Plan Today Own Tomorrow with Garry Thurman

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 will discuss investing for retirement and offer up tips. You want to avoid big mistakes on your retirement journey. We will highlight some biggies to avoid.  We have a few hypothetical case studies you don’t want to miss. We’ll go over the different scenarios and discuss possible outcomes.  

If you have any questions about your own retirement

contact Guardian Investment Advisors 800-517-1575.

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

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On this week’s show we discuss tips that can help you gain control of your finances and your retirement. We will also dive into procrastination and how so many of us keep putting off planning for your future. We will also offer up some head turning statistics about retirement and the importance of having a plan.

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

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On this week’s show we dive into big money mistakes by very familiar names. We will also give you tips on how to avoid the same mistakes. How can an advisor help in similar situations? Tax planning and legacy planning are two examples of the importance of working with an advisor to these important elements right. A third area to really take advantage with an advisors is diversification. We will discuss the importance of being truly diversified. 

If you have any questions about your own retirement

reach out to Garry Thurman 800-517-1575.

Retirement, Planning, Save, Taxes, 401K, Pension,

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On this week’s show we are gearing up for football, so we thought we would compare game planning for the big Sunday game to game planning for your retirement. We will dive into the X’s & O’s of retirement planning. The latest financial news takes center stage and what it means to you and your retirement.

If you have any questions concerning your retirement

contact Guardian Investment Advisors 800-517-1575.

Planning, Retirement, Savings, Taxes, Roth, IRA

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On this edition we start with three quotes from interesting sources that really hit home when discussing retirement and planning. Peak 65 arrives next year, the largest number of Americans ever will be turning 65. If you’re in the group pay attention, and if you’re not take notes. If you have more runway and you’re in your 50’s you are in luck we got some tips.

If you have any questions concerning your own retirement

call Guardian Investment Advisors 800-517-1575.

Retirement, Retire, Planning, Plan, Save, Saving, Taxes, 401K, Roth,

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On this week’s show we look back and some well known sitcoms that provide interesting financial planning do’s and don’ts. We will also take a look at low-risk high-reward alternatives to build your nest egg. The word annuity doesn’t have to be a bad word and there could be one that would fit well in your retirement plan. 

If you have any questions about your own retirement scenario

call Guardian Investment Advisors 800-517-1575.

Retirement, Planning, Saving, Annuity, IRA, Roth, 401K

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On this edition of the show we have some fun with the old game show “ Who Wants to be millionaire”, but we insert retirement into the question. We will also be sinning on today’s show….well at least talking about sins to avoid when prepping for your retirement. 

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

Retirement, Planning, Savings, RMD, Taxes, Roth, IRA

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On this week’s show we will have some fun with a very serious retirement topic. We all remember the game RISK, well we will put a retirement twist on it. Everybody is different and your retirement plan needs to be customized to you. We will also dive into understanding your investments and the role they will play in building lifetime income. 

If you have any questions concerning your retirement

call Guardian Investment Advisors 800-517-1575

Retirement, Planning, Plan, Savings, Save, Interest, 401K, Roth, IRA

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More than 90 provisions in Secure Act 2.0 and they will impact retirement planning. We will discuss.  Many people delay starting their retirement planning. We discuss why that is happening. Also this week four tax strategies that will help you position yourself for retirement.

If you have any questions about your retirement scenario

call Guardian Investment Advisors 800-517-1575.

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

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On this week’s show we have a lot to discuss. It’s not uncommon for people to put off meeting with a financial advisor. We will go over some of the reasons people don’t and explain why you should. If you are less than 10 years away from retiring we have some strategies for you to consider. Retirement expenses can go up, but you can control it with careful planning.

If you have any questions about retirement, how to get started with your planning or need a second opinion on what your current situation call Guardian Investment Advisors 800-517-1575.

Retirement, Planning, Saving, 401K, IRA, TSP, Pension, Taxes, Healthcare, 

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On this week’s program we have a few pointers for when you get to that 10 year pre-retirement window. What should you be focusing on? Why are so many retirees heading back into the workforce? We will discuss the big reason, but also how to stay retired. Some expenses in retirement will go down and some will rise…make sure you plan for the ups and downs.

If you have any questions about retirement

call Guardian Investment Advisors 800-517-1575.

Retirement, Planning, Saving, Roth, 403B, IRA

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On this week’s show, we tackle the biggest financial concerns as you approach retirement. We dig into the emotional side of planning because it can be intimidating when you’re getting started. You’ve saved well for retirement, now what? We will discuss distribution strategies. 

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

Retirement, Planning, Saving, Taxes, Stocks, Bonds, IRA, 401K,

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On this week’s show we discuss cash flow and the importance of proper planning. What you need to consider as you move to and through retirement starting with income sources and continuing through life expectancy. Human psychology and behavior can impact financial decisions and with that in mind we dive into behavioral finance. Wasting money in retirement can be devastating. We will point out ways retirees are hurting themselves financially so you can avoid the same mistakes.

If you have any questions about retirement planning

call Guardian Investment Advisors 800-517-1575.

Retirement, Retire, Plan, Planning, Save, Saving, Roth, RMD, 

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On this week’s show we will hear from the streets. Where are you in your planning process? Annuities just being mentioned sparks a reaction and we will discuss. We will go over strategies for regular dependable income in retirement. After the strategy you need a retirement budget/spending plan to keep you on track.

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

Retirement, Plan, Planning, Annuity, 401K, TSP, Roth, IRA

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On this week's show, Tyde McIntosh welcomes medicare specialist Tanner Moore to the program. This will be a special question and answer version of the program. Questions from all over the retirement spectrum. Enjoy.

If you have any questions about your own retirement you can always call Guardian Investment Advisors 800-517-1575.

Retirement, Medicare, Savings, Planning, Taxes, Roth, IRA, TSP,

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On this edition we head to Hollywood for a few movie clips that provide some financial planning advice. Some good and some not so good. Retirement planning myth busting on the show today. Finally, What questions are being asked of financial advisors and the retirement planner? We go over the top ones so be prepared to take notes.

If you have any questions concerning your retirement

call Guardian Investment Advisors 800-517-1575.

Planning, Retirement, Finances, Financial, Taxes, 401K, IRA, Roth,

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On this edition we take a look at the most frequent questions about financial planning that are typed into search engines. These are the questions you want answers to and we have them. Just because you’re turning 65 doesn’t mean you have to retire and we’ll give you the reasons why. A big transition for retirees is going from accumulation to decumulation and it can be a tough change. Things to consider as you prepare to draw down on your retirement accounts. 

If you have any questions about your retirement

call Guardian Investment Advisors 800-517-1575.

Retirement, Transition, Planning, Plan, 401K, IRA, Taxes, RMD,

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Politics and retirement planning are intermingling we discuss the hot topic ESG(Environmental, Social, Governance). We will go over red flags you need to be aware of, if you’re hearing these from your current advisor look out!  Baby Boomers, we talk directly to those turning 65 and things you need to avoid as you near retirement.

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

Retire, Retirement, Savings, Plan, Planning, ESG, 401K, IRA, 403B,

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On this week’s show we start with things you can do right now to help your money last through retirement.  Unsteady times require calm rational behavior when it comes to your retirement accounts. We shift gears to discuss non-financial retirement questions that need to be answered before you call it quits. 

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

Retire, Savings, Planning, Roth, 401K, Annuity, Insurance,

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