Avoiding the Medicaid Trap
Robert Tanner discusses the critical aspects of retirement planning, emphasizing the importance of addressing various risks such as longevity, market fluctuations, inflation, and medical expenses. Rob...
15 Okt 202455min
Exploring Alternative Income Sources in Retirement
Robert Tanner discuss various financial strategies for business owners and retirees. They explore the implications of early retirement withdrawals, the importance of planning for education expenses, a...
8 Okt 202459min
401ks are for savings, but they're not a plan
Robert Tanner discuss the importance of comprehensive financial planning, focusing on wealth management, estate planning, and retirement strategies. They explore the evolution of retirement income str...
24 Sep 202454min
You don't want dead money in your portfolio
Robert Tanner emphasizes the importance of annuities, the avoidance of 'dead money' in retirement portfolios, and the crucial role of estate planning. Additionally, they highlight the significance of ...
17 Sep 20241h
Leveraging Money as a Tool
Robert Tanner emphasizes the significance of using money as a tool and making prudent financial choices, like avoiding expenditure on depreciating assets and judicious use of credit. They also highlig...
10 Sep 202457min
Planning for Future Tax Changes
Robert Tanner discusses the significance of including a long-term care rider in an insurance policy and its advantages. He will explain the disparity in quality between Medicaid and private long-term ...
3 Sep 20241h 1min
The Role of Planning in Overcoming Recession
Robert Tanner highlights the criticality of strategizing for retirement and business to steer through economic slumps and secure enduring prosperity. He underscores the necessity of maintaining cash r...
27 Aug 202429min
Proactive Tax Strategies for Business Owners
Robert Tanner emphasizes the significance of a proactive stance in retirement planning, the strategic rebalancing of investment portfolios, and the critical role of estate and generational wealth plan...
21 Aug 202454min
