All Episodes
Georgia Safe Retirement Planners — 163 episodes
Real Talk: Can Drug Use Void Your Life Insurance in Georgia?
Medicare Made Simple: 7 Trusted Spots to Get the Right Coverage in Georgia
Funeral Insurance in Georgia: What You’re Paying For and What You Get
Georgia’s Guide to Life Insurance: 19 Reasons It’s More Than Just a Policy
The Georgia Guide to Life Insurance in Your 20s
Annuities in Georgia: 9 Reasons They Can Make or Break Your Retirement
Immediate vs. Deferred Annuities: What Every Georgia Retiree Needs to Know
Is Medicare Advantage Right for You? Insights for Georgians
Georgia Long-Term Care Insurance: Use It, Lose It, or Leave It?
7 Smart Ways to Apply for Medicare in Georgia and What to Do Next
18 Key Facts About Whole Life Insurance Every Georgia Retiree Should Know
Understanding Insurance: Long-Term Disability vs. Long-Term Care in Georgia
Burial Insurance Made Simple: 5 Great Options for Georgia Seniors
Navigating Long-Term Care Costs: Insurance Insights for Georgia Residents
9 Things Georgia Families Must Know About Funeral Costs & Insurance
The Georgia Guide to Annuities: What to Know Before You Buy
Georgia Long-Term Care Insurance: A Step-by-Step Guide to Getting It Right
Follow the Money: Where Fixed Annuity Premiums Go in Georgia
101 Brutally Honest Truths About Life Insurance in Georgia Most Agents Don’t Tell You
Is Indexed Universal Life Insurance a Good Investment for Georgia Residents?
The Truth About Term Life: What Georgia Retirees Need to Know
5 Life Insurance Mistakes Georgia Retirees Make with Social Security
Annuity Timing Secrets Every Georgian Should Know
9 Reasons You Might Still Need Life Insurance Even If You’re Single
Annuities Unlocked: 11 Retirement Game-Changers (Georgia Edition)
8 Essential Moves to Make Two Years Before Retirement
Georgia's Guide to Age-Based Retirement Planning
Protecting Your Nest Egg: Safer Alternatives for Georgia Retirees
You've saved for decades—now what? Turn your 401k into reliable income
How Much Is Enough? A Retirement Reality Check for Couples
Retire Smart: Eliminate Fear and Thrive in Georgia
Retirement Funds Now: 7 Strategies to Withdraw Without Penalties
Navigating Life Insurance: 9 Strategies for Georgia Residents
7 Taxes That Hurt Your Georgia Paycheck—And How to Beat Them
Living Well on Less: Georgia's Financial Advantages
Elevate Your Retirement: Georgia's Top 9 Mountain Towns
Lakeside Living: Georgia's Top 7 Retirement Havens
Georgia’s Coastal Charm: 7 Towns for the Perfect Retirement
Why Georgia? 9 Cities That Could Be Your Retirement Dream
Peach State Paradise: 9 Small Georgia Towns Perfect for Retirement
Southern Comfort: The Best Retirement Communities in Savannah
Georgia on Your Mind? These 7 Annuities Could Fund Your Retirement Dreams
13 Proven Ways to Lower Your Homeowners Insurance Costs in Georgia
How to Save on Burial Insurance in Georgia
7 Smart Ways to Get Term Life Insurance in Georgia (and Actually Save Money)
8 Proven Ways to Save Big on Auto Insurance in Georgia
Do I Need Renters Insurance in Georgia? The Real Cost of Renters Insurance
Georgia Real Estate Insider: 7 Ways to Buy Cheap in Georgia
7 Ways Small Business Owners in Georgia Can Protect Their Business and Save Thousands
When Do You Stop Paying State Taxes in Georgia?
5 Ways Georgia Residents 50+ Can Protect Their Retirement Savings from Tariffs and Stock Market Crashes
How to Keep More of Your Retirement Income in Georgia
The Best Careers in Georgia That Don’t Require a Degree—Start Now!
When to Sell Your Life Insurance Policy—And How to Get the Best Deal
How to Buy Life Insurance in Georgia Without Overpaying or Overthinking
Tax Rules That Could Impact Your Life Insurance Payouts
The Peach State Advantage: Why Retiring in Georgia Makes Sense
Can You Retire Comfortably on Georgia’s Average Pension?
Stop Leaving Free Money on the Table: Maximize Your Georgia 401(k) Today
Retiring in Georgia? Don’t Miss These Critical Steps for State Employees
Why Most Georgia Seniors Fail at Long-Term Care Planning—And How to Fix It
How to Avoid Missing Out on Free Health Care Support in Georgia
Avoid Outliving Your Money with GLWBs
Does Georgia Tax Social Security?
How Much Does Long-Term Care Cost In Georgia?
What is the Retirement Age in Georgia?
How Much Does it Cost to Live Comfortably in Georgia?
The Best Neighborhoods In Atlanta For Retirees
Securing Your Life Insurance: A Step-by-Step Guide
Does Georgia Tax Retirement Income?
