EPISODES

On this episode of Your American Retirement, Randy continues the Smart Retirement Plan Series by discussing guaranteed income and fixed indexed annuities. We also discuss ten tips for a successful retirement. Book a Free Consultation with Randy Here. Call today by...

On this episode of Your American Retirement, Randy explains the importance of reviewing your retirement plans to ensure success. Are you following these essential retirement rules? Find out on this week’s show. Finally, Randy shares some important updates from Secure...

On this episode of Your American Retirement, Randy shares 10 reasons why annuities make sense, along with the types of annuities to consider adding to your portfolio. Plus, Randy breaks down important updates regarding Secure Act 2.0 and why it matters for your...

In this episode, Randy outlines his secret formula for a happy and healthy retirement. He also lists things you want to eliminate from your current plan to maximize returns and minimize stress during your golden years. Plus, Randy details annuities, compound interest...

On this episode of Your American Retirement, Randy goes into detail and outlines a plan for maximizing your income and living a stress-free retirement. Plus, Randy explains the changes to Required Minimum Distributions in 2023 and IRS penalties you will want to avoid...

Are you paying too much for your retirement plan? This week, Randy discusses some strategies for eliminating unnecessary fees, taxes and expenses so you can live the retirement lifestyle you deserve. Book a Free Consultation with Randy Here. Call today by dialing...

Randy goes over Required Minimum Distributions and explains how to keep the IRS out of your retirement plans. Plus, a warning about scam artists targeting pre-retirees and retirees, the difference between paychecks and playchecks – and much more! Book a Free...

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...

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....

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...

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...

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

Randy reviews Medicare parts A, B and C to help you make informed decisions during this Annual Enrollment Period (AEP) Plus, an in-depth look at Social Security benefits and understanding how to maximize your monthly income. Book a free consultation with Randy here....

Randy discusses the Social Security cost of living adjustment (COLA) and how it will affect households across the country as we enter the holiday season. Plus, Randy explains Medicare parts A, B and C in great detail so you can be well-informed during this Annual...

Randy helps listeners understand how they can get more guarantees in their retirement plans. Would you rather have a “sure-thing” or a “what-if” when it comes to your hard-earned money? With the Annual Enrollment Period for Medicare also upon us, Randy walks listeners...

Randy and Kale discuss what you need to know about Medicare and how to fund your healthcare expenses throughout your lifetime. They also talk about some rules to keep in mind when planning for retirement, and share the quote of the week. Book a free consultation here....

On this week’s show, Randy and Kale discuss the ins and outs of social security, and offer additional solutions for generating retirement income. Are your savings safe and protected from loss? Are fees holding-back your portfolio? Schedule a free meeting with Randy...

Randy and Kale continue the Smart Retirement Plan series with a discussion of Smart Review and Smart Income Streams. It’s important to have your finances reviewed at least once a year to ensure you are on track to reach your goals. Let us help you by providing a free...

 Randy and Kale explain the first three components of a smart retirement plan. Tune-in over the next few weeks to hear the complete smart retirement plan series. Are your retirement savings safe and protected from loss? Are fees holding-back your portfolio? Call today...

Erick explains why you should have your personal finances reviewed annually to ensure you are on the right path. Consider replacing your bonds with annuities to delete portfolio fees and guarantee yourself an income for life. Call Erick today at 352-616-0511 Book a...