The Safe Money Retirement Show
249 episodes - English - Latest episode: 5 days ago - ★★★ - 2 ratingsJoin me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more.
Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood.
You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Episodes
Episode 27-An uphill battle against inflation, 5 biggest mistakes, and tired of losing value at 53
July 07, 2021 22:00 - 11 minutes - 16.1 MBEpisode 27 explores how retirement income streams face an uphill battle against inflation, discusses the 5 biggest mistakes most American’s make when it comes to getting their maximum social security benefits, and looks inside a case file where a 53 year old woman was tired of seeing her account value drop from market losses. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 26-When -30+43=0, what seniors care about most with Medicare, a 3 year plan like a CD
June 30, 2021 21:25 - 9 minutes - 14.3 MBEpisode 26 explores when negative 30 plus 43 equals zero, discusses what seniors care about most when it comes to Medicare, and looks inside a case file where a 71 year old man wanted a 3 year plan like a CD, but with a higher rate. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 25-The Bucket Method for FIA's, an early retirement death spiral, and a short-term plan
June 23, 2021 22:03 - 10 minutes - 15.8 MBEpisode 25 explores how the bucket method works with Fixed Indexed Annuities, discusses how a market plunge early on in your retirement can start a portfolio death spiral, and looks inside a case file where a 61 year old businessman wanted a short term plan he could re-evaluate in a few years. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 24-Having Money vs True Wealth, 6 ways to prosper from annuities, and a plan for retirement
June 16, 2021 23:00 - 11 minutes - 16.2 MBEpisode 24 discusses the differences between having money and having true wealth, explores 6 ways to prosper from annuities, and looks inside a case file where a 45 year old small business owner needed to set up a retirement plan. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 23-The challenge of blindly trusting your advisor and 3 steps to a purpose filled life
June 10, 2021 15:34 - 11 minutes - 16.3 MBEpisode 23 warns of the challenges blindly trusting your financial advisor can bring, discusses 3 steps to live a purpose filled life in retirement, and looks inside a case file where a single lady in her late 50’s needed to develop a plan for retirement. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E22 Safe-Money vs typical investment products, maximize social security, and a special needs plan
June 03, 2021 00:08 - 11 minutes - 16.5 MBEpisode 22 compares a safe-money product to a typical investment product, explores how to offset lower social security benefits when a spouse dies, and looks inside a case file where a lady with special needs was turning 65 and needed to make sure she was getting into the best Medicare plan for her unique situation. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 22-Safe-Money vs typical investments, maximize social security, and a special needs plan
June 03, 2021 00:08 - 11 minutes - 16.5 MBEpisode 22 compares a safe-money product to a typical investment product, explores how to offset lower social security benefits when a spouse dies, and looks inside a case file where a lady with special needs was turning 65 and needed to make sure she was getting into the best Medicare plan for her unique situation. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E21 Medicare Advantage vs Supplement plans, LTC alternatives, and funds for burial
May 27, 2021 01:28 - 11 minutes - 16.4 MBEpisode 21 discusses the differences in a Medicare Advantage plan and a Medicare Supplement plan, explores some alternatives to a traditional long term care policy, and looks inside a case file where a 69 year old man wanted to make sure his son had enough funds to cover his final expenses once he passed on. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 21-Medicare Advantage vs Supplement plans, LTC alternatives, and funds for burial
