Texas Money Mavericks with Ashley Patterson
Texas Money Mavericks with Ashley Patterson
Playlist by Texas Money Mavericks with Ashley PattersonSaddle 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 ro…35 clip(s) in playlist
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
Make Your Retirement Savings Last 30 Years or More
Ashley Patterson from Texas Money Mavericks shares expert insights on retirement planning, including longevity, pension decisions, inherited IRAs, and HSAs. Learn how to navigate these complex topics to secure a stable and lasting retirement. 800-971-4549 Texas Money Mavericks
45:09
Can You Play It Too Safe?
Ashley opens with a conversation on cash drag and how playing it too safe in retirement can be dangerous. It’s important to find that right balance. She moves into a discussion on income including building your own income stream and how to approach Social Security with the challenges it faces. 8…
45:31
Protection, Growth, Income
Ashley Patterson from Texas Money Mavericks discusses the critical components of retirement planning, emphasizing guaranteed income, systemized strategies, and avoiding common pitfalls. Ashley stresses the importance of having protection, growth, and income strategies in your retirement. This epis…
45:02
Inflation Adjusted Retirement Income
Ashley Patterson from Texas Money Mavericks discusses essential retirement planning strategies, including income planning, handling inflation, Social Security considerations, tax efficiency, and estate planning. Learn how to create the potential for a robust, personalized retirement plan to ensure …
45:41
Turning Your Savings into Income
Ashley explains how many new retirees find the process of turning their savings into income overwhelming and such a daunting task. She offers strategies to help take a lot of the mystery out of that by working with professionals on a well-structured retirement plan. She then moves into the proces…
45:44