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Welcome to Retire Wise. Your roadmap to end dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability. Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confide ...
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Creating Income In Retirement
26:51
26:51
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26:51
In this episode, Michael and Tyler tackle a pressing question for today’s retirees: How can you effectively turn your retirement savings into consistent streams of income? With retirement looking very different from our grandparents’ era, understanding how to leverage your Social Security and personal savings is crucial since most of us don't have …
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1
Risk Tolerances in Retirement
33:43
33:43
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33:43
When Bob and Sue sat down for an office visit, they each had different ideas about how much risk they should take with their retirement nest egg. Bob was okay with potential losses if it meant there were also opportunities for growth. Sue, on the other hand, didn't want to lose any of their hard-earned money, even if it meant missing out on potenti…
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1
Tax Myths in Retirement
26:58
26:58
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26:58
There's a common myth out there in the minds of retirees or those getting ready to retire soon. It goes something like this: "My spouse and I will be in a lower tax bracket in retirement". Listen to Michael and Tyler discuss why this may not be the case for most people in retirement and learn about potential tax-efficient strategies to help create …
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