<p>Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guidance you need with personalized strategies and effective solutions. "TAG Talks" is committed to equipping you with the necessary knowledge and tools for a fulfilling and secure retirement. Take the opportunity to chart your retirement journey with the insightful and practical advice of "TAG Talks." Contact June via https://TAG-PA.com or at 717-718-5790.</p>
Language
🇺🇲
Publishing Since
2/5/2024
Email Addresses
1 available
Phone Numbers
0 available
July 18, 2024
<p>June is back to continue discussing Ed Slott’s latest book, <a href='https://irahelp.com/timebomb'><em>The Retirement Savings Time Bomb Ticks Louder.</em></a><em> </em> One of the key topics from this episode is the often overlooked role of life insurance in retirement planning. June and Marc also talk about the importance of taking proactive steps while you’re in the “retirement sweet spot” (age 59.5 – 73) when it comes to RMDs, IRMAA, and more. <br/><br/>If you're ready to take control of your retirement planning, June and her team at Transition Advisor Group are here to help!</p><p> <b>Here’s some of what we discuss in this episode:</b></p><p>0:00 – Intro </p><p>1:37 – Life insurance in retirement planning</p><p>5:56 – The retirement planning sweet spot</p><p>10:09 – Finding the right strategy for you<br/><br/></p><p>Get your Retirement Transition Success Kit: <a href='https://www.tag-pa.com/tv'>https://www.tag-pa.com/tv</a> </p> <p>Schedule an appointment: <a href='https://www.tag-pa.com/contact'>https://www.tag-pa.com/contact</a> </p> <p>Find us on YouTube: <a href='https://bit.ly/3SLNt4Z'>https://bit.ly/3SLNt4Z</a> </p>
July 2, 2024
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2310449/open_sms">Send us a Text Message.</a></p><p>June recently appeared on TV to discuss Ed Slott’s latest book, <a href='https://irahelp.com/timebomb'><em>The Retirement Savings Time Bomb Ticks Louder.</em></a><em> </em>Ed is a nationally recognized IRA distribution expert known for his ability to turn complex tax strategies into understandable and actionable advice. As an elite member of his organization, June will share why this book is a must-read for anyone with long-term savings in IRAs or 401(k)s. </p><p> <b>Here’s some of what we discuss in this episode:</b></p><p>0:00 – Intro </p><p>1:24 – Why this book?</p><p>5:23 – The power of life insurance</p><p>9:17 – Being proactive with your tax strategy<br/><br/></p><p>Get your Retirement Transition Success Kit: <a href='https://www.tag-pa.com/tv'>https://www.tag-pa.com/tv</a> </p> <p>Schedule an appointment: <a href='https://www.tag-pa.com/contact'>https://www.tag-pa.com/contact</a> </p> <p>Find us on YouTube: <a href='https://bit.ly/3SLNt4Z'>https://bit.ly/3SLNt4Z</a> </p>
May 30, 2024
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2310449/open_sms">Send us a Text Message.</a></p><p>Each generation is currently facing its own set of financial planning questions as they navigate their unique retirement planning journey. As the financial landscape continues to evolve, it's more important than ever for younger generations to start planning their financial futures early. So, in today’s episode, we’re going to focus on some of the common retirement planning questions of Millennials and Gen Z. </p><p> <b>Here’s some of what we discuss in this episode:</b></p><p>0:00 – Intro </p><p>2:41 – Balancing retirement savings with other goals </p><p>5:57 – Preparing for potential changes to Social Security </p><p>9:39 – Life insurance as a tool for retirement planning</p><p>12:43 – Prioritizing between needs and wants + tools to keep on track<br/><br/></p><p>Get your Retirement Transition Success Kit: <a href='https://www.tag-pa.com/tv'>https://www.tag-pa.com/tv</a> </p> <p>Schedule an appointment: <a href='https://www.tag-pa.com/contact'>https://www.tag-pa.com/contact</a> </p> <p>Find us on YouTube: <a href='https://bit.ly/3SLNt4Z'>https://bit.ly/3SLNt4Z</a> </p>
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at [email protected] for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.