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  • The Longevity Challenge

    The Longevity Challenge
    2025/09/14
    People are living much longer than previous generations, which creates challenges for retirement planning, especially when many traditional methods didn't take longevity into account. Mindy and Nolan discuss how things have changed and how today's strategies can be a game changer for today's retirees.
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    41 分
  • Revisiting Savvy Strategies and Retirement Spending

    Revisiting Savvy Strategies and Retirement Spending
    2025/09/07
    Mindy and Nolan take a look at a couple of subjects from recent programs - strategies to help retirees lower their tax bill to Uncle Sam as well as spending realities in retirement and how to provide the money needed to provide what you need for those levels. Mindy also goes over some upcoming events hosted by McIntosh and Associates on a variety of subjects.
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    39 分
  • Retirement for Small Business Owners

    Retirement for Small Business Owners
    2025/08/31
    Nolan handles most of the show today, including the main topic of retirement planning options for small business owners, including transition planning, savings options for themselves and employees and more.
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    40 分
  • The One Big Beautiful Bill Law

    The One Big Beautiful Bill Law
    2025/08/24
    Mindy and Nolan dive into the One Big Beautiful Bill and its provisions regarding taxes, especially where retirees are concerned, and some of the benefits it provides and also some of the areas to be careful with to avoid needless overpayments.
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    40 分
  • A Retirement Savings Crisis

    A Retirement Savings Crisis
    2025/08/17
    A study late last year done by AARP showed that some 20% of adults age 50 or older had no retirement savings, and some 57 million private sector workers did not have either a pension or other retirement savings plan through their employer. Mindy and Nolan break down the numbers and offer some tips for how people can put some savings together and get on the road to being able to retire. They also revisit the tax challenges retirees face in today's environment, though some of those may ease with the passage of the One Big Beautiful Bill Act in July.
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    40 分
  • The Reality of Retirement Spending

    The Reality of Retirement Spending
    2025/07/20
    After an initial uncovering of the Big Beautiful Bill become law, Mindy and Nolan tackle the reality of spedning in retirement, which conventional wisdom says will be just 70-80% of what you earned in your later working years. They go over what could happen if that conventional wisdom is wrong and you want, or need, to spend more in retirement, and how to plan to make sure that money is available if you need it.
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    40 分
  • Tax Savvy Strategies

    Tax Savvy Strategies
    2025/07/06
    Taxes in retirement are a big deal, and Mindy and Nolan discuss strategies to use to help you pay less to the IRS than you might otherwise do without using them.
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    40 分
  • Retirement Stressors

    Retirement Stressors
    2025/06/22
    Mindy and Nolan go over some of the things that people can sometimes get stressed about when it comes to retirement, especially as it pertains to things in the news which could affect their savings. They also clear up some retirement myths, answer some listener questions, and review their retirement tool kit, which is available by calling or texting a special number at their office.
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    40 分