Tag: Retirement Blueprint

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

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

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:

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: 

Avoiding the Tax Avalanche in Retirement (Ep. 14)

Avoiding the Tax Avalanche in Retirement (Ep. 14)

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: