A Super Bowl win can come with a six‑figure tax bill—and that surprise isn’t limited to pro athletes. Using California’s “jock tax” as a real‑world example, this episode explores how unexpected taxes can surface later in life. Host and retirement advisor, Richard Warner, unpacks how required minimum distributions can turn once‑tax‑free Social Security into taxable income, trigger higher Medicare premiums, and create ripple effects retirees don’t always anticipate. The conversation walks through real scenarios involving lump‑sum withdrawals, debt payoff decisions, and the timing of tax planning conversations as retirement approaches.

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

A Super Bowl win can come with a six‑figure tax bill&mdash;and that surprise isn&rsquo;t limited to pro athletes. Using California&rsquo;s &ldquo;jock tax&rdquo; as a real‑world example, this episode explores how unexpected taxes can surface later in life. Host and retirement advisor, Richard Warner, unpacks how required minimum distributions can turn once‑tax‑free Social Security into taxable income, trigger higher Medicare premiums, and create ripple effects retirees don&rsquo;t always anticipate. The conversation walks through real scenarios involving lump‑sum withdrawals, debt payoff decisions, and the timing of tax planning conversations as retirement approaches.
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>

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>