Texas Sized Retirement … Simplified
di David Hodson and Glen Hancock
Ultimo episodio
Could Losing a Spouse Increase Your Taxes Overnight?
Could Losing a Spouse Increase Your Taxes Overnight?
Informazioni su questo podcast
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.
Episodi
I 20 episodi più recenti su 40
- Could Losing a Spouse Increase Your Taxes Overnight? · 20 minLosing a spouse is heartbreaking, but what if the financial impact is far greater than most families ever expect? In this episode of Texas-Sized Retirement...Simplified, Dave…
- What Replaces Your Paycheck When You Retire? · 22 minFor decades, a paycheck showed up like clockwork. But what replaces that reliability when retirement begins? In this episode of Texas-Sized Retirement...Simplified, Dave Hodson…
- What Happens When Every Day Feels Like a Weekend in Retirement? · 21 minCould lifestyle creep quietly derail your retirement without you even noticing? In this episode of Texas-Sized Retirement Simplified, Dave Hodson and Glen Hancock explore how…
- What Financial Wisdom Should Every Grandparent Pass Down? · 28 minWhat money lessons do grandparents hope their families will carry long after they're gone? In this special Grandparents Day episode, financial advisors and proud grandfathers…
- A New Way to Build Wealth for the Next Generation · 17 minWhat if a simple account could give the next generation a financial head start? In this episode, Dave Hodson and Glen Hancock break down the new “Trump Accounts for Kids,”…
- The Long-Term Care Plan Most People Don’t Have · 20 minWhat if one unexpected health event could change everything about your financial future? In this episode, Dave Hodson and Glen Hancock dive into the realities of long-term care…
- Why Your Cash Might Be Working Against You · 16 minCould your savings be quietly losing value—even while it looks like it’s growing? In this episode, Glen Hancock explores the concept of “lazy money” and why cash sitting in…
- The Hidden Cost of Caring for Aging Parents · 20 minWhat if caring for a loved one quietly puts your own retirement at risk? In this episode, Dave Hodson and Glen Hancock dive into the real financial and emotional impact of…
- Timeless Investing Lessons from Warren Buffett · 18 minWarren Buffett stepping down at 95 isn’t just the end of an era—it’s a chance to revisit the timeless principles behind his success. In this episode of Texas‑Sized…
- Annuities Explained: What Most People Get Wrong · 19 minAnnuities are being purchased at record levels—but most people still aren’t sure what they actually are. In this episode of Texas Size Retirement...Simplified, financial advisors…
- Why Passion Doesn’t Retire: A Conversation with Paul Overstreet · 12 minWhat keeps someone creating, contributing, and moving forward after decades of success? In this episode, Dave Hodson and Glen Hancock sit down with legendary country music artist…
- Estate Planning Isn’t About Stuff—It’s About Family · 23 minEstate planning isn’t just paperwork—it’s the story your life leaves behind. In this episode of Texas Sized Retirement …Simplified, David Hodson and Glen Hancock of Advanced…
- Simple Wills, Big Consequences: What Families Learn Too Late · 19 minMost people avoid estate planning because they think it’s only for the wealthy — until a simple mistake creates years of stress. In this episode of Texas Sized Retirement…
- Before You Move Your Money…Listen to This · 14 minWhat 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…
- The Retirement Mistake No One Warns You About · 16 minWhat 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…
- Resolutions That Last: Turning Money Goals into Habits · 22 minWhy 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…
- Compound Pounding: The Real Secret to Wealth · 17 minWhat 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…
- The Year-End Retirement Checklist You Can’t Afford to Miss · 20 minAs 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…
- When Your RMD Becomes a Tax Time Bomb · 17 minWhat 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…
- Medicare’s Hidden Costs: What You Need to Know Now | Part 2 of 2 · 20 minDid 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…