The Best Places To Retire in Georgia
Can I roll a 401(a) into a 403(b)? | Ep89
Why are Social Security benefits taxed twice? | Ep.88
Can pensions be cashed out? | Ep.87
Can I use a 403(b) to pay for college? | Ep.86
Which accounts should you withdraw in retirement? | Ep.85
Can you collect a pension and Social Security at the same time? | Ep.84
Is it smart to buy life insurance? | Ep.84
Is it better to take Social Security at 65 or 67? | Ep.83
Is money in an IRA guaranteed? | Ep.82
What is the minimum amount to retire at 65? | Ep.81
Can I open a 403(b) on my own? | Ep.80
Can you lose your pension? | Ep.80
What is the 5% rule in retirement? | Ep.79
Can I retire on a pension and Social Security? | Ep.78
At what age can you withdraw from a 403(b) without penalty? | Ep.77
Can I collect my Social Security at 62 and still work full time? | Ep.76
Can I add money to my 403(b) after I retire? | Ep.75
What is the rule of 55 for a 401(a)? | Ep.74
Can I retire at 55 and withdraw from my 401k? | Ep.73
Can annuities be inherited? | Ep.72
Can I transfer money from my IRA to my checking account? | Ep.71
Can a person retire on $500,000? | Ep.70
Can I take money out of my 403b to pay off debt? | Ep.69
Can I contribute 100% to a 403(b) plan? | Ep.68
Can a couple retire at 60 on 2 million dollars? | Ep.68
What is the most common settlement? | Ep.67
Can you collect Social Security from two husbands?| Ep.66
Does 401(a) count as income? | Ep.65
Does a 401(a) earn interest? | Ep.64
Can I receive a guaranteed income for life from my 403b? | Ep.63
Can a 403b lose value? | Ep.62
What Net Worth Do You Need to Retire at 50? | Ep.61
Is it better to collect Social Security at 67 or 70? | Ep.60
Should I empty my retirement account? | Ep.59
Is an IRA enough to retire on? | Ep.58
Can I put my pension in a Roth IRA? | Ep.57
How long does an annuity last? | Ep.56
How to pull money out of 401(a)? | Ep.55
Can I roll over a 401k to a 403b? | Ep.54
At what age do Required Minimum Distributions stop | Ep.53
At what age is Social Security no longer taxed? | Ep.52
Is annuity income considered retirement income? | Ep.51
Does Social Security go by your last 3 years of work? | Ep.50
Can a couple retire at 55 with $3 million dollars? | Ep.49
Can I still put money in my 401k after I retire | Ep.48
What is the age limit for life insurance? | Ep.47
What is the most beneficial age to retire | Ep.46
At what age do I stop paying into Social Security? | Ep.45
Can I take my TSP in a lump sum? | Ep.44
At what age do annuities start paying out? | Ep.43
Is 401(a) pretax or after tax? | Ep.42
Are taxes already taken out of pensions? | Ep.41
Is it better to have whole life or term life insurance? | Ep.40
Can you borrow from a 401(a) plan? | Ep.39
Can I start an IRA with $1,000? | Ep.38
Can 2 million dollars last a lifetime? | Ep.37
Does a 401(a) affect social security? | Ep.36
Is it better to collect Social Security at 62 or 67? | Ep.35
Does a 401(a) count towards a 401(k) limit? | Ep.34
Can I use my 401a to buy a house? | Ep.33
How safe are annuities? | Ep.32
Is a 401(a) better than a 401(k)? | Ep.31
Can I retire on a $50,000 a year pension? | Ep.30
Can I withdraw from my 401a after leaving my job? | Ep.29
Why can't I withdraw my 401a | Ep.28
How long will $800,000 last in retirement? | Ep.27
What are the cons of 401(a)? | Ep.26
Can I get my ex husband's Social Security if he remarries? | Ep.25
Can I get Medicare if I didn't pay into Social Security? | Ep.24
Are inherited IRAs subject to Required Minimum Distributions? | Ep.23
How long will $750k last in retirement? | Ep.22
How long can $100,000 last in retirement? | Ep.21
How much will $600,000 last in retirement? | Ep.20
Can you roll an annuity into a CD without paying taxes? | Ep.19
At what age do you stop paying taxes on your pension? | Ep.18
Is my money safe in a retirement account? | Ep.17
How to recession proof your 401k? | Ep.16
How long does it take to get money from a Thrift Savings Plan? | Ep.15
What happens to my retirement account when I retire? | Ep.14
Does a 401k keep growing after retirement?| Ep.13
Should I roll over retirement accounts? | Ep.12
When should you withdraw money from your retirement account? | Ep. 11
Can I be forced to pay for my parents' funeral? | Ep. 10
When should I pause my retirement savings? | Ep. 9
What should you not do with your retirement money? | Ep.8
Can a life settlement be sold for an amount greater than the current cash value? | Ep. 7
What is the retirement withdrawal rate at 55? | Ep. 6
What should I do with my 457(b) when I retire? | Ep. 5
What is the return of premium on a long-term care policy? | Ep. 4
Who pays your pension when you retire? | Ep. 3
What is the most flexible type of life insurance? | Ep. 2
How To Find Old Retirement Accounts From Previous Employers | Ep. 1