Richard Warner talks about how annuities have gotten a bad name and how different kinds of annuities have become a lot more beneficial in recent years. Richard also explains how qualified and non-qualified money fit into different annuities and how people need to make plans with this in mind, so their tax burden is not too high. And Richard discusses his favorite MLB relievers over time.

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

Follow Warner Financial on Facebook: https://www.facebook.com/warnerfinancial/

Richard Warner talks about how annuities have gotten a bad name and how different kinds of annuities have become a lot more beneficial in recent years. Richard also explains how qualified and non-qualified money fit into different annuities and how people need to make plans with this in mind, so their tax burden is not too high. And Richard discusses his favorite MLB relievers over time.
Book your complimentary appointment with Richard and the team at&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 Facebook:&nbsp;<a href="https://www.facebook.com/warnerfinancial/" data-auth="NotApplicable" data-linkindex="0">https://www.facebook.com/warnerfinancial/</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>

How Annuities Interface with Taxes

Marker 01

Ready for a financial wake-up call? Americans spend over $950 billion during the holidays, but December is also the perfect time to give your retirement plan a year-end checkup. In this episode, investment advisor Richard Warner shares a practical checklist to help you maximize contributions, make smart tax moves, and avoid costly mistakes before 2026 arrives. Learn why reviewing your 401(k), considering Roth conversions, and handling RMDs the right way can make a big difference. Plus, discover a powerful charitable giving strategy that could save you on taxes. Start your new year with confidence—tune in for actionable tips and expert insights!

 

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

Ready for a financial wake-up call? Americans spend over $950 billion during the holidays, but December is also the perfect time to give your retirement plan a year-end checkup. In this episode, investment advisor Richard Warner shares a practical checklist to help you maximize contributions, make smart tax moves, and avoid costly mistakes before 2026 arrives. Learn why reviewing your 401(k), considering Roth conversions, and handling RMDs the right way can make a big difference. Plus, discover a powerful charitable giving strategy that could save you on taxes. Start your new year with confidence&mdash;tune in for actionable tips and expert insights!
&nbsp;
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/">Facebook</a>

The $950 Billion Wake-Up Call: Year-End Moves for a Stronger Retirement

Are the classic retirement rules still relevant, or is it time to toss them out like an old kitchen sponge? In this episode, Richard Warner breaks down five of the most common retirement strategies—from the 4% rule to the “magic number” myth—and reveals why one-size-fits-all advice often falls short. They explore how personal circumstances, risk tolerance, and evolving financial realities shape retirement planning today. Tune in for a candid look at outdated wisdom and discover why your retirement plan should be as unique as you are.

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

Are the classic retirement rules still relevant, or is it time to toss them out like an old kitchen sponge? In this episode, Richard Warner breaks down five of the most common retirement strategies&mdash;from the 4% rule to the &ldquo;magic number&rdquo; myth&mdash;and reveals why one-size-fits-all advice often falls short. They explore how personal circumstances, risk tolerance, and evolving financial realities shape retirement planning today. Tune in for a candid look at outdated wisdom and discover why your retirement plan should be as unique as you are.
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/">Facebook</a>

The Myth of the Magic Number: Rethinking Retirement

What if the biggest fear in retirement isn’t running out of money, but spending it? In this episode, Richard Warner uncovers “plutophobia”—the fear of money—and explores how it shapes the choices and anxieties of retirees. From the mental shift of leaving a steady paycheck to the challenge of planning for decades of healthcare costs, he discusses why even those with plenty saved can feel uncertain. Discover how phased retirement, purposeful work, and practical planning can help overcome financial fears and bring clarity to your next chapter.

 

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

What if the biggest fear in retirement isn&rsquo;t running out of money, but spending it? In this episode, Richard Warner uncovers &ldquo;plutophobia&rdquo;&mdash;the fear of money&mdash;and explores how it shapes the choices and anxieties of retirees. From the mental shift of leaving a steady paycheck to the challenge of planning for decades of healthcare costs, he discusses why even those with plenty saved can feel uncertain. Discover how phased retirement, purposeful work, and practical planning can help overcome financial fears and bring clarity to your next chapter.
&nbsp;
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/">Facebook</a>

How Annuities Interface with Taxes

In 1 playlist(s)

The Retirement Bullpen with Richard Warner

Social links

Follow podcast

Recent clips