The Big Easy Finance Show with Robert Tanner
The Big Easy Finance Show with Robert Tanner
Welcome to "The Big Easy Finance Show" with your host, Robert Tanner, where financial insight meets integrity. Robert Tanner, a seasoned financial planner and life insurance advisor, brings a wealth of knowledge and experience to the table. With a commitment to integrity that runs deep, Robert founded Integrity Financial BCS in 2010, aiming to bridge the gap in financial services for underserved…Follow the podcast:
The Hidden Cost of Waiting Until the Tax Deadline
April 15 isn’t just a deadline; it’s a fork in the road for tax and retirement decisions. In this episode of The Big Easy Finance Show, the conversation looks beyond last‑minute IRA contributions and into what tax returns can reveal about long‑term planning. Robert Tanner breaks down how procrastin…
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Why Spring Cleaning Matters for Business Owners
Spring cleaning isn’t just for your home—it may be overdue for your business. In this episode of The Big Easy Finance Show, Robert Tanner challenges business owners to rethink outdated systems, workflows, and habits that quietly hold growth back. The conversation covers industry trends, operational…
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One More Year: How Timing Can Change Retirement Math
What if working just one more year could reshape how you think about retirement? Robert Tanner explores the ripple effects of delaying retirement—from income, benefits, and Social Security timing to how an extra year of work can change long-term planning. Tanner also digs into a listener question a…
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Why Retirement Isn’t About Beating the Market
Retirement planning isn’t about chasing trends—it’s about protecting the life you’ve already built. In this episode, Robert Tanner introduces the idea of “lifestyle lock,” shifting the focus away from market hype and toward preserving how you actually live in retirement. The conversation explores F…
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The Tax Bill No One Sees Coming
Winning the Super Bowl is exciting—until the tax bill shows up. In this episode of The Big Easy Finance Show, Robert Tanner uses real-world examples from professional athletes to highlight how unexpected taxes can catch people off guard. The conversation connects the “jock tax” to the similar surpr…
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If You’re Gone Tomorrow, Does Your Business Survive?
What happens to your business if you step away—or don’t wake up tomorrow? In this episode of The Big Easy Finance Show, Robert Tanner digs into succession planning and the growing gap between business owners and the next generation. Using real‑world examples, he explains why successful succession t…
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The Million Dollar 401(k) Myth
That “million‑dollar” 401(k) may not be as big as it looks once Uncle Sam has his say. In this episode of The Big Easy Finance Show, Robert Tanner breaks down required minimum distributions (RMDs), why they exist, and how taxes, penalties, and timing can dramatically change retirement outcomes. The…
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Why Successful Businesses Suddenly Pay Too Much in Taxes
When your business is thriving but the tax bill keeps getting bigger, something behind the scenes may be broken. In this episode of the Big Easy Finance Show, Robert Tanner examines why successful businesses often outgrow their original structure—and how rising taxes, lawsuits, executive turnover, …
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When the Storm Hits Your Retirement Plan
A hurricane can upend your life faster than any market swing—and retirement plans feel it first. In this episode of the Big Easy Finance Show, Robert Tanner digs into how unexpected events like natural disasters, healthcare shocks, and forced displacement can derail even well-funded retirements. Dr…
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The Roth Conversion Myth That Won’t Go Away
A “secret” Roth conversion that avoids taxes sounds tempting—but does it actually exist? Robert Tanner of the Big Easy Finance Show breaks down common tax myths, especially around Roth conversions, and explains how tax timing, income strategy, and planning discipline shape long‑term outcomes. The c…
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