Plan Today Own Tomorrow with Garry Thurman artwork

Plan Today Own Tomorrow with Garry Thurman

118 episodes - English - Latest episode: 4 days ago - ★★★★★ - 3 ratings

Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.


For more information or to get your own questions answered, call or text 800-517-1575.

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Episodes

Inflation can Deflate Your Retirement, Plan to Avoid it.

April 20, 2024 12:00 - 48 minutes - 44.5 MB

On this week’s show we jump on the dangers of inflation and what it could mean to retirees. We have questions you need to be asking your advisor if you haven’t already. Everybody could make some mistakes when it comes to retirement so we thought we would point out some big boo-boos so you can avoid them. Don’t be misled when it comes to the noise that’s out there. We talk “Fake News” and what following blindly can cost you. If you have any questions call Guardian Investment Advisors 800-517...

Taxes in Retirement, What’s Taxable, What’s Not, Important Things to Know.

April 13, 2024 12:00 - 48 minutes - 44.7 MB

On this week’s show we discuss navigating taxes in retirement. The Roth is one tool that has been around since the late 90’s and we will discuss the benefits. We talk bucket list and the importance of incorporating that list into your overall plan.  If you have any questions call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Retirement, Planning, Roth, IRA, TSP, Saving, Taxes See omnystudio.com/listener for privacy information.

No Mulligans/Do-overs in Retirement Planning

April 06, 2024 12:00 - 48 minutes - 44.8 MB

On this week’s show we discuss the parallels between the game of golf and retirement planning. We get into life lessons we can learn from planning for our retirement years.  If you have any questions call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Retirement, Saving, Planning, Roth, IRA, 401K, Healthcare, Legacy See omnystudio.com/listener for privacy information.

Worst Financial Advice On Social Media, Watch Out

March 30, 2024 12:00 - 48 minutes - 44.6 MB

On this week’s program we tackle big old social media and influencers that spout potentially harmful advice when it come to your retirement planning. Planning for retirement will include many pieces to your retirement puzzle and missing even the smallest piece can cause big problems. We will go over details you need to be sure to include in your plan. If you have any questions concerning your retirement call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Ret...

Retirement Planning Concerns that Matter

March 23, 2024 12:00 - 48 minutes - 44.3 MB

On this week’s show how the higher cost of living we are experiencing will impact you in retirement. We discuss the big three hurdles you will need to clear. The 4% rule that many follow when withdrawing funds in retirement is dated and we will explain why. We will also throw questions out that you need to have the answers for while planning. We will also answer those very questions so take notes. If you have any questions concerning your retirement call 800-517-1575 or click here to visit...

Are You Ready to Retire Early? Do You Even Know if You Can?

March 16, 2024 12:00 - 48 minutes - 44.5 MB

On this week’s show we discuss retiring early and what it will take before you pull the trigger. Making your money last through your retirement is the goal, and having a customized retirement plan can guide you. We will also tackle some real tough questions that many don’t want to tackle. If you have any questions about your own retirement call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Retirement, Plan, Save, 401K, Roth, Taxes, Healthcare  See omnystudi...

Avoid the Madness in Retirement, Have a Plan

March 09, 2024 13:00 - 48 minutes - 44.8 MB

On this edition we dive into hoops, analogies, and tie it to retirement planning. Sound fun? Buckle up and learn something. Knowing and mastering fundamentals in basketball is a key to success and the same can be said for planning for retirement. Learning from the legends of coaching can help in the game of retirement.  If you have any questions concerning your retirement call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Retire, Retiring, Retirement, Plan,...

Guardian Investment Advisors Travels To Nashville

March 02, 2024 13:00 - 48 minutes - 44.7 MB

On this week's Plan Today Own Tomorrow, Garry recounts the firms trip to Nashville. Also today what steps should you be taking to strengthen your finances in the new year?  Women and retirement, have some differences that need to be factored in and we will discuss. Achieving financial happiness in retirement is possible, but will a different path for each of us.  If you have any questions call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Retirement, Safety...

Is it Time to Breakup with your Advisor?

February 24, 2024 13:00 - 48 minutes - 44.8 MB

Coming up on this week's show, is it time to breakup with your current advisor? We will discuss by starting the conversation with Tiger Woods and the split with Nike. We will dive into signs that may indicate it's time to consider a change.  If you have any questions call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Retirement, Planning, Roth, IRA, TSP, Saving, Taxes See omnystudio.com/listener for privacy information.

