The Retirement Ready Show

By Tony Drake

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Subscribers: 1
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Episodes: 220

Description

Proudly providing wealth management, retirement planning, asset protection and estate planning. We bring you information on retirement trends, taxes, inflation, social security benefits and achieving a more secure financial future. The financial advisors of Drake & Associates are the voices of the Retirement Ready radio show. https://go.oncehub.com/scheduleacomplimentaryconsultation Investment advisory services provided by Drake and Associates, LLC and SEC Registered Investment Advisor. Insurance products are offered through a separate company, Loft Financial Advisory Group, LLC. Wisconsin Insurance Agency clients are under no obligation to purchase any recommended insurance products. The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. While we believe the information in the show is reliable, we cannot guarantee its accuracy. Neither Drake and Associates or Loft financial Advisory group accepts any liability for the use of the information discussed. Opinions expressed are subject to change without notice and are not intended as investment advice or a solicitation for the purchase or sale of any security. Please consult your financial professional before making any investment decision.

Episode Date
Ep.182 - How to Weather Economic Uncertainty in Retirement
Sep 08, 2025
Ep.181 - Trio of Challenges for Womens Retirement Planning
Sep 01, 2025
Ep.180 - Dodging the Top Retirement Mistakes
Aug 18, 2025
Ep.179 - Tariffs, Inflation, OBBB, and Your Retirement
Aug 11, 2025
Ep.178 - Potential Retirement Time Bomb & The Big Beautiful Bill
Aug 04, 2025
Ep.177 - Risk Perception Gap
Jul 21, 2025
Ep.176 - One Big Beautiful Bill and What It Means for Retirees
Jul 14, 2025
Ep.175 - Minds Over Markets
Jun 30, 2025
Ep.174 - Navigating Market Volatility in Retirement
Jun 16, 2025
Ep.173 - Will I Run Out of Money in Retirement
Jun 09, 2025
Ep.172 - Building a Partnership to Help Secure Your Financial Future
Jun 02, 2025
Ep.171 - Inflation Stagflation Tariffs and Retirement
May 12, 2025
Ep.170 - Retirement Income Blueprint
May 05, 2025
Ep.169 - Five Essential Pillars of Financial Confidence
Apr 28, 2025
Ep.168 - Common Investment Mistakes In Retirement
Apr 21, 2025
Ep.167 - Are You too Scared to Spend in Retirement
Apr 14, 2025
Ep.166 - Avoiding the Pitfalls of Estate Planning
Apr 07, 2025
Ep.165 - Choosing a Financial Advisor
Mar 31, 2025
Ep.164 - Market Volatility and Tariffs What Does It Mean For My Retirement
Mar 24, 2025
Ep.163 - Recessions and Tax Efficient Strategies in Retirement
Mar 17, 2025
Ep.162 - Five Ways to Make Your Retirement Income Last Longer
Mar 07, 2025
Ep.161 - Navigating Social Security Timing for more Income
Feb 28, 2025
Ep.160 - Avoiding Top Retirement Blunders
Feb 20, 2025
Ep.159 - Managing Inflation in Retirement
Feb 14, 2025
Ep.158 - New Tax Proposals and Inflation in Retirement
Feb 14, 2025
Ep.157 - How To Prepare For The Silver Tsunami Of Asset Transfer
Feb 03, 2025
Ep.156 - Looming National Debt
Jan 27, 2025
Ep. 155 - What Does The Election Mean For My Retirement
Jan 20, 2025
Ep.154 - Managing Risks In Retirement
Jan 13, 2025
Ep.153 - Choosing a Financial Advisor
Dec 30, 2024
Ep.152 - Unplanned Early Retirement
Dec 23, 2024
Ep.151 - Portfolio Stress Testing
Dec 09, 2024
