Najlepsze podcasty z kategorii: Garry Thurman (2024)

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Preserving Your Wealth for Your Retirement 48:41

2d ago48:41

48:41

On this week's show it's great to save money, but true wealth preservation goes way beyond that. It's all about making smart choices that keep your finances healthy and secure both now and in the future. We've got eight ways to preserve your wealth coming up today on Plan Today, Own Tomorrow. If you have any questions about your retirement planning…

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Importance of Estate Planning and Your Retirement 48:52

9d ago48:52

48:52

Retirement isn't just about securing your future, it's also about creating a legacy. On the show this week, we'll discuss essential estate planning strategies from wills and trusts to tax-efficient wealth transfers that ensure your hard-earned assets are passed on to your loved ones and your legacy will live on. If you have any questions about your…

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Sweet Discussion Involving Retirement Planning 48:43

16d ago48:43

48:43

Coming up on Plan Today, Own Tomorrow, everyone on the show is going trick or treating. We are going house to house for the Halloween sweets that symbolize the richest retirement planning strategies. Don't miss this candy craving celebration that can get your cash up. If you have any questions about your retirement planning call Guardian Investment…

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Your Health and Planning for Retirement Go Hand in Hand 50:15

23d ago50:15

50:15

Coming up on Plan Today, Own Tomorrow, we're talking about how health takes center stage as you approach retirement. Is your financial plan prepared for what's ahead? Tanner Moore, Senior Healthcare Advisor and Advisor Bobby Futch are driving the show this week as Garry Thurman is on assignment. If you have any questions about your retirement plann…

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Planning to Retire Soon? Stay Tuned 48:46

1M ago48:46

48:46

It's going to be a big year for those that are planning to retire in 2025. If that's you, we've got some things you need to do before saying goodbye to 2024. What's Love got to do with retirement? Love Language quiz and how it relates to planning for your future on this week's show. If you have any questions concerning your retirement call Guardian…

1
Four Seasons of Retirement, Don't be left out in the Cold 48:53

1M ago48:53

48:53

Coming up on Plan Today, Own Tomorrow, we're going to celebrate the changing of the seasons and make sure you don't get left out in the cold. Don't miss our special seasonal tips that you need to know to maximize financial success from the sunny start of the spring to the freezing chill of winter. If you have any questions about your retirement pla…

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Real Emotions and How they Relate to Retirement Planning 48:49

1M ago48:49

48:49

On this edition of Plan Today Own Tomorrow, it's time to get in touch with your feelings. We all have six main emotions, and we're going to talk about making each one of them work for you so that your financial future feels ideal. If you have any questions about your retirement planning call Guardian Investment Advisors 800-517-1575 or click here t…

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Don't Be Overwhelmed by Retirement Planning 48:53

2M ago48:53

48:53

While we all understand the importance of saving for retirement, the multitude of choices and financial advice can often leave us feeling a little bit overwhelmed. To simplify the process, let's explore some crucial retirement guidelines If you have any questions concerning your retirement call Guardian Investment Advisors 800-517-1575 or click her…

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The Moving Parts of Retirement Planning that you Need to Know 48:41

2M ago48:41

48:41

Most of the financial articles you read are about the importance of saving for retirement. Saving is important, but generally it isn't enough to retire successfully. Retirement has lots of moving parts and we're going to break them all down next on Plan Today on Tomorrow. If you have any questions concerning your retirement call Guardian Investment…

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Retirement Prescription for Financial Health 48:50

2M ago48:50

48:50

Coming up, we're going to write you a prescription for financial health and talk about financial diseases that retirees should avoid. Stay with us if you want to stay healthy, wealthy, and happy. If you have any questions concerning your retirement call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Retire, Plan, Budg…

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Latest and Hottest Topics on Retirement 48:44

3M ago48:44

48:44

Coming up on Plan Today on Tomorrow, what are the hot topics on everyone's mind when it comes to retirement? The election, inflation, interest rates, and taxes. We hit it all on today's show. If you have any questions concerning your retirement call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Retiring, Planning, Sa…

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Planning for Retirement Can be Daunting, We have Helpful Tips 48:57

3M ago48:57

48:57

Planning for retirement can be daunting, but knowing the pitfalls can make all the difference. From delaying your planning to understanding your future costs, these missteps can significantly impact your retirement. We'll show you some proactive strategies to sidestep these common errors and secure a comfortable and stress -free retirement If you h…

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Plan Today, Own Tomorrow: To Roth or Not to Roth? 48:35

