Texas Money Mavericks with Ashley Patterson
Texas Money Mavericks with Ashley Patterson
Saddle up for a ride through the wild world of finance—Texas style! “Texas Money Mavericks” is the can’t-miss radio show and podcast where host Ashley Patterson, a Dallas native with deep financial roots and a passion for protecting families, speaks up to help you grow, guard, and gallop toward your financial goals. Ashley brings 17 years of boots-on-the-ground experience in estate and wealth pla…
Can Playing It Too Safe Put Your Retirement at Risk?
A conservative portfolio can feel reassuring, but protecting a retirement lifestyle takes more than avoiding market losses. Ashley Patterson and Dave Perkins discuss building an income plan beyond a drawer full of statements, treating Social Security as a retirement asset, and keeping emotion from …
48:55
An Understanding of Sequence of Returns Risk
Ashley Patterson from Texas Money Mavericks discusses the complexities of retirement planning, emphasizing the importance of structured income strategies, contingency planning, and understanding sequence of returns risk to ensure a secure and confident retirement. 800-971-4549 Texas Money Maveric…
44:45
The Proper Role of Cash
Ashley Patterson from Texas Money Mavericks discusses the strategic role of cash in retirement planning, the importance of proper diversification, and how to balance safety and growth in your financial architecture. Learn how interest rates, inflation, and behavioral finance influence your decision…
45:07
Reliable Retirement Income Streams
In this episode, Ashley Patterson from Texas Money Mavericks explains how to turn your retirement portfolio into a reliable income stream. She discusses the importance of strategic planning, income layering, and taking advantage of current high interest rates to maximize retirement income. 800-971…
44:45
From Building Wealth to Living on It: The Retirement Distribution Shift
After decades of saving, investing, and building wealth, retirement requires a completely different mindset. In this episode of Texas Money Mavericks, Ashley Patterson explores the transition from accumulation to distribution—and why deciding how to draw from your assets can be just as important as…
45:28
Interest Rate Opportunities
Ashley opens with a conversation on the higher interest rates and how to find opportunities with various strategies in retirement including annuity income. She also warns how market corrections affect retirees a lot harder than younger adults and especially those without a structured retirement pl…
46:23
Retirement Saving Strategies for Late Starters
Ashley offers strategies for late starting retirement savers including being mindful of risk, working on your debt, and working with your financial advisor. She then moves into a return on investment thinking for someone near or in retirement and building a retirement plan that can withstand a maj…
45:16
The Distribution Phase: Retirement
Ashley covers the necessary strategies to better enter that distribution phase of your life. She also warns of the possible risks retirees could face including sequence of returns, longevity, inflation, and health and long-term care risk. Then the conversation moves to retirement income including…
45:14
The Guide to Retirement Income and Taxes
In this episode, Ashley Patterson from Texas Money Mavericks shares insights on retirement planning, including managing taxes, building reliable income streams, estate planning, and avoiding common pitfalls. Perfect for those approaching or in retirement seeking clarity and confidence in their fina…
45:46
Retirement Rollover Strategies
In this episode, Ashley Patterson from Texas Money Mavericks discusses critical aspects of retirement planning, including 401k rollovers, fee analysis, aging solo, and estate planning. Learn how to optimize your retirement strategy with insights and practical tips. 800-971-4549 Texas Money Maver…
34:16