Gary Garland and co-host Doug Turnbull laugh at a throwback Conan O’Brien bit that teases people for not buying certain high stocks. Gary shares how people can be proactive in their retirements and plan a few steps ahead, so people can feel like they missed out on less. Gary and Doug also chuckle at a couple’s fight over the thermostat and Gary relates that to couple’s who enter the Integrated Wealth Solutions office with different ideas on saving and spending.

Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.

Come to Friendly Fridays in the Integrated Wealth Solutions education center and meet Gary and the team. There are light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on May 2nd. They also have educational dinner seminars on May 13th and 15th. Call the office or email [email protected] to learn more.

Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email [email protected] or send Integrated Wealth Solutions a message on Facebook!

See omnystudio.com/listener for privacy information.

Gary Garland and co-host Doug Turnbull discuss the recent market volatility and the hive mindset that makes it worse. Gary discusses how even the volatility from these unusual tariffs has been seen before and why people should not overreact both mentally and with their funds. Gary also describes what his “First Friday” event on May 2nd and his dinner seminars on April 22nd and 23rd will be like.

Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.

Come to Friendly Fridays in the Integrated Wealth Solutions education center and meet Gary and the team. There are light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on May 2nd. They also have educational dinner seminars on April 22nd and 23rd. Call the office or email [email protected] to learn more.

Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email [email protected] or send Integrated Wealth Solutions a message on Facebook!

See omnystudio.com/listener for privacy information.

Gary Garland and co-host Doug Turnbull discover the best kind of accounts in which to place “lazy money” while interest rates remain higher. Gary discusses how each person’s scenario determines the retirement plan that works best for them. He also discusses Bill Bengen’s “4% Rule” – and other conflicting ones – and why leaving too much money exposed to the market can be big trouble.

Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.

Come to Friendly Fridays in the Integrated Wealth Solutions education center and meet Gary and the team. There are light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on May 2nd. They also have educational dinner seminars on April 22nd and 23rd. Call the office or email [email protected] to learn more.

Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email [email protected] or send Integrated Wealth Solutions a message on Facebook!

See omnystudio.com/listener for privacy information.

Gary Garland and co-host Doug Turnbull talk about tidying up and sprucing up portfolios. Gary shares the dangers and the missed opportunities in not updating one’s portfolio and how people are underserved by advisors that do not check in with their clients to do this. Gary also describes the difference between phase one and phase two retirement planning. And he shares about why overreacting to the current financial volatility is futile, compared to steady planning for any scenario.

Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.

Come to Friendly Fridays in the Integrated Wealth Solutions education center and meet Gary and the team. There are light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on April 4th. Call the office or email [email protected] to learn more.

Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email [email protected] or send Integrated Wealth Solutions a message on Facebook!

See omnystudio.com/listener for privacy information.

Gary Garland and co-host Doug Turnbull talk about one widow’s long battle with a corporation to get her husband’s pension and the big mistake he made that caused this conflict. Gary also talks about the latest in the deaths of Gene Hackman and his wife and how their complicated wills are creating a mess. Gary leans on his 30+ years as an elder law attorney to share tips on guardianship, trusts, wills, and beneficiaries. And he shares what Integrated Wealth Solutions can offer someone that most financial advisory firms cannot.

Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.

Come to Friendly Fridays in the Integrated Wealth Solutions education center and meet Gary and the team. There are light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on April 4th. Call the office or email [email protected] to learn more.

Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email [email protected] or send Integrated Wealth Solutions a message on Facebook!

See omnystudio.com/listener for privacy information.

Gary Garland and co-host Doug Turnbull discuss how minimizing worry gave John Oates freedom, how to account for retiring at an unplanned age, and why every season is money-prep season. Gary discusses a New Jersey polar plunge for charity and also talks about “First Friday” events at IWS and his dinner seminars April 22nd and 23rd.

Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.

Come to Friendly Fridays in the Integrated Wealth Solutions education center and meet Gary and the team. There are light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on April 4th. Call the office or email [email protected] to learn more.

Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email [email protected] or send Integrated Wealth Solutions a message on Facebook!

See omnystudio.com/listener for privacy information.

Gary Garland and co-host Doug Turnbull discuss how high interest rates have made annuity sales soar. Gary shares the situations that annuities work best for people and how he helps people find the right financial plan for their needs. He also discusses the fees in 401(K)s and comments on Daytona 500 winner William Byron’s lack of packing extra clothes in case he won the race.

Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.

Come to Friendly Fridays in the Integrated Wealth Solutions education center and meet Gary and the team. There are light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on March 14th and April 4th. Call the office or email [email protected] to learn more.

Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email [email protected] or send Integrated Wealth Solutions a message on Facebook!

See omnystudio.com/listener for privacy information.

Gary Garland and co-host Doug Turnbull talk about why annuities could be the canned goods of finances. Gary explains why they have had a bad reputation and why Integrated Wealth Solutions offers only certain kinds to people. Gary discusses how these annuities are more beneficial to people than others. Gary also discusses the idea of the economy this decade being compared to the 1920s and the events that could lead up to that being true…and what’s could be next.

Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.

Come to Friendly Fridays in the Integrated Wealth Solutions education center and meet Gary and the team. There are light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on March 14th and April 4th. Call the office or email [email protected] to learn more.

Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email [email protected] or send Integrated Wealth Solutions a message on Facebook!

See omnystudio.com/listener for privacy information.

Gary Garland and co-host Doug Turnbull discuss Gary’s taking “Your Retirement, Your Way” to radio on 92.7FM/1310AM WOBM on Sundays at 8am! Gary explains what we he will be able to do more of and encourages people to call Integrated Wealth Solutions at 732-838-4770 or email them at [email protected] with questions and show ideas. Gary also explains what IWS does for clients and how his decades as an attorney give him a unique vantage point as a financial advisor. He also talks about how hard the Certified Financial Planner test is.

Schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement at IWfamily.com or call 732-838-4770.

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See omnystudio.com/listener for privacy information.

Gary Garland and co-host Doug Turnbull discuss long-term care insurance and how it is not just for late-life care. Gary discusses the difference between this and life insurance and the staggering amount of money someone with long-term care insurance can save, instead of paying out-of-pocket. Gary also shares two very personal stories about this subject and about the many different options people have. And Gary shares about his recent trip with his family to Paris.

Ready to begin building your retirement plan? Visit Integrated Wealth Solutions to connect with Gary and his team today!

See omnystudio.com/listener for privacy information.