3M ago48:35

48:35

On this week's show: A question we often hear is, should I do a Roth conversion? As you might expect, the answer depends on the circumstances. We'll highlight some reasons when it might make sense, and when it might not, today on Plan Today on Tomorrow. If you have any questions about your own retirement call Garry Thurman, Guardian Investment Advi…

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10 Surprising Stats About the State of Retirement in America. 48:31

3M ago48:31

48:31

On this edition of Plan Today Own Tomorrow 10 retirement stats that may surprise you. The stats include the fact that many Americans have saved for retirement, but have failed to plan. The stats also include that many of us are not factoring in longevity and what that will mean to your overall retirement. If you have questions about your own retire…

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Avoiding Bad Habits and Building Wealth for Your Retirement 48:27

4M ago48:27

48:27

We've met with countless individuals struggling to break free from the rat race. Even though they have good paying jobs, they seem stuck in middle class, barely making ends meet. It's all about money habits that prevent them from building wealth. On today's show, we're gonna explore habits and how to avoid them to build super wealth. If you have an…

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Top Retirement News Stories and Retirement Regrets to Avoid 48:40

4M ago48:40

48:40

On this edition of Plan Today Own Tomorrow we go over top retirement news stories making headlines. Hindsight is 20-20 so we will also talk about retirement regrets and how to avoid them. Big retirement planning concerns are out there and are you ready for them? If you have any questions concerning your own retirement call Guardian Investment Advis…

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Finding the Right Financial Advisor is Important 48:23

4M ago48:23

48:23

On this edition Of Plan Today Own Tomorrow, how can you find a financial advisor and not just any financial advisor, but the right financial advisor for you? Today we will walk through the steps to make sure you're doing just that. If you have any questions about your retirement situation call Guardian Investment Advisors 800-517-1575 or click here…

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Investing After You’re Retired, Should You Do it? 48:19

5M ago48:19

48:19

On this edition we dig into investing and timing. Should you continue to invest after retirement? Asset allocation as you enter into retirement can be key and we will tell you why that’s the case. Once you retire withdrawing money from accounts has a science to it and the science may be different depending on your situation. If you have any questio…

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Unprecedented Times Calls for Dialed in Retirement Planning 48:26

5M ago48:26

48:26

On this week’s show we look at the landscape we are currently in and how important being ready financially is for retirees and pre-retirees. Artificial Intelligence(AI) is here to stay and we will discuss what that means for financial planning. We will also give you important questions to ask when considering working with a financial advisor. If yo…

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Potential Surprises in Retirement and how to Deal with Them 48:48

6M ago48:48

48:48

On this week’s show we discuss possible surprises that if you’re not ready for them can wreck your retirement goals. Is your 401K doing all it can for you? We will dive in. We go into real numbers and what they mean, CPI, inflation, all coming up on today’s show. If you have any questions regarding your retirement contact Guardian Investment Adviso…

1
Plan Well Gain Peace of Mind 48:50

6M ago48:50

48:50

On this week’s show we discuss the current state of the economy and what it could mean for retirement. What are we most afraid of as we head toward retirement? Great question and we will discuss some answers. Every retirement journey will encounter rough patches so it’s important to recognize them and maneuver. If you have any questions contact Gua…

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Proposed Biden Tax plan and What it Means & Identifying Retirement Misconceptions 49:01

6M ago49:01

49:01

On this week’s show President Biden's proposed tax plan and what it means. Retirement misconceptions that can be detrimental to planning. We will also discuss the little things that can make a big difference in planning for your golden years. If you have questions about your own planning call Guardian Investment Advisors 800-517-1575 or click here …

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Retirement Planning Regrets and How to Avoid Them 48:47

7M ago48:47

48:47

On this week’s show we talk regret. Could of, should of, or would of is not what you want to be saying about your retirement. We go over some big ones and how you to avoid them. How can you achieve a carefree retirement? We dive in on planning for your retirement success. If you have any questions concerning your retirement call Guardian Investment…

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Tips to Get you to and Through Retirement 48:55

7M ago48:55

48:55

On this edition of the show we tackle tips to help you get to retirement. We will discuss the latest as well as the tried and true. Couples headed to retirement need to be on the same page, but many are not. Managing our retirement savings and stretching our retirement dollars is vital so we have suggestions. If you have any questions concerning yo…

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Inflation can Deflate Your Retirement, Plan to Avoid it. 48:30

7M ago48:30

48:30

On this week’s show we jump on the dangers of inflation and what it could mean to retirees. We have questions you need to be asking your advisor if you haven’t already. Everybody could make some mistakes when it comes to retirement so we thought we would point out some big boo-boos so you can avoid them. Don’t be misled when it comes to the noise t…

