The Financial Jungle with Zach Taylor

On this week's show we discuss adjustments you can make on your way to retirement to avoid big mistakes. Important to know your retirement numbers. We will go over the important ones to be aware of for sure. We also have 5 things you should be doing as you near retirement.  If you have any questions about your retirement call Choice Financial Services 405-896-5777. Retire, Retirement, Plan, Planning, Annuity, Insurance, 401K, IRASee omnystudio.com/listener for privacy information.

On this week's show we start with Social Security and how important it is to your overall plan. Inflation is up and down and it will impact your retirement so plan for it. We will also go to school on Annuities. Annuity University class one starts right now. If you have any questions about your own retirement call Choice Financial 405-896-5777. Retire, Retirement, Plan, Planning, Annuity, Insurance, 401K, IRASee omnystudio.com/listener for privacy information.

Proactive strategies for retirement you can apply well before one’s golden years. What kind of fees are you paying inside your portfolio? Do you even know what you're paying? We will discuss. Also this week we will go over common retirement myths that many people believe. If you have any questions call Choice Financial 405-896-5777. Retire, Plan, Save, Retirement, Planning, Saving, Taxes, 401KSee omnystudio.com/listener for privacy information.

Everybody is different and your retirement plan needs to be customized to you. We will go over some strategies to bump up your retirement date. Spending in retirement can be a big adjustment for retirees. Will discuss a few ideas to help you loosen the purse strings. If you have any questions call Choice Financial 405-896-5777. Retirement, plan, planning, saving, 401K, IRA, Roth, TaxesSee omnystudio.com/listener for privacy information.

More than 90 provisions in Secure Act 2.0 and they will impact retirement planning. We will discuss. Following the pandemic the retirement rules changed. We go over the old rule as well as how the rule changed. What does retirement look like if your spouse retires at different time? We will dive in. If you have any questions about your retirement scenario call Choice Financial 405-896-5777. Retirement, Taxes, Planning, Saving, IRA, Roth, 401K, See omnystudio.com/listener for privacy information.

On this week's planning for retirement when you are within 10 years of stepping away. People are leaving their jobs in record numbers so what should you do with your company retirement accounts? We discuss options for the old 401K. Number one fear for retirees is running out of money. We will discuss how to make your dollars last through retirement. If you have any questions about your retirement call Choice Financial Services 405-896-5777. Retire, Savings, Planning, 401K, IRA, TSP, Taxes,See omnystudio.com/listener for privacy information.

On this week’s program we have a few pointers for when you get to that 10 year pre-retirement window. What should you be focusing on? We will discuss rising inflation and the impact it will have on your retirement. We will also get into the different stages of retirement and how to prepare for them.  If you have any questions about retirement call Choice Financial 405-896-5777. Retirement, Planning, Saving, Roth, 403B, IRASee omnystudio.com/listener for privacy information.

On this week's show we talk distribution strategies that can help make your money last in retirement. Creating that income plan for retirement takes center stage this week as well. We will also get back to basics with simple steps that will help you on your way to that big retirement day. If you have any questions about your retirement call Choice Financial 405-896-5777. Retirement, Savings, Planning, 401K, IRA, 403B, RMD,   See omnystudio.com/listener for privacy information.

On this week’s edition we discuss confidence in retirement being at low, dropping to near 2008 levels. We will tell you why, plus offer suggestions to keep you on track. The market will have it's swings. How do you handle it? We will discuss. We will also identify mistakes to avoid when planning for your retirement. If you have any questions about your retirement call Choice Financial Services 405-896-5777. Retirement, Savings, Planning, 401K, IRA, 403B, RMD, See omnystudio.com/listener for privacy information.

A lot of you have 401K’s through work, but have you thought about pairing it with a Roth IRA? We will take a look at why this may compliment your overall plan. Secure Act 2.0 and what it means to retirement planning. Famous quotes making the program this week and how they relate to retirement planning. If you have any questions about your own retirement situation call Choice Financial 405-896-5777. Retirement, Retire, Savings, Plan, Planning, 401K, Roth, IRA See omnystudio.com/listener for privacy information.