An Estate Plan is Essential to Your Retirement Plan

February 17, 2024 13:00 - 48 minutes - 44.9 MB

Coming up on this week’s show we will go over an important piece of your retirement planning puzzle, the estate plan. What goes into a complete estate plan? We will discuss the ingredients to a solid estate plan. We will also cover the worst retirement advice and what to do if you are following it.  If you have any questions concerning your retirement call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Retire, Plan, Budget, Save, Taxes, Roth, 401K, Pension ...

What’s in store for 2024 if You are nearing the Financial Red zone

February 10, 2024 13:00 - 48 minutes - 44.2 MB

On this edition we dive in on Secure Act 2.0 provisions already in play, plus what is coming in 2024. We will also focus on often overlooked questions that can have a big impact on your retirement.  If you have any questions concerning your own retirement scenario call Guardian Investment Advisors 800-517-1575 or click here to visit the website. Retiring, Planning, Saving, 401K, Roth, IRA, TSP, 403B   See omnystudio.com/listener for privacy information.

The Parallels Between Retirement Planning and Football

February 03, 2024 13:00 - 48 minutes - 44.6 MB

On this week’s show we have some fun discussing the similarities between game planning for football and mapping out your retirement. We will give you some memorable quotes from the game of football and how we can apply that to retirement. Retire like a champ in 4 easy steps. If you have any questions call Guardian Investment Advisors 800-517-1575 or click here to visit the website. Retire, Save, Plan, Taxes, 401K, Roth, Healthcare See omnystudio.com/listener for privacy information.

Retirement is all About Change, are you Ready?

January 27, 2024 13:00 - 48 minutes - 44.3 MB

On this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to what we all know as traditional retirement. Exchanging risk in return for income is a goal in retirement and we will dive into this subject answering the key questions. If you have any questions conc...

You've Heard of The Bucket List for Retirement, But Have You heard of the Un-bucket List?

January 20, 2024 13:00 - 48 minutes - 44.6 MB

On this week’s show we will discuss the “Un-bucket” list and why you may want to avoid this list if you can. Retirement with a partner can be seamless, but it will take a plan and teamwork. We will discuss getting on the same page for retirement as a couple. How do you know if you’re ready for retirement? We will reverse engineer it by highlighting things that you may be doing that could keep you from retiring. If you have any questions call Guardian Investment Advisors 800-517-1575 or cli...

New Year's Financial Resolutions

January 13, 2024 13:00 - 48 minutes - 44.6 MB

On this week’s show new year financial resolutions. What steps should you be taking to strengthen your finances in the new year?  Women and retirement, have some differences that need to be factored in and we will discuss. Achieving financial happiness in retirement is possible, but will a different path for each of us.  If you have any questions call Guardian Investment Advisors 800-517-1575. Retirement, Safety, Planning, Saving, 401K, Roth, IRA, Taxes See omnystudio.com/listener for pri...

Don’t be Your Own Worst Enemy When it Comes to Your Retirement.

December 30, 2023 13:00 - 48 minutes - 44.7 MB

On this week’s show will discuss mistakes you could make in retirement planning and how to avoid them. Is your portfolio stressed? If so how do you relieve the pressure? We will dive in. We have steps to take to make sure you are ready to retire. If you have any questions about your retirement call Guardian Investment Advisors 800-517-1575. Retirement, Saving, Planning, Taxes, Roth, IRA, Healthcare See omnystudio.com/listener for privacy information.

Getting Ready a New Year When it Comes to Your Retirement Plan

December 23, 2023 13:00 - 48 minutes - 44.2 MB

On this week’s show we give you simple steps to prepare for the new year in regards to your retirement. We get into the most important questions you need to be asking about retirement and answer them. Nest egg protection during a volatile market requires portfolio analysis and action.  If you have any questions about your retirement scenario call Guardian Investment Advisors 800-517-1575. Planning, Retirement, Diversification, Taxes, 401K, IRA, Roth See omnystudio.com/listener for privac...

Financial Planning lessons with Help from Hollywood.

