The Financial Jungle with Zach Taylor: Recent Episodes
Zach Taylor
Zach Taylor and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call (800) 689-1128
On this week's show we discuss adjustments you can make on your way to retirement to avoid big mistakes. Important to know your retirement numbers. We will go over the important ones to be aware of for sure. We also have 5 things you should be doing as you near retirement.
If you have any questions about your retirement
call Choice Financial Services 405-896-5777.
Retire, Retirement, Plan, Planning, Annuity, Insurance, 401K, IRA
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On this week's show we start with Social Security and how important it is to your overall plan. Inflation is up and down and it will impact your retirement so plan for it. We will also go to school on Annuities. Annuity University class one starts right now.
If you have any questions about your own retirement
call Choice Financial 405-896-5777.
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Proactive strategies for retirement you can apply well before one’s golden years. What kind of fees are you paying inside your portfolio? Do you even know what you're paying? We will discuss. Also this week we will go over common retirement myths that many people believe.
If you have any questions call Choice Financial 405-896-5777.
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Everybody is different and your retirement plan needs to be customized to you. We will go over some strategies to bump up your retirement date. Spending in retirement can be a big adjustment for retirees. Will discuss a few ideas to help you loosen the purse strings.
If you have any questions call Choice Financial 405-896-5777.
Retirement, plan, planning, saving, 401K, IRA, Roth, Taxes
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More than 90 provisions in Secure Act 2.0 and they will impact retirement planning. We will discuss. Following the pandemic the retirement rules changed. We go over the old rule as well as how the rule changed. What does retirement look like if your spouse retires at different time? We will dive in.
If you have any questions about your retirement scenario
call Choice Financial 405-896-5777.
Retirement, Taxes, Planning, Saving, IRA, Roth, 401K,
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On this week's planning for retirement when you are within 10 years of stepping away. People are leaving their jobs in record numbers so what should you do with your company retirement accounts? We discuss options for the old 401K. Number one fear for retirees is running out of money. We will discuss how to make your dollars last through retirement.
If you have any questions about your retirement
call Choice Financial Services 405-896-5777.
Retire, Savings, Planning, 401K, IRA, TSP, Taxes,
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On this week’s program we have a few pointers for when you get to that 10 year pre-retirement window. What should you be focusing on? We will discuss rising inflation and the impact it will have on your retirement. We will also get into the different stages of retirement and how to prepare for them.
If you have any questions about retirement call Choice Financial 405-896-5777.
Retirement, Planning, Saving, Roth, 403B, IRA
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On this week's show we talk distribution strategies that can help make your money last in retirement. Creating that income plan for retirement takes center stage this week as well. We will also get back to basics with simple steps that will help you on your way to that big retirement day.
If you have any questions about your retirement
call Choice Financial 405-896-5777.
Retirement, Savings, Planning, 401K, IRA, 403B, RMD,
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On this week’s edition we discuss confidence in retirement being at low, dropping to near 2008 levels. We will tell you why, plus offer suggestions to keep you on track. The market will have it's swings. How do you handle it? We will discuss. We will also identify mistakes to avoid when planning for your retirement.
If you have any questions about your retirement
call Choice Financial Services 405-896-5777.
Retirement, Savings, Planning, 401K, IRA, 403B, RMD,
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A lot of you have 401K’s through work, but have you thought about pairing it with a Roth IRA? We will take a look at why this may compliment your overall plan. Secure Act 2.0 and what it means to retirement planning. Famous quotes making the program this week and how they relate to retirement planning.
If you have any questions about your own retirement situation call Choice Financial 405-896-5777.
Retirement, Retire, Savings, Plan, Planning, 401K, Roth, IRA
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Do you have a “worry” list? We do, but we also have suggestions to ease your pain. Couple heading into retirement need to be on the same page and you will be shocked to find out that many are not. We will also go over strategies to stretch your retirement dollars. If you have any questions about today’s show or your own retirement call Choice Financial 405-896-5777.
Retirement, Medicare, Roth, Planning, Fund, Savings, IRA, TSP, Diversification, Balance,
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Coming on this edition of The Financial Jungle we will go over strategies for regular dependable income in retirement. Inflation is having a big impact on retirement and we discuss. Deep dive on annuities and if they might be a good fit for your retirement plan.
If you have any questions about retirement call Choice Financial 405-896-5777.
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On this edition we head to Hollywood for a few movie clips that provide some financial planning advice. Some good and some not so good. Market Volatility seemingly constant, step back and focus on what you can control. Planning ahead for retirement is vital, and today we go over some key factors to consider.