May 27, 2021 01:28 - 11 minutes - 16.4 MBEpisode 21 discusses the differences in a Medicare Advantage plan and a Medicare Supplement plan, explores some alternatives to a traditional long term care policy, and looks inside a case file where a 69 year old man wanted to make sure his son had enough funds to cover his final expenses once he passed on. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 20-Taking an income from an annuity, Social Security from an ex-spouse, a dual-purpose plan
May 19, 2021 19:22 - 10 minutes - 16.2 MBEpisode 20 discusses the different ways you can take an income from an annuity, asks if you can take social security benefits based on an ex-spouse’s earnings, and looks inside a case file where a retiring businessman wanted to develop a plan to have part of his nest egg still grow and another part pay him an income. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E20 Taking an income from an annuity, Social Security from an ex-spouse, and a dual-purpose plan
May 19, 2021 19:22 - 10 minutes - 16.2 MBEpisode 20 discusses the different ways you can take an income from an annuity, asks if you can take social security benefits based on an ex-spouse’s earnings, and looks inside a case file where a retiring businessman wanted to develop a plan to have part of his nest egg still grow and another part pay him an income. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E19 The fear of running out of money, the benefits of working longer, and living as they want
May 12, 2021 23:00 - 10 minutes - 16.2 MBEpisode 19 discusses how you can overcome the fear of running out of money during retirement, weighs the benefits of working longer before you fully retire, and looks inside a case file where a couple in their mid 60’s wanted to make sure they could live as they wanted for the rest of their lives. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 19-The fear of running out of money, the benefits of working longer, and living as they want
May 12, 2021 23:00 - 10 minutes - 16.2 MBEpisode 19 discusses how you can overcome the fear of running out of money during retirement, weighs the benefits of working longer before you fully retire, and looks inside a case file where a couple in their mid 60’s wanted to make sure they could live as they wanted for the rest of their lives. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 18-Income vs Growth based annuities, should you wait for rates to rise, and a bigger return
May 06, 2021 00:49 - 11 minutes - 16.3 MBEpisode 18 looks at the differences between an income based annuity and a growth based annuity, discuss why waiting for fixed annuity rates to rise doesn’t pay, and peeks inside a case file where a 67 year old woman wanted to get a higher return on her money than she was in her money market account.. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E18 Income vs Growth based annuities, should you wait for rates to rise, and a bigger return
May 06, 2021 00:49 - 11 minutes - 16.3 MBEpisode 18 looks at the differences between an income based annuity and a growth based annuity, discuss why waiting for fixed annuity rates to rise doesn’t pay, and peeks inside a case file where a 67 year old woman wanted to get a higher return on her money than she was in her money market account.. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 17-How to transfer your retirement funds, a trustee vs a beneficiary, and safe growth
April 29, 2021 00:56 - 11 minutes - 16.2 MBEpisode 17 looks at how easy it is to transfer your retirement funds from an at-risk account to a safe-money account, discusses the differences between a trustee and a beneficiary, and looks inside a case file where a couple in their late 50’s wanted to protect their retirement savings while still allowing it to grow for the next 10 years. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made ...
S1-E17 How to transfer your retirement funds, a trustee vs a beneficiary, and safe growth
April 29, 2021 00:56 - 11 minutes - 16.2 MBEpisode 17 looks at how easy it is to transfer your retirement funds from an at-risk account to a safe-money account, discusses the differences between a trustee and a beneficiary, and looks inside a case file where a couple in their late 50’s wanted to protect their retirement savings while still allowing it to grow for the next 10 years. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made ...
