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.
Are you ready to simplify the complexities of high-net-worth tax planning and maximize your retirement savings? Today, we unveil key strategies with our expert guest, Jeremy Green.
In this Retirement Solutions The Podcast episode, Tyson Thacker and Ryan Thacker are joined by Jeremy Green, a highly experienced advisor specializing in high net worth tax situations, estate, and business planning. Listen in as Jeremy shares his strategies for managing tax-efficient retirement income and maximizing the value of your financial assets, offering a behind-the-scenes look at how B.O.S.S. Retirement Solutions creates customized retirement plans. Discover actionable strategies for integrating your legal, financial, and tax planning matters and exploring unique opportunities available for those with highly appreciated assets.
Top discussion points include:
The benefits and implications of Roth conversions, life insurance, and other tax-free options for retirement planning
How to approach tax planning with highly appreciated stock and minimize capital gains taxes
The potential impact of upcoming tax changes and how to prepare for them with strategic planning
Examples of successful retirement strategies and the importance of early planning to maximize opportunities
Jeremy Green is a subject matter expert in high-net-worth tax, estate, and business planning with 22 years of experience. He collaborates with professional advisors, closely held business owners, and clients with significant assets to integrate and clarify their business, estate, philanthropic, tax, investment, and life insurance plans.
Over his career, Jeremy has eliminated millions of dollars in unnecessary present and future combined fees, estate, income, and capital gains taxes by restructuring how assets are owned before the sale of businesses or real estate. He has also adjusted business operating agreements to preserve otherwise lost stepped-up tax cost basis, modified the number and complexity of existing trust arrangements, optimized trust, and business-owned life insurance funding, and reduced excessive investment management expenses. Additionally, Jeremy serves as a paid expert witness, testifying on the proper design and execution of tax, wealth, and insurance planning techniques in FINRA three-judge panel arbitration and litigation in the U.S. Federal District Court.
Jeremy is admitted to practice before the IRS as an Enrolled Agent. He is also a Certified Financial Planner®, Certified Trust Financial Advisor, Certified Employee Benefit Specialist, Chartered Life Underwriter, and Accredited Estate Planner. He holds a degree from the Institute of Certified Bankers National Graduate Trust School, the American Institute of Bankers Personal Trust School, and the American College’s Master of Science in Financial Services program.
