Legacy Planning – Retirement Solutions

Legacy Planning: More Than Just Money (Ep. 18)

By BOSS Retirement Solutions | April 23, 2025

What does it truly mean to leave a legacy? How do you tie together money, values, and memories into something lasting?

Join Ryan and Tyson Thacker, the Retirement Brothers from B.O.S.S. Retirement Solutions, as they dive deep into the concept of legacy. In this heartwarming episode, they share personal stories about their upbringing and the legacy their own parents created. They discuss the importance of not only passing on financial wealth but also the principles and values that define a family. Whether you’re looking to ensure that your children avoid the pitfalls of financial disputes or simply want to be remembered for the relationships you built and the values you upheld, this episode is quite revealing. They also explore the idea that your legacy doesn’t have to be about grand gestures—it’s the daily actions and consistent values that count.

Ryan and Tyson discuss:

[00:01:59] Personal anecdotes from their family’s legacy
[00:09:27] The story of their cabin and lessons learned
[00:21:18] Insight into the B.O.S.S. Retirement Blueprint
[00:27:08] The critical role of intentional planning

Resources:

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

By BOSS Retirement Solutions | August 22, 2024

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