S1-E16 A REAL Advisor works for you, 6 "Retirement Killers" to avoid, and removing the risk
April 21, 2021 23:53 - 11 minutes - 16.6 MBEpisode 16 looks at how a REAL Advisor works for you, the client, not some big company, discuss 6 “retirement killers” that must be avoided at all costs, and look inside a case file where a couple in their mid 80’s wanted to remove the risk from their retirement accounts. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 16-A REAL Advisor works for you, 6 "Retirement Killers" to avoid, and removing the risk
April 21, 2021 23:53 - 11 minutes - 16.6 MBEpisode 16 looks at how a REAL Advisor works for you, the client, not some big company, discuss 6 “retirement killers” that must be avoided at all costs, and look inside a case file where a couple in their mid 80’s wanted to remove the risk from their retirement accounts. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E15 How to create a plan in CoVid times, what if you didn't save enough, and a larger payment
April 15, 2021 00:03 - 11 minutes - 16.8 MBEpisode 15 looks at how we can create a plan for you in the age of CoVid, discusses what you can do if you didn’t save enough for retirement ahead of time, and peeks inside a case file where a 62 year old woman wanted to get a larger monthly payment than she was getting from her pension. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 15-How to create a plan in CoVid times, what if you didn't save enough, and a larger payment
April 15, 2021 00:03 - 11 minutes - 16.8 MBEpisode 15 looks at how we can create a plan for you in the age of CoVid, discusses what you can do if you didn’t save enough for retirement ahead of time, and peeks inside a case file where a 62 year old woman wanted to get a larger monthly payment than she was getting from her pension. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E14 The top 5 stressors in retirement, A-Rod's philosophy, and the best Medicare option
April 08, 2021 08:16 - 10 minutes - 15.3 MBEpisode 14 discusses the top 5 stressors in retirement and what you can do to avoid them, looks at A-Rod’s philosophy on how to reinvent yourself in retirement, and peeks inside a case file where a 64 year old man needed to make sure he was getting into the best Medicare option available.. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 14-The top 5 stressors in retirement, A-Rod's philosophy, and the best Medicare option
April 08, 2021 08:16 - 10 minutes - 15.3 MBEpisode 14 discusses the top 5 stressors in retirement and what you can do to avoid them, looks at A-Rod’s philosophy on how to reinvent yourself in retirement, and peeks inside a case file where a 64 year old man needed to make sure he was getting into the best Medicare option available.. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 13-The Annuity you ALREADY own, overcoming the fear of retirement, and final expenses
April 01, 2021 01:02 - 11 minutes - 16.9 MBEpisode 13 discusses a type of annuity you already own, even if you think you “don’t like annuities”, discusses tips on ways to overcome the fear of retiring, and looks inside a case file where a couple needed to make sure their burial and service costs were covered so their kids wouldn’t have to foot the bill. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E13 The Annuity you ALREADY own, overcoming the fear of retirement, and a final expense policy
April 01, 2021 01:02 - 11 minutes - 16.9 MBEpisode 13 discusses a type of annuity you already own, even if you think you “don’t like annuities”, discusses tips on ways to overcome the fear of retiring, and looks inside a case file where a couple needed to make sure their burial and service costs were covered so their kids wouldn’t have to foot the bill. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 12-Should you transfer your 401K to an annuity, Gronk on retirement, and creating a plan
March 25, 2021 00:13 - 11 minutes - 16.3 MBEpisode 12 discusses whether you should consider transferring your 401K to a Safe-Money annuity or not, looks at what Rob Gronkowski can teach us all about saving for retirement, and opens a case file where a man in his mid 40's got a large death benefit and used it to create a retirement plan. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E12 Should you transfer your 401K to an annuity, Gronk on retirement, and creating a plan
March 25, 2021 00:13 - 11 minutes - 16.3 MBEpisode 12 discusses whether you should consider transferring your 401K to a Safe-Money annuity or not, looks at what Rob Gronkowski can teach us all about saving for retirement, and opens a case file where a man in his mid 40's got a large death benefit and used it to create a retirement plan. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E11 Annuity do's and don'ts, how to protect your elder loved ones, and a couple wants safety
