Retirement Solutions Radio

Riding Out the Storm: Smart Strategies During Stock Market Volatility by B.O.S.S. Retirement Solutions

There’s a ticking tax time bomb… hiding inside your retirement savings. Find out what it is, and how you can avoid it… on a special edition of Retirement Solutions Radio.

Do you plan to file for Social Security this year? Learn how you could avoid the 5 mistakes… That could needlessly cost you a fortune on this episode of Retirement Solutions Radio!

Do you hope to retire in the next 5 years? Given the challenges in front of us today, saving and investing alone won’t be enough! If you hope to retire successfully, there are five critical steps you must take before you retire. Listen to this episode to learn how to help your money go a lot further in retirement!

In this episode, we address one of the most important issues about retirement planning that is largely ignored…And nobody ever talks about it. Most people who are planning for retirement don’t know this, but nearly every piece of financial planning for retirement is connected. Just one decision about filing for social security… One decision about withdrawing money from your IRA or 401K… Could have a domino effect on many other things. And it could cost you in ways you’ll never even see, until it’s too late.

You probably have a good idea of how much money you’ve saved for retirement. But do you know how much you’ll owe in taxes when you retire? This is the most important number you need to know. Because if you don’t know this number, you really don’t know how much money you have to spend in retirement. And the reason why this is critical right now… many of the tax-savings strategies are time-sensitive. And if you don’t take advantage of them soon, these opportunities could vanish…. forever.

The playbook for filing for Social Security has been turned on its head. What worked for previous generations could end up costing you a small fortune. One reason is the growing financial struggles with the Social Security Trust Fund, which is projected to run out of money in less than 10 years. Ultimately, this could mean a significant cut in your benefits. Another issue? Changes with required minimum distributions on your IRA and 401K. Believe it or not, this could also impact the taxes not just your retirement accounts, but on your Social Security benefits too. These are just a couple of reasons why the traditional rules for filing for Social Security no longer apply today. Learn more by listening to this episode of Retirement Solutions Radio!

Imagine if you had the opportunity to sit down with the people who have retired successfully before you and learn from their hard-fought lessons. What were their biggest mistakes? And what would they do differently if they had the chance to do it all over again? Imagine what you could learn from their experience…Imagine the time and trouble that could save you…And more importantly, how it could set YOU up… for a more successful retirement.

Stock market swings. Uncertainty with Social Security and Medicare. New tax rules. The skyrocketing cost of healthcare. None of these things are small issues – and they’re reshaping how we plan for retirement. If you’re recently retired — or nearing retirement — you’re feeling it. But inside all of the current chaos, there’s a silver lining.

Could you save a small fortune in taxes… by converting your traditional IRA or 401K into a Roth? Find out on this special edition of Retirement Solutions Radio!

There are 5 myths about filing for Social Security…that could cost you a small fortune! We set the record straight, on a special edition of Retirement Solutions Radio, "5 Big Social Security Myths. Separating Fact from Fiction!"

Have you been a good saver? Is a big part of your retirement savings in an IRA or 401K? Saving money in one of these tax-deferred retirement accounts seems like a great deal at first, but these accounts could trigger massive taxes… when you’re retired! Learn how you could save tens of thousands—if not hundreds of thousands of dollars in taxes with your IRA or 401K in retirement on Retirement Solutions Radio, "3 Big Strategies for Your IRA and 401K That Could Unlock a Windfall of Tax Savings in Retirement!"

Are you recently retired? Or hoping to retire soon? Learn four hidden threats that could have devastating consequences for your retirement savings… on a special edition of Retirement Solutions Radio, "4 Hidden Threats to Your Retirement Savings Today!"

What’s the biggest threat to your retirement savings today? It may not be what you think! Find out on a special episode of Retirement Solutions Radio!

Are you prepared if something unexpected happened to you? In this episode of Retirement Solutions Radio, hosts Ryan and Tyson Thacker welcome Mary Kelly—retired U.S. Navy Commander, PhD economist, best-selling author, and national expert in personal and financial preparedness. Mary shares why most people retire unexpectedly, the essential documents your loved ones need, and the biggest planning mistakes that can cost families dearly. With practical advice, compelling stories, and a dose of humor, Mary guides you through getting your financial and personal house in order before it’s too late.

