The Importance of Stable Income in Retirement
CEO Robert Tanner discusses advanced retirement strategies, market volatility, and the importance of financial planning for both individuals and business owners. He emphasizes the need for stable reti...
17 Des 20241h 1min
Cash is King: Financial Strategies for Retirement
This conversation focuses on advanced retirement strategies, emphasizing the importance of year-end financial reviews, tax planning, and the role of annuities in creating a personal pension. The discu...
10 Des 202457min
Mastering Your Financial Future
In this conversation, Robert Tanner discusses advanced financial strategies focusing on retirement planning, investment options like fixed index annuities, and the importance of asset protection. He e...
26 Nov 20241h 1min
Understanding Market Trends Post-Election
Robert Tanner discuss advanced financial strategies for retirement and wealth management. They explore the current market outlook following the recent election, emphasizing the importance of timing in...
19 Nov 202455min
Unlocking the Secrets of Retirement Income
Robert Tanner discuss advanced retirement strategies, focusing on the creation of personal pensions and the importance of contractual guarantees in financial planning. They emphasize the need for prof...
12 Nov 20241h
Preparing for Year-End Financial Strategies
Robert Tanner discuss essential financial strategies for individuals and business owners. They cover the importance of tax planning, the implications of changing tax brackets, and the need for proacti...
5 Nov 202457min
The Wealth Management Playbook: Tips and Tricks
Robert Tanner discussion covers indexing strategies, tax loss harvesting, and the role of financial advisors in navigating future tax changes and ensuring clients maintain their lifestyle into retirem...
29 Okt 202448min
Understanding the True Costs of Retirement
Robert Tanner discusses the complexities of retirement planning, emphasizing the importance of creating a sustainable lifestyle while navigating unknowns such as taxes, market fluctuations, and inflat...
22 Okt 20241h 3min
