With David Hodson away, Glen Hancock of Advanced Financial Strategies talks about age 59.5 and what the tax penalties are for withdrawing from certain annuities before then. Glen also explains a special rule that allows for penalty-free withdrawals and a Ben Franklin quote about financial returns. And Glen praises the University of Texas women’s softball team and Texas barbeque.

Call 800-876-3817, email [email protected] , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

See omnystudio.com/listener for privacy information.

With David Hodson away, Glen Hancock of Advanced Financial Strategies continues his mini-series on annuities, by describing how income annuities work. Glen explains how annuities are the opposite of life insurance and explains five benefits of them, including how they work like pensions, their growth, and their riders that help with long-term care and death benefits. And Glen discusses the penny going out of circulation and relates that to how annuities and other retirement tools have changed.

Call 800-876-3817, email [email protected] , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

See omnystudio.com/listener for privacy information.

Glen Hancock and co-host Doug Turnbull talk about a call that coaching great Nick Saban made in 2013 that could soon make him a billionaire. Glen compares that to the crucial calls that people can make to advisors to help them form strategies for more growth and income than they could arrive at on their own. Glen then explains multi-year guaranteed annuities (MYGAs) and how they compare to other annuities. He also explains the main tax differences between these plans and bank CDs. And Glen details how the Ausitn and Waco offices for Advanced Financial Strategies still service all clients, even with David on sabbatical for a few months.

Call 800-876-3817 or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Retirement Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

See omnystudio.com/listener for privacy information.

With David away, Glen Hancock discusses how fear consumes many people and part of the reason is because they don't have a steady plan. Glen explains the evolution of annuities and how "they aren't your grandma's annuities." Glen defines fixed index annuities, explains how they work, and why they are a long-term plan for steady growth and for preserving a nest egg. Glen also details the triple-digit heat the he is feeling in Austin.

Call 800-876-3817 or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Retirement Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

See omnystudio.com/listener for privacy information.

Glen Hancock & David Hodson talk about required minimum distributions and qualified charitable distributions. David and Glen define what a RMD is and the age those need to be taken from pre-tax accounts. They also share ways to minimize the weight of taxes when taking RMDs and how QCDs can be good ways to take that income. David also shares about his spiritual, six-month sabbatical he is about to take in Illinois.

Click here or call 800-876-3817 to schedule a complimentary call with David and Glen of Advanced Retirement Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

See omnystudio.com/listener for privacy information.

David Hodson & Glen Hancock discuss the turbulent market. Glen and David share the characteristics of people who have come out ahead in the various market turns in the last decades and why diversification is important. They also discuss fixed index annuities and the strategies to gain better returns. They also share how timing the market rarely works. And the group has a laugh about March Madness.

Click here or call 800-876-3817 to schedule a complimentary call with David and Glen of Advanced Retirement Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

See omnystudio.com/listener for privacy information.

Glen Hancock & David Hodson take a deep dive on Medicare and especially how some recent changes are benefiting teachers and other government workers. Glen shares about certifications he has that help him to lead people in discussions about the best Medicare approaches for them. Glen and David also discuss the balance between Medicare and the Teacher Retirement System, changes in prescription drug plans, and good changes in premium amounts. They also remind people of the family friendly shredding event on March 29th at the Waco, Texas AFS office.

Call 800-876-3817 or click here to schedule a complimentary call with David and Glen of Advanced Retirement Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

Join David and Glen for live music, street tacos…and shredding on March 29th from 11 a.m. to 2 p.m. at their Waco, TX office on 125 Topeka Dr. Bring those papers over that are more than seven years old and have a good time with the whole family. Call the office to learn more.

See omnystudio.com/listener for privacy information.

David Hodson & Glen Hancock again discuss Social Security and how some recent changes can benefit government employees. David and Glen explain how Social Security calculations work. They also explain how the spousal benefit can be easily overlooked and can mean hundreds of dollars more per month. David and Glen also share what people need to do to make sure they qualify for Social Security, including steps they should take on SSA.gov. They also talk about a shredding event at one of their offices on March 29th that will have food and live music.

Call 800-876-3817 or click here to schedule a complimentary call with David and Glen of Advanced Retirement Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

Join David and Glen for live music, street tacos…and shredding on March 29th from 11 a.m. to 2 p.m. at their Waco, TX office on 125 Topeka Dr. Bring those papers over that are more than seven years old and have a good time with the whole family. Call the office to learn more.

See omnystudio.com/listener for privacy information.

Glen Hancock & David Hodson recap the main benefits of The Fairness Act. Then Glen and David discuss the actions that teachers and federal employees should take to secure their full benefits and how far back retroactively those benefits extend. They also talk about how Advanced Financial Strategies can walk people through every step of this process and why tax planning is necessary because of these income changes.

Ready to build your retirement plan? Visit https://afsretirement.com/ to connect with David, Glen, and their team today!

See omnystudio.com/listener for privacy information.

David Hodson & Glen Hancock discuss the passing of The Fairness Act. David and Glen share who benefits from the law and why they campaigned themselves for it for over 20 years. They also share why they are passionate about meeting with anyone that is affected by this Social Security adjustment and getting them the money they feel these government workers deserve. David and Glen also recount their holiday plans with their families and Glen shares the new slogan he is using these days.

Ready to build your retirement plan? Visit https://afsretirement.com/ to connect with David, Glen, and their team today!

See omnystudio.com/listener for privacy information.