On the Money
On the Money
Retirement shouldn’t feel like a guessing game. On the Money with Jay Dorso helps listeners cut through the noise about Medicare, Social Security, and retirement income so they can make confident, informed choices about their financial future. Each episode translates complex rules into plain English, exposing the traps and opportunities most people miss before and after retirement. Host Jay Dorso…Social links:
Retirement Paycheck
Jay Dorso shares expert insights on retirement planning, focusing on turning savings into reliable income, managing market risks, and creating personalized strategies for a secure retirement. Discover practical tips, common misconceptions, and how to get a customized retirement plan with no obligat…
54:19
Forward Looking Tax Strategies
Jay opens with a discussion on taxes and how to learn from missed strategic opportunities from last year and look at implementing them going forward. Jay also discusses the importance of estate planning, the differences between wills and trusts, and how to prepare for retirement with confidence. H…
52:13
Key Elements of a Secure Retirement Plan
In this episode, Jay Dorso shares insights on retirement planning, emphasizing the importance of risk management, fee awareness, and creating a reliable income strategy to ensure a panic-free retirement. Discover practical tips and strategies to build a secure financial future. Reach Jay at 800-35…
53:18
FIRE: Financial Independence, Retire Early
Jay explores the thought process and strategies behind the FIRE and FILE movements. He discusses the possibilities of and the barriers to achieving financial independence and retiring early and taking micro-retirements throughout your career. Reach Jay at 800-351-8836. Quality Senior Benefits
54:18
Shield Your Retirement From World Unrest
In this episode, Jay discusses how geopolitical tensions, especially in the Middle East, impact retirement planning. He emphasizes the importance of building a resilient, diversified retirement strategy that can withstand market volatility and global crises. Reach Jay at 800-351-8836. Quality Se…
54:27
Navigating the Transition to Retirement
Jay Dorso discusses the multifaceted transition into retirement, emphasizing the importance of financial planning, social engagement, and the need for a sense of purpose. He highlights the challenges retirees face, such as replacing lost income, navigating Medicare, and the significance of long-ter…
54:28
The Importance of Social Independence
This conversation explores the often-overlooked issue of loneliness in retirement, particularly among baby boomers. It discusses the importance of social independence, the impact of divorce and geographic mobility on social networks, and the health risks associated with loneliness. Jay also emphas…
54:29
Facing the Quiet Fears of Retirement
Jay explores the often unspoken fears and psychological shifts that retirees face as they transition from saving to spending. He discusses the importance of understanding one's identity and purpose in retirement, the emotional realities of financial planning, and the need for a structured approach…
54:27
Navigating the New Era of Retirement
This conversation explores the evolving landscape of retirement planning, emphasizing the importance of personalized strategies, the impact of technology and inflation, and the emotional aspects of transitioning into retirement. Jay shares insights on specialized retirement planning, tax strategie…
54:30
Mastering Retirement Tax Strategies
Jay discusses various aspects of retirement planning, focusing on tax strategies, Medicare implications, and the importance of understanding Social Security. He emphasizes the need for proactive planning, especially regarding Roth conversions and the impact of federal debt on tax strategies. The di…
54:20