In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 20 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.

Erin Kennedy is the Director Of Communications at Brookstone Capital Management. Erin helps advisors make their messaging clear, effective, and concise in order to help them educate their clients. John and Tom will talk about how Erin has helped them in both of their practices and her own financial education journey since beginning her role at Brookstone.

Erin Kennedy is the Director Of Communications at Brookstone Capital Management. Erin helps advisors make their messaging clear, effective, and concise in order to help them educate their clients. John and Tom will talk about how Erin has helped them in both of their practices and her own financial education journey since beginning her role at Brookstone.

Erin Kennedy is the Director Of Communications at Brookstone Capital Management. Erin helps advisors make their messaging clear, effective, and concise in order to help them educate their clients. John and Tom will talk about how Erin has helped them in both of their practices and her own financial education journey since beginning her role at Brookstone.

The SECURE Act 2.0 was recently passed and this bill presents some big retirement changes. We thought this was a perfect opportunity to invite back Ed Slott to the show to discuss how IRAs will be impacted going forward.

2022 presented some unique challenges for the United States economy. We witnessed high inflation numbers, market volatility, and rising interest rates just to name a few. We invite back Mark DiOrio on today's show to discuss how these challenges might affect us going into 2023 and why it is crucial to have a strategy in place when the market goes down.

As 2022 comes to a close, we wanted to take a look back on what has happened this year. John and Tom will be discussing some positives that have occurred in their practice, how they've helped their clients this year, and their plans for 2023.

Steve Cain is the Sales and Business Development Leader with LTCI Partners. Steve has over 20 years of experience in the Insurance and Financial Services. His focus at LTCI Partners is leading his sales team and maintaining relationships with institutions that offer long term care products. John and Tom will be talking to Steve about the different types of long term care products that are offered, considerations you should make when choosing a plan, and why it is crucial to be an informed consumer in this space.

Kathryn Alexander is the Director of Operations at Comfort and Peace Hospice. Kathryn decided to pursue this career path after having a couple experiences in the hospice side of healthcare with her own family members. John and Tom will talk to Kathryn about who qualifies for hospice, what care they provide, and how to find a team that fits the family's needs.

Amanda David is the President of Business Development For Providence Care. In this position, she uses her 22 year of experience to assist with business development across the nation in over 140 skilled nursing facilities. John and Tom will be talking to Amanda about what to look for in a skilled nursing facility and how the cost of these facilities can range depending on the needs of the patient.

Pam Morton is the President and CEO of Benefits By Design.

Today’s show we are discussing the NUA (Net Unrealized Appreciation) strategy.

How being informed with the right knowledge can help you in your financial journey

Retirement is a phase of life that you need to have a solid plan for.

Tom Tyson joins us on this week’s edition of the podcast. Tom is the President and Founder of Coastal FInancial Group.

Steve Arnold is the CEO and Founder of Retirement Actuarial Services.

Carlos Gutierrez joins us on the podcast for this week’s episode. Carlos is a real estate agent at Carlos Sells San Diego.

Our guest this week is the owner of Weiner Legacy Law, Dan Weiner.