Texas Sized Retirement … Simplified

David Hodson and Glen Hancock
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David Hodson and Glen Hancock of Advanced Financial Strategies is proud to provide a podcast option for people seeking to further their financial literacy and plan for their future. “Texas Sized Retirement … Simplified,” will provide tips and a general road map to help navigate what can seem like a long road to retirement filled with hazards and blind turns. Subscribe and tune in as each episode will provide valuable information regarding income planning, tax minimization, legacy planning, and more! No matter what stage of the retirement journey you are in, “Texas Sized Retirement … Simplified,” strives to help with strategies that build towards your vision.

  1. 3D AGO

    Before You Move Your Money…Listen to This

    What if moving your money – from a 401(k) to an IRA, or from one account to another – has bigger consequences than you realize? In this episode, Dave Hodson breaks down the hidden pitfalls and overlooked advantages of rolling funds between accounts, from tax surprises to the dangers of chasing short‑term returns. He explains why understanding your goals, timelines, and retirement strategy matters far more than simply checking a rollover box. With real client stories, clear guidance, and practical insights, this conversation helps listeners rethink how they handle old employer plans, annuities, Roth conversions, and the mix of buckets they rely on for retirement. Call 800-876-3817, email clientservices@afsretirement.com, or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person. See omnystudio.com/listener for privacy information.

    14 min

  2. JAN 27

    The Retirement Mistake No One Warns You About

    What if the biggest retirement mistake isn’t what you think -- but the way you plan your monthly income? In this episode, financial advisor Dave Hodson breaks down why retirees often struggle after leaving the workforce and how smart planning can prevent panic withdrawals, unexpected taxes, and lifestyle shocks. From handling healthcare surprises to navigating inflation, longevity, rental income gaps, and the role of annuities, Dave explains how to build a sustainable income strategy that mirrors your working‑years stability. If you’ve ever wondered how to retire without feeling like you’re in free‑fall, this conversation offers a clear-eyed roadmap for staying confident and prepared. Call 800-876-3817, email clientservices@afsretirement.com, or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person. See omnystudio.com/listener for privacy information.

    16 min

  3. JAN 6

    Resolutions That Last: Turning Money Goals into Habits

    Why do so many financial resolutions fade by February—and what can you do to make your goals stick this year? In this episode of Texas Size Retirement Simplified, host Glen Hancock explores the psychology and strategies behind successful New Year’s money habits. From the new Trump savings account for kids to maximizing 401(k) contributions and tackling “budget creep,” Glen shares practical tips for turning good intentions into lasting results. Discover how small, consistent actions and smart tax moves can set you up for long-term success, whether you’re saving for retirement or helping the next generation get ahead.   Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person. See omnystudio.com/listener for privacy information.

    22 min

  4. 12/23/2025

    Compound Pounding: The Real Secret to Wealth

    What if the real secret to building wealth isn’t timing the market, but harnessing the power of consistency and compounding? In this episode of Texas Size Retirement Simplified, hosts Glen Hancock and Dave Hodson reveal how steady saving, dollar cost averaging, and disciplined investing can help you weather market storms and grow your portfolio—no matter where you are on your financial journey. Discover practical strategies for overcoming emotional investing, balancing short- and long-term goals, and making your money work harder for you. Whether you’re just starting out or preparing for retirement, this conversation will help you turn small steps into big results.   Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person. See omnystudio.com/listener for privacy information.

    17 min

  5. 12/09/2025

    The Year-End Retirement Checklist You Can’t Afford to Miss

    As the year wraps up, are you overlooking key steps that could shape your financial future? In this episode, David Hodson and Glen Hancock share a practical end-of-year checklist to help you maximize retirement contributions, harvest investment gains and losses, avoid costly RMD penalties, and make the most of charitable giving. They also break down Roth conversions, FSA and HSA strategies, and why a year-end review with your advisor can make all the difference. Whether you’re planning for 2026 or just want to keep more in your pocket, these timely tips can help simplify your retirement plan. Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person. See omnystudio.com/listener for privacy information.

    20 min

  6. 11/25/2025

    When Your RMD Becomes a Tax Time Bomb

    What if your retirement savings grew so much that your required minimum distribution—and the tax bill—left you stunned? In this episode, hosts David Hodson and Glen Hancock break down the “tax time bomb” lurking in large retirement accounts and reveal overlooked strategies to help manage RMDs, minimize taxes, and keep more of your hard-earned money. From qualified charitable distributions to Roth conversions and new provisions in the Secure Act, discover how early planning and smart moves can make a big difference. Whether you’re approaching retirement or already facing RMDs, this conversation highlights the importance of proactive tax strategy. Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person. See omnystudio.com/listener for privacy information.

    17 min

  7. 11/04/2025

    Medicare’s Hidden Costs: What You Need to Know Now | Part 2 of 2

    Did you know your income could make your Medicare premiums surge? In this episode, financial advisor Glen Hancock tackles the hidden costs of Medicare, from IRMAA surcharges to prescription drug expenses and supplemental plans. Discover how retirement, tax planning, and healthcare choices are deeply connected—and why reviewing your coverage each year is crucial. Learn about strategies like qualified charitable distributions, new prescription cost caps, and ways to avoid unexpected expenses. Whether you’re planning for yourself or helping a loved one, this episode sheds light on the real factors that shape your Medicare costs. Part 2 of a 2-part series. Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person. See omnystudio.com/listener for privacy information.

    20 min

  8. 10/21/2025

    The ABCs of Medicare: Why It’s Not as Simple as It Sounds | Part 1 of 2

    Confused by Medicare’s alphabet soup? This episode unpacks the essentials of Medicare open enrollment, revealing what every senior needs to know about choosing between Original Medicare, Medicare Advantage, and Medigap plans. Financial advisor Glen Hancock breaks down the costs, coverage, and critical enrollment periods—plus the real-life factors that make each choice unique. Whether you’re enrolling for the first time or helping a loved one, discover practical insights to protect your health and finances. Tune in for clarity on hospital stays, doctor visits, prescription coverage, and the math behind making the right decision for your retirement. Part 1 of a 2-part series. Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person. See omnystudio.com/listener for privacy information.

    21 min
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Ratings & Reviews

5
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About

David Hodson and Glen Hancock of Advanced Financial Strategies is proud to provide a podcast option for people seeking to further their financial literacy and plan for their future. “Texas Sized Retirement … Simplified,” will provide tips and a general road map to help navigate what can seem like a long road to retirement filled with hazards and blind turns. Subscribe and tune in as each episode will provide valuable information regarding income planning, tax minimization, legacy planning, and more! No matter what stage of the retirement journey you are in, “Texas Sized Retirement … Simplified,” strives to help with strategies that build towards your vision.

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