Tag: Annuities
Turning High Interest Rates Into a Retirement Advantage with Dave Whitworth

Turning High Interest Rates Into a Retirement Advantage with Dave Whitworth

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Rising interest rates feel like bad news, but what if rising interest rates could actually work in your favor during retirement?

In this episode, Ryan Thacker and Tyson Thacker sit down with long-time advisor and friend, Dave Whitworth, to unpack strategies for thriving in today’s high-interest-rate environment. From increasing guaranteed income to leveraging overlooked financial tools, they reveal how to create confidence and stability in your retirement plan.

Dave discusses:

  • How to turn high interest rates into higher lifetime income
  • Why Social Security is the foundation of every retirement income plan
  • The role annuities can play as a “private pension”
  • When a reverse mortgage could be a smart addition to your income strategy
  • How the B.O.S.S. Retirement Blueprint creates a customized, holistic plan
  • 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 Dave Whitworth:

About Dave Whitworth:

Dave Whitworth is an Investment Advisor Representative with B.O.S.S. Retirement Solutions and Advisors, where he forms relationships with clients as he helps identify areas where his services may be able to enhance retirement income planning. He enjoys the relationships that are created as trust is built, and he strives to provide exceptional customer service and ensure every financial goal is considered.

Dave has degrees in business management and zoology from Brigham Young University. He is an Investment Advisor Representative and a licensed insurance agent.

Dave is an outdoor and recreation enthusiast, originally from Wisconsin. He enjoys playing basketball, golf, volleyball, and cycling. With his wife, he stays busy supporting the activities and needs of their five children, and he enjoys attending their sporting and dance events.

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Social Security Alone Isn’t Enough for Retirement (Ep. 15)

Social Security Alone Isn’t Enough for Retirement (Ep. 15)

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Are you confident that your retirement income plan will last?

In this episode, Ryan Thacker and Tyson Thacker explore this critical question, helping listeners uncover often-overlooked strategies for creating reliable income streams beyond just Social Security. With the federal government’s actions and potential Social Security shortfalls looming, it’s crucial to start planning for “permanent unemployment.”

Ryan and Tyson discuss:

  • (00:01:20) The need to shift focus from just savings to income planning
  • (00:04:52) Why Social Security isn’t a standalone solution for most
  • (00:17:58) Creative solutions for building multiple income streams
  • (00:29:00) Annuities, dividends, and real estate as income sources

Tune in to discover actionable insights that can empower you to retire with confidence and ensure financial security. Remember, true comfort in retirement starts with a solid plan.

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: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More