doug Turnbull and listeners through how her and her Transition Advisor Group team help plan someone’s retirement strategy. She explains what annuities are and how drawing from those and other retirement accounts interface with different tax laws. June also introduces her family and other team members at the firm.

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June Horne, founder, president, and CEO of Transition Advisor Group, joins co-host Doug Turnbull to explain how she guides clients through their concerns about the pending elections and why her experience is needed in such seemingly volatile times. June, in the wake of Hurricane Helene, also briefly discusses helping retirees walk through unexpected life events.

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June is back to continue discussing Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder.  One of the key topics from this episode is the often overlooked role of life insurance in retirement planning. June and Marc also talk about the importance of taking proactive steps while you’re in the “retirement sweet spot” (age 59.5 – 73) when it comes to RMDs, IRMAA, and more. 

If you're ready to take control of your retirement planning, June and her team at Transition Advisor Group are here to help!

 Here’s some of what we discuss in this episode:

0:00 – Intro 

1:37 – Life insurance in retirement planning

5:56 – The retirement planning sweet spot

10:09 – Finding the right strategy for you

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

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June recently appeared on TV to discuss Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. Ed is a nationally recognized IRA distribution expert known for his ability to turn complex tax strategies into understandable and actionable advice. As an elite member of his organization, June will share why this book is a must-read for anyone with long-term savings in IRAs or 401(k)s. 

 Here’s some of what we discuss in this episode:

0:00 – Intro 

1:24 – Why this book?

5:23 – The power of life insurance

9:17 – Being proactive with your tax strategy

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

See omnystudio.com/listener for privacy information.

Each generation is currently facing its own set of financial planning questions as they navigate their unique retirement planning journey. As the financial landscape continues to evolve, it's more important than ever for younger generations to start planning their financial futures early. So, in today’s episode, we’re going to focus on some of the common retirement planning questions of Millennials and Gen Z. 

 Here’s some of what we discuss in this episode:

0:00 – Intro 

2:41 – Balancing retirement savings with other goals 

5:57 – Preparing for potential changes to Social Security 

9:39 – Life insurance as a tool for retirement planning

12:43 – Prioritizing between needs and wants + tools to keep on track

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

See omnystudio.com/listener for privacy information.

Are you one of the millions leaving retirement funds unclaimed? Surprisingly, neglected retirement accounts are more common than you might think. With 29 million forgotten 401(k) accounts holding over $1 billion in assets at the end of 2023, it's important to take action and reclaim your retirement savings.

In this episode, June shares insightful advice on how to locate and manage these forgotten accounts and even shares the story of a new client who had over $70,000 in an old 401(k) that she didn’t know about. 

Here’s some of what we discuss in this episode:

0:00 – Intro 

2:06 – Contacting your former employer

3:58 – Options for rolling over 401(k) accounts

7:39 – Making sure nothing is overlooked with an advisor

10:43 – Final thoughts

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

See omnystudio.com/listener for privacy information.

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more seriously about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’re going to focus on the questions that Generation X faces as they approach their golden years.

Here’s some of what we discuss in this episode:

0:00 – Intro 

2:20 – Figuring out how much you’ll need in retirement

5:24 – Knowing if you’re on track with your financial goals

8:37 – Getting caught up if you started saving late

11:12 – Balancing saving for retirement with other financial goals

15:25 – Building a strategy for retiring early

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

See omnystudio.com/listener for privacy information.

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more seriously about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’re going to focus on the questions that baby boomers face as they approach their golden years.

Here’s some of what we discuss in this episode:

0:00 – Intro 

2:00 – Transitioning from a steady job to retirement

5:09 – Addressing rising healthcare costs in your plan

7:31 – Passing on wealth to loved ones efficiently

12:30 – Maximizing Social Security

14:50 – Downsizing or moving in retirement

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

See omnystudio.com/listener for privacy information.

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. 

Here’s some of what we discuss in this episode:

0:00 – Intro 

1:18 – Outliving your money

4:55 – The creep of inflation

7:35 – Expenses of long-term care

11:21 – The threat of rising taxes

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

See omnystudio.com/listener for privacy information.

As International Women’s Day approaches (March 8), it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hurdles that they continue to face.

In this episode, we’ll share some eye-opening statistics and actionable advice to empower women in their financial journey. 

Here’s some of what we discuss in this episode:

0:00 – Intro 

1:24 – Women facing career interruptions

4:46 – Longer life expectancy

9:19 – The financial impact of divorce

12:03 – Women carrying higher debt

14:29 – Women’s financial confidence

17:47 – Moving the needle

Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

See omnystudio.com/listener for privacy information.