Episode #96: What Are Your Tax Liabilities in Retirement?
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Episode #96: What Are Your Tax Liabilities in Retirement?

Have you accounted for all the taxes you’ll need to pay in your retirement journey?  Financial Advisor Terry DuPont and Stonewood Financial CEO Becky Swansburg discuss how most investors are not...
Episode #95: How Legislation Impacts Retirement Savers
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Episode #95: How Legislation Impacts Retirement Savers

Can a change in the tax laws affect your retirement savings?  Financial Advisor Terry DuPont and Stonewood Financial CEO Becky Swansburg discuss how future legislation can affect your spending...
Episode #94: Self-Insure to Address Long-term Care
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Episode #94: Self-Insure to Address Long-term Care

Long-term care is a significant risk for derailing your retirement income plans. Chris Thomas of Thomas Financial Corp helps people address this pitfall of potential long-term care costs in...
Episode #93: Retirement Income Planning: What’s Safe…What’s Not Safe
Featured Episodes

Episode #93: Retirement Income Planning: What’s Safe…What’s Not Safe

According to Chris Thomas of Thomas Financial Corp, there are three places where you can place your assets that are safe when you’re doing your retirement income planning. On top of that, how big of...
Episode #92: The 2 Things People Care About
Featured Episodes

Episode #92: The 2 Things People Care About

When people are seeking out a financial professional for assistance, what are they looking for? Chris Thomas of Thomas Financial Corp shares what he believes are the two things people really want to...
Episode #91: Leaving a Legacy: Another Important Facet of Retirement Planning
Featured Episodes

Episode #91: Leaving a Legacy: Another Important Facet of Retirement Planning

Georgia Financial Planner Mark Fricks works with clients to address four critical areas of retirement, the last being legacy planning. He says most people think about what happens to their assets when...
Episode #90: Taxes in Retirement
Featured Episodes

Episode #90: Taxes in Retirement

Retirement planner Mark Fricks says taxes are just a reality in retirement and it’s best to accept that and plan for it now. He says people need to be mindful of likely increased taxes in the future...
Episode #89: The Importance of Income in Retirement
Featured Episodes

Episode #89: The Importance of Income in Retirement

Mark Fricks of Masterplan Retirement Consultants talks about the second side of the pyramid which is income. He explains the concept of sequence of returns and how it can affect income. When he works...
Episode #96: What Are Your Tax Liabilities in Retirement?
Episode #96: What Are Your Tax Liabilities in Retirement?
Episode #95: How Legislation Impacts Retirement Savers
Episode #95: How Legislation Impacts Retirement Savers
Episode #94: Self-Insure to Address Long-term Care
Episode #94: Self-Insure to Address Long-term Care
Episode #93: Retirement Income Planning: What’s Safe…What’s Not Safe
Episode #93: Retirement Income Planning: What’s Safe…What’s Not Safe
Episode #92: The 2 Things People Care About
Episode #92: The 2 Things People Care About
Episode #91: Leaving a Legacy: Another Important Facet of Retirement Planning
Episode #91: Leaving a Legacy: Another Important Facet of Retirement Planning
Episode #90: Taxes in Retirement
Episode #90: Taxes in Retirement
Episode #89: The Importance of Income in Retirement
Episode #89: The Importance of Income in Retirement

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