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 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;

Avoiding Retirement Pitfalls

Jay explores the multifaceted concept of financial independence, emphasizing that it encompasses more than just wealth accumulation.  He discusses the importance of financial literacy, the psychological aspects of retirement planning, and the necessity of having a customized plan that addresses individual needs. The conversation also touches on various strategies for retirement savings, including catch-up contributions, risk management, and the significance of preparing for healthcare costs and long-term care. Throughout the discussion, Jay highlights the importance of understanding one's financial situation and making informed decisions to achieve a fulfilling retirement.

Reach Jay at 800-351-8836.

Quality Senior Benefits

www.jaydorso.com

 

Jay explores the multifaceted concept of financial independence, emphasizing that it encompasses more than just wealth accumulation.&nbsp; He discusses the importance of financial literacy, the psychological aspects of retirement planning, and the necessity of having a customized plan that addresses individual needs. The conversation also touches on various strategies for retirement savings, including catch-up contributions, risk management, and the significance of preparing for healthcare costs and long-term care. Throughout the discussion, Jay highlights the importance of understanding one's financial situation and making informed decisions to achieve a fulfilling retirement.
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;

Achieving Financial Independence

Jay discusses the importance of redefining retirement as a time for purpose and joy rather than slowing down. He emphasizes the need for financial freedom through diversification and creating multiple income streams. The conversation also highlights the significance of having a written financial plan, managing debt, and understanding retirement accounts. Jay provides insights into long-term care planning and navigating market volatility, while stressing the value of professional guidance in retirement planning. He addresses common retirement questions, offering practical advice for listeners.

Reach Jay at 800-351-8836.

Quality Senior Benefits

www.jaydorso.com

 

Jay discusses the importance of redefining retirement as a time for purpose and joy rather than slowing down. He emphasizes the need for financial freedom through diversification and creating multiple income streams. The conversation also highlights the significance of having a written financial plan, managing debt, and understanding retirement accounts. Jay provides insights into long-term care planning and navigating market volatility, while stressing the value of professional guidance in retirement planning. He addresses common retirement questions, offering practical advice for listeners.
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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