If you have any questions concerning your retirement
call Choice Financial 405-896-5777.
Planning, Retirement, Finances, Financial, Taxes, 401K, IRA, Roth,
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On this edition we take a look at the most frequent questions about financial planning that are typed into search engines. These are the questions you want answers to and we have them. Moving from accumulation to distribution of your retirement accounts can be tough to adjust to actually doing we will discuss. You look like you need a retirement planning check up so get ready here it comes.
If you have any questions about your retirement
call Choice Financial Services 405-896-5777.
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On this week's show we will go over red flags you need to be aware of, if you’re hearing these from your current advisor look out! Deep dive on how the Roth IRA can work for you and there are many risks in retirement and we'll go over some key ones to avoid.
If you have any questions call Choice Financial 405-896-5777.
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On this week’s show the recent bank failures has many people nervous. What does it mean for retirement planning? Crypto conversation, it's the hot topic. Common sense is needed in retirement planning and we discuss some facts you need to know.
If you have any questions about today’s show or your retirement
call Choice Financial Services 405-896-5777.
Retirement, Strategy, Planning, Risk, FDIC, 401K, Roth, IRA
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On this week’s show we start with things you can do right now to help your money last through retirement. Getting older has benefits when it comes to taxes we will discuss. Today we will also tackle expenses that can erode your retirement.
If you have any questions about your retirement call Choice Financial 405-896-5777.
Retire, Savings, Planning, Roth, 401K, Annuity, Insurance,
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On this week’s show we will talk all things retirement. Strategies that can shape your retirement income will be our first stop. Creating your retirement income is crucial and we have a few tips. We will also give you basic steps to make sure your retirement is tracking in the right direction.
If you have any questions call Choice Financial 405-896-5777.
Retirement, Savings, Pension, 401K, Socialsecurity, Taxes,
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On this week’s show we discuss some “Do’s” and Don’ts when it come to your retirement savings. 4 ways retirement planning changes once you reach age 50. There are certain things scaring seniors when it comes to their retirement.
If you have any questions about your retirement
call Choice Financial Services 405-896-5777.
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On this week's show we have tips to make sure you don’t run out of money in retirement. Inflation can be a retirement killer so what can you do? We discuss. Is an annuity a good fit for your retirement portfolio? Great question and we dive in on this week's show.
If you have any questions call Choice Financial Services 405-896-5777.
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On this week’s show 5 new savings and tax rules you need to be aware of moving forward. Age difference for couples nearing retirement is something to consider as you develop your plan. Running out of money in retirement is the one of the biggest fears in retirement. We have tips to help stretch your retirement dollars.
If you have any questions about what you’re facing with your retirement
call Choice Financial Services 405-896-5777.
Retirement, Savings, Tax, Taxes, Planning, Annuities,
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On this week's show we will go over retirement advice you should probably follow, but many do not. How You can beef up your savings before retirement. Just like a game of chess, retirement takes strategy. We discuss all things retirement coming up.
If you have any questions about your retirement
call Choice Financial Services 405-896-5777.
Retirement, Taxes, Planning, 401K, Investing, RMD, Pension,
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On this week's show we will discuss retirement milestones you should be talking to your advisor about. A Black Rock survey to discuss concerning retirees favorite investments to boost the retirement accounts. Also on this week's program myths about annuities debunked.
If you have any questions about your retirement situation
call Choice Financial 405-896-5777.
Retirement, Savings, Planning, IRA, 401K, TSP,
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On this week’s show we discuss life milestones and your retirement. Life is filled with milestones and these can really impact your retirement. One of the first calls you make should be to your advisor when something big happens. Black Rock Survey covering retirees favorite investments. We will also debunk the myths around Annuities.
If you have any questions about your own retirement
call Choice Financial 405-896-5777.
Retirement, Planning, Saving, Annuity, Investing,
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On this week’s show we discuss your finances for retirement and how to make sure you are in good shape heading to your golden years. Uncertain times make it crucial to have a retirement plan you can lean into, we'll discuss. Retirement planning "do's and Don'ts" will make you think about your own situation.
If you have any questions call Choice Financial 405-896-5777.
Retirement, Planning, Savings, Taxes, 401L IRA, Soonersave,
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On this edition of The Financial Jungle we discuss retirement hurdles facing women. We will also get into numbers that are very important to retirement. Last, but not least, we will give you 5 things you should be doing as your retirement date nears.
If you have any questions call Choice Financial 405-896-5777.
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On this week's edition of The Financial Jungle, taxes will always be a concern for retirees, and we have strategies that could help reduce that tax bill. We will get into Inflation and the impact on retirement. Are you sabotaging your golden years? We will point out mistakes you need to avoid.