1
Taxes in Retirement, What’s Taxable, What’s Not, Important Things to Know. 48:47

7M ago48:47

48:47

On this week’s show we discuss navigating taxes in retirement. The Roth is one tool that has been around since the late 90’s and we will discuss the benefits. We talk bucket list and the importance of incorporating that list into your overall plan. If you have any questions call Guardian Investment Advisors 800-517-1575 or click here to visit our w…

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No Mulligans/Do-overs in Retirement Planning 48:52

8M ago48:52

48:52

On this week’s show we discuss the parallels between the game of golf and retirement planning. We get into life lessons we can learn from planning for our retirement years. If you have any questions call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Retirement, Saving, Planning, Roth, IRA, 401K, Healthcare, Legacy Se…

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Worst Financial Advice On Social Media, Watch Out 48:42

8M ago48:42

48:42

On this week’s program we tackle big old social media and influencers that spout potentially harmful advice when it come to your retirement planning. Planning for retirement will include many pieces to your retirement puzzle and missing even the smallest piece can cause big problems. We will go over details you need to be sure to include in your pl…

1
Retirement Planning Concerns that Matter 48:19

8M ago48:19

48:19

On this week’s show how the higher cost of living we are experiencing will impact you in retirement. We discuss the big three hurdles you will need to clear. The 4% rule that many follow when withdrawing funds in retirement is dated and we will explain why. We will also throw questions out that you need to have the answers for while planning. We wi…

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Are You Ready to Retire Early? Do You Even Know if You Can? 48:33

8M ago48:33

48:33

On this week’s show we discuss retiring early and what it will take before you pull the trigger. Making your money last through your retirement is the goal, and having a customized retirement plan can guide you. We will also tackle some real tough questions that many don’t want to tackle. If you have any questions about your own retirement call Gua…

1
Avoid the Madness in Retirement, Have a Plan 48:52

8M ago48:52

48:52

On this edition we dive into hoops, analogies, and tie it to retirement planning. Sound fun? Buckle up and learn something. Knowing and mastering fundamentals in basketball is a key to success and the same can be said for planning for retirement. Learning from the legends of coaching can help in the game of retirement. If you have any questions con…

1
Guardian Investment Advisors Travels To Nashville 48:48

9M ago48:48

48:48

On this week's Plan Today Own Tomorrow, Garry recounts the firms trip to Nashville. Also today what steps should you be taking to strengthen your finances in the new year? Women and retirement, have some differences that need to be factored in and we will discuss. Achieving financial happiness in retirement is possible, but will a different path fo…

1
Is it Time to Breakup with your Advisor? 48:50

9M ago48:50

48:50

Coming up on this week's show, is it time to breakup with your current advisor? We will discuss by starting the conversation with Tiger Woods and the split with Nike. We will dive into signs that may indicate it's time to consider a change. If you have any questions call Guardian Investment Advisors 800-517-1575 or click here to visit our website. …

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An Estate Plan is Essential to Your Retirement Plan 48:59

9M ago48:59

48:59

Coming up on this week’s show we will go over an important piece of your retirement planning puzzle, the estate plan. What goes into a complete estate plan? We will discuss the ingredients to a solid estate plan. We will also cover the worst retirement advice and what to do if you are following it. If you have any questions concerning your retireme…

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What’s in store for 2024 if You are nearing the Financial Red zone 48:16

9M ago48:16

48:16

On this edition we dive in on Secure Act 2.0 provisions already in play, plus what is coming in 2024. We will also focus on often overlooked questions that can have a big impact on your retirement. If you have any questions concerning your own retirement scenario call Guardian Investment Advisors 800-517-1575 or click here to visit the website. Ret…

1
The Parallels Between Retirement Planning and Football 48:42

10M ago48:42

48:42

On this week’s show we have some fun discussing the similarities between game planning for football and mapping out your retirement. We will give you some memorable quotes from the game of football and how we can apply that to retirement. Retire like a champ in 4 easy steps. If you have any questions call Guardian Investment Advisors 800-517-1575 o…

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Retirement is all About Change, are you Ready? 48:19

10M ago48:19

48:19

On this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to what we all know as traditional retirement. Exchanging…

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You've Heard of The Bucket List for Retirement, But Have You heard of the Un-bucket List? 48:38

