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

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

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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:

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

3 Ways to Respond:

Connect with Ryan Thacker: 

Connect with Tyson Thacker: 

Connect with Dave Whitworth: 

About Guest

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

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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 Ryan Thacker and Tyson 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.

Ryan and Tyson 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 Ryan Thacker: 

Connect with Tyson 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 Ryan Thacker and Tyson 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 Ryan Thacker: 

Connect with Tyson Thacker: 

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

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

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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:

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

3 Ways to Respond:

Connect with Ryan Thacker: 

Connect with Tyson Thacker: 

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