Safe Money Radio host Brad Pistole is a nationally recognized Financial Professional who specializes in planning that protects principal from stock market volatility and creates guaranteed lifetime income. Listen here to receive insights from Brad and hear what he has to say regarding your retirement income planning.
Brad breaks down Maslow's Hierarchy of Needs, and how it compares to your financial hierarchy of needs.
If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.
Brad addresses the concerns of many retirees involving banking and bank products. Some of the things discussed today include CD's, FDIC coverage, insurance products, annuities, and how they stack up compared to bank products.
If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.
Brad talks about the ability for those age 59.5 and above to take an "in service withdrawal" from eligible 401(k), 403(b), 457 and TSP's. This episode covers the options and characteristics of in service withdrawals. If you are age 59.5 and above, this episode is for you!
If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.
Brad talks about the 3 Phases of Retirement coined by world renowned economist, Tom Hegna.
Stage 1: GO GO YEARS - Early retirement, still healthy, doing lots of activities and participating in hobbies. You spend more money in these years.
Stage 2: SLOW GO YEARS - Mid retirement, health issues maybe start to lurk in, not as active. Spend less money than in go go years.
Stage 3: NO GO YEARS - End of retirement. You are getting closer to the end of life, health will determine your daily lifestyle. Health expenses can add up, and you may spend more money than you did in the slow go years, but less than in your go go years.
If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.
Brad answers questions from Safe Money Radio callers.
If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.
Brad talks about why some large investment institutions refuse to use annuities with their clients, what happened to his Dad in 2001 and 2008, and spends ample time talking about the pros and cons of making deductible IRA contributions now vs. having tax free money LATER in retirement.
Brad talks about how the game of GOLF and your retirement plan have a LOT in common! Featured on today will be a snippet from world renowned economist Tom Hegna, also speaking on the commonalities of golf and a healthy retirement plan, in detail.
Topics discussed will be:
- Using all the clubs in your bag
-Focusing on income rather than asset size
-The importance of a diverse approach to retirement
If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.
World Renowned Economist Tom Hegna joins Brad for an episode of Safe Money Radio to talk about risk control, diversification, sequence of returns risk, long term care, guaranteed lifetime income, the stock market, and even more! For those nearing retirement, this video is one you will want to bookmark.
In todays episode, Brad talks about the one thing we all seem to dread; taxes.
There are several key decisions that those who are nearing retirement face, and decisions to be made that can end up saving you tens of thousands of dollars in tax liability in the future.
If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.
NSSA® Heather Schreiber joins Safe Money Radio to talk about a couple of hot topics in the world of Social Security, Medicare and Guaranteed Income!
These topics include:
One of the brilliant minds behind Safe Money Radio, Anthony Owen, sits down to have a chat with The Ozarks' Host of Safe Money Radio, Brad Pistole. Anthony and Brad talk about how the Radio program began, the importance of insuring your retirement accounts, and the peace of mind that comes from 'income flooring' in retirement.
Wade D. Pfau, PhD, is Professor of Retirement Income in the PhD in Financial and Retirement Planning program, Co-Director of the American College Center for Retirement Income, and RICP® program director at The American College of Financial Services.
Wade joins today's show to talk about 'Safety First Retirement Planning', the different ways to create an income plan for retirement, and the RISA™ (Retirement Income Style Awareness) assessment for those who are nearing retirement.
If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.
CEO of Crown Haven Wealth Advisors, Casey Marx, joins Brad Pistole for a special episode of Safe Money Radio. Casey and Brad dive into the importance of creating a guaranteed floor of income, and how retirees benefit from having this key structure in their retirement plan.
To contact Casey Marx and Crown Haven Wealth Advisors, please visit their website at https://crownhaven.com or call them at 903-437-7233.
To contact Brad Pistole and Safe Money Radio, please call 417-581-9222, or visit https://guaranteedsafemoney.com
America's IRA Expert, Ed Slott, joins Brad Pistole on Safe Money Radio to talk about the updated tax laws that were signed into law with the Secure Act 2.0 on December 29, 2022.
If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.
While we were all enjoying the holidays, Congress slipped one by us by signing Secure Act 2.0 into law on December 29th, 2022. In todays episode, Brad will give us a snapshot of some of the most important changes which include:
If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.
In today's episode, Brad gives a quick recap of 2022's year end results in the stock market, and overall economy. We also will hear snippets from Tom Hegna throughout the episode.
Topics covered today consist of:
If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.
World renowned economist, CLU®, ChFC®, CASL®, Tom Hegna joins Brad to speak about his key steps to retirement freedom! In this episode Brad asks Tom 18 key questions about retirement, and they will speak briefly on topics including:
The Importance of Guaranteed Income
Finding the Right Mixture of Exposure to Risk/Safety
How to have built in Guaranteed Inflation Protection
Why Tom owns 11 Annuities
What Social Security, Pensions, and Annuities have in common
Life Expectancy Projections for those Near Retirement
If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.
In this episode, Brad dives into the fun comparisons between chasing big bucks (retirement dollars) and chasing BIG BUCKS (deer).
Intricate areas of focus in this episode include:
In todays episode, Brad talks about the importance of ongoing education, and why it is critical that the advisor managing your retirement plan stays up to date on the latest developments in the financial industry, as well as changes to regulations, tax laws, and compliance.
Brad also speaks about:
If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.
Brad shares about the wild episode of Deal or No Deal that reminded him of what pre-retirees experience with stock market losses, as well as dialogue with Ed Slott regarding:
If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.
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