10M ago48:38

48:38

On this week’s show we will discuss the “Un-bucket” list and why you may want to avoid this list if you can. Retirement with a partner can be seamless, but it will take a plan and teamwork. We will discuss getting on the same page for retirement as a couple. How do you know if you’re ready for retirement? We will reverse engineer it by highlighting…

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New Year's Financial Resolutions 48:41

10M ago48:41

48:41

On this week’s show new year financial resolutions. What steps should you be taking to strengthen your finances in the new year? Women and retirement, have some differences that need to be factored in and we will discuss. Achieving financial happiness in retirement is possible, but will a different path for each of us. If you have any questions cal…

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Don’t be Your Own Worst Enemy When it Comes to Your Retirement. 48:49

11M ago48:49

48:49

On this week’s show will discuss mistakes you could make in retirement planning and how to avoid them. Is your portfolio stressed? If so how do you relieve the pressure? We will dive in. We have steps to take to make sure you are ready to retire. If you have any questions about your retirement call Guardian Investment Advisors 800-517-1575. Retirem…

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Getting Ready a New Year When it Comes to Your Retirement Plan 48:16

11M ago48:16

48:16

On this week’s show we give you simple steps to prepare for the new year in regards to your retirement. We get into the most important questions you need to be asking about retirement and answer them. Nest egg protection during a volatile market requires portfolio analysis and action. If you have any questions about your retirement scenario call Gu…

1
Financial Planning lessons with Help from Hollywood. 48:12

11M ago48:12

48:12

The importance of financial planning for retirement is a subject we focus on each week. Our friends in Hollywood have long used the subject as a source for comedy. We will provide a few examples, but also stress how serious this is for you as you move toward your own retirement. If you have any questions about retirement planning call Guardian Inve…

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Financial Demands that will Impact Your Retirement 48:56

12M ago48:56

48:56

On this week’s show we discuss financial demands that can impact your nest egg as you move toward retirement. Healthcare needs, Inflation, and taxes to name three. What are the top three stressors that retirees are facing? We will dive into a Principal survey that will give us answers. Positive mindset is vital as you plan for and move into retirem…

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Year end is Near, Make Sure your Retirement Plan is Ready 48:45

12M ago48:45

48:45

On this week’s show we discuss things you should be doing as the year comes to end when it comes to retirement planning. Also this week changes in social security you need to be aware of moving forward. We want retirement to be the best that it can be, so we have some planning pitfalls to avoid. If you have any questions concerning your retirement …

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Do’s & Don’ts of Retirement Planning 48:31

1y ago48:31

48:31

On this week’s show we get into the “Do’s and Don’ts” of retirement planning. Facing your financial fears heading into retirement is very important. First step is identifying those fears and then work on how to overcome those fears. If you have any questions or concerns about your retirement call Guardian Investment Advisors 800-517-1575. Retiremen…

1
Why are People not Working with a Financial professional? 49:00

1y ago49:00

49:00

On this week’s show we discuss why some people are not meeting with and planning with a financial professional. We will also explain why you should be meeting and planning with a financial professional. Several case studies on today’s show lets see how our host will handle it. If you have any questions about your retirement call Guardian Investment…

1
Medicare Myths 48:49

1y ago48:49

48:49

On this edition of Plan Today Own Tomorrow, Senior Healthcare Advisor Tanner Moore hosts as we dive into medicare. There are many myths concerning medicare that are out there. Today we will dispel those falsehoods. If you have any questions concerning Medicare call Guardian Investment Advisors 800-517-1575. Retirement, Planning, Medicare, Part A, P…

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Financial Stability in Retirement 48:51

1y ago48:51

48:51

On this week’s show we dive into a recent Northwestern Mutual Study on Financial instability. We will offer up a few tips so you can retire with confidence. Scams are seemingly every where and they tend to target our older age groups that are already in retirement. We will identify the latest 3 layer scam today that has been causing headaches for m…

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The Retirement Landscape and How it Looks for the Baby Boomers 48:47

1y ago48:47

48:47

On this week’s show we will take a look at the retirement landscape as it applies to the Baby Boomer generation. Why are people putting off planning with a seasoned professional? That’s a great question and we will give you our reasons why we think it’s happening. We will also play financial planning ‘Fact or Fiction”. If you have any questions abo…

1
Big Retirement Planning Fears and a Special Guest 48:00

1y ago48:00

48:00

On this week's show Garry Thurman will welcome his good friend Prashant Sabapathi to the show. Prashant is a Fiduciary Advisor in the Baltimore Maryland/DC area. We start with Retirement Planning fears and then both Garry and Prashant will chime in on how they are helping their clients retire with confidence. If you have any questions with your ret…

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