• Retirement Talks with Ted Thatcher

  • 著者： Derek Johnson
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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
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あらすじ・解説

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
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  • History of Taxes & a Comprehensive Retirement Plan - May 4, 2025

    History of Taxes & a Comprehensive Retirement Plan - May 4, 2025
    2025/05/04
    In this episode of "Retirement Talks with Ted Thatcher," Ted and his team at Brightlake Wealth Management delve into essential strategies for effective retirement planning. They discuss various tactics to optimize retirement income, including Roth conversions. The conversation also highlights the importance of understanding different income sources, like Social Security and traditional IRAs, and their tax implications. Ted emphasizes the need for personalized retirement planning that addresses the individual financial landscape and potential tax liabilities of retirees.

    Further, the episode underscores the significance of proactive and advanced planning in retirement. Ted advises against the "set it and forget it" approach, stressing the importance of continuous reassessment and strategic adjustments, particularly concerning Medicare decisions, required minimum distributions (RMDs), and overall risk management.


    For more information, visit https://www.brightlakewealth.com/
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    28 分
  • Financial Literacy and Retirement Planning - April 27, 2025

    Financial Literacy and Retirement Planning - April 27, 2025
    2025/04/27
    In this episode, Ted Thatcher from Brightlake Wealth Management dives into crucial topics, focusing on financial literacy and retirement planning. Ted explains the importance of transitioning from a savings-focused approach to effective retirement spending. Critical aspects include consulting with specialized financial professionals and creating individualized retirement plans.

    Ted addresses several listener questions, including strategies for small business owners to plan their retirement exit and the significance of maintaining financial literacy for securing a stable retirement. The episode emphasizes the necessity of understanding long-term care insurance policies and encourages proactive planning to mitigate potential tax consequences from selling a business.


    For more information, visit https://www.brightlakewealth.com/
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    28 分
  • Federal Debt's Impact on Retirement - April 20, 2025

    Federal Debt's Impact on Retirement - April 20, 2025
    2025/04/20
    In this episode of "Bright Lake Wealth Presents: Retirement Talks with Ted Thatcher," Ted delves into the complexities of transitioning from being a saver to a spender during retirement. Ted explores how the national debt, which has been growing rapidly since the Revolutionary War, affects individuals who are planning for or currently in retirement. With insightful historical contexts and current implications, Ted highlights the arithmetic of liabilities versus assets and the dangerous impact of overspending, both on a national level and in personal retirement planning.

    Listeners will gain a deeper understanding of government spending, its direct consequences on their retirement plans, and how taxes - an often overlooked aspect - could be a hidden liability. Ted emphasizes the importance of proactive tax planning to mitigate retirement risks and maximize income potential. Through historical anecdotes and practical advice, this episode provides a comprehensive guide for those looking to secure their financial future amidst the complicated backdrop of national fiscal policies.


    For more information, visit https://www.brightlakewealth.com/
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    28 分

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