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 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, 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

Financial Advisor Richard Warner of Warner Financial Solutions discusses the potential future of 401k and IRA accounts and the impact on retirement planning. The economists suggest that these accounts could be used to fix the Social Security problem by taxing the income from these accounts. The discussion explores the two sides of the argument and the potential consequences of changes to retirement accounts. It also highlights the importance of considering Roth accounts and the potential tax implications in retirement. The conversation emphasizes the need for early planning and understanding the tax implications of different retirement account options. 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, check out Home | Warner Financial Solutions

The Retirement Bullpen Podcast with Richard Warner aims to help people with retirement planning and financial solutions. Richard Warner, the host, has been in business with Warner Financial Solutions since 2012 and has a passion for helping people. He draws parallels between his experience coaching baseball and retirement planning, emphasizing the importance of work ethic, discipline, and developing good habits. The podcast focuses on strategies for retirement accumulation, allocation, minimizing taxes, maximizing social security, and creating a predictable outcome for a comfortable retirement. The goal is to help listeners avoid financial struggles in retirement and enjoy their desired lifestyle. For more information, got to Home | Warner Financial Solutions

In this episode, Richard Warner discusses the importance of understanding and questioning fees in financial planning. He shares a story about a car rental fee that didn't make sense and relates it to unnecessary fees in investment portfolios. Richard emphasizes the need for individuals to be aware of the internal costs of their investments and to seek a second opinion if they have concerns. He also highlights the importance of educating clients about their portfolios and helping them understand what they are paying for. Overall, the episode emphasizes the need for transparency and awareness of fees in financial planning. For more information go to Home | Warner Financial Solutions

In this episode, Jeff Miles and Richard Warner discuss retirement savings and the misconception of needing a large sum of money to retire comfortably. They emphasize the importance of consistency in saving and starting early. They also discuss the tax implications of retirement savings and the benefits of converting pre-tax accounts to Roth IRAs. The conversation highlights the need for a comprehensive retirement plan that takes into account income replacement and tax strategies. For more information go to Home | Warner Financial Solutions