Month: July 2025
What Really Happens in Your First Retirement Planning Meeting with Robert Brantley

What Really Happens in Your First Retirement Planning Meeting with Robert Brantley

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What if the fear of talking to a financial advisor is the very thing keeping you from retiring sooner and living the life you’ve always dreamed of?

In this episode, Ryan Thacker sits down with Robert Brantley, a trusted Investment Advisor Representative at B.O.S.S. Retirement Solutions, to talk about what really happens during a first retirement planning meeting. Known for his deep tax expertise, sincere client relationships, and powerful personal story, Robert shares why that first conversation could be one of the most life-changing moments of your retirement journey.

You’ll hear:

  • (00:03:00) Robert’s surprising background from Japan to the Tabernacle Choir
  • (00:06:00) How raising a daughter with special needs changed Robert’s financial journey
  • (00:09:00) What to expect during a first retirement appointment and why it’s more personal than numbers
  • (00:15:00) How a custom plan gave a grieving spouse peace of mind
  • (00:30:00) A life-changing case study: from burnout to bucket-list travel in Tanzania
  • And more

If you’ve been putting off your first planning meeting, this conversation might just change your mind and your future.

Resources:

Get your FREE B.O.S.S. Retirement Blueprint:

3 Ways to Respond:

  • Text BLUEPRINT to (435) 500-0665
  • Call: (800) 769-7550
  • or Click Here

Connect with Ryan Thacker: 

Connect with Robert Brantley:

About Robert Brantley

Robert Brantley is an Investment Advisor Representative at B.O.S.S. Retirement Solutions. With more than a decade of experience in financial services, Robert takes time to understand each client’s situation, including their wants, needs and goals. With that crucial information in mind, Robert helps clients build an optimal system of financial security to help them to and through retirement.

Before working in financial services, Robert was a professor at a university overseas. He holds two advanced degrees: one in teaching from Brigham Young University and one in accounting from The University of North Carolina at Chapel Hill.

He is a trained singer and has been in many choral groups over the years. He is proud to have been one of the earliest members of BYU’s now-famous a cappella group, Vocal Point.

Robert loves traveling, cooking and basketball, but his favorite pastime is spending time with his family. He and his wife, Marta, are the proud parents of nine children — six girls and three boys — and have a dog, Remi. The family loves music, walking at sunset, playing noisy and fun games, and trying new things.

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Creating Unforgettable Moments with Grandchildren with Susan Yates

Creating Unforgettable Moments with Grandchildren with Susan Yates

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What does it really take to build lasting family memories with your kids and grandkids, especially when everyone’s busy and scattered across the country?

In this heartwarming and practical episode, Ryan Thacker sits down with Susan Alexander Yates, author of Cousins Camp: A Grandparent’s Guide to Creating Fun, Faith, and Memories That Last, to explore how small, intentional efforts can lead to meaningful family traditions that stand the test of time. Susan shares how she and her husband turned a simple idea into an annual “Cousins Camp” that now includes all 21 of their grandchildren, even a set of quadruplets. From budget-friendly activities to age-appropriate planning and spiritual connection, this conversation is packed with inspiration for grandparents and parents who want to leave a legacy of love.

You’ll learn how grandparents can become anchors of wisdom and joy, even if they don’t live nearby, and how your financial plan can support your desire to gather family without the stress of overspending. Whether you’re dreaming of starting your own version of Cousins Camp or simply looking to strengthen your family bonds, this episode is a must-listen.

In this episode, Susan discusses:

  • (00:01) How she created “Cousins Camp” for her 21 grandchildren (including quadruplets!)
  • (00:06) Creative, budget-friendly ideas to build family connection and start meaningful traditions
  • (00:13) Ways grandparents can become trusted listeners and mentors during life’s messy moments
  • (00:24) How to prioritize family gatherings in your retirement plan without breaking the bank
  • And more!

Resources:

Get your FREE B.O.S.S. Retirement Blueprint:

3 Ways to Respond:

  • Text BLUEPRINT to (435) 500-0665
  • Call: (800) 769-7550
  • or Click Here

Connect with Ryan Thacker: 

Connect with Susan Yates:

About Susan Yates:
Susan Alexander Yates is a wife of nearly 55 years, mother to five children (including a set of twins), and grandmother to 21—including a set of quadruplets. She and her husband John have hosted an annual “Cousin Camp” for their grandchildren for over a decade  in the Shenandoah Mountains of Virginia. Susan is the author of 16 books, including the acclaimed Cousin Camp: A Grandparent’s Guide to Creating Fun, Faith, and Memories That Last. She shares practical wisdom and encouragement for families on her blog at susanalexanderyates.com.

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