Regarding retirement savings, Jay covers six things that can trip you up and how to avoid them.  He also walks through key factors to consider from financial readiness to your desired lifestyle in retirement and then moves into a discussion on estate planning including wills and revocable trusts.

 Reach Jay at 800-351-8836.

Quality Senior Benefits

www.jaydorso.com

 

Regarding retirement savings, Jay covers six things that can trip you up and how to avoid them.&nbsp; He also walks through key factors to consider from financial readiness to your desired lifestyle in retirement and then moves into a discussion on estate planning including wills and revocable trusts.
&nbsp;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>
&nbsp;

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.

On the Money

Retirement Savings Habits to Avoid

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 discussion also covers the complexities of healthcare billing and the importance of communication with insurance companies. Jay provides insights into creating a tax-diversified income strategy and answers listener questions about retirement planning.

Reach Jay at 800-351-8836.

Quality Senior Benefits

www.jaydorso.com

 

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 discussion also covers the complexities of healthcare billing and the importance of communication with insurance companies. Jay provides insights into creating a tax-diversified income strategy and answers listener questions about retirement planning.
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>
&nbsp;

Mastering Retirement Tax Strategies

Jay discusses various strategies for retirement planning, emphasizing the importance of balancing capital preservation with growth. He explores investment options such as high yield savings accounts, annuities, and fixed income securities, while also addressing the significance of optimizing retirement accounts and understanding tax implications. The discussion extends to preparing for early retirement, managing healthcare costs, and the necessity of comprehensive planning to navigate the complexities of retirement effectively.

Reach Jay at 800-351-8836.

Quality Senior Benefits

www.jaydorso.com

 

Jay discusses various strategies for retirement planning, emphasizing the importance of balancing capital preservation with growth. He explores investment options such as high yield savings accounts, annuities, and fixed income securities, while also addressing the significance of optimizing retirement accounts and understanding tax implications. The discussion extends to preparing for early retirement, managing healthcare costs, and the necessity of comprehensive planning to navigate the complexities of retirement 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>
&nbsp;

Understanding Annuities: The Good, The Bad, and The Options

Jay discusses the common mistakes that baby boomers make regarding retirement planning. He emphasizes the importance of understanding social security as a supplemental income, the necessity of catch-up contributions, and the significant impact of healthcare costs. The discussion also covers the need for adjusting risk as retirement approaches, tax considerations, and the emotional components of transitioning into retirement. Jay highlights the importance of legacy planning and the strategies for income distribution, long-term care, and the overall need for a comprehensive retirement plan.

Reach Jay at 800-351-8836.

Quality Senior Benefits

www.jaydorso.com

 

Jay discusses the common mistakes that baby boomers make regarding retirement planning. He emphasizes the importance of understanding social security as a supplemental income, the necessity of catch-up contributions, and the significant impact of healthcare costs. The discussion also covers the need for adjusting risk as retirement approaches, tax considerations, and the emotional components of transitioning into retirement. Jay highlights the importance of legacy planning and the strategies for income distribution, long-term care, and the overall need for a comprehensive retirement plan.
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>
&nbsp;

Retirement Savings Habits to Avoid

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