March 18, 2021 00:04 - 10 minutes - 16.1 MBEpisode 11 discusses some of the many Do's and Don'ts of Annuities, looks at ways you can protect your elder loved ones from caregivers ripping them off, and looks at a couple in their mid 60's that wanted to protect their retirement nest-egg from any losses of any kind. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 11-Annuity do's and don'ts, how to protect your elder loved ones, and a couple wants safety
March 18, 2021 00:04 - 10 minutes - 16.1 MBEpisode 11 discusses some of the many Do's and Don'ts of Annuities, looks at ways you can protect your elder loved ones from caregivers ripping them off, and looks at a couple in their mid 60's that wanted to protect their retirement nest-egg from any losses of any kind. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 10-Solve a problem, don't buy a product, 10 things you'll spend more on, and starting a plan
March 11, 2021 01:44 - 11 minutes - 16.3 MBEpisode 10 discusses why it's important to find an advisor that will help you solve a problem, not sell you a product, looks at the Top 10 things you'll spend more on in retirement, and a 45 year old woman needs to start her own retirement plan on a limited budget. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E10 Solve a problem, don't buy a product, 10 things you'll spend more on, and starting a plan
March 11, 2021 01:44 - 11 minutes - 16.3 MBEpisode 10 discusses why it's important to find an advisor that will help you solve a problem, not sell you a product, looks at the Top 10 things you'll spend more on in retirement, and a 45 year old woman needs to start her own retirement plan on a limited budget. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 9-The history of Annuities, the rules for RMD's for '21, and a couple finds peace
March 03, 2021 23:36 - 10 minutes - 15.8 MBEpisode 9 uncovers the long history of annuities, looks at the Required Minimum Distribution (RMD) rules for 2021, and a couple in their mid 70's find peace in retirement through monthly checks they can never outlive. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E09 The history of Annuities, the rules for RMD's for '21, and a couple finds peace
March 03, 2021 23:36 - 10 minutes - 15.8 MBEpisode 9 uncovers the long history of annuities, looks at the Required Minimum Distribution (RMD) rules for 2021, and a couple in their mid 70's find peace in retirement through monthly checks they can never outlive. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E08 Medicare A, B, C's, how CoVid will affect YOUR retirement, and a solution for a 64 year old
February 25, 2021 01:45 - 11 minutes - 16.3 MBEpisode 8 looks at the A, B, C's of Medicare, we'll discuss how CoVid-19 WILL affect YOUR retirement, and a 64 year old woman needed help determining what was the best fit for her Medicare plan. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 8-Medicare A, B, C's, how CoVid will affect YOUR retirement, and a Medicare solution
February 25, 2021 01:45 - 11 minutes - 16.3 MBEpisode 8 looks at the A, B, C's of Medicare, we'll discuss how CoVid-19 WILL affect YOUR retirement, and a 64 year old woman needed help determining what was the best fit for her Medicare plan. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 7-The importance of PROCESS, my #1 question answered, and a plan for retirement
February 18, 2021 01:27 - 11 minutes - 16.5 MBEpisode 7 looks at the importance of a proper process when looking at a Safe-Money plan, we'll get the answer to the #1 question I receive, and a 38 year old woman receives a lump sum from her grandmother's life insurance and wants to start a retirement plan. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E07 The importance of PROCESS, my #1 question answered, and a plan for retirement
February 18, 2021 01:27 - 11 minutes - 16.5 MBEpisode 7 looks at the importance of a proper process when looking at a Safe-Money plan, we'll get the answer to the #1 question I receive, and a 38 year old woman receives a lump sum from her grandmother's life insurance and wants to start a retirement plan. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 6-Safe-Money vs Investments, Market volatility, and a plan just in case
February 11, 2021 00:39 - 10 minutes - 15.9 MBEpisode 6 discusses some of the differences between a Safe-Money product and an Investment product. We'll also look at some headlines surrounding all the market craziness recently, And, there's a case file on a 60 year old man who wanted to make sure his family was taken care of in case something happened to him. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor - Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E06 Safe-Money vs Investments, Market volatility, and a plan just in case
February 11, 2021 00:39 - 10 minutes - 15.9 MBEpisode 6 discusses some of the differences between a Safe-Money product and an Investment product. We'll also look at some headlines surrounding all the market craziness recently, And, there's a case file on a 60 year old man who wanted to make sure his family was taken care of in case something happened to him. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor - Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E05 A topic no one likes, what is a MYGA, and a better rate than a CD
