The Wealth Training Academy

Who should you trust with your retirement decisions in a world full of financial noise? This episode explores the difference between real planning and marketing, how hidden gaps can quietly impact your future, and why looking at taxes, investments, insurance, and estate planning together matters more than ever.

Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence.

We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth.

Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "[email protected]" if you have any questions.

Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.

Retirement planning gets harder when the rules keep changing. This episode explores inflation, tax traps, retirement account updates, and the hidden risks many families overlook—plus why having a coordinated financial plan can help you adapt with confidence instead of fear.











Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence.

We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth.

Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "[email protected]" if you have any questions.

Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.

A closer look at the gaps most retirees never see—how Social Security raises fall short, hidden risks inside your 401(k), and why planning for both spouses matters more than ever. Learn how small assumptions can create big problems without a coordinated plan.

Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence.

We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth.

Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "[email protected]" if you have any questions.

Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.

Taxes don’t end at filing—they’re just getting started. This episode breaks down how retirees and business owners can reduce what they owe, avoid costly mistakes, and better coordinate income across accounts. From Roth strategies to Social Security changes and tax-efficient planning, it’s all about seeing the full picture so nothing falls through the cracks.








Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence.

We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth.

Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "[email protected]" if you have any questions.

Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.

Market volatility and global uncertainty can expose the difference between having a real retirement plan and just having accounts. In this episode, Ed Storer explains why panic moves—like going to cash—can do more harm than good, how missing key market days impacts long-term returns, and why aligning risk tolerance with risk capacity matters. He also covers critical financial decisions after the loss of a spouse, including income changes, taxes, and Social Security, plus the importance of building a reliable retirement income strategy.

Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence.

We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth.

Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "[email protected]" if you have any questions.

Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.

Global tensions and rising market volatility have many investors wondering what it could mean for their retirement. Coach Ed explains how world events can impact portfolios, why retirement income planning matters more during uncertain times, and how a coordinated strategy across investments, taxes, insurance, and estate planning can help create a more stable retirement.

Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence.

We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth.

Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "[email protected]" if you have any questions.

Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.

On this episode of The Wealth Training Academy, Coach Ed tackles one of the biggest questions pre-retirees and business owners face: Are you truly ready for what’s next? From retirement income stability and inflation pressures to second opinions and business exit planning, Ed explains why having savings isn’t the same as having a strategy.

Through real-life scenarios and the firm’s four-point gap analysis — covering taxes, investments, insurance, and estate planning — this episode focuses on turning uncertainty into clarity and building a structured plan designed to protect income, reduce risk, and prepare for life’s unexpected turns.

Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence.

We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth.

Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "[email protected]" if you have any questions.

Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.

On this episode of The Wealth Training Academy, Coach Ed breaks down what it really means to be ready for retirement. From tax coordination and income sequencing to Social Security timing and required minimum distributions, Ed explains why retirement isn’t just about how much you’ve saved — it’s about how strategically you withdraw it. If you’re between 50 and 70, this episode highlights key planning windows that can help you protect income, reduce tax surprises, and retire with confidence.

Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence.

We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth.

Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "[email protected]" if you have any questions.

Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.

On this episode of The Wealth Training Academy, Ed Storer breaks down what retirees need to watch for in 2026 — from Social Security and Medicare changes to taxes, income planning, and market volatility. Ed explains why small gaps in planning can create big problems over time and how a coordinated strategy can help retirees stay in control. It’s a practical look at building clarity, confidence, and long-term stability in retirement.

Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence.

We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth.

Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "[email protected]" if you have any questions.

Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.

Market volatility and the fear of outliving your money are two of the biggest challenges retirees face. In this episode, Ed Storer breaks down how to prepare for market swings, structure income you can rely on, and avoid common planning gaps that can quietly put retirement at risk. Learn how coordinating taxes, investments, and cash flow can help you stay in control and protect your retirement regardless of what the markets do.

Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence.

We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth.

Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "[email protected]" if you have any questions.

Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.