Warner Podcast

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Ever wondered why retirement planning is as unique as your fingerprint? Join us as we unravel the complexities of qualified and non-qualified investments, and discover how to tailor your financial strategy to your personal needs. From Roth IRAs to 401(k)s, we break down the jargon and provide insights to help you navigate your retirement journey.

Book your complimentary appointment with Richard and the team on warnerfinancialsolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

Follow Warner Financial on Facebook

Ever wondered why retirement planning is as unique as your fingerprint? Join us as we unravel the complexities of qualified and non-qualified investments, and discover how to tailor your financial strategy to your personal needs. From Roth IRAs to 401(k)s, we break down the jargon and provide insights to help you navigate your retirement journey.
Book your complimentary appointment with Richard and the team on <a href="https://www.warnerfinancialsolutions.com">warnerfinancialsolutions.com</a> or call 402-274-9185. And be sure to subscribe to the newsletter, too!
Follow Warner Financial on <a href="https://www.facebook.com/warnerfinancial/" data-auth="NotApplicable">Facebook</a>

Are you ready to bring in your retirement closer? Then dial up The Retirement Bullpen!

With The Retirement Bullpen, hosts Richard Warner and Jeff Miles bring the professional perspective to planning your retirement. Visit the mound and listen to analysis of the latest financial trends, expert insights about the various factors affecting your retirement portfolio, and actionable advice you can’t afford to miss. Make your retirement a home run with Richard, Jeff and The Retirement Bullpen!



For more information, be sure to check out www.warnerfinancialsolutions.com/

Are you ready to bring in your retirement closer? Then dial up The Retirement Bullpen!
With The Retirement Bullpen, hosts Richard Warner and Jeff Miles bring the professional perspective to planning your retirement. Visit the mound and listen to analysis of the latest financial trends, expert insights about the various factors affecting your retirement portfolio, and actionable advice you can’t afford to miss. Make your retirement a home run with Richard, Jeff and The Retirement Bullpen!
 
For more information, be sure to check out www.warnerfinancialsolutions.com/

The Retirement Bullpen with Richard Warner

Are you ready to bring in your retirement closer? Then dial up The Retirement Bullpen!

With The Retirement Bullpen, hosts Richard Warner and Jeff Miles bring the professional perspective to planning your retirement. Visit the mound and listen to analysis of the latest financial trends, expert insights about the various factors affecting your retirement portfolio, and actionable advice you can’t afford to miss. Make your retirement a home run with Richard, Jeff and The Retirement Bullpen!

for more information, check out Home | Warner Financial Solutions

Are you ready to bring in your retirement closer? Then dial up The Retirement Bullpen!
With The Retirement Bullpen, hosts Richard Warner and Jeff Miles bring the professional perspective to planning your retirement. Visit the mound and listen to analysis of the latest financial trends, expert insights about the various factors affecting your retirement portfolio, and actionable advice you can’t afford to miss. Make your retirement a home run with Richard, Jeff and The Retirement Bullpen!
for more information, check out <a href="https://warnerfinancialsolutions.com/">Home | Warner Financial Solutions</a>

Decoding Qualified vs. Non-Qualified Investments

Selling your business is only half the story… what comes next can be just as complex. In part two of The Retirement Bullpen’s “Silver Tsunami” series, Richard Warner shifts the focus to life after the sale. The conversation explores what happens when entrepreneurs receive a large lump sum, how taxes can quietly erode proceeds without planning, and why turning business wealth into long‑term income requires a different mindset than running a company. Richard also addresses the emotional side of leaving a business behind, from redefining purpose to navigating the transition from builder to retiree. This episode offers perspective on aligning tax strategy, income planning, and lifestyle goals once the deal is done.

