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

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

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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

Resources:

Get your FREE B.O.S.S. Retirement Blueprint:

3 Ways to Respond:

Connect with Tyson Thacker: 

Connect with Ryan Thacker: 

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Unpacking The B.O.S.S. Retirement Scorecard Part 1 (Ep. 4)

Unpacking The B.O.S.S. Retirement Scorecard Part 1 (Ep. 4)

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The years leading up to retirement are filled with excitement and angst.

But for many, that can change once you actually step into retirement.

Join Tyson Thacker and Ryan Thacker as they dive into the often overlooked mental hurdles people face when transitioning into retirement. Drawing from personal family experiences and their extensive professional background, they discuss the importance of not just focusing on what you want to do to lead a fulfilling retirement but also what you want to be cautious of. Follow along to learn actionable strategies and hear about their unique B.O.S.S. Retirement Scorecard, a tool designed to help you map out your retirement vision and achieve peace of mind.

Ryan and Tyson discuss: 

  • Common fears in retirement and how to address them
  • The B.O.S.S. Retirement Scorecard and its role in creating a personalized retirement plan
  • Real life stories about planning for retirement and overcoming challenges
  • The importance of having multiple streams of income for financial security in retirement
  • And more

Resources:

Get your FREE B.O.S.S. Retirement Blueprint:

3 Ways to Respond:

Connect with Tyson Thacker: 

Connect with Ryan Thacker: 

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Unpacking Common Retirement Challenges (Ep. 3)

Unpacking Common Retirement Challenges (Ep. 3)

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

Join Tyson Thacker and Ryan 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:

Get your FREE B.O.S.S. Retirement Blueprint:

3 Ways to Respond:

Connect with Tyson Thacker: 

Connect with Ryan Thacker: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More