The Retirement Mistake No One Warns You About

What if the biggest retirement mistake isn’t what you think -- but the way you plan your monthly income? In this episode, financial advisor Dave Hodson breaks down why retirees often struggle after leaving the workforce and how smart planning can prevent panic withdrawals, unexpected taxes, and lif…

Resolutions That Last: Turning Money Goals into Habits

Why do so many financial resolutions fade by February—and what can you do to make your goals stick this year? In this episode of Texas Size Retirement Simplified, host Glen Hancock explores the psychology and strategies behind successful New Year’s money habits. From the new Trump savings account f…

Compound Pounding: The Real Secret to Wealth

What if the real secret to building wealth isn’t timing the market, but harnessing the power of consistency and compounding? In this episode of Texas Size Retirement Simplified, hosts Glen Hancock and Dave Hodson reveal how steady saving, dollar cost averaging, and disciplined investing can help yo…

The Year-End Retirement Checklist You Can’t Afford to Miss

As the year wraps up, are you overlooking key steps that could shape your financial future? In this episode, David Hodson and Glen Hancock share a practical end-of-year checklist to help you maximize retirement contributions, harvest investment gains and losses, avoid costly RMD penalties, and make…

When Your RMD Becomes a Tax Time Bomb

What if your retirement savings grew so much that your required minimum distribution—and the tax bill—left you stunned? In this episode, hosts David Hodson and Glen Hancock break down the “tax time bomb” lurking in large retirement accounts and reveal overlooked strategies to help manage RMDs, mini…

Medicare’s Hidden Costs: What You Need to Know Now | Part 2 of 2

Did you know your income could make your Medicare premiums surge? In this episode, financial advisor Glen Hancock tackles the hidden costs of Medicare, from IRMAA surcharges to prescription drug expenses and supplemental plans. Discover how retirement, tax planning, and healthcare choices are deepl…

The ABCs of Medicare: Why It’s Not as Simple as It Sounds | Part 1 of 2

Confused by Medicare’s alphabet soup? This episode unpacks the essentials of Medicare open enrollment, revealing what every senior needs to know about choosing between Original Medicare, Medicare Advantage, and Medigap plans. Financial advisor Glen Hancock breaks down the costs, coverage, and criti…

Unlocking the Secrets of the New Tax Bill

Ever wondered how the latest tax bill impacts your retirement and estate planning? Dive into our latest episode where we break down the complexities of the new legislation, making it simple and relatable. From charitable deductions to multi-generational planning, we cover it all with expert insight…

The Big Beautiful Bill: What It Means for Your Retirement

Ever wondered how the latest tax legislation could reshape your retirement? Join us as we dive into the 'One Big Beautiful Bill' and its sweeping impact on estate planning, Medicare, and tax deductions. Discover how these changes could affect your financial future and what steps you can take now to…

How the magic age of 59.5 interfaces with annuities

With David Hodson away, Glen Hancock of Advanced Financial Strategies talks about age 59.5 and what the tax penalties are for withdrawing from certain annuities before then. Glen also explains a special rule that allows for penalty-free withdrawals and a Ben Franklin quote about financial returns. …