Do I Have Enough Money to Retire?

June Horne walks co-host Doug Turnbull and listeners through how her and her Transition Advisor Group team help plan someone’s retirement strategy. She explains what annuities are and how drawing from those and other retirement accounts interface with different tax laws. June also introduces her fa…

The Election and Strategies on Retirement

June Horne, founder, president, and CEO of Transition Advisor Group, joins co-host Doug Turnbull to explain how she guides clients through their concerns about the pending elections and why her experience is needed in such seemingly volatile times. June, in the wake of Hurricane Helene, also briefl…

The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 2)

June is back to continue discussing Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. One of the key topics from this episode is the often overlooked role of life insurance in retirement planning. June and Marc also talk about the importance of taking proactive steps while you’…

The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 1)

June recently appeared on TV to discuss Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder.Ed is a nationally recognized IRA distribution expert known for his ability to turn complex tax strategies into understandable and actionable advice. As an elite member of his organization,…

Retirement Questions That Millennials and Gen Z Are Asking

Each generation is currently facing its own set of financial planning questions as they navigate their unique retirement planning journey. As the financial landscape continues to evolve, it's more important than ever for younger generations to start planning their financial futures early. So, in to…

Managing Forgotten 401(k)s

Are you one of the millions leaving retirement funds unclaimed? Surprisingly, neglected retirement accounts are more common than you might think. With 29 million forgotten 401(k) accounts holding over $1 billion in assets at the end of 2023, it's important to take action and reclaim your retirement…

Retirement Questions That Generation X Is Asking

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more seriously about their retirement savings, these major life events come with a handful of financial…

Retirement Questions That Baby Boomers Are Asking

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more seriously about their retirement savings, these major life events come with a handful of financial…

Overlooked Issues That Can Sink Your Retirement Ship

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom.  Here’s some of what we discuss in this episode: 0:00 – Intro …

Retirement Planning Is Different for Women: Here’s Why

As International Women’s Day approaches (March 8), it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hu…