December 16, 2023 13:00 - 48 minutes - 44.2 MB

The importance of financial planning for retirement is a subject we focus on each week. Our friends in Hollywood have long used the subject as a source for comedy. We will provide a few examples, but also stress how serious this is for you as you move toward your own retirement.  If you have any questions about retirement planning call Guardian Investment Advisors 800-517-1575. Retirement, Planning, Saving, Taxes, Healthcare, 401K, Roth See omnystudio.com/listener for privacy information.

Year end is Near, Make Sure your Retirement Plan is Ready

December 02, 2023 13:00 - 48 minutes - 44.7 MB

On this week’s show we discuss things you should be doing as the year comes to end when it comes to retirement planning. Also this week changes in social security you need to be aware of moving forward. We want retirement to be the best that it can be, so we have some planning pitfalls to avoid. If you have any questions concerning your retirement call Guardian Investment Advisors 800-517-1575. Planning, Retiring, Saving, Taxes, 401K, Roth, IRA See omnystudio.com/listener for privacy inf...

Do’s & Don’ts of Retirement Planning

November 11, 2023 13:00 - 48 minutes - 44.5 MB

On this week’s show we get into the “Do’s and Don’ts” of retirement planning. Facing your financial fears heading into retirement is very important. First step is identifying those fears and then work on how to overcome those fears. If you have any questions or concerns about your retirement call Guardian Investment Advisors 800-517-1575. Retirement, Planning, 401K, IRA, Taxes, Savings,  See omnystudio.com/listener for privacy information.

Why are People not Working with a Financial professional?

November 04, 2023 12:00 - 49 minutes - 44.9 MB

On this week’s show we discuss why some people are not meeting with and planning with a financial professional. We will also explain why you should be meeting and planning with a financial professional. Several case studies on today’s show lets see how our host will handle it.  If you have any questions about your retirement call Guardian Investment Advisors 800-517-1575. RMD,  Retirement, Taxes, Roth, IRA, 403B, Planning See omnystudio.com/listener for privacy information.

Medicare Myths

October 28, 2023 12:00 - 48 minutes - 44.7 MB

On this edition of Plan Today Own Tomorrow, Senior Healthcare Advisor Tanner Moore hosts as we dive into medicare.  There are many myths concerning medicare that are out there. Today we will dispel those falsehoods.  If you have any questions concerning Medicare call Guardian Investment Advisors 800-517-1575. Retirement, Planning, Medicare, Part A, Part B, Part C See omnystudio.com/listener for privacy information.

Financial Stability in Retirement

October 21, 2023 12:00 - 48 minutes - 44.8 MB

On this week’s show we dive into a recent Northwestern Mutual Study on Financial instability. We will offer up a few tips so you can retire with confidence. Scams are seemingly every where and they tend to target our older age groups that are already in retirement. We will identify the latest 3 layer scam today that has been causing headaches for many. We will also give you some proven practices that will help you save even more for your golden years. If you have any questions concerning yo...

The Retirement Landscape and How it Looks for the Baby Boomers

October 14, 2023 12:00 - 48 minutes - 44.7 MB

On this week’s show we will take a look at the retirement landscape as it applies to the Baby Boomer generation. Why are people putting off planning with a seasoned professional? That’s a great question and we will give you our reasons why we think it’s happening. We will also play financial planning ‘Fact or Fiction”. If you have any questions about your retirement call Guardian Investment Advisors 800-517-1575. Retire, Save, Plan, 401K, Roth, IRA, Taxes See omnystudio.com/listener for ...

Big Retirement Planning Fears and a Special Guest

October 07, 2023 12:00 - 48 minutes - 44 MB

On this week's show Garry Thurman will welcome his good friend Prashant Sabapathi to the show. Prashant is a Fiduciary Advisor in the Baltimore Maryland/DC area. We start with Retirement Planning fears and then both Garry and Prashant will chime in on how they are helping their clients retire with confidence. If you have any questions with your retirement situation call Guardian Investment Advisors 800-517-1575. Planning, Plan, Savings, Save, Taxes, 401K, Roth See omnystudio.com/listener...

Financial Demands that will Impact Your Retirement

September 30, 2023 12:00 - 48 minutes - 44.7 MB

On this week’s show we discuss financial demands that can impact your nest egg as you move toward retirement. Healthcare needs, Inflation, and taxes to name three. What are the top three stressors that retirees are facing? We will dive into a Principal survey that will give us answers. Positive mindset is vital as you plan for and move into retirement. What is the mental makeup for the positive approach? We will tell you all about it. If you have any questions about retirement planning cal...

