Plan Today Own Tomorrow with Garry Thurman

On this edition we dive into hoops, analogies, and tie it to retirement planning. Sound fun? Buckle up and learn something. Knowing and mastering fundamentals in basketball is a key to success and the same can be said for planning for retirement. Learning from the legends of coaching can help in the game of retirement. 

If you have any questions concerning your retirement

call Guardian Investment Advisors 800-517-1575 or click here to visit our website.

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On this week's Plan Today Own Tomorrow, Garry recounts the firms trip to Nashville. Also today what steps should you be taking to strengthen your finances in the new year?  Women and retirement, have some differences that need to be factored in and we will discuss. Achieving financial happiness in retirement is possible, but will a different path for each of us. 

If you have any questions call Guardian Investment Advisors 800-517-1575

or click here to visit our website.

Retirement, Safety, Planning, Saving, 401K, Roth, IRA, Taxes

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Coming up on this week's show, is it time to breakup with your current advisor? We will discuss by starting the conversation with Tiger Woods and the split with Nike. We will dive into signs that may indicate it's time to consider a change. 

If you have any questions call Guardian Investment Advisors 800-517-1575

or click here to visit our website.

Retirement, Planning, Roth, IRA, TSP, Saving, Taxes

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Coming up on this week’s show we will go over an important piece of your retirement planning puzzle, the estate plan. What goes into a complete estate plan? We will discuss the ingredients to a solid estate plan. We will also cover the worst retirement advice and what to do if you are following it. 

If you have any questions concerning your retirement call

Guardian Investment Advisors 800-517-1575 or click here to visit our website.

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On this edition we dive in on Secure Act 2.0 provisions already in play, plus what is coming in 2024. We will also focus on often overlooked questions that can have a big impact on your retirement. 

If you have any questions concerning your own retirement scenario call Guardian Investment Advisors 800-517-1575 or click here to visit the website.

Retiring, Planning, Saving, 401K, Roth, IRA, TSP, 403B

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On this week’s show we have some fun discussing the similarities between game planning for football and mapping out your retirement.

We will give you some memorable quotes from the game of football and how we can apply that to retirement. Retire like a champ in 4 easy steps.

If you have any questions call Guardian Investment Advisors

800-517-1575 or click here to visit the website.

Retire, Save, Plan, Taxes, 401K, Roth, Healthcare

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On this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to what we all know as traditional retirement. Exchanging risk in return for income is a goal in retirement and we will dive into this subject answering the key questions.

If you have any questions concerning your retirement

call Guardian Investment Advisors 800-517-1575 or click here.

Retirement, Risk, Planning, Taxes, Saving, 401K, Roth

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On this week’s show we will discuss the “Un-bucket” list and why you may want to avoid this list if you can. Retirement with a partner can be seamless, but it will take a plan and teamwork. We will discuss getting on the same page for retirement as a couple. How do you know if you’re ready for retirement? We will reverse engineer it by highlighting things that you may be doing that could keep you from retiring.

If you have any questions call Guardian Investment Advisors 800-517-1575

or click here to visit their website.

Retire, Save, Taxes, Plan, IRA, Roth, Healthcare

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On this week’s show new year financial resolutions. What steps should you be taking to strengthen your finances in the new year?  Women and retirement, have some differences that need to be factored in and we will discuss. Achieving financial happiness in retirement is possible, but will a different path for each of us. 

If you have any questions call Guardian Investment Advisors 800-517-1575.

Retirement, Safety, Planning, Saving, 401K, Roth, IRA, Taxes

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On this week’s show will discuss mistakes you could make in retirement planning and how to avoid them. Is your portfolio stressed? If so how do you relieve the pressure? We will dive in. We have steps to take to make sure you are ready to retire.

If you have any questions about your retirement

call Guardian Investment Advisors 800-517-1575.

Retirement, Saving, Planning, Taxes, Roth, IRA, Healthcare

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On this week’s show we give you simple steps to prepare for the new year in regards to your retirement. We get into the most important questions you need to be asking about retirement and answer them. Nest egg protection during a volatile market requires portfolio analysis and action. 

If you have any questions about your retirement scenario

call Guardian Investment Advisors 800-517-1575.

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The importance of financial planning for retirement is a subject we focus on each week. Our friends in Hollywood have long used the subject as a source for comedy. We will provide a few examples, but also stress how serious this is for you as you move toward your own retirement. 

If you have any questions about retirement planning

call Guardian Investment Advisors 800-517-1575.

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On this week’s show we discuss financial demands that can impact your nest egg as you move toward retirement. Healthcare needs, Inflation, and taxes to name three. What are the top three stressors that retirees are facing? We will dive into a Principal survey that will give us answers. Positive mindset is vital as you plan for and move into retirement. What is the mental makeup for the positive approach? We will tell you all about it.

If you have any questions about retirement planning

call Guardian Investment Advisors 800-517-1575.

Plan, Save, Money, Taxes, IRA, Roth, 401K

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On this week’s show we discuss things you should be doing as the year comes to end when it comes to retirement planning. Also this week changes in social security you need to be aware of moving forward. We want retirement to be the best that it can be, so we have some planning pitfalls to avoid.

If you have any questions concerning your retirement

call Guardian Investment Advisors 800-517-1575.

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On this week’s show we get into the “Do’s and Don’ts” of retirement planning. Facing your financial fears heading into retirement is very important. First step is identifying those fears and then work on how to overcome those fears.

If you have any questions or concerns about your retirement

call Guardian Investment Advisors 800-517-1575.

Retirement, Planning, 401K, IRA, Taxes, Savings, 

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On this week’s show we discuss why some people are not meeting with and planning with a financial professional. We will also explain why you should be meeting and planning with a financial professional. Several case studies on today’s show lets see how our host will handle it. 

If you have any questions about your retirement

call Guardian Investment Advisors 800-517-1575.

RMD,  Retirement, Taxes, Roth, IRA, 403B, Planning

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On this edition of Plan Today Own Tomorrow, Senior Healthcare Advisor Tanner Moore hosts as we dive into medicare.  There are many myths concerning medicare that are out there. Today we will dispel those falsehoods. 

If you have any questions concerning Medicare call Guardian Investment Advisors 800-517-1575.

Retirement, Planning, Medicare, Part A, Part B, Part C

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On this week’s show we dive into a recent Northwestern Mutual Study on Financial instability. We will offer up a few tips so you can retire with confidence. Scams are seemingly every where and they tend to target our older age groups that are already in retirement. We will identify the latest 3 layer scam today that has been causing headaches for many. We will also give you some proven practices that will help you save even more for your golden years.

If you have any questions concerning your retirement

call Guardian Investment Advisors 800-517-1575.

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On this week’s show we will take a look at the retirement landscape as it applies to the Baby Boomer generation. Why are people putting off planning with a seasoned professional? That’s a great question and we will give you our reasons why we think it’s happening. We will also play financial planning ‘Fact or Fiction”.

If you have any questions about your retirement

call Guardian Investment Advisors 800-517-1575.

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On this week's show Garry Thurman will welcome his good friend Prashant Sabapathi to the show. Prashant is a Fiduciary Advisor in the Baltimore Maryland/DC area. We start with Retirement Planning fears and then both Garry and Prashant will chime in on how they are helping their clients retire with confidence.

If you have any questions with your retirement situation

call Guardian Investment Advisors 800-517-1575.

Planning, Plan, Savings, Save, Taxes, 401K, Roth

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