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Financial Lessons from a Retirement Income Expert: Tom Hegna (Ep. 9)

Financial Lessons from a Retirement Income Expert: Tom Hegna (Ep. 9)

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Are you making the most of your wealth opportunities, or are common financial myths holding you back?

In this episode, Tyson and Ryan Thacker chat with Tom Hegna, a renowned economist and bestselling author, to explore why the way we think about wealth might be all wrong. Together, they unravel surprising truths about building financial security and break down the top mistakes many young adults make with their money. Tom shares insights from his latest book and reveals simple strategies you can begin using today. This is a must-listen for anyone interested in securing a financially free future!

Tom discusses: 

  • (04:02) Why understanding the Rule of 72 can be your golden ticket to wealth
  • (06:22) The common financial traps young adults fall into and how to avoid them
  • (13:12) Why focusing on income rather than just assets is crucial
  • (19:06) The importance of tax planning and avoiding a heavy tax burden in the future
  • 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 Tyson Thacker: 

Connect with Ryan Thacker: 

Connect with Tom Hegna: 

About Guest

Tom Hegna, CLU, ChFC, CASL, is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!

As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature “Paychecks and Playchecks” retirement approach, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into 5 books.

Tom specializes in creating simple and powerful retirement solutions. He has the unique ability to pump up a crowd, make people laugh and solve complex financial problems using easy-to-understand words, ideas and stories. He’s been featured in Business, Forbes, Money Rates, and many other leading publications. He is available to speak with businesses, government organizations, professional associations, financial professionals and their clients across the globe.

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The Truth About Reverse Mortgages with Chad Peck (Ep. 7)

The Truth About Reverse Mortgages with Chad Peck (Ep. 7)

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Did you know that nearly 70% of retirees’ net worth is tied up in their home equity? Yet many never consider leveraging it to secure a worry-free retirement.

This week on Retirement Solutions The Podcast, Tyson Thacker and Ryan Thacker are joined by Chad Peck, owner of Reverse Freedom Mortgage, who brings over 20 years of experience in the mortgage industry, specializing in reverse mortgages for the past 15 years. Chad talks through the realities and misconceptions surrounding reverse mortgages, from eligibility and the benefits they can offer, to the potential pitfalls and common fears people have. Listen in to gain an in-depth understanding of how reverse mortgages work and whether they might be a viable option for your retirement strategy!

Topics discussed: 

  • The misconceptions and realities of reverse mortgages.
  • The process of securing a reverse mortgage and how it can impact your financial planning.
  • How reverse mortgages can be used to purchase a new home, allowing retirees to downsize or find a more suitable living situation.
  • Real-life examples of how a reverse mortgage can alleviate financial stress in retirement.
  • 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 Tyson Thacker: 

Connect with Ryan Thacker: 

Connect with Chad Peck: 

About Guest

Chad Peck is the owner of Reverse Freedom Mortgage, has been in the mortgage business since 2003, and has been focused primarily on reverse mortgages for the past 15 years. Chad has a passion for working with clients 62 and older to provide them with a more comfortable and secure retirement.

Chad enjoys getting to know his clients. Whether you need 40 minutes or 4 hours, he will spend the time to make sure all your questions are answered.

He has worked with hundreds of clients over the years and provides educational seminars to help people understand the benefits of a reverse mortgage.

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Optimizing Your Social Security With Dave Whitworth (Ep. 6)

Optimizing Your Social Security With Dave Whitworth (Ep. 6)

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Curious about how timing your Social Security could maximize your benefits?

Join Tyson and Ryan Thacker from B.O.S.S. Retirement Solutions as they welcome their long-time friend and Investment Advisor Representative, Dave Whitworth, to break down the complexities of Social Security. Together, they cover crucial topics such as how to decide the best time to claim Social Security, how it integrates into your overall retirement plan, and how to avoid common pitfalls. 

Tyson, Ryan and Dave discuss: 

  • The timing issue of Social Security and how the B.O.S.S. Retirement Blueprint and help
  • Considerations for spousal and dependent benefits
  • Tax implications of Social Security benefits and how to manage them
  • Real-life examples of how personalized strategies can optimize Social Security
  • And more

Resources:

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

3 Ways to Respond:

Connect with Tyson Thacker: 

Connect with Ryan Thacker: 

Connect with Dave Whitworth: 

About Guest

Dave Whitworth is a licensed insurance agent and currently serves as an Investment Advisor Representative at B.O.S.S. Retirement Solutions.

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Unpacking The B.O.S.S. Retirement Scorecard Part 2 (Ep. 5)

Unpacking The B.O.S.S. Retirement Scorecard Part 2 (Ep. 5)

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Many people believe that saving a million dollars is the golden ticket to a perfect retirement.

However, without a comprehensive plan, that million can quickly diminish. Let’s break down why.

Join Tyson Thacker and Ryan Thacker as they continue their breakdown of the B.O.S.S. Retirement Scorecard. Follow along to learn how to assess essential retirement aspects such as debt, cash reserves, different income streams, and social security, in order to help you prepare and craft a strong retirement plan.

