April 2025 – Retirement Solutions

Legacy Planning: More Than Just Money (Ep. 18)

By BOSS Retirement Solutions | April 23, 2025

What does it truly mean to leave a legacy? How do you tie together money, values, and memories into something lasting?

Join Ryan and Tyson Thacker, the Retirement Brothers from B.O.S.S. Retirement Solutions, as they dive deep into the concept of legacy. In this heartwarming episode, they share personal stories about their upbringing and the legacy their own parents created. They discuss the importance of not only passing on financial wealth but also the principles and values that define a family. Whether you’re looking to ensure that your children avoid the pitfalls of financial disputes or simply want to be remembered for the relationships you built and the values you upheld, this episode is quite revealing. They also explore the idea that your legacy doesn’t have to be about grand gestures—it’s the daily actions and consistent values that count.

Ryan and Tyson discuss:

[00:01:59] Personal anecdotes from their family’s legacy
[00:09:27] The story of their cabin and lessons learned
[00:21:18] Insight into the B.O.S.S. Retirement Blueprint
[00:27:08] The critical role of intentional planning

Resources:

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Secrets to Minimizing Taxes on Your Retirement Income (Ep. 17)

By BOSS Retirement Solutions | April 9, 2025

Why are taxes one of the biggest retirement expenses, and how can you minimize them?

Join Ryan and Tyson Thacker for an episode of Retirement Solutions The Podcast as they discuss how taxes can take a huge bite out of your retirement savings and share strategies to help avoid it. Discover how you often have more control over taxes in retirement than any other time in life.

Ryan and Tyson delve into:

(02:54) Common misconceptions about retirement tax
(06:10) The true cost of tax-deferred savings vehicles, like 401(k)s
(15:22) Strategies for minimizing taxes through Roth conversions and life insurance
(18:34) Changes in tax brackets and how they affect your retirement taxes
(27:11) The benefits of advanced tax planning strategies for retirees
And more!

Tune in and explore how smart tax strategies can save you a substantial amount and keep more of your hard-earned savings in your pocket.