Financial Demands that will Impact Your Retirement

September 30, 2023 12:00 - 48 minutes - 44.7 MB

On this week’s show we discuss financial demands that can impact your nest egg as you move toward retirement. Healthcare needs, Inflation, and taxes to name three. What are the top three stressors that retirees are facing? We will dive into a Principal survey that will give us answers. Positive mindset is vital as you plan for and move into retirement. What is the mental makeup for the positive approach? We will tell you all about it. If you have any questions about retirement planning cal...

Investing for Your Retirement

September 23, 2023 12:00 - 48 minutes - 44 MB

On this week’s show we will discuss investing for retirement and offer up tips. You want to avoid big mistakes on your retirement journey. We will highlight some biggies to avoid.  We have a few hypothetical case studies you don’t want to miss. We’ll go over the different scenarios and discuss possible outcomes.   If you have any questions about your own retirement contact Guardian Investment Advisors 800-517-1575. Retire, Save, Plan, 401K, Roth, IRA, Taxes See omnystudio.com/listener fo...

Gaining Control of your Financial Future & Retirement

September 08, 2023 16:00 - 48 minutes - 44.5 MB

On this week’s show we discuss tips that can help you gain control of your finances and your retirement. We will also dive into procrastination and how so many of us keep putting off planning for your future. We will also offer up some head turning statistics about retirement and the importance of having a plan.   If you have any questions contact Guardian Investment Advisors at 800-517-1575. See omnystudio.com/listener for privacy information.

What can We Learn from Big Money Mistakes of the Rich and Famous? Answer: Much.

August 26, 2023 12:00 - 48 minutes - 44.5 MB

On this week’s show we dive into big money mistakes by very familiar names. We will also give you tips on how to avoid the same mistakes. How can an advisor help in similar situations? Tax planning and legacy planning are two examples of the importance of working with an advisor to these important elements right. A third area to really take advantage with an advisors is diversification. We will discuss the importance of being truly diversified.  If you have any questions about your own reti...

Game Planning for Retirement is very Comparable to Football, we will break the huddle and discuss.

August 19, 2023 12:00 - 48 minutes - 44.8 MB

On this week’s show we are gearing up for football, so we thought we would compare game planning for the big Sunday game to game planning for your retirement. We will dive into the X’s & O’s of retirement planning. The latest financial news takes center stage and what it means to you and your retirement. If you have any questions concerning your retirement contact Guardian Investment Advisors 800-517-1575. Planning, Retirement, Savings, Taxes, Roth, IRA See omnystudio.com/listener for pr...

Saving for Retirement takes Discipline and Sacrifice.

August 12, 2023 12:00 - 48 minutes - 44.8 MB

On this edition we start with three quotes from interesting sources that really hit home when discussing retirement and planning. Peak 65 arrives next year, the largest number of Americans ever will be turning 65. If you’re in the group pay attention, and if you’re not take notes. If you have more runway and you’re in your 50’s you are in luck we got some tips. If you have any questions concerning your own retirement call Guardian Investment Advisors 800-517-1575. Retirement, Retire, Plan...

Financial Planning Do’s and Don’ts

August 05, 2023 12:00 - 48 minutes - 44.7 MB

On this week’s show we look back and some well known sitcoms that provide interesting financial planning do’s and don’ts. We will also take a look at low-risk high-reward alternatives to build your nest egg. The word annuity doesn’t have to be a bad word and there could be one that would fit well in your retirement plan.  If you have any questions about your own retirement scenario call Guardian Investment Advisors 800-517-1575. Retirement, Planning, Saving, Annuity, IRA, Roth, 401K See ...

Who wants to be a Retirement Millionaire? Let’s Play!

July 29, 2023 12:00 - 49 minutes - 45 MB

On this edition of the show we have some fun with the old game show “ Who Wants to be millionaire”, but we insert retirement into the question. We will also be sinning on today’s show….well at least talking about sins to avoid when prepping for your retirement.  If you have any questions call Guardian Investment Advisors 800-517-1575. Retirement, Planning, Savings, RMD, Taxes, Roth, IRA   See omnystudio.com/listener for privacy information.

