Tease Start

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 Mavericks

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.
&nbsp;800-971-4549
<a href="https://texasmoneymavericks.com">Texas Money Mavericks</a>

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!

Texas Money Mavericks with Ashley Patterson

Retirement Rollover Strategies

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 plan. 

800-971-4549

Texas Money Mavericks

Ashley opens with a conversation on the higher interest rates and how to find opportunities with various strategies in retirement including annuity income.&nbsp; She also warns how market corrections affect retirees a lot harder than younger adults and especially those without a structured retirement plan. 
800-971-4549
<a href="https://texasmoneymavericks.com">Texas Money Mavericks</a>

Interest Rate Opportunities

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 major market event.

800-971-4549

Texas Money Mavericks

Ashley offers strategies for late starting retirement savers including being mindful of risk, working on your debt, and working with your financial advisor.&nbsp; She then moves into a return on investment thinking for someone near or in retirement and building a retirement plan that can withstand a major market event.
800-971-4549
<a href="https://texasmoneymavericks.com">Texas Money Mavericks</a>

Retirement Saving Strategies for Late Starters

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 knowing your income floor and incorporating guaranteed income when it makes sense.

800-971-4549

Texas Money Mavericks

Ashley covers the necessary strategies to better enter that distribution phase of your life.&nbsp; She also warns of the possible risks retirees could face including sequence of returns, longevity, inflation, and health and long-term care risk.&nbsp; Then the conversation moves to retirement income including knowing your income floor and incorporating guaranteed income when it makes sense.
800-971-4549
<a href="https://texasmoneymavericks.com">Texas Money Mavericks</a>

Retirement Rollover Strategies

In 1 playlist(s)

Texas Money Mavericks with Ashley Patterson

Social links

Follow podcast

Recent clips