Wealth Talk With Gary Garrison

Informações:

Sinopsis

Gary Garrison - Financially Tuned

Episodios

  • What to Do if You Want to Retire Right Now

    03/07/2021

    During this episode, we’ll look at the steps people who are very close to retirement may want to take to ensure their financial strategies are as solid as possible so they leap into retirement with optimism and confidence.

  • A Guide to Roth IRAs

    23/05/2021

    Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.

  • Breaking down the Biden tax plan

    09/05/2021

    We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.

  • Retirement Expenses to Consider

    14/03/2021

    There are many expenses in retirement. Will they be what you expect? Are you ready to deal with healthcare costs? Do you really know the fees your retirement account has? How will your family and children impact your retirement expenses? This segment looks at potential answers to all of these questions and more.

  • 5 Steps to Prep for a Better Retirement in your Sixties

    13/12/2020

    Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk about how they can help and apply to you and your retirement plans.

  • Avoid Phone Scams/What are Tariffs?

    06/12/2020

    This episode focuses on two topics have recently been in the news Phone Call Scams and Tariffs. Do you know as much as you should about either topic?

  • Answers to Common Financial Questions

    07/11/2020

    In this episode Gary answers the most common questions he gets from clients and listeners regarding finances.

  • COVID-19 financial strategies

    31/10/2020

    While dealing with the COVID-19 economy, you may be able to stabilize your finances by setting clear financial goals, setting priorities and more.

  • Is Your Retirement Prepared for a Bear Market?

    17/10/2020

    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

  • Rollover Precautions

    10/10/2020

    Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.

  • Avoid Common Retirement Strategy Mistakes

    12/09/2020

    In times of economic uncertainty, there can be tremendous value in examining your retirement income strategy to make sure you aren’t falling victim to one or more of the common retirement strategy mistakes that can upend your hopes and goals for retirement.

  • Rollover Precautions

    15/08/2020

    Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.

  • Eight Obstacles to Retirement

    08/08/2020

    The retirement you’ve been dreaming about is possible, if you’re prepared. This episode of Financially Tuned concisely addresses the Eight Obstacles of Retirement: income, life expectancy, taxes, market downturns, rising inflation, Medicare, long-term care and losing your spouse.

  • Retirement Rumors to Ignore

    18/07/2020

    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

  • The Benefits and Drawbacks of Annuities

    11/07/2020

    Annuities can provide a steady stream of retirement income if utilized properly. Find out about different types of annuities, how they work and how/when they may be part of a financial strategy.

  • Financial Review and Analysis Tools

    07/06/2020

    Every project requires the correct tools. When building your financial future, you need the right tools to evaluate and analysis your strategy. This episode examines some potential options.

  • Preparing your Retirement Garden

    23/05/2020

    Getting your finances in order and coming up with a plan for retirement can be a lot like gardening. Find out how in this episode!

  • Rollover Precautions

    10/05/2020

    Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.

  • Eight Obstacles to Retirement

    25/04/2020

    The retirement you’ve been dreaming about is possible, if you’re prepared. This episode of Financially Tuned concisely addresses the Eight Obstacles of Retirement: income, life expectancy, taxes, market downturns, rising inflation, Medicare, long-term care and losing your spouse.

  • Take the Time to Get Your Finances in Order

    11/04/2020

    With millions of Americans currently working from home as the world deals with the coronavirus pandemic, it’s a good time to take control of our finances to better prepare for a strong financial future.

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