Estate & Retirement Planning with Sam Hoss
Estate & Retirement Planning with Sam Hoss
Playlist by Estate & Retirement Planning with Sam HossThe goal of our program is to help our clients achieve what is most important to them by providing relevant information, tax planning strategies and asset management. As an independent financial firm,…77 clip(s) in playlist
The Game of Risk the Retirement Version
On this week’s show we will have some fun with a very serious retirement topic. We all remember the game RISK, well we will put a retirement twist on it. Everybody is different and your retirement plan needs to be customized to you. We will also dive into understanding your investments and the role…
54:29
Secure Act 2.0 Means Big Changes to Retirement Saving
More than 90 provisions in Secure Act 2.0 and they will impact retirement planning. We will discuss. Many people delay starting their retirement planning. We discuss why that is happening. Also this week four tax strategies that will help you position yourself for retirement. If you have any ques…
55:14
Why it’s Important to meet with a Financial Advisor?
On this week’s show we have a lot to discuss. It’s not uncommon for people to put off meeting with a financial advisor. We will go over some of the reasons people don’t and explain why you should. If you are less than 10 years away from retiring we have some strategies for you to consider. Retireme…
55:04
10-years out, the Red Zone of Retirement planning, things you need to know.
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? Why are so many retirees heading back into the workforce? We will discuss the big reason, but also how to stay retired. Some expenses in retirement will go down and …
53:29
Financial Concerns heading toward Retirement
On this week’s show, we tackle the biggest financial concerns as you approach retirement. We dig into the emotional side of planning because it can be intimidating when you’re getting started. You’ve saved well for retirement, now what? We will discuss distribution strategies. If you have any que…
54:10
Retirement Planning for Couples Starts with Communication
On this week’s edition we discuss the importance of retirement planning for couples. It starts with communication and working with a professional that can guide you not only to retirement, but through retirement. Confidence in retirement as at low dropping to near 2008 levels. We will tell you why,…
54:14
Cash Flow is King for a Successful Retirement.
On this week’s show we discuss cash flow and the importance of proper planning. What you need to consider as you move to and through retirement starting with income sources and continuing through life expectancy. Human psychology and behavior can impact financial decisions and with that in mind we …
54:34
Two Truths and a Lie
On this week’s show we start off by having fun with the old game “Two Truths and a Lie”. We put the retirement planning twist on it. We will also dive into answering retirement related questions that begin with “When”. Do you have a “worry” list? We do, but we also have suggestions to ease your pa…
52:39Clean
Retiring Today
Retiring Today by Hoss Financial
56:40
Spring Cleaning Your Retirement Finances
Spring Cleaning Your Retirement Finances by Hoss Financial
56:40