Meet June Horne, Founder of Transition Advisor Group

Welcome to our first episode of TAG Talks. As we unpack the essential steps to retiring with ease and certainty, we want to begin by introducing you to the Transition Advisor Group Founder and CEO, June Horne.

June shares the defining moments that carved her path in the industry and the inception of her own firm. She opens up about the intricacies of creating a comprehensive financial plan and tackling retirement anxieties head-on to ensure clients are well-equipped for their golden years.

June's two-decade expertise in financial advising is a treasure trove of knowledge, and she's here to chart the course toward a retirement filled with certainty and prosperity. Through heartfelt storytelling, we navigate the waters of financial planning, uncovering June's personal inspirations and the critical steps to implementing a strategy for your forever money.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:12 – How she got into this industry

2:58 – Financial planning at TAG

7:14 – Living in Pennsylvania

10:25 – Goal for the show

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Retirement Questions That Generation X Is Asking

02 May, 2024

For many Gen Xers, turning fifty can prompt some tough questions: How much do I need to retire? Am I saving enough? How do I balance saving with paying off debt? Stay tuned as June gives us an inside look at how she tackles these questions with her clients.

Retirement Questions That Baby Boomers Are Asking

18 Apr, 2024

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more seriously about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’re going to focus on the questions that baby boomers face as they approach their golden years.

Overlooked Issues That Can Sink Your Retirement Ship

By Walter Storholt • 07 Mar, 2024

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom.

Harrisburg Location

2000 Linglestown Rd.

Suite 100

Harrisburg, PA 17110
Phone: (717) 718-5790

Fax: (717) 618-3728

York Location

2550 Kingston Rd.
Suite 204

York, PA 17402
Phone: (717) 718-5790

Fax: (717) 618-3728

National Ethics Association, NEA Member, ethics.net

Ed Slott's Master Elite IRA Advisor Group

Transition Advisor Group (TAG-PA) is a company that includes Transition Planning Associates - an insurance brokerage. our company provides retirement income planning expertise to individuals and businesses in Central Pennsylvania, plus licensed in Maryland, North Carolina, South Carolina, Virginia and Texas. Transition Advisor Group will help you potentially protect your assets, increase your income, reduce your taxes, provide growth with stability and income you cannot outlive. We, at Transition Advisor Group, partner with you to put all the proper income planning steps in place for a successful retirement.

Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.