Richard Warner and co-host Doug Turnbull discuss retiring at the right time and having enough funds to do so. Richard walks listeners through some important questions that he and the Warner Financial Solutions team ask: What do you want out of retirement? How much do you have? How much will you get? How long do you want it to last? Richard also explains how fear can steer people in the wrong direction in this planning process.

For more information go to Home | Warner Financial Solutions!

Richard Warner and co-host Doug Turnbull discuss retiring at the right time and having enough funds to do so. Richard walks listeners through some important questions that he and the Warner Financial Solutions team ask: What do you want out of retirement? How much do you have? How much will you get? How long do you want it to last? Richard also explains how fear can steer people in the wrong direction in this planning process.
For more information go to&nbsp;<a href="https://warnerfinancialsolutions.com/">Home | Warner Financial Solutions</a>!

Important Questions to Consider in Retirement

Richard Warner and co-host Doug Turnbull discuss the differences between qualified and non-qualified money. Richard breaks down the pros and cons of both types and why a retiree needs to have the right blend of both. Richard also discusses the tax implications in each category and how each person's situation is different and warrants a unique strategy with both types of accounts. Richard and Doug also have a laugh at a standup comedy bit on spreadsheets.

For more information go to Home | Warner Financial Solutions!

Richard Warner and co-host Doug Turnbull discuss the differences between qualified and non-qualified money. Richard breaks down the pros and cons of both types and why a retiree needs to have the right blend of both. Richard also discusses the tax implications in each category and how each person's situation is different and warrants a unique strategy with both types of accounts. Richard and Doug also have a laugh at a standup comedy bit on spreadsheets.
For more information go to <a href="https://warnerfinancialsolutions.com/">Home | Warner Financial Solutions</a>!

Qualified vs. Non-Qualified Money

Richard Warner and co-host Doug Turnbull define what a 401(k) is and even how it got its name. Richard discusses the tax benefits in the short term, the age in which people can draw from the account without penalties, and different ways 401(k) providers can adjust the amount of risk in those accounts. Richard also reveals how he has been able to avoid both cooking and doing dishes during the holidays.

For more information go to Home | Warner Financial Solutions!

Richard Warner and co-host Doug Turnbull define what a 401(k) is and even how it got its name. Richard discusses the tax benefits in the short term, the age in which people can draw from the account without penalties, and different ways 401(k) providers can adjust the amount of risk in those accounts. Richard also reveals how he has been able to avoid both cooking and doing dishes during the holidays.
For more information go to <a href="https://warnerfinancialsolutions.com/">Home | Warner Financial Solutions</a>!

What is a 401(k)?

Richard Warner and co-host Doug Turnbull discuss the main changes Medicare users encounter in the Open Enrollment season – Part C and Part D – and the changes in cost people can potentially experience. Richard also explains why people should never take advice or buy something on the phone about Medicare from someone they do not know. Richard and Doug also talk fall baseball and lament their home baseball teams.

For more information go to Home | Warner Financial Solutions

Richard Warner and co-host Doug Turnbull discuss the main changes Medicare users encounter in the Open Enrollment season – Part C and Part D – and the changes in cost people can potentially experience. Richard also explains why people should never take advice or buy something on the phone about Medicare from someone they do not know. Richard and Doug also talk fall baseball and lament their home baseball teams.
For more information go to <a href="https://warnerfinancialsolutions.com/">Home | Warner Financial Solutions</a>

Medicare and Open Enrollment

Richard Warner and co-host Doug Turnbull discuss the strategies of taking Social Security at different ages, including the benefits of waiting to take it and the emotions that prompt people to take SSI early. They also discuss how much Nebraska football means to Richard and the big trip he is taking to see the team.

For more information go to Home | Warner Financial Solutions

Richard Warner and co-host Doug Turnbull discuss the strategies of taking Social Security at different ages, including the benefits of waiting to take it and the emotions that prompt people to take SSI early. They also discuss how much Nebraska football means to Richard and the big trip he is taking to see the team.
For more information go to <a href="https://warnerfinancialsolutions.com/">Home | Warner Financial Solutions</a>

When To Take Social Security

In this episode of the Retirement Bullpen, Richard Warner discusses the importance of having a flexible and personalized approach to retirement planning. He emphasizes the need for a solid investment strategy that can withstand market fluctuations, particularly during uncertain times such as elections and interest rate changes. Richard advises against making impulsive financial decisions based on current events and stresses the importance of long-term planning for retirement income.

