Overlooked Issues That Can Sink Your Retirement Ship

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.

We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything.

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

0:00 – Intro

1:18 – Outliving your money

4:55 – The creep of inflation

7:35 – Expenses of long-term care

11:21 – The threat of rising taxes

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The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 2)

July 18, 2024

June is back to continue discussing Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. One of the key topics June discusses is the often-overlooked role of life insurance in retirement planning. She and Marc also talk about the importance of taking proactive steps while you’re in the “retirement sweet spot” (age 59.5 – 73) when it comes to RMDs, IRMAA, and more.

The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 1)

July 2, 2024

June recently appeared on TV to discuss Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. Ed is a nationally recognized IRA distribution expert known for his ability to turn complex tax strategies into understandable and actionable advice. As an elite member of his organization, June will share why this book is a must-read for anyone with long-term savings in IRAs or 401(k)s.

Retirement Questions That Millennials and Gen Z Are Asking

By Walter Storholt • May 30, 2024

Each generation is currently facing its own set of financial planning questions as they navigate their unique retirement planning journey. As the financial landscape continues to evolve, it's more important than ever for younger generations to start planning their financial futures early. So, in today’s episode, we’re going to focus on some of the common re-tirement planning questions of Millennials and Gen Z.

Transition Advisor Group (TAG-PA) is a company that includes Transition Planning Associates - an insurance brokerage. Our company provides retirement income strategy expertise to individuals and businesses in Central Pennsylvania, plus licensed in Maryland, North Carolina, South Carolina, Texas, Virginia and Ohio. 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, 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.

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