Tag: BOSS Retirement Blueprint
Avoiding the Tax Avalanche in Retirement (Ep. 14)

Avoiding the Tax Avalanche in Retirement (Ep. 14)

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Have you ever wondered just how much of your retirement savings actually belongs to you and how much goes to Uncle Sam?

In this episode, Ryan Thacker and Tyson Thacker delve into the all-important topic of taxes in retirement. They break down the “tax avalanche” that could threaten your hard-earned savings and explain how a strategic plan can help you navigate safely through your golden years. Don’t let the tax avalanche catch you off-guard. Tune in to get ahead with your retirement planning!

Ryan and Tyson discuss: 

  • (00:18) The significance of understanding the “tax dilemma”
  • (05:13) The “Tax Avalanche” – What it is and how to avoid it
  • (12:52) What the different tax buckets are and what they look like
  • (15:33) A case study of Bob and Carol’s retirement savings, and how comprehensive planning saved them $641,282 in taxes
  • 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: 

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Are You Taking Too Much Risk with Your Retirement? (Ep. 13)

Are You Taking Too Much Risk with Your Retirement? (Ep. 13)

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Are you aiming to be rich in retirement or simply ensuring you won’t be poor?

In this episode, Ryan Thacker and Tyson Thacker tackle the pivotal question: Should your retirement plan chase risk for potential riches or focus on security to avoid poverty? They explore common financial myths that could jeopardize your retirement, especially if you don’t fully understand your risk tolerance. Listen in as they unravel the misconceptions surrounding financial planning and highlight the critical importance of reliable income over magic numbers. 

Ryan & Tyson discuss: 

  • (05:31) The myth of the “magic number” for retirement savings and its pitfalls
  • (07:04) Why “set it and forget it” isn’t a real plan
  • (09:07) The misleading nature of average rates of return
  • (13:09) How high risk doesn’t always translate to high reward
  • (18:12) Real-life examples from the B.O.S.S. Retirement Blueprint, including the risk analysis of Bob and Carol
  • 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: 

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Building a Strong Retirement Foundation with the B.O.S.S. Retirement Blueprint (Ep. 11)

Building a Strong Retirement Foundation with the B.O.S.S. Retirement Blueprint (Ep. 11)

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What lessons can a mudslide teach us about retirement planning?

In this episode, Ryan Thacker and Tyson Thacker share a powerful metaphor of water wreaking havoc, drawing from a personal story about the impact a mudslide had on their family cabin to draw parallels to the unexpected challenges faced in retirement planning. Discover how their childhood cabin taught lessons about financial stability and the importance of a solid foundation in retirement. Join the brothers as they navigate through the essential elements of the B.O.S.S. Retirement Blueprint, designed to stabilize your financial future just like reinforcing the foundation of a house.

Ryan and Tyson explore how the B.O.S.S. Retirement Blueprint can help: 

  • (00:48) Address vulnerabilities in your financial “foundation”
  • (05:15) Protect against the eroding effects of inflation and taxes
  • (12:22) Utilize a simplified one-page plan for comprehensive planning
  • (16:42) Build sustainable income streams to last through retirement
  • And more

Tune in for a journey through impactful stories and practical advice designed to reinforce your retirement plans.

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: 

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Understanding Risk in Your Retirement Blueprint (Ep. 10)

Understanding Risk in Your Retirement Blueprint (Ep. 10)

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Ever wonder how much more money you’d have if you could rewind your top financial mistakes? Where there’s smoke, there’s often fire – crucial lessons in managing risk. 

In this episode, Ryan Thacker and Tyson Thacker tackle the often-overlooked topic of managing risk in retirement planning. With an election upon us and fluctuating markets creating uncertainty, understanding and managing risk is more critical than ever.

Ryan and Tyson discuss:

  • (01:35) Why recognizing financial “cracks in the foundation” could be crucial to your retirement strategy
  • (02:53) Lessons learned from real-life investment missteps emphasizing diversification and risk evaluation
  • (06:39) The danger of high-risk ventures and essential precautions
  • (20:00) Benefits of cash value life insurance for tax and security
  • And more

Tune in to avoid common investment mistakes and learn how to construct a stable, secure retirement plan that aligns with your goals.

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