If you have any questions call Choice Financial Services 405-896-5777.
Retirement, Planning, Taxes, IRA, Roth, 401K, TSP,
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On this week’s show we discuss retiring in 2023 and what that may look like. Costly mistakes to avoid with your retirement planning is on the show this week. Six retirement killers you need to be aware of as you move toward your golden years.
If you have any questions about your retirement situation
call Choice Financial 405-896-5777.
Retirement, Savings, Planning, Risk, Taxes, 401K, Roth,
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On this week’s show we discuss retiring in 2023 and what that may look like. How do you prepare for retirement if you are in a recession? We will dive in and discuss. Marriage and retirement is a team effort and we will talk about that partnership.
If you have any questions about your retirement situation
call Choice Financial 405-896-5777.
Retirement, Savings, Planning, Risk, Taxes, 401K, Roth,
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On this week’s program we give some tips if you are in the final ten years before you retire. Number one fear in retirement is running out of money, how do you avoid it? We also have some strategies for planning and saving for retirement.
If you have any questions concerning your retirement
call Choice Financial Services 405-896-5777.
Retirement, Planning, 401K, Roth, Taxes, Inflation,
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One of the biggest fears for retirees is running out of money in Retirement. On this week's show we have strategies that could help your money last. Keep an eye on fees in retirement, we have suggestions on how to avoid some of those fees. We will also go over a number of retirement myths that many people believe to be true.
If you have any questions call Choice Financial Services 405-896-5777.
Retirement, Planning, Plan, Secure, Safety, Investments,
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On this edition we discuss inflation’s impact on your retirement. Strategies to get you to retirement sooner. Decumulation is a big step for many because it's a change of mindset. Spending in a responsible way.
If you have any questions call Choice Financial Services 405-896-5777.
Retirement, Retire, Plan, Planning, Taxes, Inflation,
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On this week’s edition we discuss that first year of retirement. What you need to prepare for as you begin your retirement. Pandemic, and the fallout from it, has changed the retirement landscape for many. Retiring as a couple can be vastly different than retiring solo.
If you have any questions about your retirement
call Choice Financial Services 405-896-5777.
Retirement, Finance, Taxes, 401K, HSA, Stocks, Bonds,
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On this week’s show we dive into investment strategies for retirement. People are leaving their jobs in record numbers, so what do you do with the old 401K? Number one fear in retirement is running out of money. We discuss mistakes to avoid so this doesn't happen to you.
If you have any questions about your retirement situation
call Choice Financial 405-896-5777.
Retire, Plan, Planning, Strategy, Taxes, Budget, Inflation,
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On this edition we discuss the growing concern of inflation and what that will mean to your retirement. There are different stages to retirement planning and we will go over them. The old commercial where they hit the "Easy" button when the task is difficult is a classic, we'll do that very same thing for retirement planning.
If you have any question about your retirement
call Choice Financial Services 405-896-5777.
Retirement, Planning, Inflation, Taxes,
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On this week’s show we will discuss potential threats to your retirement. Make sure you account for “What if” scenarios and your retirement. Make sure your plan can survive these turbulent times.
If you have any questions about your retirement
call Choice Financial Services 405-896-5777.
Retirement, Recession, Planning, Bear, Market,
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On this week’s show we discuss getting to retirement on your terms. We have tips that will help you as you close in on retirement. Be on the lookout for these costly mistakes as you plan for retirement. We will talk about how to avoid big errors in your planning. Talking about the "A" word Annuities this week. Don't automatically dismiss annuities.
If you have any questions about your retirement situation call Choice Financial Services 405-896-5777.
Retire, Safety, Taxes, Roth, IRA, Planning,
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On this week’s edition we discuss what retirees are most concerned about in this current economic environment. What are retirees and pre retirees stoking their nest eggs with as they head to their golden years?
We will also debunk myths about annuities and you might just find that the right annuity could be a good fit in your retirement plan.
If you have any questions about retirement planning
call Choice Financial 405-896-5777.
Retirement, Savings, Planning, Roth, IRA, Annuity,
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Second Consecutive quarter of decline equals a recession. On today’s show we discuss what this means for retirement planning. Planning for retirement for couples that have a significant age difference will be bantered about. If you are in this scenario with your spouse listen up. Also on this edition some tips to stretch your retirement dollars.
If you have any questions concerning your retirement
call Choice Financial 405-896-5777.