The Game of Risk the Retirement Version

July 01, 2023 12:00 - 48 minutes - 44.5 MB

On this week’s show we will have some fun with a very serious retirement topic. We all remember the game RISK, well we will put a retirement twist on it. Everybody is different and your retirement plan needs to be customized to you. We will also dive into understanding your investments and the role they will play in building lifetime income.  If you have any questions concerning your retirement call Guardian Investment Advisors 800-517-1575 Retirement, Planning, Plan, Savings, Save, Inter...

Secure Act 2.0 Means Big Changes to Retirement Saving

June 24, 2023 12:00 - 48 minutes - 44.7 MB

More than 90 provisions in Secure Act 2.0 and they will impact retirement planning. We will discuss.  Many people delay starting their retirement planning. We discuss why that is happening. Also this week four tax strategies that will help you position yourself for retirement. If you have any questions about your retirement scenario call Guardian Investment Advisors 800-517-1575. Retirement, Taxes, Planning, Saving, IRA, Roth, 401K,  See omnystudio.com/listener for privacy information.

Why it’s Important to meet with a Financial Advisor?

June 17, 2023 12:00 - 49 minutes - 44.9 MB

On this week’s show we have a lot to discuss. It’s not uncommon for people to put off meeting with a financial advisor. We will go over some of the reasons people don’t and explain why you should. If you are less than 10 years away from retiring we have some strategies for you to consider. Retirement expenses can go up, but you can control it with careful planning. If you have any questions about retirement, how to get started with your planning or need a second opinion on what your current...

10-years out, the Red Zone of Retirement planning, things you need to know.

June 03, 2023 12:00 - 48 minutes - 44.3 MB

On this week’s program we have a few pointers for when you get to that 10 year pre-retirement window. What should you be focusing on? Why are so many retirees heading back into the workforce? We will discuss the big reason, but also how to stay retired. Some expenses in retirement will go down and some will rise…make sure you plan for the ups and downs. If you have any questions about retirement call Guardian Investment Advisors 800-517-1575. Retirement, Planning, Saving, Roth, 403B, IRA ...

Financial Concerns heading toward Retirement

May 27, 2023 12:00 - 48 minutes - 44.5 MB

On this week’s show, we tackle the biggest financial concerns as you approach retirement. We dig into the emotional side of planning because it can be intimidating when you’re getting started. You’ve saved well for retirement, now what? We will discuss distribution strategies.  If you have any questions call Guardian Investment Advisors 800-517-1575. Retirement, Planning, Saving, Taxes, Stocks, Bonds, IRA, 401K, See omnystudio.com/listener for privacy information.

Cash Flow is King for a Successful Retirement.

May 13, 2023 12:00 - 48 minutes - 44.3 MB

On this week’s show we discuss cash flow and the importance of proper planning. What you need to consider as you move to and through retirement starting with income sources and continuing through life expectancy. Human psychology and behavior can impact financial decisions and with that in mind we dive into behavioral finance. Wasting money in retirement can be devastating. We will point out ways retirees are hurting themselves financially so you can avoid the same mistakes. If you have any...

Everybody has Retirement Advice, How do you know which is right for you?

May 06, 2023 12:00 - 48 minutes - 44.8 MB

On this week’s show we will hear from the streets. Where are you in your planning process? Annuities just being mentioned sparks a reaction and we will discuss. We will go over strategies for regular dependable income in retirement. After the strategy you need a retirement budget/spending plan to keep you on track. If you have any questions call Guardian Investment Advisors 800-517-1575. Retirement, Plan, Planning, Annuity, 401K, TSP, Roth, IRA See omnystudio.com/listener for privacy info...

Special Question and Answer Plan Today Own Tomorrow

April 29, 2023 12:00 - 48 minutes - 44 MB

On this week's show, Tyde McIntosh welcomes medicare specialist Tanner Moore to the program. This will be a special question and answer version of the program. Questions from all over the retirement spectrum. Enjoy. If you have any questions about your own retirement you can always call Guardian Investment Advisors 800-517-1575. Retirement, Medicare, Savings, Planning, Taxes, Roth, IRA, TSP, See omnystudio.com/listener for privacy information.

Heading to Hollywood, Financial lessons Compliments of Some of Our Favorite Blockbusters.

