48 episodes

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. Operation Retirement is dedicated to the small things that make a significant difference.

Operation Retirement Tom Lowry

    • Investing

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. Operation Retirement is dedicated to the small things that make a significant difference.

    The SECURE Act and Your Financial Plan

    The SECURE Act and Your Financial Plan

    The SECURE Act is changing the way you can utilize and pass on your IRA's and retirement accounts. You need a written financial , retirement and legacy plan. In todays show special guest host Rosemary Ballance talks about the process to get a complementary consultation and get a written plan.

    All About 401(k) Rollovers

    All About 401(k) Rollovers

    What happens if you leave a job or are considering rolling your 401(k) over? Today we tackle this question and more regarding your 401(k) or 403(b).

    Annuities: Perceptions Versus Realities

    Annuities: Perceptions Versus Realities

    The financial media is flooded with information about annuities. Some of it may be good to know. Some may not be. How can you filter the perceptions that are rooted in reality from the ones that aren’t?

    The SECURE Act: Changes to IRAs

    The SECURE Act: Changes to IRAs

    Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

    Make Estate Planning Great Again!

    Make Estate Planning Great Again!

    You’ve worked hard saving money for your future and any loved ones or organizations that you care about. It may be easy to feel overwhelmed by the legacy planning process, but there are steps you can start taking today to make the process less daunting. In this episode we give you helpful tips and strategies to accomplish this.

    Medicare – A Beginner’s Guide

    Medicare – A Beginner’s Guide

    Medicare can be a confusing subject. There are so many parts, rules and regulations. Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare.

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