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Retire Ready with Scott Wharton

PODCAST · business

Retire Ready with Scott Wharton

We all were wonderfully made and deserve opportunities to lean into our unique purpose and passions. That’s what our discovery meetings are all about, getting to know what drives and inspires you. When you share your hopes, interests and dreams, we share how we can help you reach them.Sure, you want to retire, but what you really want to do is enjoy retirement. We will carefully examine your situation and identify specific solutions in the essential areas of income, investments, taxes, health care and legacy planning. We do the work so you can do your things — all of them.Retirement Solutions Investments Incorporated is an independent financial services firm that helps people create retirement strategies using a variety of insurance and investment products.   Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance

  1. 19

    Retire Ready Show - Retirement Optimism

    https://rsutah.com/contact-us/Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  2. 18

    Retire Ready Show-Balancing Risk and Reward in Retirement

    Is your nest egg safe from the unexpected swings of modern retirement? Today, we unravel the nerves and challenges that keep even the most diligent savers up at night—from sequence of return risk to the sneaky drips of taxes and fees. Discover the true meaning of confidence in retirement, where market downturns and inflation are only part of the puzzle. Listen in as Scott Wharton reveals how a custom roadmap and a little strategy can take you from walking a tightrope to finding your financial safety net—if you know where to look.Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  3. 17

    Retire Ready Show-Building Your Roadmap Beyond the Nest Egg

    Retirement has changed—and so has what it takes to succeed. Scott Wharton breaks down why a lump sum in your 401(k) isn’t enough, how shifting from investor to income-focused retiree can protect your lifestyle, and the real danger of relying on a number instead of a plan. Learn why clarity and a personal roadmap—to manage income, taxes, market volatility, and more—matters more than ever. Discover the difference between having “accounts” and having confidence, so you can spend retirement doing what you love, knowing your needs and dreams are covered every step of the way.Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  4. 16

    Retire Ready Show-War and Your Life Savings

    “How much could world turmoil threaten your future security?” As global tensions spark fear and headlines rattle the markets, Scott Wharton and Luann Fulmer reveal why emotional reactions can sabotage years of retirement preparation. Explore the real hazards of jumping to cash, the crucial difference between risk tolerance and risk capacity, and why market chaos doesn't have to derail your dreams. Discover why a disciplined, adaptable plan—and a steady hand—matter now more than ever, while a few small missteps can carry a hidden cost that lasts decades.Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  5. 15

    Retire Ready Show - Your 401k Is Not a Retirement Plan

    Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  6. 14

    Retire Ready Show - Asset Allocation: "Acting Your Age"

    Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  7. 13

    Retire Ready Show - Slow Down Your Portfolio: The Retirement Highway Analogy

    Are you “driving” your retirement savings too fast into the next phase of life? Discover why some pre-retirees risk catastrophe by staying in the investment fast lane and how a “one rule fits all” approach misses hidden potholes. Scott Wharton unpacks the modern complexities of retirement planning, reveals pitfalls in traditional “safe” strategies, and highlights why two people the same age may need entirely different financial roadmaps. Buckle up for an episode that challenges how you see risk and encourages a personalized route to greater retirement confidence.Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  8. 12

    Retire Ready Show - Preserving Your Retirement from Taxes

    Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  9. 11

    Retire Ready Show - Four Retirement Unknowns

    Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  10. 10

    Retire Ready Show - Preparing for Market Volatility

    Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  11. 9

    Retire Ready Show - Optimizing Retirement Income

    Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  12. 8

    Retire Ready Show - Falling Interest Rates Threatens Retirement Income

    Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  13. 7

    Retire Ready Show - Big Beautiful Bill Act

    Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  14. 6

    Retire Ready Show - Retirement Income Blueprint

    Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  15. 5

    Retire Ready Show - Clearing Up 6 Common Myths About Retirement

    Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  16. 4

    Retire Ready Show - Mailbag Questions Answered

    Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  17. 3

    Retire Ready Show - Tackling the Twin Threats of Taxes and Inflation, Part 2

    Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

  18. 2

    Retire Ready Show - Tackling the Twin Threats of Taxes and Inflation, Part 1

    Education is empowerment. To arm you with the information you need to make wise, purposeful decisions moving forward, we regularly monitor your situation and consult with you to ensure your strategy continues meeting your needs.

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ABOUT THIS SHOW

We all were wonderfully made and deserve opportunities to lean into our unique purpose and passions. That’s what our discovery meetings are all about, getting to know what drives and inspires you. When you share your hopes, interests and dreams, we share how we can help you reach them.Sure, you want to retire, but what you really want to do is enjoy retirement. We will carefully examine your situation and identify specific solutions in the essential areas of income, investments, taxes, health care and legacy planning. We do the work so you can do your things — all of them.Retirement Solutions Investments Incorporated is an independent financial services firm that helps people create retirement strategies using a variety of insurance and investment products.   Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance

HOSTED BY

Scott Wharton

CATEGORIES

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