Jay discusses the five essential pillars of retirement planning: income, investment, taxes, healthcare, and estate planning. He emphasizes the importance of guarantees in retirement income, the need for strategic tax planning, and the adjustments required in investment strategies as one approaches retirement. The conversation also covers the significance of understanding healthcare costs, particularly Medicare, and the necessity of having a solid estate plan. Jay encourages listeners to seek second opinions on their retirement plans and highlights the importance of staying informed about tax changes and Medicare enrollment periods. He offers customized retirement reports to help individuals navigate their retirement planning effectively.

Reach Jay at 800-351-8836.

Quality Senior Benefits

www.jaydorso.com

 

Jay discusses the five essential pillars of retirement planning: income, investment, taxes, healthcare, and estate planning. He emphasizes the importance of guarantees in retirement income, the need for strategic tax planning, and the adjustments required in investment strategies as one approaches retirement. The conversation also covers the significance of understanding healthcare costs, particularly Medicare, and the necessity of having a solid estate plan. Jay encourages listeners to seek second opinions on their retirement plans and highlights the importance of staying informed about tax changes and Medicare enrollment periods. He offers customized retirement reports to help individuals navigate their retirement planning effectively.
Reach Jay at 800-351-8836.
<a href="https://jaydorso.com">Quality Senior Benefits</a>
<a href="https://www.jaydorso.com">www.jaydorso.com</a>
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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 brings nearly three decades of financial experience to the mic as president of Quality Senior Benefits, LLC, a National Ethics Certified and BBB-accredited firm. His work has been featured in Kiplinger, and he’s known for turning financial jargon into straight talk that helps retirees and pre-retirees protect what they’ve built.

Jay’s philosophy is simple: “Don’t just be sold—be educated.” Through real-world examples and transparent conversations, On the Money empowers listeners to plan smarter, avoid costly missteps, and retire with clarity and confidence.

Contact us today at (800) 351-8836.

Retirement shouldn&rsquo;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 brings nearly three decades of financial experience to the mic as president of Quality Senior Benefits, LLC, a National Ethics Certified and BBB-accredited firm. His work has been featured in Kiplinger, and he&rsquo;s known for turning financial jargon into straight talk that helps retirees and pre-retirees protect what they&rsquo;ve built.
Jay&rsquo;s philosophy is simple: &ldquo;Don&rsquo;t just be sold&mdash;be educated.&rdquo; Through real-world examples and transparent conversations, On the Money empowers listeners to plan smarter, avoid costly missteps, and retire with clarity and confidence.
Contact us today at (800) 351-8836.