Best of Financial Sanity Podcast Por Patrick Ayers arte de portada

Best of Financial Sanity

Best of Financial Sanity

De: Patrick Ayers
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With so much financial noise, it's understandable why so many people are going financially insane. Taxes, Social Security, Wall Street, Healthcare...there is so much uncertainty about the modern retirement. Local, independent, reliable...Patrick Ayers, President and CEO of Ayers Financial Services can help provide a clear financial picture so you can achieve a fulfilling retirement. It is time to regain your financial sanity.

DISCLOSURE: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Securities and investment advisory services are offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a Registered Investment Advisor. MAS and Ayers Financial Services are not affiliated entities.Copyright Ethan Koch Economía Finanzas Personales
Episodios
  • Episode 81: Will Social Security Be There for You?

    Episode 81: Will Social Security Be There for You?
    Jul 21 2025
    The annual Social Security and Medicare Trustees report estimates that the Social Security retirement trust will run short of money in 2033. Understanding how to prepare for the possibility of lower Social Security payments is critical for people preparing for retirement. Listeners are invited to meet with the advisor for a Social Security Impact Review.

    For more information on retirement planning, visit ayersfinancial.com!

    Looking for specific information about today's topic? Check out our resources page!
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    14 m
  • Episode 80: Maximize Your Retirement Income, Part 3

    Episode 80: Maximize Your Retirement Income, Part 3
    Jul 21 2025
    The penalty for failing to withdraw the full Required Minimum Distribution (RMD) or missing a deadline is set at 25% of the unwithdrawn amount. You do not want steep penalties and potentially higher taxes swiping away at your retirement savings, leaving you with a fraction of the money you were counting on for retirement.

    For more information on retirement planning, visit ayersfinancial.com!

    Looking for specific information about today's topic? Check out our resources page!
    Más Menos
    14 m
  • Episode 79: One Big, Beautiful Bill

    Episode 79: One Big, Beautiful Bill
    Jul 7 2025
    Big changes to your retirement could be coming. Will the ‘Big, Beautiful Bill’ help protect your savings, or will it bring new risks? Stay tuned to find out. Today we’re breaking it all down and helping show you ways to stay ahead.

    For more information on retirement planning, visit ayersfinancial.com!

    Looking for specific information about today's topic? Check out our resources page!
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    14 m
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