Retirement, Recession, Inflation, Annuity, Plan, Planning,
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Retirees are returning to the workforce and it’s being called “The Great Un-resignation”. On this episode we will discuss how to alleviate the current fear concerning the lagging economy. Tips to keep your finances in shape to and through retirement. Also on today’s show, in times like these don’t panic, step back and assess the situation and your retirement plan.
If you have any questions about your retirement call Choice Financial 405-896-5777.
Retire, Savings, Planning, Portfolio, Taxes, Recession, Inflation,
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Retirees are returning to the workforce and it’s being called “The Great Un-resignation”. On this episode we will discuss how to alleviate the current fear concerning the lagging economy. Tips to keep your finances in shape to and through retirement. Also on today’s show, in times like these don’t panic, step back and assess the situation and your retirement plan.
If you have any questions about your retirement call Choice Financial 405-896-5777.
Retire, Savings, Planning, Portfolio, Taxes, Recession, Inflation,
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On today’s show we will talk about the pillars needed for a comfortable retirement. Inflation is a silent killer when planning for retirement. We discuss what inflation will mean to your planning process. We never want to sabotage our own retirement. We will go over a number of signs that you may be damaging your retirement and how to change the behavior.
If you have any questions concerning your retirement
call Choice Financial 405-896-5777
Retirement, Inflation, Planning, Invest, Safety,
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On this week’s edition of the show, we discuss little things that can derail your retirement and suggest solutions. Tips for you in the form of small adjustments that can boost your ability to save for your retirement. Costly mistakes are looming everywhere that can impact your bottom line, We highlight several for you this week.
If you have any questions call Choice Financial 405-896-5777
Retirement, Savings, Planning, Diversified, Portfolio, Taxes, Social, Security,
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We are all moving toward retirement and on today’s show we discuss financial risks to avoid. Retirees and pre retirees are worried about what a recession will do to their plans. We will discuss how to prepare. Retiring as a couple checklist will also be on today’s program.
If you have any questions about your retirement
call Choice Financial 405-896-5777.
Retirement, Recession, Savings, Risk,
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On this week’s episode we talk regret. We have a woulda, coulda, shoulda, list you don’t want to miss. Inflation & a possible recession are on everyone’s mind especially those near and in retirement. We discuss steps you can take during uncertain times. Saving is paramount when it comes to retirement, but you need a retirement plan to with those savings and we have a few tips to help.
If you have any questions about your retirement call Choice Financial 405-896-5777.
Retirement, Savings, Save, Debt, IRA, 401K,
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On this week’s show we discuss the top changes we see in retirement planning. We dive into “fees”, you’re going to pay some of course, but we have 3 to avoid. We also get into common retirement myths that people believe.
If you have any questions about your retirement call Choice Financial 405-896-5777.
Retirement, Planning, Fees, Risk,
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On this week’s show we discuss three mistakes to avoid as you near retirement. What if you could retire earlier than planned? We discuss strategies that can help. Going from accumulation phase to distribution of funds can be a tough transition as you enter retirement and we will discuss tips to help you.
If you have any questions about your retirement call
Choice Financial Services 405-896-5777.
Retirement, Planning, Strategies, Savings, Risk, Safety
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On this episode we discuss the first five years of retirement and some smart money moves to consider. How has the pandemic altered the old retirement rules? We dig in on the new rules. Couples don’t always retire at the same time. If this happens to you what should you be doing with your retirement plan?
If you have any questions about your retirement call Choice Financial 405-896-5777.
Retire, Save, Portfolio, Plan, Planning
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On this week's episode we discuss 5 things you can be doing before you retire to make sure you’re ready for the big milestone. People have been leaving their jobs in record numbers. What can you do with that old 401K? We break the options down. Running out of money in retirement is the number one fire for retirees we go over key mistakes to avoid.
If you have any questions about your retirement situation
call Choice Financial 405-896-5777.
Retirement, Savings, Inflation, Planning, Portfolio, Taxes,
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On this week’s show Inflation is front and center. Ideas for you to fight it and still retire on time. We will also discuss the various stages of retirement and how to navigate them.
If you have any questions call Choice Financial 405-896-5777.
Retirement, Inflation, Social, Security, Taxes, Planning,
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Financial education should not stop once you hit retirement. Retirement accounts and dividend stocks could be the dynamic duo in your retirement planning. We will discuss 3 reasons why. Is your retirement plan ready for uncertainty? Steps you can take to be better prepared for the ups and downs.
If you have any questions about your retirement planning
call Choice Financial 405-896-5777.
Retire, Wealth, Stocks, Market, Inflation, Taxes
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On this week’s show what you can do right now to make sure you’re ready for retirement when that day arrives. The market is volatile, we will discuss areas of retirement planning that need to be addressed. Plus 5 big mistakes to avoid as you get close to retirement.