 

Book your complimentary appointment with Richard and his team at warnerfinancialsolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

Follow Warner Financial on Facebook

Selling your business is only half the story&hellip; what comes next can be just as complex. In part two of The Retirement Bullpen&rsquo;s &ldquo;Silver Tsunami&rdquo; series, Richard Warner shifts the focus to life after the sale. The conversation explores what happens when entrepreneurs receive a large lump sum, how taxes can quietly erode proceeds without planning, and why turning business wealth into long‑term income requires a different mindset than running a company. Richard also addresses the emotional side of leaving a business behind, from redefining purpose to navigating the transition from builder to retiree. This episode offers perspective on aligning tax strategy, income planning, and lifestyle goals once the deal is done.
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Book your complimentary appointment with Richard and his team at <a href="https://www.warnerfinancialsolutions.com">warnerfinancialsolutions.com</a> or call 402-274-9185. And be sure to subscribe to the newsletter, too!
Follow Warner Financial on <a href="https://www.facebook.com/warnerfinancial/">Facebook</a>

The Other Half of the Silver Tsunami: Life After You Sell

What if the business you’ve spent decades building isn’t as sellable as you think? In this episode of The Retirement Bullpen, Richard Warner dives into the financial reality facing small business owners as the “Silver Tsunami” of retirements approaches. The conversation explores why many privately owned businesses never sell, how owner‑dependent relationships quietly erode value, and what buyers actually look for when evaluating a business. Richard breaks down the difference between a lifestyle business and a system‑driven enterprise, why exit planning takes years — not months — and how late preparation can reshape retirement expectations. This episode offers a clear look at the challenges business owners face when turning a lifetime of work into retirement income.


Book your complimentary appointment with Richard and his team on warnerfinancialsolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

Follow Warner Financial on Facebook

What if the business you&rsquo;ve spent decades building isn&rsquo;t as sellable as you think? In this episode of The Retirement Bullpen, Richard Warner dives into the financial reality facing small business owners as the &ldquo;Silver Tsunami&rdquo; of retirements approaches. The conversation explores why many privately owned businesses never sell, how owner‑dependent relationships quietly erode value, and what buyers actually look for when evaluating a business. Richard breaks down the difference between a lifestyle business and a system‑driven enterprise, why exit planning takes years &mdash; not months &mdash; and how late preparation can reshape retirement expectations. This episode offers a clear look at the challenges business owners face when turning a lifetime of work into retirement income.
 Book your complimentary appointment with Richard and his team on&nbsp;<a href="https://www.warnerfinancialsolutions.com">warnerfinancialsolutions.com</a> or call 402-274-9185. And be sure to subscribe to the newsletter, too!
Follow Warner Financial on <a href="https://www.facebook.com/warnerfinancial/">Facebook</a>

The Silver Tsunami: Is Your Business Actually Sellable?

Financial bad habits don’t usually announce themselves – but they can quietly derail your retirement. In this episode of The Retirement Bullpen, Richard Warner breaks down the most common money mistakes that chip away at long‑term security, from spending without a clear picture of monthly costs to skipping portfolio rebalancing and misunderstanding sequence‑of‑returns risk. The conversation explores how lifestyle creep, waiting too long to save, relying on a single income stream, and overlooking tools like HSAs can impact retirement income over time. Richard also explains why diversification and proactive planning matter long before retirement begins. An educational, candid discussion designed to help listeners recognize habits that may be holding them back – and rethink how today’s choices affect tomorrow.

Book your complimentary appointment with Richard and the team on warnerfinancialsolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

Follow Warner Financial on Facebook

Financial bad habits don&rsquo;t usually announce themselves &ndash; but they can quietly derail your retirement. In this episode of The Retirement Bullpen, Richard Warner breaks down the most common money mistakes that chip away at long‑term security, from spending without a clear picture of monthly costs to skipping portfolio rebalancing and misunderstanding sequence‑of‑returns risk. The conversation explores how lifestyle creep, waiting too long to save, relying on a single income stream, and overlooking tools like HSAs can impact retirement income over time. Richard also explains why diversification and proactive planning matter long before retirement begins. An educational, candid discussion designed to help listeners recognize habits that may be holding them back &ndash; and rethink how today&rsquo;s choices affect tomorrow.
Book your complimentary appointment with Richard and the team on&nbsp;<a href="https://www.warnerfinancialsolutions.com">warnerfinancialsolutions.com</a> or call 402-274-9185. And be sure to subscribe to the newsletter, too!
Follow Warner Financial on <a href="https://www.facebook.com/warnerfinancial/">Facebook</a>

Decoding Qualified vs. Non-Qualified Investments

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