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 lifestyle shocks. From handling healthcare surprises to navigating inflation, longevity, rental income gaps, and the role of annuities, Dave explains how to build a sustainable income strategy that mirrors your working‑years stability. If you’ve ever wondered how to retire without feeling like you’re in free‑fall, this conversation offers a clear-eyed roadmap for staying confident and prepared.

Call 800-876-3817, email clientservices@afsretirement.com, or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

What if the biggest retirement mistake isn&rsquo;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 lifestyle shocks. From handling healthcare surprises to navigating inflation, longevity, rental income gaps, and the role of annuities, Dave explains how to build a sustainable income strategy that mirrors your working‑years stability. If you&rsquo;ve ever wondered how to retire without feeling like you&rsquo;re in free‑fall, this conversation offers a clear-eyed roadmap for staying confident and prepared.
Call 800-876-3817, email&nbsp;<a href="mailto:clientservices@afsretirement.com">clientservices@afsretirement.com</a>, or go to&nbsp;<a href="https://www.AFSretirement.com">AFSretirement.com</a> to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

The Retirement Mistake No One Warns You About

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 for kids to maximizing 401(k) contributions and tackling “budget creep,” Glen shares practical tips for turning good intentions into lasting results. Discover how small, consistent actions and smart tax moves can set you up for long-term success, whether you’re saving for retirement or helping the next generation get ahead.

 

Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

Why do so many financial resolutions fade by February&mdash;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&rsquo;s money habits. From the new Trump savings account for kids to maximizing 401(k) contributions and tackling &ldquo;budget creep,&rdquo; Glen shares practical tips for turning good intentions into lasting results. Discover how small, consistent actions and smart tax moves can set you up for long-term success, whether you&rsquo;re saving for retirement or helping the next generation get ahead.
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Call 800-876-3817, email <a href="mailto:clientservices@afsretirement.com">clientservices@afsretirement.com</a> , or go to <a href="https://www.AFSretirement.com">AFSretirement.com</a> to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

Resolutions That Last: Turning Money Goals into Habits

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 you weather market storms and grow your portfolio—no matter where you are on your financial journey. Discover practical strategies for overcoming emotional investing, balancing short- and long-term goals, and making your money work harder for you. Whether you’re just starting out or preparing for retirement, this conversation will help you turn small steps into big results.

 

Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

What if the real secret to building wealth isn&rsquo;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 you weather market storms and grow your portfolio&mdash;no matter where you are on your financial journey. Discover practical strategies for overcoming emotional investing, balancing short- and long-term goals, and making your money work harder for you. Whether you&rsquo;re just starting out or preparing for retirement, this conversation will help you turn small steps into big results.
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Call 800-876-3817, email <a href="mailto:clientservices@afsretirement.com">clientservices@afsretirement.com</a> , or go to <a href="https://www.AFSretirement.com">AFSretirement.com</a> to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

Compound Pounding: The Real Secret to Wealth

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 the most of charitable giving. They also break down Roth conversions, FSA and HSA strategies, and why a year-end review with your advisor can make all the difference. Whether you’re planning for 2026 or just want to keep more in your pocket, these timely tips can help simplify your retirement plan.

Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

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 the most of charitable giving. They also break down Roth conversions, FSA and HSA strategies, and why a year-end review with your advisor can make all the difference. Whether you&rsquo;re planning for 2026 or just want to keep more in your pocket, these timely tips can help simplify your retirement plan.
Call 800-876-3817, email <a href="mailto:clientservices@afsretirement.com">clientservices@afsretirement.com</a> , or go to <a href="https://www.AFSretirement.com">AFSretirement.com</a> to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

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

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, minimize taxes, and keep more of your hard-earned money. From qualified charitable distributions to Roth conversions and new provisions in the Secure Act, discover how early planning and smart moves can make a big difference. Whether you’re approaching retirement or already facing RMDs, this conversation highlights the importance of proactive tax strategy.

Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

What if your retirement savings grew so much that your required minimum distribution&mdash;and the tax bill&mdash;left you stunned? In this episode, hosts David Hodson and Glen Hancock break down the &ldquo;tax time bomb&rdquo; lurking in large retirement accounts and reveal overlooked strategies to help manage RMDs, minimize taxes, and keep more of your hard-earned money. From qualified charitable distributions to Roth conversions and new provisions in the Secure Act, discover how early planning and smart moves can make a big difference. Whether you&rsquo;re approaching retirement or already facing RMDs, this conversation highlights the importance of proactive tax strategy.
Call 800-876-3817, email <a href="mailto:clientservices@afsretirement.com">clientservices@afsretirement.com</a> , or go to <a href="https://www.AFSretirement.com">AFSretirement.com</a> to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

When Your RMD Becomes a Tax Time Bomb

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 deeply connected—and why reviewing your coverage each year is crucial. Learn about strategies like qualified charitable distributions, new prescription cost caps, and ways to avoid unexpected expenses. Whether you’re planning for yourself or helping a loved one, this episode sheds light on the real factors that shape your Medicare costs. Part 2 of a 2-part series.

Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

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 deeply connected&mdash;and why reviewing your coverage each year is crucial. Learn about strategies like qualified charitable distributions, new prescription cost caps, and ways to avoid unexpected expenses. Whether you&rsquo;re planning for yourself or helping a loved one, this episode sheds light on the real factors that shape your Medicare costs. Part 2 of a 2-part series.
Call 800-876-3817, email <a href="mailto:clientservices@afsretirement.com">clientservices@afsretirement.com</a> , or go to <a href="https://www.AFSretirement.com">AFSretirement.com</a> to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

Medicare’s Hidden Costs: What You Need to Know Now | Part 2 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 critical enrollment periods—plus the real-life factors that make each choice unique. Whether you’re enrolling for the first time or helping a loved one, discover practical insights to protect your health and finances. Tune in for clarity on hospital stays, doctor visits, prescription coverage, and the math behind making the right decision for your retirement. Part 1 of a 2-part series.

Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

Confused by Medicare&rsquo;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 critical enrollment periods&mdash;plus the real-life factors that make each choice unique. Whether you&rsquo;re enrolling for the first time or helping a loved one, discover practical insights to protect your health and finances. Tune in for clarity on hospital stays, doctor visits, prescription coverage, and the math behind making the right decision for your retirement. Part 1 of a 2-part series.
Call 800-876-3817, email <a href="mailto:clientservices@afsretirement.com">clientservices@afsretirement.com</a> , or go to <a href="https://www.AFSretirement.com">AFSretirement.com</a> to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

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

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 insights and practical advice.

Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

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 insights and practical advice.
Call 800-876-3817, email <a href="mailto:clientservices@afsretirement.com">clientservices@afsretirement.com</a> , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

Unlocking the Secrets of the New Tax Bill

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 prepare.

Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

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 prepare.
Call 800-876-3817, email <a href="mailto:clientservices@afsretirement.com">clientservices@afsretirement.com</a> , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

The Big Beautiful Bill: What It Means for Your Retirement

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. And Glen praises the University of Texas women’s softball team and Texas barbeque.

 

Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

 

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. And Glen praises the University of Texas women&rsquo;s softball team and Texas barbeque.
&nbsp;
Call 800-876-3817, email <a href="mailto:clientservices@afsretirement.com">clientservices@afsretirement.com</a> , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.
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How the magic age of 59.5 interfaces with annuities 

David Hodson and Glen Hancock of Advanced Financial Strategies is proud to provide a podcast option for people seeking to further their financial literacy and plan for their future. “Texas Sized Retirement … Simplified,” will provide tips and a general road map to help navigate what can seem like a long road to retirement filled with hazards and blind turns. Subscribe and tune in as each episode will provide valuable information regarding income planning, tax minimization, legacy planning, and more!

No matter what stage of the retirement journey you are in, “Texas Sized Retirement … Simplified,” strives to help with strategies that build towards your vision.

David Hodson and Glen Hancock of Advanced Financial Strategies is proud to provide a podcast option for people seeking to further their financial literacy and plan for their future. “Texas Sized Retirement … Simplified,” will provide tips and a general road map to help navigate what can seem like a long road to retirement filled with hazards and blind turns. Subscribe and tune in as each episode will provide valuable information regarding income planning, tax minimization, legacy planning, and more!
No matter what stage of the retirement journey you are in, “Texas Sized Retirement … Simplified,” strives to help with strategies that build towards your vision.

Texas Sized Retirement … Simplified

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