Episodios

  • Episode 23: Exploring Retirement Income Options: Kathy's Questions Answered

    Episode 23: Exploring Retirement Income Options: Kathy's Questions Answered
    Apr 28 2025
    In this episode, we’re helping Kathy navigate the various income options available in retirement. From Social Security benefits to pensions, annuities, and withdrawal strategies from retirement accounts, we’ll break down the different sources of income and their implications for a comfortable retirement. We’ll also discuss how to create a sustainable income plan that aligns with individual financial goals and lifestyle preferences. Whether you’re approaching retirement or just want to be informed about your options, join us for practical advice and insights to help you build a solid income strategy for your golden years! Get on our phone calendar, for free, at TuckerRetirement.com.
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    11 m
  • Episode 22: Cash vs. Mortgage: Carolyn Weighs the Pros and Cons of Paying Cash for a House

    Episode 22: Cash vs. Mortgage: Carolyn Weighs the Pros and Cons of Paying Cash for a House
    Apr 21 2025
    In this episode, Carolyn seeks to understand the pros and cons of paying cash for a house. We’ll explore the financial implications of making an outright purchase versus taking out a mortgage, including potential savings on interest, the impact on liquidity, and how it affects long-term investment strategies. We’ll also discuss the emotional benefits and drawbacks of cash purchases and what to consider when deciding the best approach for homeownership. Whether you're contemplating buying a home or just curious about the cash payment route, tune in for valuable insights to guide your decision! Get on our phone calendar, for free, at TuckerRetirement.com.
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    14 m
  • Episode 21: Helping Mom with Her 401(k): Answering Mike's Questions on Retirement Planning

    Episode 21: Helping Mom with Her 401(k): Answering Mike's Questions on Retirement Planning
    Apr 14 2025
    In this episode, we’re addressing Mike’s questions on how to guide his mom with her 401(k) planning. From understanding rollover options to managing investment choices and planning for withdrawals, we’ll walk through the key steps to help her make the most of her retirement savings. If you’re helping a parent with their retirement planning or looking for insights on managing a 401(k) in retirement, join us for practical advice and strategies to support a secure and comfortable future. Get on our phone calendar, for free, at TuckerRetirement.com.
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    14 m
  • Episode 20: Roth Conversions Uncovered: Answering William’s Questions

    Episode 20: Roth Conversions Uncovered: Answering William’s Questions
    Apr 7 2025
    In this episode, we’re diving into Roth conversions to answer William's questions about when, why, and how to make the switch. We'll discuss the benefits of converting a traditional IRA to a Roth IRA, the tax implications to consider, and key strategies that can make a conversion work for your financial goals. If you’re wondering if a Roth conversion is right for you, tune in to get a clear breakdown of the process, potential advantages, and tips to make the most of your retirement planning! Get on our phone calendar, for free, at TuckerRetirement.com.
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    12 m
  • Episode 19: Understanding Taxes on Traditional IRAs: Jim's Questions Answered

    Episode 19: Understanding Taxes on Traditional IRAs: Jim's Questions Answered
    Mar 31 2025
    In this episode, we’re answering Jim’s questions about the tax implications of traditional IRAs. From understanding how contributions and withdrawals are taxed to strategies for minimizing tax impact in retirement, we’ll break down everything you need to know to make the most of this popular retirement account. Whether you’re already contributing to a traditional IRA or just considering one, tune in to get clear, actionable insights that can help you plan smarter for your financial future! Get on our phone calendar, for free, at TuckerRetirement.com.
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    13 m
  • Episode 18: Is Market Timing Worth It? Answering Walt's Big Question

    Episode 18: Is Market Timing Worth It? Answering Walt's Big Question
    Mar 24 2025
    In this episode, we tackle a common but complex question: Can you time the market? Walt wants to know if there’s a way to predict market highs and lows to maximize gains. We’ll explore the risks and rewards of market timing, look at the strategies some investors use, and discuss why even the pros find it challenging. Join us as we break down the realities of market timing and share insights to help you make smart, informed decisions for your investment journey!
    Get on our phone calendar, for free, at TuckerRetirement.com.
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    21 m
  • Episode 17: Rebalancing 101: Answering Marie's Questions on Keeping Your Portfolio in Shape

    Episode 17: Rebalancing 101: Answering Marie's Questions on Keeping Your Portfolio in Shape
    Mar 17 2025
    In this episode, we dive into one of the essential aspects of smart investing—portfolio rebalancing! Marie has some great questions about why, when, and how often she should rebalance her investments. We'll explore the ins and outs of rebalancing, from managing risk to staying on track with financial goals, and look at some practical strategies that can make it easier to keep her portfolio aligned. Whether you're new to investing or looking for a refresh on rebalancing best practices, tune in to get the answers you need! Get on our phone calendar, for free, at TuckerRetirement.com.
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    19 m
  • Episode 16: Medicare Deadlines: Ron’s Question About Signing Up His Wife

    Episode 16: Medicare Deadlines: Ron’s Question About Signing Up His Wife
    Mar 10 2025
    In this episode, Ron wants to know the cut-off date for signing up his wife for Medicare. We dive into the key enrollment periods, including the Initial Enrollment Period, Special Enrollment Periods, and penalties for late enrollment. Tune in as we outline the deadlines Ron needs to be aware of, and provide tips on making the Medicare sign-up process as smooth as possible. If you’re approaching Medicare age or helping a loved one navigate enrollment, this episode will guide you through the important dates and decisions to ensure you don’t miss out on essential coverage! Contact our Medicare broker for help: TuckerMedicare.com.
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    17 m
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