TEASE IN

Tripp Limehouse discusses market volatility, emotional investing, and the importance of a solid retirement plan. He shares insights on reacting to market swings, the Green Line Principle, and how to stay on track for a successful retirement. Visit Limehouse Financial to learn more. Call 800-940-6979

Tripp Limehouse discusses market volatility, emotional investing, and the importance of a solid retirement plan. He shares insights on reacting to market swings, the Green Line Principle, and how to stay on track for a successful retirement. Visit <a href="https://limehousefinancial.com/">Limehouse Financial</a> to learn more. Call 800-940-6979

Tripp Limehouse takes us on the road to retirement. He can help you achieve the retirement you've always envisioned. His style is fast paced and fun.

The Road to Retirement with Tripp Limehouse

Emotional Investing can impact your retirement plan

Today, we’re tackling one of the biggest shifts in retirement planning in years—and most people don’t even realize it yet. The rules have changed. The stretch IRA is gone, the 10-year rule is here, and required distributions are moving targets.

But here’s the real story: Roth conversions aren’t just about your retirement anymore… they’re about your kids, your grandkids, and the tax bill they could inherit.

If you’ve saved well, this episode could help you keep more of it in your family—and out of Uncle Sam’s hands.

Visit Limehouse Financial to learn more. Call 800-940-6979

Today, we&rsquo;re tackling one of the biggest shifts in retirement planning in years&mdash;and most people don&rsquo;t even realize it yet. The rules have changed. The stretch IRA is gone, the 10-year rule is here, and required distributions are moving targets.
But here&rsquo;s the real story: Roth conversions aren&rsquo;t just about your retirement anymore&hellip; they&rsquo;re about your kids, your grandkids, and the tax bill they could inherit.
If you&rsquo;ve saved well, this episode could help you keep more of it in your family&mdash;and out of Uncle Sam&rsquo;s hands.
Visit <a href="https://limehousefinancial.com/">Limehouse Financial</a> to learn more. Call 800-940-6979

From Stretch IRA to Tax Trap: What Changed and What to Do

Tripp Limehouse and Steve Sedahl break down Warren Buffett’s simple yet powerful approach to retirement planning—and how everyday investors can apply it. The conversation focuses on striking the right balance between safety and growth, managing market volatility, and avoiding the biggest fear retirees face: running out of money. Tripp also introduces practical strategies like maintaining liquidity, using “bucket” planning for different life stages, and incorporating safe money approaches alongside growth investments. If you’re looking for a smarter way to navigate inflation, longevity risk, and market uncertainty, this episode delivers clear, actionable insight. 

 Visit Limehouse Financial to learn more. Call 800-940-6979

Tripp Limehouse and Steve Sedahl break down Warren Buffett&rsquo;s simple yet powerful approach to retirement planning&mdash;and how everyday investors can apply it. The conversation focuses on striking the right balance between safety and growth, managing market volatility, and avoiding the biggest fear retirees face: running out of money. Tripp also introduces practical strategies like maintaining liquidity, using &ldquo;bucket&rdquo; planning for different life stages, and incorporating safe money approaches alongside growth investments. If you&rsquo;re looking for a smarter way to navigate inflation, longevity risk, and market uncertainty, this episode delivers clear, actionable insight.&nbsp;
&nbsp;Visit <a href="https://limehousefinancial.com/">Limehouse Financial</a> to learn more. Call 800-940-6979

Warren Buffett’s Retirement Rule: Balancing Safety, Growth & Longevity Risk

Tripp Limehouse discusses the growing issue of loneliness among baby boomers, emphasizing the emotional aspects of retirement planning that are often overlooked. They explore the importance of social connections, the impact of divorce and geographic mobility on loneliness, and the necessity of income planning to ensure a successful retirement. The discussion also covers strategies for replacing income in retirement, the relevance of the 4% rule, and the benefits of real estate investments and tax strategies, including depreciation and 1031 exchanges. Visit Limehouse Financial to learn more. Call 800-940-6979

Tripp Limehouse discusses the growing issue of loneliness among baby boomers, emphasizing the emotional aspects of retirement planning that are often overlooked. They explore the importance of social connections, the impact of divorce and geographic mobility on loneliness, and the necessity of income planning to ensure a successful retirement. The discussion also covers strategies for replacing income in retirement, the relevance of the 4% rule, and the benefits of real estate investments and tax strategies, including depreciation and 1031 exchanges. Visit <a href="https://limehousefinancial.com/">Limehouse Financial</a> to learn more. Call 800-940-6979

Emotional Investing can impact your retirement plan

The Road to Retirement with Tripp Limehouse

In 1 playlist(s)

The Road to Retirement with Tripp Limehouse

Social links

Follow podcast

Recent clips