Wealth Talk With Gary Garrison

On this episode, we discuss the key elements of a 10-year retirement checklist.

This episode underscores the fundamental importance of having an estate plan in place, regardless of your age or net worth. We delve into the essential components of an estate plan, such as wills, trusts, and powers of attorney, explaining how they protect your assets and ensure your wishes are honored. Learn why proactive estate planning provides peace of mind and safeguards your loved ones from unnecessary legal and financial burdens in the future.

During this episode we’re going to discuss the two hottest current financial news stories: The tariffs, the market downturns, and it's affect on your 401(k).

During this show, we’ll consider if you should plan to live to 95, five steps retirement steps, and building a retirement budget.

During this show, we’ll examine retirement steps when you’re 10 years, five years, and one year from retirement.

During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.

During this episode, we’ll discuss eight signs that could tell you that you’re ready to retire as well as traits that lead to more retirement savings.

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

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.

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.

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.

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.

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

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.

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

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.