The Greatest Opportunity With Your Retirement Savings Today by B.O.S.S. Retirement Solutions

You Social Security Benefits. What Now? by B.O.S.S. Retirement Solutions

Air Date: March 2, 2025 If the Social Security Trust Fund runs out of money in less than 10 years… When is the optimal time to file for your benefits? Don’t miss Retirement Solutions Radio!

There are some things the IRS DOESN’T want you to know about your taxes in retirement. And they could needlessly cost you a fortune! Air Date: 2/8/25

Are you recently retired or hoping to retire soon? What could you learn from the people who retired successfully before you? What were their best decisions? And what were their biggest mistakes? Don’t miss a special episode of Retirement Solutions Radio. Air Date: 12/14/24

When is the Best Age to File for Social Security? by B.O.S.S. Retirement Solutions

You may know how much money you’ve saved for retirement. But do you know how much you’ll owe in taxes when you retire? Some sources of income could get taxed… more than others. And if you’re not careful, you could unnecessarily pay hundreds of thousands of dollars in taxes. Discover how your savings is taxed in retirement… Air Date: 11/23/24

The Trump tax cuts are set to expire at the end of next year. And when they do expire, it means nearly everyone – including you – will be paying higher taxes. This could be especially bad news for the money you’ve saved in a tax-deferred IRA and 401K. Discover the steps you can take now… that could lock in today’s low tax rates and save a fortune. Air Date: 11/16/24

Do you think you could pass a basic quiz about planning for retirement? You might be surprised to learn that in a recent study… Only 31% of Americans … got a passing grade. Put your knowledge to the test… Air Date: 11/9/24

Did you know the Social Security Trust Fund is projected to run out of money in less than 10 years? And now BARRONS has reported if this happens… an average retired couple could lose $16,500 a year in Social Security income. Discover how you could wring every nickel out of your Social Security benefits on a special edition of "Are Your Social Security Benefits at Risk?" Air Date: 11/2/24

How much money have you saved in your IRA or 401K? Making contributions to one of these tax-deferred retirement accounts is easy. But withdrawing this money in retirement… gets complicated. This is where you can make critical mistakes … that could cost you a fortune. Learn how you could avoid 5 common mistakes with your IRA or 401K.  Air Date: 10/12/24

The Trump tax cuts are set to expire at the end of next year. And when they do expire, it means nearly everyone - including you - will be paying higher taxes. This could be especially bad news for the money you’ve saved in a tax-deferred IRA and 401K. Discover the steps you can take now… that could lock in today’s low tax rates and save a fortune. Air Date: 10/5/24

The Trump tax cuts are set to expire at the end of next year. And when they do expire, it means nearly everyone – including you – will be paying higher taxes. This could be especially bad news for the money you’ve saved in a tax-deferred IRA and 401K. Discover the steps you can take now… that could lock in today’s low tax rates and save a fortune. Air Date: 8/31/24

Do you think you could pass a basic quiz about planning for retirement? You might be surprised to learn that in a recent study… Only 31% of Americans … got a passing grade. Put your knowledge to the test… Take the Ultimate Retirement Planning Quiz. Air Date: 8/24/24

What’s the biggest risk to your retirement savings today? Most people think it’s inflation, the cost of healthcare, or taxes.. But according to BARRON’S Magazine… The biggest threat to your retirement savings today… Is living a long life. And the latest statistics suggest… The chances of you living to 100 years old … are growing by the day! Air Date: 8/3/24

Did you know… 96% of Americans forfeit an average of $111,000 in social security income…  And it’s all because they file for their benefits… at the wrong time. Discover how you could wring every nickel out your benefits that are rightfully yours… Don’t miss a special edition of Retirement Solutions Radio. Air Date: 7/13/24

What is your strategy to withdraw money from your nest egg in retirement? Which accounts should you tap first? And how much can you safely withdraw every year … Without running through your entire life savings… far too soon? Withdrawing money in retirement … is far more complicated than most people understand. Don’t miss a special edition of Retirement Solutions Radio. Air Date: 6/29/24

Stubborn inflation. Stock market volatility. High interest rates and a troubled economy. The next generation of retirees face a whole new set of challenges that could threaten their financial security. Learn how you could prepare for it … on a special edition of Retirement Solutions Radio. Air Date: 6/15/24

