On this week’s show we will have some fun with a very serious retirement topic. We all remember the game RISK, well we will put a retirement twist on it. Everybody is different and your retirement plan needs to be customized to you. We will also dive into understanding your investments and the role they will play in building lifetime income. 

If you have any questions concerning your retirement

call Hoss Financial 866-724-2653.

Retirement, Planning, Plan, Savings, Save, Interest, 401K, Roth, IRA

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More than 90 provisions in Secure Act 2.0 and they will impact retirement planning. We will discuss.  Many people delay starting their retirement planning. We discuss why that is happening. Also this week four tax strategies that will help you position yourself for retirement.

If you have any questions about your retirement scenario

call Sam Hoss 866-724-2653.

Retirement, Taxes, Planning, Saving, IRA, Roth, 401K, 

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On this week’s show we have a lot to discuss. It’s not uncommon for people to put off meeting with a financial advisor. We will go over some of the reasons people don’t and explain why you should. If you are less than 10 years away from retiring we have some strategies for you to consider. Retirement expenses can go up, but you can control it with careful planning.

If you have any questions about retirement, how to get started with your planning or need a second opinion on what your current situation

call Hoss Financial 205-997-2777.

Retirement, Planning, Saving, 401K, IRA, TSP, Pension, Taxes, Healthcare, 

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On this week’s program we have a few pointers for when you get to that 10 year pre-retirement window. What should you be focusing on? Why are so many retirees heading back into the workforce? We will discuss the big reason, but also how to stay retired. Some expenses in retirement will go down and some will rise…make sure you plan for the ups and downs.

If you have any questions about retirement call Hoss Financial 866-724-2653.

Retirement, Planning, Saving, Roth, 403B, IRA

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On this week’s show, we tackle the biggest financial concerns as you approach retirement. We dig into the emotional side of planning because it can be intimidating when you’re getting started. You’ve saved well for retirement, now what? We will discuss distribution strategies. 

If you have any questions call Hoss Financial 866-724-2653.

Retirement, Planning, Saving, Taxes, Stocks, Bonds, IRA, 401K,

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On this week’s edition we discuss the importance of retirement planning for couples. It starts with communication and working with a professional that can guide you not only to retirement, but through retirement. Confidence in retirement as at low dropping to near 2008 levels. We will tell you why, plus offer suggestions to keep you on track. We will also get back to basics with simple steps that will help you on your way to that big retirement day.

If you have any questions about your retirement call Hoss Financial 866-724-2653.

Retirement, Savings, Planning, 401K, IRA, 403B, RMD, 

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On this week’s show we discuss cash flow and the importance of proper planning. What you need to consider as you move to and through retirement starting with income sources and continuing through life expectancy. Human psychology and behavior can impact financial decisions and with that in mind we dive into behavioral finance. Wasting money in retirement can be devastating. We will point out ways retirees are hurting themselves financially so you can avoid the same mistakes.

If you have any questions about retirement planning

call Sam Hoss, Hoss Financial 866-724-2653.

Retirement, Retire, Plan, Planning, Save, Saving, Roth, RMD, 

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On this week’s show we start off by having fun with the old game “Two Truths and a Lie”. We put the retirement planning twist on it. We will also dive into answering retirement related questions that begin with “When”.

Do you have a “worry” list? We do, but we also have suggestions to ease your pain.

If you have any questions about today’s show or your own retirement

call Hoss Financial 866-724-2653.

Retirement, Medicare, Roth, Planning, Fund, Savings, IRA, TSP, Diversification, Balance,

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