Tease Start

In this conversation, Ashley Patterson discusses the complexities of retirement planning, focusing on the transition from saving to spending, the importance of creating a structured income plan, and the implications of taxes on retirement savings.  She emphasizes the need for effective estate planning and the strategic timing of Social Security benefits, while also addressing the management of required minimum distributions (RMDs) from retirement accounts. The discussion highlights the importance of working with a financial advisor to navigate these challenges and ensure a secure retirement.

Reach the Texas Money Mavericks at 800-971-4549.

 

In this conversation, Ashley Patterson discusses the complexities of retirement planning, focusing on the transition from saving to spending, the importance of creating a structured income plan, and the implications of taxes on retirement savings.&nbsp; She emphasizes the need for effective estate planning and the strategic timing of Social Security benefits, while also addressing the management of required minimum distributions (RMDs) from retirement accounts. The discussion highlights the importance of working with a financial advisor to navigate these challenges and ensure a secure retirement.
Reach the Texas Money Mavericks at 800-971-4549.
&nbsp;

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 planning, a legendary Texas family legacy in financial services, and a personal drive shaped by hard-learned lessons from the dot-com crash and the Great Recession. She breaks down the big money headlines, bust myths about retirement, and share down-to-earth strategies that turn oil-field grit into golden nest eggs.

With Texas-sized tales, Southern charm, and no-nonsense wisdom, “Texas Money Mavericks” gives you the tools to lasso your dreams, dodge financial stampedes, and build a legacy that lasts for generations. Whether you’re an urban cowboy, a suburban rancher, or just want to make sure your money works as hard as you do, tune in and discover why Texans trust Ashley to lead the financial frontier!

Saddle up for a ride through the wild world of finance&mdash;Texas style! &ldquo;Texas Money Mavericks&rdquo; is the can&rsquo;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 planning, a legendary Texas family legacy in financial services, and a personal drive shaped by hard-learned lessons from the dot-com crash and the Great Recession. She breaks down the big money headlines, bust myths about retirement, and share down-to-earth strategies that turn oil-field grit into golden nest eggs.
With Texas-sized tales, Southern charm, and no-nonsense wisdom, &ldquo;Texas Money Mavericks&rdquo; gives you the tools to lasso your dreams, dodge financial stampedes, and build a legacy that lasts for generations. Whether you&rsquo;re an urban cowboy, a suburban rancher, or just want to make sure your money works as hard as you do, tune in and discover why Texans trust Ashley to lead the financial frontier!