If you have any questions call Choice Financial Services 405-896-5777.
Retire, Savings, Stock, Market, 401K, Taxes,
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Tax impact on your nest egg will be front and center on this week’s program. Tax implications for your retirement accounts.Secure Act 2.0 has passed the House easily and now the Senate will debate. How will this change retirement planning? We discuss on this week's show. We love a good quote about retirement! We will throw a few at you today.
If you have any questions call Choice Financial 405-896-5777.
Taxes, Planning, Market, Stocks, Bonds, Retire,
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On this week's show, we discuss when is the best time to retire. Couples need to be on the same page when planning for retirement. We also have strategies to help stretch your retirement dollar.
If you have any questions about your retirement call Choice Financial 405-896-5777.
Retire, Planning, Taxes, 401K, IRA
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Retirees are feeling anxious about their retirement as we deal with these uncertain times. On this week’s show we discuss how to stay calm when it comes to your planning. Inflation is being felt across the board.Strategies to weather the storm coming up on today’s program. Frequently asked questions concerning annuities answered on the show this week as well.
If you have any questions about your retirement situation
call Choice Financial 405-896-5777.
Retirement, Inflation, Planning, Annuities, Strategy, 401K, IRA, Roth
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On this week’s program strategies to help lessen the impact of taxes. Rising inflation and volatile markets have everyone concerned, but maintaining control over what we can control will be key. Getting back to basics and discussing key factors you need to include in your retirement plan.
If you have any questions about retirement call
Choice Financial Services 800-689-1128.
Taxes, Retirement, Inflation, Social, Security, 401K,
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Strategies to avoid the pain of inflation in retirement!
On this week's show we discuss the highest inflation in 40 years…and how to potentially avoid the pain in retirement by inflation proofing your golden years.Shifting gears from accumulation of funds to decummulation believe it or not, isn’t easy for a lot of retirees. We talk about planning for your decumulation phase what all that entails. Are you in need of Retirement Plan Checkup? Stay tuned.
If you have any questions about your retirement
call Choice Financial Services 800-689-1128.
Retirement, Plan, Taxes, Inflation, Savings, 401K, IRA
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On this week’s show we answer common questions about taxes in retirement.We get into the Roth IRA and reasons to start saving now. We also discuss the many types of risks when it comes to retirement planning and how to potentially avoid them.
If you have any questions about your retirement situation call Choice Financial Services 800-689-1128.
Roth, Taxes, Plan, Retirement, 401K,
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Cryptocurrencies are now mainstream, digging in to what it is and isn’t
On this week’s show we will take a look at Cryptocurrencies and is it worth the risk. Optimizing your retirement even if you’re in your 60’s and knocking on the door of your golden years. We will also discuss common sense fact about retirement you need to be aware of as you plan.
If you have any questions about your own retirement situation call Choice Financial 800-689-1128.
Crypto, Retirement, Savings, Medicare, Longevity, Money, Taxes
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On today’s show, 3 crucial realities in retirement that many people just don’t know. Getting older has its advantages, tax advantages, that is! We discuss ages 50 to 65 and older and what it means to retirees. 5 expenses that can erode your savings and what to do about them.
If you have any questions about your retirement picture call Choice Financial
800-689-1128.
401K, Taxes, Savings, Retirement, Advisor
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On today’s program we discuss creating income once you are retired. The importance of having a plan unique to your situation is vital. Turning 50 and approaching retirement this can be crunch time and we have some strategy tips.
If you have any questions concerning retirement planning call Choice Financial Services 800-689-1128.
Retirement, Income, Savings, Plan, Strategy
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On this week's show we discuss retirement readiness, Legacy pitfalls to avoid, and simple tips to boost your retirement savings.
If you have any questions contact Choice Financial Services 800-689-1128.
Retirement, Roth, 401K, Plan, Taxes, Savings
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On this week's show we discuss distribution strategies for your retirement plan. Is the 401K a good fit for everybody? We also tackle some retirement planning red flags.
If you have any questions about your retirement picture call Choice Financial Services 800-689-1128.
Retirement, Risk, Plan, 401K, Taxes
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On today’s episode we discuss avoiding the myths that exist when it comes to retirement planning. There are differences for women & men when it comes to retirement and an interesting conversation unfolds. Mistakes in planning can derail retirement so we will point out a few to be aware of as you move towards your golden years.
