Why Tax Strategizing is a Year-Round Affair
Richard Warner discusses the different facets of tax strategizing. Richard explains how tax prep season may be in the first of the year, but that setting up strategies that increase tax efficiency sho...
22 Apr 202516min
Four Important Tenets of Legacy Planning
Richard Warner talks about a touchy subject: legacy planning. Richard shares four things people need to consider when trying to have things told their way, post-mortem: misjudging how much money they ...
8 Apr 202514min
Multiple Approaches to Ever-Important Long-Term Care
Richard Warner discusses Gene Hackman’s and his wife’s deaths and how those are reminders of the importance of long-term care. Richard discusses the importance of setting up check-ins with people and ...
25 Mar 202519min
The Major Tax Benefits of Roth IRAs
Richard Warner gives the ins and outs on Roth IRAs. Richard defines what they are, whether or not they have contribution limits, and why paying taxes now is better than in the future. Richard explains...
11 Mar 202516min
What, When, and How Much?
Richard Warner discusses RMDs and explains what they are, the types of accounts to which they apply, the ages retirees have to take them, and how much money people have to withdraw. Richard also share...
25 Feb 202516min
How To Properly Plan For One’s Lifestyle In Retirement
Richard Warner discusses budgeting for the lifestyle one seeks in their retirement years. Richard lays out the importance of planning for a long term relationship both with an advisor and one’s own pl...
11 Feb 202517min
What To Consider With Retirement Healthcare Costs
Richard Warner discusses the complicated topic of planning a healthcare budget in retirement. Richard discusses how Warner Financial Solutions is unique in its attention to healthcare planning. He exp...
28 Jan 202516min
Retirement Budgeting: How to Discover Unexpected Savings and Costs
Richard Warner talks about conversations on budgeting that Richard says most people wish they could avoid. Richard explains how most people have a good feel for the money they need, but cannot grasp t...
14 Jan 202516min
