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
Important Questions to Consider in Retirement
Richard Warner discusses retiring at the right time and having enough funds to do so. Richard walks listeners through some important questions that he and the Warner Financial Solutions team ask: What...
31 Dec 202416min
Qualified vs. Non-Qualified Money
Richard Warner discusses the differences between qualified and non-qualified money. Richard breaks down the pros and cons of both types and why a retiree needs to have the right blend of both. Richard...
17 Dec 202416min
What is a 401(k)?
Richard Warner defines what a 401(k) is and even how it got its name. Richard discusses the tax benefits in the short term, the age in which people can draw from the account without penalties, and dif...
3 Dec 202416min
Medicare and Open Enrollment
Richard Warner discusses the main changes Medicare users encounter in the Open Enrollment season – Part C and Part D – and the changes in cost people can potentially experience. Richard also explains ...
19 Nov 202417min