If you have any questions regarding your retirement call Choice Financial
800-689-1128
Retirement, finance, invest, plan, planning, taxes, 401k, Roth
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Today we discuss rules of Thumb related to investing and Retirement. You don’t want to miss those plus if you are in your 50’s what does retirement look like for you? Make sure you are on the right track and if you’re a couple you need to be on the same page. Finally, covering your bases, who should you be working with and what are the essentials you need in a retirement plan.
If you have any questions contact Choice Financial Services 800-689-1128.
advisor, retirement, finance, money, savings
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On today’s show we discuss threats your retirement savings could face. What can you do to combat “Longevity Risk”? We have tips to maximize your retirement dollar as you near the last ten years before you head off into your golden years.
If you have any questions about your retirement please contact Choice Financial Services 800-689-1128.
Retirement, savings, risk, 401K, 403B, TSP, IRA
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On this week's show we discuss getting your ducks in a row as you head towards retirement. Forbes Finance Council weighed in on things you shouldn’t overlook as you near your golden years. We also discuss questions you might be hesitant to ask when you sit down to plan your retirement.
If you have any questions about your retirement call Zach Taylor at Choice Financial Services 800-689-1128.
Retirement, savings, 401K, IRA, Legacy,
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On this week’s program we will outline ways to give your retirement accounts a workout. Expenses in retirement can erode your savings we will discuss. Staying calm when the Market does what it does we’ve got some easy steps to follow to financial serenity.
If you have any questions call Choice Financial Services 800-689-1128.
Planning, Investments, strategies, Taxes, Budget
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On this weeks program we discuss the importance of meeting yearly retirement goals. How can you boost your retirement savings? We will answer that question plus we will look at several income strategies in retirement.
If you have any questions please contact Choice Financial Services 800-689-1128.
Retire, Strategy, Plan, Money,
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Starting retirement planning late in life is not advised, but there are steps you can take. We will discuss the discipline you will need. We discuss ROI when it comesto your Nest Egg. Weathering the ups and downs of the market makes the show this week as well.
If you have any questions about your retirement give Choice Financial Services a call 800-689-1128
Retirement, Nestegg, ROI, Volatility, Stock, Market
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Protecting Your Nest Egg From Uncertainty On today’s program strategies to protect your retirement nest egg. Tips to get the most out of your 401K. Big decisions come with planning for your retirement and we will discuss these choices and how that will impact your golden years.If you have any questions about your retirement please contact Choice Financial 800-689-1128.Nestegg, Risk, Retirement, RMD, 401K
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We look at ways to safeguard your retirement during these uncertain times. On the show today we take a look at options that may be better than a 401K. Have you ever thought about what questions people ask when they visit an advisor? We have the most asked questions and the answers.If you have any questions please contact Zach, Lyndon and David at Choice Financial Services 800-689-1128Retirement, Taxes, Savings,401K,IRA, Roth
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Should you work in retirement? There are positives and negatives we will discuss. Are you sabotaging your own retirement by doing these 6 things? Spoiler alert…a lot of you are. 2022 will include big changes for Social Security, we hit the highlights on the show this week.If you have any questions about your current retirement situation please contact Zach & Lyndon Taylor with Choice Financial 800-689-1128Retirement, Taxes, Social, Security
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Being ready for future taxes takes a plan. We discuss on the program today ways to strategize within your retirement plan. We will break down ways to keep your retirement savings as safe as possible. Procrastination can really impact your retirement plan, we chat about what not to put off.If you have any questions reach out to Zach, Lyndon, and David at Choice Financial Services 800-689-1128Taxes, Retirement, Savings, Plan
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The Taylors point out some retirement advice that is dated and then many still follow. New year approaching and changes are on the horizon for retirees The Taylors dig in. What risks are you facing as you head towards your retirement? Answers to this question are coming up.If you have any questions about retirement planning please contact Zach & Lyndon Taylor as well as David Wilson at Choice Financial 800-689-1128.Retirement, advice, stocks, Socialsecurity, risk
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There is an art to properly withdraw from your retirement accounts and, if not done properly, it could cost you money. Zach & Lyndon discuss the right order in which to approach your withdrawal. They also look at some red flags that could warn of adjustments needed to your current retirement thinking and they offer some tips in giving yourself confidence in spending in retirement.
To connect with Zach Taylor, Lyndon Taylor and David Wilson and the team at Choice Financial, just call (800) 689-1128.
Withdrawal, strategies, spending, RetirementRedFlags
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Market volatility is the opening topic in this podcast. Zach & Lyndon outline ways a market correction could impact your retirement along with tips to help keep your plan strong in the event of a correction of worse. What’s the key to protecting your savings from a crash and what are your best investment strategies? They also talk about simplifying your entry into retirement and go over some of the financial gaps that could impact your planning.
