Wealth Talk with Gary Garrison

Gary Garrison

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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. This show is dedicated to the small things that make a significant difference.

2 THG 3

Women’s Retirement Planning Needs

During this episode, we’ll examine and discuss retirement steps that are unique to women.
2 THG 2

Social Security in 2025

During this episode, we’ll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.
26 THG 1

Navigating Your IRA_401K with a New President in Office

A new president brings potential changes to tax laws and economic policies, which can significantly impact your retirement savings. In this episode, we'll explore how a new administration's policies could affect your IRA and 401(k) contributions, withdrawals, and overall investment strategies. We'll provide actionable advice on how to navigate these potential changes and ensure your retirement plan remains on track.
19 THG 1

Ways to Protect Against Long-Term Care Costs

In this episode, we delve into the often-overlooked but crucial topic of long-term care costs. We'll explore the various options available to protect your assets and ensure you receive the care you need in the future. From customizable hybrid insurance to innovative financial strategies, we'll provide you with the knowledge and insights to make informed decisions about your long-term care planning.
12 THG 1

Account Rollovers and Conversions

This episode dives deep into the world of account rollovers and conversions. We'll explore the different types of accounts, the tax implications of each, and provide actionable advice on how to navigate the complexities of transferring your retirement savings. Whether you're changing jobs, consolidating accounts, or simply looking to optimize your investment strategy, this episode will equip you with the knowledge you need to make informed decisions about your financial future.
22/12/2024

Why now is the time to consider adding Annuities to your tool belt!

Why now is the time to consider adding Annuities to your tool belt!
15/12/2024

Add These to Your Anti-Bucket List

On this show, we’re going to discuss items you’ll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.
08/12/2024

Reducing Taxes on Retirement Withdrawals

During this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.
24/11/2024

Rollover or Stay Put?

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

9 tập

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. This show is dedicated to the small things that make a significant difference.

Nhà sáng tạo

Gary Garrison
Năm hoạt động

2 N
Tập

9
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Wealth Talk with Gary Garrison

Wealth Talk with Gary Garrison

Tập

Women’s Retirement Planning Needs

Social Security in 2025

Navigating Your IRA_401K with a New President in Office

Ways to Protect Against Long-Term Care Costs

Account Rollovers and Conversions

Why now is the time to consider adding Annuities to your tool belt!

Add These to Your Anti-Bucket List

Reducing Taxes on Retirement Withdrawals

Rollover or Stay Put?

Giới Thiệu

Thông Tin