Do you have a “worry” list? We do, but we also have suggestions to ease your pain. Couple heading into retirement need to be on the same page and you will be shocked to find out that many are not. We will also go over strategies to stretch your retirement dollars.   If you have any questions about today’s show or your own retirement call Choice Financial 405-896-5777. Retirement, Medicare, Roth, Planning, Fund, Savings, IRA, TSP, Diversification, Balance,See omnystudio.com/listener for privacy information.

Coming on this edition of The Financial Jungle we will go over strategies for regular dependable income in retirement. Inflation is having a big impact on retirement and we discuss. Deep dive on annuities and if they might be a good fit for your retirement plan. If you have any questions about retirement call Choice Financial 405-896-5777. Retirement, Savings, Planning, Plan, Save, Roth, Invest, IRA,See omnystudio.com/listener for privacy information.

On this edition we head to Hollywood for a few movie clips that provide some financial planning advice. Some good and some not so good. Market Volatility seemingly constant, step back and focus on what you can control. Planning ahead for retirement is vital, and today we go over some key factors to consider.  If you have any questions concerning your retirement call Choice Financial 405-896-5777. Planning, Retirement, Finances, Financial, Taxes, 401K, IRA, Roth,See omnystudio.com/listener for privacy information.

On this edition we take a look at the most frequent questions about financial planning that are typed into search engines. These are the questions you want answers to and we have them. Moving from accumulation to distribution of your retirement accounts can be tough to adjust to actually doing we will discuss. You look like you need a retirement planning check up so get ready here it comes. If you have any questions about your retirement call Choice Financial Services 405-896-5777. Retirement, Transition, Planning, Plan, 401K, IRA, Taxes, RMD,See omnystudio.com/listener for privacy information.

On this week's show we will go over red flags you need to be aware of, if you’re hearing these from your current advisor look out! Deep dive on how the Roth IRA can work for you and there are many risks in retirement and we'll go over some key ones to avoid. If you have any questions call Choice Financial 405-896-5777. Retire, Retirement, Savings, Plan, Planning, ESG, 401K, IRA, 403B,See omnystudio.com/listener for privacy information.

On this week’s show the recent bank failures has many people nervous. What does it mean for retirement planning? Crypto conversation, it's the hot topic. Common sense is needed in retirement planning and we discuss some facts you need to know.  If you have any questions about today’s show or your retirement call Choice Financial Services 405-896-5777. Retirement, Strategy, Planning, Risk, FDIC, 401K, Roth, IRA  See omnystudio.com/listener for privacy information.

On this week’s show we start with things you can do right now to help your money last through retirement. Getting older has benefits when it comes to taxes we will discuss. Today we will also tackle expenses that can erode your retirement. If you have any questions about your retirement call Choice Financial 405-896-5777. Retire, Savings, Planning, Roth, 401K, Annuity, Insurance,See omnystudio.com/listener for privacy information.

On this week’s show we will talk all things retirement. Strategies that can shape your retirement income will be our first stop. Creating your retirement income is crucial and we have a few tips. We will also give you basic steps to make sure your retirement is tracking in the right direction. If you have any questions call Choice Financial 405-896-5777. Retirement, Savings, Pension, 401K, Socialsecurity, Taxes, See omnystudio.com/listener for privacy information.

On this week’s show we discuss some “Do’s” and Don’ts when it come to your retirement savings. 4 ways retirement planning changes once you reach age 50. There are certain things scaring seniors when it comes to their retirement. If you have any questions about your retirement call Choice Financial Services 405-896-5777. Retirement, Planning, Savings, Roth, Annuities, Federal, Reserve, Interest, Rates,See omnystudio.com/listener for privacy information.

On this week's show we have tips to make sure you don’t run out of money in retirement. Inflation can be a retirement killer so what can you do? We discuss. Is an annuity a good fit for your retirement portfolio? Great question and we dive in on this week's show. If you have any questions call Choice Financial Services 405-896-5777. Retire, Retirement, Planning, Savings, Roth, IRA, 401K, Annuity,See omnystudio.com/listener for privacy information.