Randy goes over Required Minimum Distributions and explains how to keep the IRS out of your retirement plans. Plus, a warning about scam artists targeting pre-retirees and retirees, the difference between paychecks and playchecks – and much more!

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On this week’s show, Randy explains how you can avoid Required Minimum Distributions and kick the IRS out of your retirement plan. Plus, he explains how to make 2023 your best year yet with his financial checklist.

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Randy lists the seven questions he can help you answer during your free retirement consultation, and shares some tips for saving money this holiday season. Plus, a relatable story about living comfortably during retirement.

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On this week’s show, Randy discusses the steps you should be taking in 2023 to become financially secure. Plus, he dives into what retirees fear the most, and the updated tax brackets for 2023.

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On this week’s show, Randy shares a social security checklist to help maximize your benefits, and shares a personal story about how helped a client navigate the social security minefield. Plus, more information about Medicare and the Annual Enrollment Period. 

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Randy discusses Medicare options and Medicare advantage plans. Plus, he explains important information about Social Security, taxation of benefits and details benefits related to ex-spouses.

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Randy reviews Medicare parts A, B and C to help you make informed decisions during this Annual Enrollment Period (AEP) Plus, an in-depth look at Social Security benefits and understanding how to maximize your monthly income.

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Randy discusses the Social Security cost of living adjustment (COLA) and how it will affect households across the country as we enter the holiday season. Plus, Randy explains Medicare parts A, B and C in great detail so you can be well-informed during this Annual Enrollment Period (AEP) for Medicare.

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Randy helps listeners understand how they can get more guarantees in their retirement plans. Would you rather have a “sure-thing” or a “what-if” when it comes to your hard-earned money? With the Annual Enrollment Period for Medicare also upon us, Randy walks listeners through the best options and explains the different parts of Medicare to help you make smarter decisions.

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Randy and Kale discuss what you need to know about Medicare and how to fund your healthcare expenses throughout your lifetime. They also talk about some rules to keep in mind when planning for retirement, and share the quote of the week.

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Call today by dialing 866-990-7664