The Big Easy Finance Show with Robert Tanner

What happens when your retirement plan is tested by taxes, changing laws, and uncertain income?

Robert Tanner explores why a comprehensive financial blueprint can help coordinate retirement income, estate planning, taxes, and asset protection. He discusses capital gains considerations for longtime homeowners, the financial challenges women may face in retirement, and the role multiple income streams can play in reducing reliance on Social Security. From real estate and business income to annuities, retirement accounts, and IUL strategies, the conversation highlights why knowing “what’s the plan?” matters when preparing for the years ahead.

 

 

Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO.

Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.

See omnystudio.com/listener for privacy information.

Could keeping your financial strategy simple be more effective than chasing complexity?

Robert Tanner explores why sophisticated investing doesn’t always outperform the market and how taxes, asset protection, estate planning, and overall goals can shape financial decisions. The conversation also turns to generational wealth and the challenges of leaving an inherited IRA to children or grandchildren under current distribution rules. Learn why beneficiary choices, trusts, Roth conversions, and tax planning deserve careful consideration when building a legacy for the people you care about.

 

 

Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO.

Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.

See omnystudio.com/listener for privacy information.

Thinking about moving to a no-income-tax state in retirement?

The savings may not be what you expect. In this episode, Robert Tanner breaks down how retirees can build dependable income streams, identify income gaps, and create strategies designed to support both essential expenses and lifestyle goals. He also explores the hidden costs that can surprise retirees when relocating to places like Florida, including housing, healthcare, utilities, and overall cost of living. Plus, learn why tax planning, income planning, and a comprehensive retirement strategy should work together before making a major move or financial decision.

 

 

Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO.

Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.

See omnystudio.com/listener for privacy information.

Is your money quietly losing ground even while your account balance looks safe?

In this episode, Robert Tanner explains the difference between “dead money” and money that is actively working to keep pace with inflation. He discusses how rising interest rates can affect CDs, bonds, real estate, dividend-paying stocks, and other investment opportunities. The conversation also explores how political and economic changes can influence markets, why long-term planning matters more than election cycles, and the importance of building a strategy designed to adapt to changing conditions. The focus remains on helping investors evaluate whether their assets are positioned to support their long-term financial goals.

 

Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO.

Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.

See omnystudio.com/listener for privacy information.

Could a late-life divorce cut your retirement savings in half and rewrite your financial future?

This episode explores the financial realities of divorce after 50, from dividing retirement accounts and pensions to navigating higher taxes and rebuilding retirement income. Robert Tanner explains how asset protection, trusts, business structures, and guaranteed income strategies can play a role when life takes an unexpected turn. The conversation also examines why many retirees underestimate taxes, how tax-deferred accounts can create surprises later, and why proactive planning matters. If retirement security, income stability, and protecting what you've built are priorities, this discussion offers important perspectives on preparing for life's financial curveballs.

 

 

Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO.

Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.

See omnystudio.com/listener for privacy information.

What if your retirement could do far more than simply provide a monthly paycheck?

This episode explores the next level of financial literacy for retirees, including inflation, taxes, income distribution, asset protection, and legacy planning. Robert Tanner explains why retirement success is about understanding what your money can do, not just how much you've saved. The conversation also dives into estate planning mistakes, the risks of joint accounts and gifting assets, and why proper planning can help avoid unintended consequences for families. Learn how a comprehensive retirement and estate strategy can help address key financial challenges and support long-term objectives

 

 

Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO.

Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.

See omnystudio.com/listener for privacy information.

Could the life insurance policy you bought years ago be missing a much bigger role in your financial plan today?

This episode explores the differences between term and permanent life insurance, why coverage should align with specific goals, and how insurance can fit into broader wealth, estate, and retirement planning. Robert Tanner discusses common insurance mistakes, cash value strategies, asset protection considerations, and the importance of building a written financial plan before choosing products. The conversation also examines how life insurance may be used beyond a death benefit, including liquidity, legacy planning, and access to capital as part of an overall financial strategy.

 

Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO.

Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.

See omnystudio.com/listener for privacy information.

One seemingly harmless retirement decision can trigger a costly tax chain reaction years later.

In this episode, Robert Tanner explores common misconceptions about annuities, why insurance-backed income strategies remain misunderstood, and how regulation, reinsurance, and contractual guarantees fit into retirement planning. He also discusses the difference between managing retirement income on your own versus using guaranteed income solutions, including annuities and Indexed Universal Life (IUL) policies. The conversation highlights how delaying RMDs, increasing taxable income, and affecting Medicare premiums can create unintended consequences. Most importantly, they explain why retirement planning should be personalized, with every strategy evaluated based on your unique goals, income needs, and long-term retirement vision.

 

 

Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO.

Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.

See omnystudio.com/listener for privacy information.

What if retirement planning worked like TSA Precheck, helping you avoid costly surprises before you reach your destination?

 Robert Tanner compares airport security shortcuts to retirement preparation, highlighting how procrastination can lead to stress, taxes, and income challenges later in life. He discusses tax mitigation strategies, contractual income, asset protection, estate planning, and the importance of building a retirement game plan before it's needed. Using examples ranging from frequent travelers to Bobby Bonilla's famous long-term payout contract, the conversation focuses on how planning ahead can help retirees create more predictable income, manage taxes efficiently, and reduce financial uncertainty throughout retirement.

 

Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO.

Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.

See omnystudio.com/listener for privacy information.

What happens to your retirement if taxes rise, markets stumble, or long-term care suddenly becomes part of the equation?

This episode explores why tax diversification matters and how relying too heavily on 401(k)s, IRAs, and other tax-deferred accounts can create challenges later in life. The conversation covers Roth conversions, required minimum distributions, tax-free income strategies, and the impact changing tax laws can have on retirement income. The show also examines the realities of Medicare, Medicaid, long-term care costs, trust planning, and the five-year Medicaid lookback rule. Learn why comprehensive retirement planning looks beyond investments and focuses on protecting lifestyle, income, and legacy.

 

Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO.

Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.

See omnystudio.com/listener for privacy information.