• Retirement Decoded Podcast

  • Auteur(s): Scott Tucker
  • Podcast

Retirement Decoded Podcast

Auteur(s): Scott Tucker
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  • Résumé

  • Welcome to Retirement Decoded with your host, Scott Tucker—where we break down the complexities of retirement planning to give you clear, actionable advice. Whether you’re just starting out or getting ready to retire, Scott’s here to help you make informed decisions and secure your financial future. Tune in each week as we simplify the process and decode the path to a stress-free retirement.

    Disclosure: Insurance products are offered through the insurance business Scott Tucker Solutions, Inc. Scott Tucker Solutions, Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Scott Tucker Solutions, Inc are not subject to Investment Adviser requirements.
    Copyright Jerry Chapin
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Finances personnelles Économie
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Épisodes
  • Episode 13: Roth Conversion Strategy and CD Ladders: Anthony's Financial Game Plan

    Episode 13: Roth Conversion Strategy and CD Ladders: Anthony's Financial Game Plan
    Feb 17 2025
    In this episode, Anthony is considering a Roth conversion for his IRA, but how much should he convert—and how quickly? We dive into the factors that can help Anthony decide on the optimal conversion amount and pace, including tax brackets, future income expectations, and retirement goals. Additionally, we explore the benefits of building a CD ladder as part of his investment strategy, providing a steady income while managing interest rate risk. Whether you're contemplating a Roth conversion or looking to diversify your portfolio with CDs, this episode is packed with actionable insights for smarter financial planning! Set-up your free 15-minute phone consultation at TuckerRetirement.com.
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    18 min
  • Episode 12: Medishare Before Medicare: Gladys' Healthcare Strategy

    Episode 12: Medishare Before Medicare: Gladys' Healthcare Strategy
    Feb 10 2025
    In this episode, Gladys brings up a key healthcare question: Can using Medishare be a smart option before she qualifies for Medicare? We explore the ins and outs of Medishare, a Christian healthcare sharing ministry, and how it compares to traditional health insurance. We'll discuss the potential cost savings, coverage differences, and what Gladys should consider as she plans for the transition to Medicare. If you're in the pre-Medicare phase or looking for alternative healthcare options, this episode will help you navigate your choices with confidence! Contact our Medicare broker for help: TuckerMedicare.com.
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    14 min
  • Episode 11: Awnee's Dilemma - Traditional TSP or IRA, Then Roth Conversion - Whats the Best Move

    Episode 11: Awnee's Dilemma - Traditional TSP or IRA, Then Roth Conversion - Whats the Best Move
    Feb 3 2025
    In this episode, Awnee asks whether she should move her Traditional Thrift Savings Plan (TSP) into an IRA and then convert it to a Roth. We break down the pros and cons of this strategy, including tax implications, the timing of the conversion, and what to consider before making the switch. Plus, we dive into the next big question: How should Awnee invest the money in her new Roth account? Whether you're considering a similar move or want to learn more about optimizing your retirement savings, this episode is packed with practical tips and investment strategies. Set-up your free 15-minute phone consultation at TuckerRetirement.com.
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    21 min

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