Tripp Limehouse discusses the critical aspects of estate planning, emphasizing the importance of avoiding common pitfalls such as procrastination and outdated beneficiary designations. He highlights the necessity of having a will and the advantages of establishing a revocable living trust to avoid probate. The discussion also covers the emotional and financial challenges faced by retirees, particularly regarding Social Security decisions and managing family dynamics in estate planning. Tripp offers insights into the Green Line Principle as a safe money strategy for retirement planning, encouraging listeners to take proactive steps in securing their financial future. Visit Limehouse Financial to learn more. Call 800-940-6979

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Tripp Limehouse discusses various strategies for spending during retirement, emphasizing the importance of having a decumulation strategy and a written retirement plan. He addresses emotional blocks that retirees face when it comes to spending their savings and introduces the 0.01% spending rule as a guideline. The Green Line Principle is highlighted as a safe money strategy, and the conversation also touches on the significance of planning for longevity and creating multiple income streams. Tripp encourages listeners to optimize their social security benefits and reassess their withdrawal strategies to ensure a successful retirement. Visit Limehouse Financial to learn more. Call 800-940-6979

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Retirement isn’t one plan—it’s five. On The Road to Retirement, Tripp Limehouse breaks down the five pillars that keep your plan sturdy when markets wobble and life throws curves: Income, Investments, Taxes, Healthcare, and Estate.

You’ll hear how to:

• Turn savings into reliable income (and time Social Security the smart way)

• Build volatility resilience so downturns don’t derail your withdrawals

• Cut the tax bite (RMDs, Roth conversions, IRMAA… the hits keep coming)

• Prepare for healthcare costs Medicare doesn’t cover

• Align your legacy with your values—without leaving your family a paperwork mess

If your “plan” is just an account balance, you don’t have a plan. Tripp shows you how these pillars work together so your retirement is resilient—not lucky. 

Visit Limehouse Financial to learn more. Call 800-940-6979

Join us for a Social Security & Income Planning Workshop—no cost, just clarity. Details under the Events tab at Limehouse Financial.

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Tripp Limehouse discusses the multifaceted nature of legacy planning, emphasizing that it extends beyond financial assets to include emotional and spiritual legacies. He highlights the importance of thorough retirement planning, including the need for liquidity and a 'shock blanket' to handle unexpected life events. The conversation also covers the significance of long-term care planning and the rising costs of healthcare in retirement, urging listeners to consider these factors in their financial strategies. Visit Limehouse Financial to learn more. Call 800-940-6979

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In this conversation, Tripp discusses the critical role of income in determining the success of retirement planning. He emphasizes that many people mistakenly believe that having a lump sum of money is sufficient for a secure retirement. Instead, he argues that guaranteed income is essential, especially in the face of market fluctuations. Visit Limehouse Financial to learn more. Call 800-940-6979

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That annuity you bought years ago? A lot has changed since then. With today’s higher rates and new features—like inflation protection, bonus credits, and partial liquidity—new contracts may look tempting. But should you really swap out the old for the new? In this episode, we break down how to review your existing annuity, the pitfalls to avoid, and when a 1035 exchange could be the smartest tax-free move of the year. Visit Limehouse Financial to learn more. Call 800-940-6979

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Tripp Limehouse discusses the current landscape of annuities amidst rising interest rates. They explore the importance of reassessing existing annuity contracts, the misconceptions surrounding them, and the benefits of shopping for better options. The conversation also delves into the tax advantages of 1035 exchanges and when it makes sense to revisit older annuity contracts to ensure they remain competitive in today's market. Visit Limehouse Financial to learn more. Call 800-940-6979

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Tripp Limehouse and Steve Sedahl discuss the essential elements of retirement planning, emphasizing the importance of intentionality and strategic planning. They explore various topics including the significance of having a clear vision for retirement, the impact of taxes, and the necessity of income and distribution strategies. The conversation also highlights the upcoming 'Baby Boomer Dilemma' movie event and addresses listener questions regarding 401k withdrawals and Roth conversions. Overall, the episode serves as a comprehensive guide for individuals preparing for retirement, encouraging proactive planning and informed decision-making. Visit Limehouse Financial to learn more. Call 800-940-6979

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Tripp Limehouse discusses the critical differences between saving and investing, emphasizing the importance of liquidity and emergency funds. He explores the balance between saving for short-term needs and investing for long-term growth, while also introducing the concept of phased retirement as a strategy to ease into retirement. The Green Line Principle is presented as a safe money strategy that protects against market losses while providing growth potential. Listeners are encouraged to evaluate their financial strategies and consider personalized retirement planning.  Visit Limehouse Financial to learn more. Call 800-940-6979

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Tripp Limehouse and Steve Sedahl discuss common financial mistakes that Baby Boomers make as they approach retirement. They emphasize the importance of understanding Social Security benefits, the underestimated costs of healthcare, and the need for effective risk management strategies. The discussion also highlights the significance of early retirement planning and the potential pitfalls in the first year of retirement. Tripp introduces the Green Line principle as a safe money strategy to help retirees navigate their financial journey successfully. The conversation highlights the significance of personalized financial strategies to ensure a successful retirement. Visit Limehouse Financial to learn more. Call 800-940-6979

See omnystudio.com/listener for privacy information.