Tyson and Ryan discuss: 

  • The personal experience with their family cabin and how it inspired the B.O.S.S. Retirement Scorecard
  • How to rate your retirement readiness based on debt, cash, income, and social security
  • The importance of having a well-rounded plan covering investments, healthcare, and legacy planning
  • Tips for identifying areas for improvement and taking actionable steps to strengthen your retirement plan
  • And more

Resources:

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

3 Ways to Respond:

Connect with Tyson Thacker: 

Connect with Ryan Thacker: 

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Unpacking The B.O.S.S. Retirement Scorecard Part 1 (Ep. 4)

Unpacking The B.O.S.S. Retirement Scorecard Part 1 (Ep. 4)

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The years leading up to retirement are filled with excitement and angst.

But for many, that can change once you actually step into retirement.

Join Tyson Thacker and Ryan Thacker as they dive into the often overlooked mental hurdles people face when transitioning into retirement. Drawing from personal family experiences and their extensive professional background, they discuss the importance of not just focusing on what you want to do to lead a fulfilling retirement but also what you want to be cautious of. Follow along to learn actionable strategies and hear about their unique B.O.S.S. Retirement Scorecard, a tool designed to help you map out your retirement vision and achieve peace of mind.

Ryan and Tyson discuss: 

  • Common fears in retirement and how to address them
  • The B.O.S.S. Retirement Scorecard and its role in creating a personalized retirement plan
  • Real life stories about planning for retirement and overcoming challenges
  • The importance of having multiple streams of income for financial security in retirement
  • And more

Resources:

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

3 Ways to Respond:

Connect with Tyson Thacker: 

Connect with Ryan Thacker: 

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Unpacking Common Retirement Challenges (Ep. 3)

Unpacking Common Retirement Challenges (Ep. 3)

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Did you know that the average retired couple could end up paying hundreds of thousands of dollars in taxes on their retirement savings?

Join Tyson Thacker and Ryan Thacker, as they introduce us to Bob and Carol—representative avatars of the thousands of families they’ve helped navigate retirement through their B.O.S.S. Retirement Blueprint. Gain insights into how personalized retirement planning can not only address but mitigate the significant tax burdens that could impact your golden years. Learn through the example of Bob and Carol’s the importance of tax planning, and how small adjustments today can save significant sums tomorrow!

Ryan and Tyson discuss: 

  • The characters of The B.O.S.S. Retirement Blueprint, and share insights on their retirement challenges
  • How personal passions and family time shape retirement goals
  • The impact of taxes on retirement accounts and strategies to minimize them
  • The differences between tax preparation and tax planning
  • And more

Resources:

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

3 Ways to Respond:

Connect with Tyson Thacker: 

Connect with Ryan Thacker: 

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The B.O.S.S. Retirement Blueprint Explained (Ep. 2)

The B.O.S.S. Retirement Blueprint Explained (Ep. 2)

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Want to improve your knowledge of retirement planning without feeling overwhelmed? 

Welcome to episode two of Retirement Solutions The Podcast! Join Tyson and Ryan Thacker this week as they dive deeper into the intricacies of the Boss Retirement Blueprint, why they created it, and how their one-page solution aimed at simplifying retirement planning may work for you. Gain insights into common concerns and questions that individuals nearing retirement have and how their approachable and educational style could help you secure a fulfilling retirement.

Tyson and Ryan discuss: 

  • Why they created the B.O.S.S. Retirement Blueprint
  • Simplifying your retirement planning with the B.O.S.S. Retirement Blueprint
  • The importance of having a comprehensive plan over product-focused solutions
  • Strategies to address common retirement concerns such as investment decisions and maximizing social security benefits
  • Preparing for healthcare costs, inflation, and tax implications in retirement
  • And more

Resources:

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

3 Ways to Respond:

Connect with Tyson Thacker: 

Connect with Ryan Thacker: 

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The Retirement Solutions Blueprint with Ryan Thacker and Tyson Thacker (Ep. 1)

The Retirement Solutions Blueprint with Ryan Thacker and Tyson Thacker (Ep. 1)

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Welcome to Retirement Solutions – The Podcast, your new go-to source for all things retirement, hosted by Tyson Thacker and Ryan Thacker!

Listen as Tyson and Ryan kick-off, the Retirement Solutions podcast by sharing a little bit about who they are and their journey from making costly investment mistakes to becoming trusted advisors for thousands of families planning for retirement. Learn about their mission of simplifying retirement planning and providing actionable advice that could help you secure your ideal financial future.

Tyson and Ryan discuss: 

  • Who they are and what the podcast is going to focus on going forward
  • The hard lessons learned from their earliest experiences with day trading and financial planning
  • The backstory behind the foundation of BOSS Retirement Solutions and the zero-fee planning service
  • Their investment philosophy, focusing on creating simple yet effective financial plans for retirement
  • The importance of reliable income streams in retirement planning
  • And more

Resources:

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

3 Ways to Respond:

Connect with Tyson Thacker: 

Connect with Ryan Thacker: 

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Retirement Solutions – The Podcast Coming Soon!

Retirement Solutions – The Podcast Coming Soon!

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Welcome to Retirement Solutions – The Podcast, with Tyson Thacker and Ryan Thacker, where precision meets purpose. This B.O.S.S. podcast is committed to “Building the Optimal System of Security.” Learn how you could craft the ideal retirement blueprint that surpasses mere wealth accumulation. Explore the nuances of retirement planning with expert insights, as Tyson and Ryan navigate the ever-evolving landscape of investments, insurance solutions, and financial planning for retirees and pre-retirees.

Co-founders, Tyson and Ryan Thacker bring years of experience and knowledge to the table. They are passionate about helping clients achieve their financial goals during retirement. Follow along as they explore strategies and tools that could help you secure your financial future in retirement.

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