February 04, 2021 01:05 - 9 minutes - 14.8 MBEpisode 5 discusses a topic no one wants to talk about, life insurance and how important it is. We'll also look at what a MYGA is and how it can work better than a traditional CD, There is also a case file on a 49 year old man who was looking for a better return than he could get from renewing his CD. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 5-A topic no one likes, what is a MYGA, and a better rate than a CD
February 04, 2021 01:05 - 9 minutes - 14.8 MBEpisode 5 discusses a topic no one wants to talk about, life insurance and how important it is. We'll also look at what a MYGA is and how it can work better than a traditional CD, There is also a case file on a 49 year old man who was looking for a better return than he could get from renewing his CD. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 4-How to retire happier, what is Safe Money Retirement, and a widow needs a lifetime income
January 27, 2021 22:51 - 10 minutes - 16.3 MBEpisode 4 discusses how to retire happier and healthier and explains exactly what these Safe Money Retirement products provide. There is also a case file on a 72 year old recent widow who needed to protect what she had and ensure her monthly income would never stop, no matter how long she lived. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E04 How to retire happier, what is Safe Money Retirement, and a widow needs a lifetime income
January 27, 2021 22:51 - 10 minutes - 16.3 MBEpisode 4 discusses how to retire happier and healthier and explains exactly what these Safe Money Retirement products provide. There is also a case file on a 72 year old recent widow who needed to protect what she had and ensure her monthly income would never stop, no matter how long she lived. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E03 Unseen issues with market losses, fees in your retirement account, and a plan with safety
January 20, 2021 22:47 - 10 minutes - 16 MBEpisode 3 explains the unseen problems of market losses and how fees in your retirement account can impact your nest-egg. There is also a case file on a 59 year old man who wanted to get his retirement savings protected from market losses while still participating in market gains. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 3-Unseen issues with market losses, fees in your retirement account, and a plan with safety
January 20, 2021 22:47 - 10 minutes - 16 MBEpisode 3 explains the unseen problems of market losses and how fees in your retirement account can impact your nest-egg. There is also a case file on a 59 year old man who wanted to get his retirement savings protected from market losses while still participating in market gains. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
Episode 2-An Income for life, stimulus affect on taxes, and a plan that fits.
January 14, 2021 00:58 - 9 minutes - 22.6 MBEpisode 2 explains how to have an income you can't outlive and how the stimulus checks will affect your Social Security taxes. There is also a case file on a soon-to-be retiree who thought she didn't have enough saved and how we secured her guaranteed monthly checks to cover her expenses for the rest of her life. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E02 An Income for life, stimulus affect on taxes, and a plan that fits.
January 14, 2021 00:58 - 9 minutes - 22.6 MBEpisode 2 explains how to have an income you can't outlive and how the stimulus checks will affect your Social Security taxes. There is also a case file on a soon-to-be retiree who thought she didn't have enough saved and how we secured her guaranteed monthly checks to cover her expenses for the rest of her life. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! The Plan Advisor Medicare, Life, and Safe-Money Retirement, made EASY!
S1-E01 An income you can't outlive and a Safe-Money Retirement are possible!
January 07, 2021 02:10 - 9 minutes - 22.7 MBTune into the Safe Money Retirement Radio show every week. Learn valuable insights about how to keep your retirement savings safe from market losses while still getting a constant percentage of market returns, all available with an income you can't outlive, Long Term Care benefits, survivorship/spousal benefits, and death benefits to your beneficiaries!
Episode 1-An income you can't outlive and a Safe-Money Retirement are possible!
January 07, 2021 02:10 - 9 minutes - 22.7 MBTune into the Safe Money Retirement Radio show every week. Learn valuable insights about how to keep your retirement savings safe from market losses while still getting a constant percentage of market returns, all available with an income you can't outlive, Long Term Care benefits, survivorship/spousal benefits, and death benefits to your beneficiaries!