by Sam Davis | Dec 17, 2022 | Episodes
On this week’s show, Randy explains how you can avoid Required Minimum Distributions and kick the IRS out of your retirement plan. Plus, he explains how to make 2023 your best year yet with his financial checklist. Book a Free Consultation with Randy Here. Call today...
by Sam Davis | Dec 9, 2022 | Episodes
Randy lists the seven questions he can help you answer during your free retirement consultation, and shares some tips for saving money this holiday season. Plus, a relatable story about living comfortably during retirement. Book a Free Consultation with Randy Here....
by Sam Davis | Dec 2, 2022 | Episodes
On this week’s show, Randy discusses the steps you should be taking in 2023 to become financially secure. Plus, he dives into what retirees fear the most, and the updated tax brackets for 2023. Book a Free Consultation with Randy Here. Call today by dialing...
by Sam Davis | Nov 11, 2022 | Episodes
On this week’s show, Randy shares a social security checklist to help maximize your benefits, and shares a personal story about how helped a client navigate the social security minefield. Plus, more information about Medicare and the Annual Enrollment Period. Book a...
by Sam Davis | Nov 1, 2022 | Episodes
Randy discusses Medicare options and Medicare advantage plans. Plus, he explains important information about Social Security, taxation of benefits and details benefits related to ex-spouses. Book a free consultation with Randy here. Call today by dialing 866-990-7664...
