Unlocking 2026: Richard Warner’s Checklist for a Confident Retirement

Unlocking 2026: Richard Warner’s Checklist for a Confident Retirement

Most financial resolutions fade by February, but a new year brings a fresh chance to get your retirement plan on track. In this episode, Richard Warner shares his essential New Year’s portfolio checklist—covering tax strategies, the impact of new standard deductions, Roth conversion opportunities, and how to rebalance for market uncertainty and inflation. Discover why sequence of return risk matters for retirees and how a bucket strategy can help your money last. Whether you’re just starting out or fine-tuning your plan, this conversation offers practical steps for a more confident 2026. Learn more or schedule a consultation at warnerfinancialsolutions.com.

Book your complimentary appointment with Richard and the team on warnerfinancialsolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

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Jaksot(55)

Could Future Taxes Make Roth Conversions More Important Than Ever?

Could Future Taxes Make Roth Conversions More Important Than Ever?

What if the Medicare premium increase you're worried about today is tiny compared to the taxes you could face later? In this episode of The Retirement Bullpen, Richard Warner explores the growing inte...

29 Syys 18min

What Should Parents Tell Their Adult Children About Money?

What Should Parents Tell Their Adult Children About Money?

What if the most important financial conversation your family needs is the one nobody wants to have? In this episode of The Retirement Bullpen, Richard Warner discusses the money conversations parents...

15 Syys 19min

What Retirement Opportunities Disappear If You Wait Too Long?

What Retirement Opportunities Disappear If You Wait Too Long?

Miss the window for a Chick-fil-A peach milkshake and you wait until next year. Miss certain retirement planning opportunities, and the consequences can last much longer. In this episode of The Retire...

1 Syys 16min

What Will Your Business Actually Be Worth When You Sell It?

What Will Your Business Actually Be Worth When You Sell It?

Think your business is your retirement plan? The real question is whether someone else will see the same value in it when it's time to sell. In this episode of The Retirement Bullpen, Richard Warner c...

18 Elo 21min

What If Your Business Doesn't Sell When You're Ready to Retire?

What If Your Business Doesn't Sell When You're Ready to Retire?

What if the biggest threat to your retirement isn't the market, but the fact that your business may not sell when you're ready to walk away? In this episode of The Retirement Bullpen, Richard Warner e...

4 Elo 19min

The Scams Targeting Retirees Right Now

The Scams Targeting Retirees Right Now

What if one phone call could cost you your life savings? In this episode of The Retirement Bullpen, Richard Warner breaks down the growing threat of financial scams targeting retirees—and how quickly ...

21 Heinä 19min

What Happens When You Retire Alone?

What Happens When You Retire Alone?

What happens to your retirement plan when you’re suddenly navigating it on your own? In this episode of The Retirement Bullpen, Richard Warner explores the realities of entering retirement solo—whethe...

7 Heinä 19min

Can You Rely on Social Security for Retirement?

Can You Rely on Social Security for Retirement?

Could changes to Social Security quietly reshape your retirement income? In this episode of The Retirement Bullpen, Richard Warner unpacks a proposal to cap benefits—and what it reveals about the futu...

23 Kesä 17min

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