Open Enrollment Alert: Are You Paying Too Much for Medicare?
Medicare Open Enrollment is here—and this year, there’s a twist that could hit your wallet hard. Some Medicare Part D premiums are set to spike by as much as $50 a month. What’s behind these sharp inc...
21 Okt 202519min
From Safety Net to Strategy: Life Insurance in Retirement
Ever wondered how life insurance can be more than just a safety net? In this episode, we dive into the multifaceted world of life insurance, exploring its role in retirement planning, legacy building,...
7 Okt 202516min
Decoding Qualified vs. Non-Qualified Investments
Ever wondered why retirement planning is as unique as your fingerprint? Join us as we unravel the complexities of qualified and non-qualified investments, and discover how to tailor your financial str...
23 Sep 202514min
Eccentric Legacy Plans and the Basics Each Person Should Consider
Richard Warner of Warner Financial Solutions discusses some odd-ball requests that celebrities made in their wills and notes some of the biggest mistakes he has seen people make. Richard emphasizes th...
8 Jul 202516min
Washing Your Hands... and Doing That Financial Plan Tune-Up
Richard Warner of Warner Financial Solutions relates washing one’s hands after going to the bathroom to how someone should not leave their retirement plan on autopilot. Richard explains how even new c...
24 Jun 202514min
Fearing Poverty More Than Death? Try Having a Retirement Plan Instead
Richard Warner talks about a recent study of 1,000 Americans that showed nearly two-thirds of them fearing going broke more than dying. Richard shares how that has been his experience when he talks to...
3 Jun 202515min
Different Types of Scams and What to Watch For
Richard Warner discusses pranks, including a famous one pulled on QB Shedeur Sanders, and then transition to how susceptible people can be to scams. Richard explains how one scammer posed as a U.S. Ma...
20 Mai 202518min
How Annuities Interface with Taxes
Richard Warner talks about how annuities have gotten a bad name and how different kinds of annuities have become a lot more beneficial in recent years. Richard also explains how qualified and non-qual...
6 Mai 202515min