For more information go to Home | Warner Financial Solutions

In this episode of the Retirement Bullpen, Richard Warner discusses the importance of having a flexible and personalized approach to retirement planning. He emphasizes the need for a solid investment strategy that can withstand market fluctuations, particularly during uncertain times such as elections and interest rate changes. Richard advises against making impulsive financial decisions based on current events and stresses the importance of long-term planning for retirement income.
For more information go to <a href="https://warnerfinancialsolutions.com/">Home | Warner Financial Solutions</a>

How Elections Impact Your Investments

This week on the Retirement Bullpen, Richard Warner discusses the intricacies of retirement planning, focusing on the importance of preparing for unexpected expenses and the financial implications of emergencies. He emphasizes the need for a proactive approach to financial planning, including the establishment of emergency funds and understanding the impact of taxes on retirement income. The conversation highlights the emotional aspects of financial decisions, particularly when it comes to family obligations, and the necessity of simulations to visualize financial scenarios.

For more information go to Home | Warner Financial Solutions

This week on the Retirement Bullpen, Richard Warner discusses the intricacies of retirement planning, focusing on the importance of preparing for unexpected expenses and the financial implications of emergencies. He emphasizes the need for a proactive approach to financial planning, including the establishment of emergency funds and understanding the impact of taxes on retirement income. The conversation highlights the emotional aspects of financial decisions, particularly when it comes to family obligations, and the necessity of simulations to visualize financial scenarios.
For more information go to <a href="https://warnerfinancialsolutions.com/">Home | Warner Financial Solutions</a>

Proactive Strategies for a Secure Retirement

In this conversation, Jeff Miles and Richard Warner discuss the importance of healthcare in retirement and explore various options for obtaining coverage before reaching Medicare age. They highlight the need to consider healthcare as part of the retirement planning process and emphasize the importance of seeking advice from a financial advisor. The conversation also touches on the idea of finding a job with healthcare benefits or creating a semi-retirement lifestyle to bridge the healthcare gap.

In this conversation, Jeff Miles and Richard Warner discuss the importance of healthcare in retirement and explore various options for obtaining coverage before reaching Medicare age. They highlight the need to consider healthcare as part of the retirement planning process and emphasize the importance of seeking advice from a financial advisor. The conversation also touches on the idea of finding a job with healthcare benefits or creating a semi-retirement lifestyle to bridge the healthcare gap.

Exploring Healthcare Options Before Medicare Age

In this episode, Jeff Miles and Financial Advisor Richard Warner discuss the advice given by Dave Ramsey regarding taking Social Security early and investing it in mutual funds. They explore the factors that need to be considered when making this decision, such as risk tolerance, income from other sources, and debt levels. They also address the concern of Social Security running out and the importance of seeking expert advice to make an informed decision. The conversation emphasizes the need for individualized retirement planning and not relying solely on blanket statements.

In this episode, Jeff Miles and Financial Advisor Richard Warner discuss the advice given by Dave Ramsey regarding taking Social Security early and investing it in mutual funds. They explore the factors that need to be considered when making this decision, such as risk tolerance, income from other sources, and debt levels. They also address the concern of Social Security running out and the importance of seeking expert advice to make an informed decision. The conversation emphasizes the need for individualized retirement planning and not relying solely on blanket statements.

Addressing Concerns About Social Security Running Out

In this episode, Richard Warner of Warner Financial Solutions discusses common mistakes people make with their 401(k) plans and the importance of understanding and managing your investments. He emphasizes the need to educate yourself about the funds you're investing in and the internal costs associated with them. Richard also highlights the limitations of 401(k) plans and the benefits of exploring other investment options, such as IRAs. He advises listeners to regularly review and adjust their retirement portfolios to ensure they align with their goals and risk tolerance.

for more information go to www.warnerfinancialsolutions.com

In this episode, Richard Warner of Warner Financial Solutions discusses common mistakes people make with their 401(k) plans and the importance of understanding and managing your investments. He emphasizes the need to educate yourself about the funds you're investing in and the internal costs associated with them. Richard also highlights the limitations of 401(k) plans and the benefits of exploring other investment options, such as IRAs. He advises listeners to regularly review and adjust their retirement portfolios to ensure they align with their goals and risk tolerance.
for more information go to www.warnerfinancialsolutions.com

When and How to Adjust Your 401(k) Allocations

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>

The Retirement Bullpen with Richard Warner

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