April 15, 2023 12:00 - 48 minutes - 44.7 MB

On this edition we head to Hollywood for a few movie clips that provide some financial planning advice. Some good and some not so good. Retirement planning myth busting on the show today. Finally, What questions are being asked of financial advisors and the retirement planner? We go over the top ones so be prepared to take notes. If you have any questions concerning your retirement call Guardian Investment Advisors 800-517-1575. Planning, Retirement, Finances, Financial, Taxes, 401K, IRA,...

Financial Planning Questions Answered

April 08, 2023 12:00 - 48 minutes - 44.4 MB

On this edition we take a look at the most frequent questions about financial planning that are typed into search engines. These are the questions you want answers to and we have them. Just because you’re turning 65 doesn’t mean you have to retire and we’ll give you the reasons why. A big transition for retirees is going from accumulation to decumulation and it can be a tough change. Things to consider as you prepare to draw down on your retirement accounts.  If you have any questions about...

Politics, Retirement, Red Flags and Baby Boomers

April 01, 2023 12:00 - 48 minutes - 44.6 MB

Politics and retirement planning are intermingling we discuss the hot topic ESG(Environmental, Social, Governance). We will go over red flags you need to be aware of, if you’re hearing these from your current advisor look out!  Baby Boomers, we talk directly to those turning 65 and things you need to avoid as you near retirement. If you have any questions call Guardian Investment Advisors 800-517-1575. Retire, Retirement, Savings, Plan, Planning, ESG, 401K, IRA, 403B,   See omnystudio.co...

Running Out of Money in Retirement Always a Concern, We have Tips to Assure that Doesn’t Happen.

March 25, 2023 12:00 - 48 minutes - 44.6 MB

On this week’s show we start with things you can do right now to help your money last through retirement.  Unsteady times require calm rational behavior when it comes to your retirement accounts. We shift gears to discuss non-financial retirement questions that need to be answered before you call it quits.  If you have any questions call Guardian Investment Advisors 800-517-1575. Retire, Savings, Planning, Roth, 401K, Annuity, Insurance, See omnystudio.com/listener for privacy information.

Strategies to Shape your Retirement Income

March 18, 2023 12:00 - 48 minutes - 44.5 MB

On this week’s show we will talk all things retirement. Strategies that can shape your retirement income will be our first stop. Annuities are selling like hot cakes and we discuss why? 401K rollovers make the show as well. Baby boomers may have a number of old 401K’s and are not sure what to do with them. We discuss the rollover. If you have any questions call Guardian Investment Advisors 800-517-1575. Retirement, Savings, Pension, 401K, Socialsecurity, Taxes,  See omnystudio.com/listene...

Where to Put Your Money for Retirement with Some Offering Guaranteed Growth

March 05, 2023 01:00 - 48 minutes - 44.5 MB

On this week’s show we discuss some “Do’s” and Don’ts when it come to your retirement savings. Also, the Federal Reserve has been adjusting interest rates and we’ll dive into what that means for retirement portfolios.  If you have any questions about your retirement call Guardian Investment Advisors 800-517-1575. Retirement, Planning, Savings, Roth, Annuities, Federal, Reserve, Interest, Rates, See omnystudio.com/listener for privacy information.

Saving for Retirement is Huge, Building Your Distribution Plan is Just as Big.

February 25, 2023 13:00 - 48 minutes - 44.5 MB

On this week’s show we discuss the mindset needed when moving from accumulation to distribution. Saving more is one key that can help everyone’s retirement so we have some tips to help you add to your accounts. Being a Grandparent may be in your future so let’s talk about how to go about being a financially responsible Grandparent and protect one's own retirement. If you have any questions about your retirement call Guardian Investment Advisors 800-517-1575. Retirement, Savings, 401K, Rot...

Save Early and Save Often and Avoid Retirees Number #1 Fear which is Running Out of Money.

February 18, 2023 13:00 - 48 minutes - 44.4 MB

On the week’s show we hear from CEO of JP Morgan Chase, Jamie Dimon. We will discuss the current state of the economy and what retirees and those about to be retired should focus on. Jaw dropping stats concerning your golden years will be highlighted on today’s episode. Also today we have a few tips to kick start your retirement savings. If you have any questions concerning your own retirement call Guardian Investment Advisors 800-517-1575 Retirement, Planning, Strategy, Spending, Saving,...