『On the Money』のカバーアート

On the Money

On the Money

著者： Jay Dorso
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概要

Retirement shouldn’t feel like a guessing game. On the Money with Jay Dorso helps listeners cut through the noise about Medicare, Social Security, and retirement income so they can make confident, informed choices about their financial future. Each episode translates complex rules into plain English, exposing the traps and opportunities most people miss before and after retirement.

Host Jay Dorso brings nearly three decades of financial experience to the mic as president of Quality Senior Benefits, LLC, a National Ethics Certified and BBB-accredited firm. His work has been featured in Kiplinger, and he’s known for turning financial jargon into straight talk that helps retirees and pre-retirees protect what they’ve built.

Jay’s philosophy is simple: “Don’t just be sold—be educated.” Through real-world examples and transparent conversations, On the Money empowers listeners to plan smarter, avoid costly missteps, and retire with clarity and confidence.

Contact us today at (800) 351-8836.

 個人ファイナンス 経済学
エピソード
  • Navigating the New Era of Retirement

    Navigating the New Era of Retirement
    2026/02/13

    This conversation explores the evolving landscape of retirement planning, emphasizing the importance of personalized strategies, the impact of technology and inflation, and the emotional aspects of transitioning into retirement. Jay shares insights on specialized retirement planning, tax strategies, and the significance of community and purpose in this new chapter of life. The discussion also addresses practical considerations such as budgeting for retirement adventures and the implications of Medicare and IRMA on financial planning.

    Reach Jay at 800-351-8836.

    Quality Senior Benefits

    www.jaydorso.com

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    55 分
  • Mastering Retirement Tax Strategies

    Mastering Retirement Tax Strategies
    2026/01/24

    Jay discusses various aspects of retirement planning, focusing on tax strategies, Medicare implications, and the importance of understanding Social Security. He emphasizes the need for proactive planning, especially regarding Roth conversions and the impact of federal debt on tax strategies. The discussion also covers the complexities of healthcare billing and the importance of communication with insurance companies. Jay provides insights into creating a tax-diversified income strategy and answers listener questions about retirement planning.

    Reach Jay at 800-351-8836.

    Quality Senior Benefits

    www.jaydorso.com

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    54 分
  • Understanding Annuities: The Good, The Bad, and The Options

    Understanding Annuities: The Good, The Bad, and The Options
    2026/01/16

    Jay discusses various strategies for retirement planning, emphasizing the importance of balancing capital preservation with growth. He explores investment options such as high yield savings accounts, annuities, and fixed income securities, while also addressing the significance of optimizing retirement accounts and understanding tax implications. The discussion extends to preparing for early retirement, managing healthcare costs, and the necessity of comprehensive planning to navigate the complexities of retirement effectively.

    Reach Jay at 800-351-8836.

    Quality Senior Benefits

    www.jaydorso.com

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    54 分
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