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 Heinä 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 Kesä 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 Kesä 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 Touko 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 Touko 202515min
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 Huhti 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 Huhti 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 Maalis 202519min
