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.

Getting Your House in Order with Mary Kelly

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!

The Biggest Threat to Your Retirement Savings Today

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!"

4 Hidden Threats to Your Retirement Savings Today

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!"

3 Big Strategies for Your IRA and 401K...That Could Unlock a Windfall of Tax Savings in Retirement

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!"

5 Big Social Security Myths. Separating Fact from Fiction!

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!

Does Converting Your Traditional IRA or 401K into a Roth...Still Make Sense Today?

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.

 

Retirement Planning Today: Now Is Not the Time to Be Passive

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.

The 4 Biggest Regrets of Today's Retirees

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!

What is the Best Age to File for Social Security?

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. 

What is the Best Age to File for Social Security?

B.O.S.S. Retirement Solutions

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