In this episode, financial advisor Matt Jackson discusses the importance of creating guaranteed income for retirement. He explores various sources of guaranteed income, including Social Security and annuities, and emphasize the need for a solid financial plan to ensure a steady income stream. Matt shares insights on tax strategies and investment structuring to minimize taxes and maximize income. He also highlights a success story of a client who achieved financial freedom through effective planning.

Click here to schedule an appointment with Matt and the team or call 970-229-1616.

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In this episode, financial advisor Matt Jackson discusses critical financial red flags that retirees need to be aware of. He explores common missteps such as overspending, risky investments, and the importance of having a balanced investment strategy. Matt shares insights on how to identify scams targeting retirees and emphasizes the need for a trusted financial advisor to navigate retirement planning effectively.

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In this episode of The Retirement Buzz, financial advisor Matt Jackson delves into the intricate relationship between annuities and the 10-year treasury yield. He explores the basics of annuities, how their rates are determined, and the significant role that treasury yields play in influencing these rates. The discussion also covers factors to consider when purchasing annuities and the future outlook on treasury yields and annuity rates, emphasizing the importance of strategic financial planning for retirement.

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In this episode, financial advisor Matt Jackson discusses the importance of income planning and safe money strategies for a secure retirement. He outlines key factors to consider when crafting a retirement income plan, common mistakes to avoid, and various safe money investment options.

The conversation concludes with a success story of a couple who benefited from a well-structured income plan, highlighting the peace of mind that comes with strategic financial planning.

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In this episode, financial advisor Matt Jackson discusses the significant tax changes that occurred during Donald Trump's first presidency and the proposed reforms for his second term.

The conversation highlights the impact of these tax policies on the middle class, the role of Congress in shaping tax legislation, and practical steps individuals can take to prepare for potential changes. The discussion emphasizes the importance of staying informed and proactive in financial planning as tax policies evolve.

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In this inaugural episode of The Retirement Buzz, Matt Jackson discusses the essentials of retirement planning. Matt shares his journey into the financial advisory field, emphasizing the importance of fiduciary responsibility and the need for tailored financial strategies for pre-retirees and retirees.

The conversation covers the various services offered by Solid Wealth Advisors, the significance of selecting the right financial advisor, common misconceptions about financial planning, and how to prepare for an initial meeting with an advisor.

Click here to schedule an appointment with Matt and the team or call 970-229-1616.

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Feel lost in high-level jargon or over-generalized advice when doing your own retirement planning research? Then this is the podcast for you. Brought to you by Solid Wealth Advisors, The Retirement Buzz cuts through the white noise of the usual financial talk to deliver clear-cut, timely, and entertaining content you can apply to your own journey toward the retirement of your dreams.

Join host Matt Jackson for engaging discussion around optimizing your 401(k), identifying your income streams in retirement, navigating the complexities of estate and legacy planning, and more, all on your own schedule. Start streaming now, subscribe, and get the Retirement Buzz you’ve been missing!

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