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“My mission is to help people sleep better at night knowing that their money is safe and secure so they can relax and enjoy their retirement. If I can help someone beat their worries, that to me, is the greatest satisfaction of all.”
-Tony
-Tony
Hosts:
Frequentie bijwerken:
weekly
Gemiddelde audiolengte:
30 minutes
Heeft sponsors
Engels
Verenigde Staten
391 afleveringen
sinds 6 december 2018
episodic
MEEST RECENTE AFLEVERING 🔗
Can a Roth conversion really save you money on taxes? Do you actually need a trust? Should you max out your 401(k)? And how much can you trust an online retirement calculator?
In this episode of Inside the Worry-Free Retirement, Diane Williamson sits down with retirement planning specialist Tony Wa…
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VORIGE AFLEVERINGEN 🔗
Do you really need $1 million—or more—to retire comfortably?
For many savers, retirement planning has focused almost entirely on accumulation: save more, invest more, and build the biggest account possible. But once retirement arrives, the question changes:
How do you actually use and enjoy the mon…
Can retirement really be reduced to one simple rule?
For decades, the 4% rule has been a familiar guideline for retirement withdrawals. But retirement involves much more than choosing a withdrawal percentage—including market performance, Social Security, required minimum distributions, taxes, diff…
TWR 495 - Your 401k Is Calling_09-24-26 by Tony Walker Financial
Some of the most dangerous retirement advice isn't completely wrong. It's just wrong enough.
Today, savers have access to more financial information than ever through YouTube, Google, seminars, social media and AI. But understanding part of a financial strategy can sometimes create a false sense o…
Are you over age 59½, still working, and wondering what options you have with your 401(k)?
Depending on your employer's plan rules, you may have more choices than you realize.
In this episode of The Worry-Free Retirement, Tony Walker is joined by Craig Davis, Juanita Jackson, Wes Walker and Trey …
How much money do you really need to retire—and how do you know when it's enough?
Retirement comes with change. Your paycheck changes. Your taxes can change. Your spending changes. Your tolerance for investment risk may change. And sometimes life changes your retirement date before you're ready.
…
What does it really mean to “Expect the Best” when planning for retirement?
In this special edition of The Worry-Free Retirement, Simeon Amburgey sits down with Kentucky author Gary P. West, author of Expect the Best, to explore the story, philosophy and experiences that helped shape Tony Walker a…
Your retirement plan shouldn't be set in stone—because your life isn't.
People retire earlier than expected. They buy homes. Spending changes. A spouse dies. Family circumstances change. Tax decisions arise. Estate plans get updated.
So what happens to the retirement plan?
In this episode of The…
When you need help with your retirement money, can you actually reach a real person who knows you?
Technology has made financial services faster and more convenient—but automated phone systems, long hold times, online-only relationships, and increasingly impersonal service can leave retirees wonde…
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Tony Walker Financial, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
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