New Perspective Financial
New Perspective Financial
Join Tayvon Jackson of New Perspective Financial Solutions for a podcast series to help you understand the various aspects of retirement planning. Tayvon believes retirement planning starts with useful information. Don’t let financial myths hold you back. Fears about the stock market, taxes in retirement or life insurance expenses can often keep people from planning effectively for financial indep…Social links:
Follow the podcast:
The Biggest Financial Mistakes Federal Employees Make - Part 3 of 3
Surprise tax bills can hit hardest after retirement, and many federal employees never see them coming. In the last installment of this short 3-part series, Tayvon breaks down how multiple income streams like FERS pensions, Social Security, TSP withdrawals, and future RMDs can unintentionally stack …
08:03Clean
The Biggest Financial Mistakes Federal Employees Make - Part 2 of 3
What if following all the “right” retirement rules still leads to unexpected tax burdens and shrinking savings? In the second episode of this 3-part series, Tayvon breaks down the hidden pitfalls federal employees face when relying heavily on the traditional TSP, from surprise tax spikes to the dan…
12:25Clean
The Biggest Financial Mistakes Federal Employees Make - Part 1 of 3
A federal retiree’s simple misstep sets off a chain reaction that reveals two of the most common and costly retirement pitfalls. We begin a 3-part series on the biggest financial mistakes Tayvon Jackson has seen federal employees make. In this episode, Tayvon breaks down why relying too heavily on …
08:59Clean
When a Roth Conversion Backfires: What You Need to Know | The Tax Trap Behind Roth Conversions Explained | Why Timing Could Make or Break Your Retirement Plan
Ever wondered why a Roth conversion could turn into a tax nightmare? Tayvon breaks down the hidden pitfalls of converting retirement funds and why timing matters more than you think. From unexpected Medicare surcharges to skyrocketing tax brackets, he explains why a one-size-fits-all approach doesn…
05:50Clean
The Mistakes That Could Affect Your Retirement
A single financial misstep could “haunt” your retirement years—are you prepared for the financial missteps? This episode unpacks real-life stories of costly Medicare surprises and forgotten RMDs, revealing how small oversights can lead to big penalties. Learn practical strategies to avoid these pit…
12:21Clean
Hidden Costs That Could Derail Your Retirement | Social Security, Medicare, and the Retirement Puzzle | Why Retirement Planning Is Harder Than You Think |
What happens when your retirement plan collides with hidden costs and unpredictable healthcare expenses? Tayvon Jackson breaks down the overlooked challenges of Social Security, Medicare, and the fees lurking in retirement accounts. He explores why retirees often face unexpected financial hurdles a…
13:49Clean
Retirement Made Simple: Strategies for Financial Confidence | Beyond Savings: Ways to Build Income Streams for Life | Strategies for Tomorrow: Addressing Longevity Risk and Retirement Challenges
Join Tavon Jackson as he breaks down the complexities of retirement strategies. From understanding annuities and Social Security to building multiple income streams, Tavon explains approaches to help preserve your financial future. Learn why longevity risk matters and discover practical strategies …
13:21Clean
Retirement Made Simple: Strategies for Financial Security | Beyond Savings: Building Income Streams for Life After Work | Planning for Tomorrow: Annuities, Social Security, and Longevity Risk Explained
Join Tayvon Jackson as he breaks down the complexities of retirement planning and explores strategies to secure your financial future. From understanding annuities and Social Security to building multiple income streams, Tavon sheds light on how to manage longevity risk and make informed decisions.…
11:44Clean
The Social Security Raise That Isn’t | Should You Buy Gold at Its Peak? | Lump Sum vs. Monthly Pension: What’s the Real Win?
Is your Social Security raise really a raise—or just a mirage? Tayvon Jackson breaks down the hidden costs behind COLA increases, the gold rush frenzy, and the tough pension decisions retirees face. From Medicare premiums to market timing myths, this episode delivers sharp insights into building a …
15:07Clean
Why Your Magic Number Doesn’t Matter |Curveballs & Cash Flow: Creating a Flexible Retirement Plan |The Three-Bucket Secret to Outlasting Market Mayhem
Description: What if your retirement plan could withstand any curveball life throws your way? In this episode Rick Hoskins break down the realities of retiring earlier than expected, why “magic numbers” are misleading, and how a flexible, three-bucket strategy can help you thrive no matter what. Di…
13:36Clean