To connect with Zach & Lyndon Taylor, and the team at Choice Financial Services, just call (800) 689-1128.
Volatility, markets, inflation, taxes, gaps
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Inflation is ticking up. What effects could this have on your nest egg? Stress testing your retirement plan, and retirement today vs yesterday.
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Zach and Lyndon Taylor of Choice Financial Services discuss the hot topics when it come to retirement planning. What if the market goes south is your portfolio ready? Is your plan ready? What happens if you leave a company for another job? What to do with your old 401K is a topic for today. What to do as you near the end of the year in regards to your retirement plan? Zach and Lyndon discuss.
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What is SECURE Act 2.0? Zach Taylor, Lyndon Taylor and David Wilson will explain what the proposed legislation could mean for your retirement accounts if it is passed. They'll also explain how you can avoid regrets when it comes to planning for your retirement. They will also look at some steps you can take to make sure you have a smooth transition into retirement.
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Zach Taylor, Lyndon Taylor and David Wilson have some tips on how to avoid mistakes when inheriting an IRA or 401k. An unexpected retirement can be overwhelming. They will discuss what you need to know to deal with this unforeseen situation. Single? Well, you are not alone when it comes to planning for your retirement on your own. They will go over important information for the 45.2% of the U.S. population living an independent lifestyle.
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Zach Taylor, Lyndon Taylor and David Wilson will look into if it makes sense to add cryptocurrency like Bitcoin to your retirement portfolio. They'll also look at several withdrawal strategies to keep taxes at a minimum and keep more of your hard earned money. So you want to retire? It takes strategic planning to get there and they will show you how. That and so much more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Zach Taylor and Lyndon Taylor talk about how inflation may impact your retirement. They also go over tips like when to start social security and RMD’s to keep your finances in excellent shape. There are so many moving parts of a retirement plan. They will take a step back and look at what you should and shouldn’t be doing and so much more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Zach Taylor and David Wilson talk about things to consider when planning for decumulation or drawing down your retirement dollars, including how to set up your investments. They'll also talk about how to avoid pitfalls and anxiety when it comes to not being properly prepared for retirement and about the “what ifs” when planning for retirement and how having a solid retirement and income plan is key and so much more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Zach Taylor, Lyndon Taylor and David Wilson talk about how inflation works and what you can do to combat inflation risk in your retirement plan. Next, they talk about what you can do with a 401k once you enter into retirement and it’s all dependent on your age, when you retire and the rules your company has regarding the 401k. Most people will need some type of long term care as they age. They will talk about long term care insurance alternatives and a lot more.
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Zach Taylor, Lyndon Taylor and David Wilson take a look to see if you are ready to start your retirement journey sooner. Over a trillion dollars is left behind in old 401k’s. Yep, you read that right. They will explain what you can do to retrieve yours if you have one and put it to work for you in your retirement. Think it’s hard to save for retirement if you don’t have a 401k? Think again. They will give you different options that can put you on the right track to a stress free retirement.
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Zach Taylor, Lyndon Taylor and David Wilson break down some universal things that apply to baby boomers everywhere. So, is age 62 when you should take Social Security? Zach, Lyndon and David will have some questions you need to answer before making that decision. And they will have some surprising truths when it comes to how much we are really saving for retirement and a lot more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Zach Taylor, Lyndon Taylor and David Wilson talk about how doing some work in advance of your retirement can keep taxes low or best yet, avoid them altogether. They'll explain. Once you hit 50, it’s time to buckle down and get serious about retirement. Zach, Lyndon and David will have tips to help you. They will also have some things you may be doing to sabotage your retirement and not even know it. That and more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Coming up on this week’s show, Zach Taylor has some tax savings strategies for your retirement. He also has some simple steps that can help you jump start your retirement savings as you get closer to your target date. Zach will also take a look at a Morningstar report with some great retirement savings tips that have been gathered over the years. That and a lot more
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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On this week’s show, Zach Taylor breaks down a retirement checklist to see if you have all of your t’s crossed and your i’s dotted. He’ll also have important questions to ask a prospective financial advisor and women traditionally save less when it comes to retirement. Zach will point out some ways to help women achieve their retirement savings goals. That and a lot more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Is there such a thing as a “happy retirement plan?" Believe it or not, there is and on this week’s show, Lyndon Taylor and David Wilson will tell you how you can get one! They'lll also separate facts from fiction when it comes to how much you need to have saved for such things like healthcare expenses. So, you have been saving and have a plan. Great! You may be ready right now to take the plunge and retire. Lyndon and David will give some tips on how to know if you are ready to go That and so much more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Zach Taylor, Lyndon Taylor and David Wilson talk about the three things you need to have as you navigate the next phase of your life. They'll also outline some things to keep in mind to make your retirement plan better, how to have the best retirement distribution plan and a lot more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Zach Taylor, Lyndon Taylor and David Wilson will take a look at the differences between Roth IRA’s and Roth 401k’s and talks about which one may be best for you. They'll also talk about things you can do when you are in retirement. Taking up tennis and cruising may be top of mind but there are some important things that you need to do that will make your retirement stress free. The decade leading up to retirement is crucial to the retirement benefits you’ll have and how much you will be able to spend. They will have tips on that and a lot more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Zach Taylor, Lyndon Taylor and David Wilson will show you the areas that can help your retirement be successful. They'll also show you how to make sure you are on the right track with the best retirement plan for you and give you tips on realistic retirement planning strategies and a lot more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Zach Taylor, Lyndon Taylor and David Wilson will take a look at retirement planning myths and how to avoid them destroying your retirement savings. Ever hear of phased retirement? You’re not alone if you haven’t. They will explain what it is and if it is right for you. They will also talk about when one spouse retires while the other does not and how to make a smooth transition and make sure to have enough retirement income and much more!
