『Retirement Talks with Ted Thatcher』のカバーアート

Retirement Talks with Ted Thatcher

Retirement Talks with Ted Thatcher

著者： Derek Johnson
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 Tune in to Bright Lake Wealth Management Presents: Retirement Talks with Ted Thatcher on the radio at KQMS on Sundays from 7:30am to 8:30am.

Disclosure: This website Bright Lake Wealth Management (this “Website”) is owned and operated by Bright Lake Wealth Management. Bright Lake Wealth Management offers investment advisory services and is registered with the state. Registration does not constitute an endorsement of the advisory firm by the state nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Bright Lake Wealth Management as of the date hereof, which are subject to change without notice at any time. Bright Lake Wealth Management does not represent that any opinion or projection will be realized. Bright Lake Wealth Management, nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.Copyright Derek Johnson 経済学
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  • All-Weather Retirement Strategy

    All-Weather Retirement Strategy
    2025/12/07
    This week’s episode of “Retirement Talks with Ted Thatcher” focused on all-weather strategies for retirement planning, emphasizing how retirees can prepare for financial storms such as inflation, rising health care costs, and market risk. Ted Thatcher, President and CEO of Bright Lake Wealth Management, discussed the challenges of maintaining purchasing power and the importance of adapting income strategies to offset normal inflation over time. The show highlighted recent studies that reveal most Americans are uncertain about how much their income needs to grow to keep up with inflation and how withdrawal rates can affect long-term security. Ted addressed the multiple risks retirees face—including the sharp increase in health care expenses—and stressed the importance of planning for longevity, legacy, and the unpredictable nature of life.

    Listeners were encouraged to consider holistic financial strategies that balance income, investments, taxes, health care, and legacy planning. Ted explained how Bright Lake’s process, as detailed in his book, “Launch Your Retirement,” provides a framework for managing risks and staying flexible as circumstances change. The show also addressed the nuances of Medicare, Social Security, and the need for a proactive approach to updating beneficiaries and financial plans as life evolves. Throughout, the message was clear: successful retirement requires planning for all types of financial weather and knowing when to seek guidance from trusted professionals.


    This episode of Retirement Talks has Ted Thatcher discussing retirement planning and some of the many areas that go into a plan, including taxes, legacy planning, market volatility, and more. Ted brings a measured, statistic based approach with his down-to-earth midwestern roots turned into west coast financial advisor.

    For more information, visit https://www.brightlakewealth.com/
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    28 分
  • Taxes in Retirement: Strategies for a Secure Future

    Taxes in Retirement: Strategies for a Secure Future
    2025/11/30
    This week's episode of "Retirement Talks with Ted Thatcher" featured a discussion on the complexities of retirement planning with a special focus on the Secure Act and Secure Act 2.0. Ted Thatcher, President and CEO of Bright Lake Wealth Management, emphasized the significance of understanding new rules affecting tax-deferred retirement accounts such as 401(k)s and IRAs. The conversation covered changes to required minimum distributions (RMDs), legacy planning concerns, and strategies to manage taxable income for those inheriting IRAs. Ted highlighted the importance of proactive planning, including the consideration of Roth IRA conversions and the need for retirees to be aware of company-sponsored retirement options like Roth 401(k)s.

    Throughout the show, listeners were encouraged to seek guidance in navigating tax implications, market risks, and the transition from saving to spending during retirement. Ted discussed how carefully layered planning, timely Roth conversions, and understanding concepts like the "backdoor Roth" can help optimize financial outcomes and reduce future tax burdens. The show reaffirmed that working with a knowledgeable advisor can help retirees and do-it-yourself investors avoid common pitfalls and develop a customized retirement roadmap.


    This episode of Retirement Talks has Ted Thatcher discussing retirement planning and some of the many areas that go into a plan, including taxes, legacy planning, market volatility, and more. Ted brings a measured, statistic based approach with his down-to-earth midwestern roots turned into west coast financial advisor.

    For more information, visit https://www.brightlakewealth.com/
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    28 分
  • Tackling the Twin Threats of Taxes and Inflation

    Tackling the Twin Threats of Taxes and Inflation
    2025/11/23
    This episode of Retirement Talks has Ted Thatcher discussing retirement planning and some of the many areas that go into a plan, including taxes, legacy planning, market volatility, and more. Ted brings a measured, statistic based approach with his down-to-earth midwestern roots turned into west coast financial advisor.

    For more information, visit https://www.brightlakewealth.com/
    続きを読む 一部表示
    28 分
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