How much money have you saved in your IRA or 401K? Making contributions to one of these tax-deferred retirement accounts is easy. But withdrawing this money in retirement … gets complicated. This is where you can make critical mistakes that could cost you a fortune. Learn how you could avoid this on a special edition of  Retirement Solutions Radio. Air Date: 6/1/24

You may not realize it … But filing for social security could be one of the most important financial decisions of your life. Because the difference between your best and worst case scenarios… Could literally be hundreds of thousands of dollars in lifetime income. Learn 5 common misconceptions about filing for social security… that could needlessly cost you a small fortune! Air Date: 5/4/24

Did you know, you have more control over how much you pay in taxes in retirement … than at any other time of your life? It’s true! And if you take advantage of some simple tax planning strategies now … you could save hundreds of thousands of dollars. Don’t miss a special edition of Retirement Solutions Radio. Air Date: 4/27/24

It’s called the dangerous decade of retirement planning. It’s the five years leading up to retirement… and the first five years of retirement. This is when you’ll be faced with critical decisions that could have long-term financial consequences for your nest egg. Don’t miss a special edition of Retirement Solutions Radio. Air Date: 4/6/24

Want to get the most out of your Social Security benefits? Did you know that 96% of Americans forfeit an average of $111,000 in social security income? And it's all because they filed for their benefits at the wrong time. Discover how you could wring every nickel out of your benefits that are rightfully yours. Air Date: 3/29/24

What’s the most important number you need to know when it comes to your retirement savings? Find out in a special edition of Retirement Solutions Radio Show. Air Date: 3/23/24

You may not realize it … But filing for social security could be one of the most important financial decisions in your life. Because the difference between your best and worst case scenarios… Could literally be hundreds of thousands of dollars in lifetime income. Learn 5 common misconceptions about filing for social security… that could cost you a fortune! Air Date: 3/16/24

Want to get the most out of your Social Security benefits? Did you know that 96% of Americans forfeit an average of $111,000 in social security income? And it's all because they filed for their benefits at the wrong time. Discover how you could wring every nickel out of your benefits that are rightfully yours! Air Date: 3/9/24

It’s called the dangerous decade of retirement planning. It’s the five years leading up to retirement… and the first five years of retirement. This is when you’ll be faced with critical decisions that could have long-term financial consequences for your nest egg. Don’t miss a special edition of Retirement Solutions Radio. Air Date: 3/2/2024

You may not realize it …The skyrocketing cost of healthcare. Continued inflation. Social security on life support. And the threat of higher taxes coming soon. Americans have a long list of concerns about these issues and how they could impact their retirement. Don’t miss a special edition of Retirement Solutions Radio. Air Date: 2/17/24

It’s called the dangerous decade of retirement planning. It’s the five years leading up to retirement… and the first five years of retirement. This is when you’ll be faced with critical decisions that could have long-term financial consequences for your nest egg. Don’t miss a special edition of Retirement Solutions Radio. Air Date: 2/9/24

What’s the most important number you must know about your retirement savings?   Find out in a special edition of Retirement Solutions Radio. Air Date: 2/3/24

But filing for social security could be one of the most important financial decisions in your life. Because the difference between your best and worst case scenarios… Could literally be hundreds of thousands of dollars in lifetime income. Learn 5 common misconceptions about filing for social security… that could cost you a fortune! Air Date: 1/27/24

Do you have an IRA or 401K? Want to know how you could squeeze more out of these tax-deferred accounts? Don’t miss Retirement Solutions Radio Show. Air Date: 1/20/24

Anybody can file for social security. But it takes special know-how… to get the most out of your benefits! Don’t miss a special edition of Retirement Solutions Radio Show. Air Date: 1/13/24

You may not realize it … But filing for social security could be one of the most important financial decisions in your life. Because the difference between your best and worst case scenarios… Could literally be hundreds of thousands of dollars in lifetime income. Learn 5 common misconceptions about filing for social security… that could cost you a fortune! Air Date: 1/6/24

What’s the most important number you must know about your retirement savings?   Find out in a special edition of Retirement Solutions Radio, "How Your Income Gets Taxed in Retirement! Air Date: 12/30/23