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On this week’s show, will highlight some retirement milestones and why you should celebrate them. He will also go over some strategies to position yourself into a tax efficient retirement. No 401k? No problem! He will go over options that you can use to save for retirement, even if you are self employed and a lot more!
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Coming up on this week’s show, Zack and Lyndon Taylor will give tips on how to protect your financial future by avoiding common mistakes in divorce after 50. He will also offer advice about the decumulation process and what you should and shouldn’t be doing and what steps you need to take to weather a market volatility storm and so much more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Coming up on this week’s show, Zack and Lyndon Taylor, along with David Wilson, explain what you need to know about Secure Act 2.0 and why it has a good possibility of passing in Congress. Economic experts say we had a recession of sorts when COVID-19 hit last year but will we have a longer one sooner than later? They will give us the scoop on that. Plus, they will also talk about expenses in retirement and why it is so important to have a plan in place and so much more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Coming up on this week’s show, Zack and Lyndon Taylor will give you the steps on how to have a smooth transition into retirement and it all begins with a plan. Losing a spouse is never easy and that includes making financial decisions. They'll explain how not to make costly mistakes when going through that difficult time. They will also take a look at some common risks and see if they are worth taking and a whole lot more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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On this week's show, Zach and Lyndon Taylor will highlight retirement basics, including how the pandemic was a "dress rehearsal" for those considering retirement in the near future. They will also go over retirement fears and how to alleviate them and a whole lot more.
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Money is definitely important when it comes to your retirement years but it’s not everything. Zach and Lyndon Taylor will outline a few secrets that could lead to a happy retirement. They will also discuss how not taking taxes into consideration could wreck your retirement and how knowing about annuities can complement your retirement portfolio. They will break that down and more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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Preparing for retirement may feel like a full-time job with so much to know but on this week's show, Zach Taylor and Lyndon Taylor have some tips to prepare you for your golden years, including having a budget and retirement goal age. They also talk about how to avoid rookie retirement mistakes, how to keep your taxes in check and minimize the impact and a lot more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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On this week's show, Zach Taylor and Lyndon Taylor has some good advice on how to avoid making retirement mistakes in challenging financial times including retiring too soon; Common sense planning tips including how to minimize “financial termites”; how to plan for retirement like an adult, yep, including not spending beyond your means and a lot more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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On this week's show, Zach Taylor has the remedies to cure certain stressors that may be plaguing you in your retirement goals; He will also go into some errors you could be making when it comes to your retirement; He will also explain how to figure out how much you are spending as you approach retirement and how to stick to a budget and a whole lot more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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On this week's show, Zach Taylor talks about some potential mistakes you may have made when it comes to retirement and if you have, solutions on how to fix them; He also talks about 401k's, annuities, how to avoid making serious blunders, including outliving your money and much more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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On this week's show, Zach Taylor talks about statistics about retirement that may surprise you and how you can get back on track if you are behind in saving; how deaccumulation is the new accumulation in retire. Zack explains 6 key things with that. Plus he will dispel three retirement myths: social security, the stock market and savings and a lot more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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On this week's show, Zach Taylor gives you some tips to catch up if saving for retirement hasn't been a priority; easy ways to get in the saving habit and he will break down all you need to know about IRA rollovers and a lot more!
To get your questions answered, call Zach and the team at 800-689-1128 or check out their website, ChoiceFinancial.com
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