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 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 to spending. Jay emphasizes the significance of building confidence through understanding and the role of a financial advisor in navigating these challenges. The conversation also touches on estate planning, social security concerns, and the impact of recent changes in Medicare on retirees' budgeting plans.

Reach Jay at 800-351-8836.

Quality Senior Benefits

www.jaydorso.com

 

Jay explores the often unspoken fears and psychological shifts that retirees face as they transition from saving to spending.&nbsp; 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 to spending. Jay emphasizes the significance of building confidence through understanding and the role of a financial advisor in navigating these challenges. The conversation also touches on estate planning, social security concerns, and the impact of recent changes in Medicare on retirees' budgeting plans.
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;

Facing the Quiet Fears 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 strategies, and the significance of community and purpose in this new chapter of life. The discussion also addresses practical considerations such as budgeting for retirement adventures and the implications of Medicare and IRMA on financial planning.

 Reach Jay at 800-351-8836.

Quality Senior Benefits

www.jaydorso.com

 

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.&nbsp; Jay shares insights on specialized retirement planning, tax strategies, and the significance of community and purpose in this new chapter of life. The discussion also addresses practical considerations such as budgeting for retirement adventures and the implications of Medicare and IRMA on financial planning.
&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;

Navigating the New Era of Retirement

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;

Retirement Savings Habits to Avoid

In 1 playlist(s)

On the Money

Social links

Follow podcast

Recent clips