Ep. 15 - Retirement Taxation

Ep. 15 - Retirement Taxation

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. Making your retirement years Bigger, Better, and Brighter means adding confidence and purpose in what you do. Hear stories from other charitable boomers just like you about how they are finding purpose by reaching out to others and donating their time and money during their retirement  Also, hear from industry-leading professionals that help others find confidence in all areas of their retirement. Tune in each week on Thursday Mornings to hear another great episode of the Brighter Retirement Radio™ Podcast.

In today's episode, we're going to dive into the topic of retirement taxation. My purpose is to really help you understand the why around retirement taxation and how important this topic is because it is far too often overlooked, undervalued, or really unknown.

Make sure you listen to the end to hear why I feel hiring a retirement income certified professional is so important and why I feel so confident that mastering your taxes in retirement is extremely valuable and important.

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Ep. 14 - Smooth Transition of Wealth

In today's episode, we discuss how to smooth the transfer of wealth with Stephanie O'Brien who is a good friend and estate planning, attorney and litigation expert. 

Stephanie and I meet with clients and students in our educational seminars that share heartache, frustration and bumps in the roads that have come from improper state plan, design and execution. And so today's episode is all about effectively putting together a roadmap towards success with your estate plan transfer and executing on that exact same plan.

Make sure you listen to the end to hear what Stephanie suggests you can do right now inside of your own conversations with you, your spouse and your children and how to communicate those desires with your state planning attorney to make sure you're properly clearing the path to a smooth transfer of wealth.

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Episode 13: Income Producing Assets

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Marc Rogers, who specializes in research and strategies around income producing assets. Marc and his firm are research thought leaders in the retirement income industry. Marc has had experience for the last decade in assisting some of the largest, most successful financial advisors in the nation, he also educates advisors and consumers about how to reduce risk while still participating in stock market opportunities.

Episode 12: Stay Sharp, Stay Active in Retirement

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Lorraine Ladish, who shares stories of how we can stay active both mentally and physically as we enter retirement. Lorraine is a bilingual author of 18 books, a speaker, a Yogini, a writer, and the creator of Viva 50 Media.

In this episode Lorraine shares about physical and mental health tips that help us to stay strong and stay sharp in retirement, and her responses might just shock you.

Episode 11 - Financially Supporting Your Retirement Lifestyle Vision