Tag: Financial Planning

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

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

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

Join Ryan and Tyson 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:

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About Guest

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

Unpacking Common Retirement Challenges (Ep. 3)

Unpacking Common Retirement Challenges (Ep. 3)

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

Join Ryan Thacker and Tyson 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:

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

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

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

Welcome to episode two of Retirement Solutions The Podcast! Join Ryan and Tyson 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:

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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)

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

Listen as Ryan and Tyson 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.

Ryan and Tyson 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:

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