Ep.150 - Importance Of Rebalancing In Retirement
Dec 02, 2024
Ep.149 - Holidays And Retirement
Nov 25, 2024
Ep.148 -Year End Retirement Checklist
Nov 18, 2024
Ep.147 - Election Results And Retirement
Nov 11, 2024
Ep.146 - Elections And Taxes
Nov 04, 2024
Ep.145 - Maximizing Social Security Benefits
Oct 28, 2024
Ep.144 - Retiring In A Falling Interest Rate Environment
Oct 21, 2024
Ep.143 - Do I Have Enough For Retirement
Oct 14, 2024
Ep.142 - Rate Cuts And Retirement
Oct 07, 2024
Ep.141 - Three Critical Retirement Questions
Sep 30, 2024
Ep.140 - Building Your Fiscal House
Sep 23, 2024
Ep.139 - Social Security Dilema
Sep 16, 2024
Ep.138 - Optimizing Your 401k
Sep 09, 2024
Ep.137 - Strategic Tools For A Solid Retirement Plan
Sep 06, 2024
Ep.136 - Common Retirement Mistakes
Aug 26, 2024
Ep.135 - Strategies For Preserving Wealth In Retirement
Aug 19, 2024
Ep.134 - Preparing For A Record Number Of Retirements
Aug 12, 2024
Ep.133 - Maximizing Social Security
Aug 05, 2024
Ep.132 - Retirement Income Strategies
Jul 29, 2024
Ep.131 - Retiring Saving In A High Interest Rate Environment
Jul 22, 2024
Ep.130 - Help Protect Your Retirement From Inflation
Jul 15, 2024
Ep.129 - Long Term Care Expenses In Retirement
Jul 08, 2024
Ep.128 - Two Important Retirement Planning Questions
Jul 01, 2024
Ep.127 - Celebrate Your Financial Independence
Jun 24, 2024
Ep.126 - Unexpected Expenses In Retirement
Jun 17, 2024
Ep.125 - Taxes Might Become Your Greatest Retirement Risk
Jun 10, 2024
Ep.124 - Mid Year Financial Check Up
Jun 05, 2024
Ep.123 - Reinventing Retirement With Modern 401k Plans
May 27, 2024
Ep.122 - Clock Is Ticking On Current Tax Rates
May 20, 2024
Ep.121 - Retirement Savings Myth vs Reality
May 13, 2024
Ep.120 - Are We Headed For Another Recession
May 06, 2024
Ep.119 - Looming Debt Crisis
Apr 29, 2024
Ep.118 - Federal Debt Crisis
Apr 23, 2024
Ep.117 - Optimizing Your Retirement Savings
Apr 15, 2024
Ep.116 - Don't Derail Your Retirement
Apr 08, 2024
Ep.115 - Elections And The Future Of Taxes
Apr 01, 2024
Ep.114 - Ways To Make Income Last Longer In Retirement
Mar 25, 2024
Ep.113 - Spring Cleaning Your Finances
Mar 18, 2024
Ep.112 - Myths About Social Security
Mar 11, 2024
Ep.111 - Balancing Risk In Retirement
Mar 04, 2024
Ep. 110 - Top Retirement Concerns In 2024
Feb 26, 2024
Ep.109 - Legacy Planning Pitfalls And How To Avoid Them
Feb 19, 2024
Ep.108 - Do I Need A Financial Advisor?
Feb 12, 2024
Ep.107 - Inflation And Retirement
Feb 05, 2024
Ep.106 - Top Pitfalls To Avoid In Retirement
Jan 29, 2024
Ep.105 - Retirement Planning Amidst Political Change
Jan 22, 2024
Ep.104 - Retirement Spending For Every Phase
Jan 15, 2024
Ep.103 - Avoiding Retirement Blunders
Jan 08, 2024
Ep.102 - New Years Financial Changes
Jan 01, 2024
Ep.101- Mark Your Calendar 2024
Dec 25, 2023
Ep.100 - Financial New Years Resolutions
Dec 18, 2023
Ep.98 - Retirment Income Dilema
Dec 11, 2023
Ep.97 - Big Retirement Questions
Dec 04, 2023
Ep.96 - Tax Spectrum Of Retirement Sources
Nov 27, 2023
Ep.95 - Managing The Pressures Of Retirement
Nov 20, 2023
Ep.94 - Retirement Income Sources, Taxes & How To Pay Less
Nov 13, 2023
Ep.93 - Taxes In Retirment Surprises Pitfalls And Opportunities
Nov 06, 2023
Ep.92 - Social Security For 2024
Oct 30, 2023
Ep.91 - Year End Planning
Oct 23, 2023
Ep.90 - Legacy Planning Basics Ways To Help Avoid Commom Blunders
Oct 16, 2023
Ep.89 - Economic Concerns And Strategies
Oct 09, 2023
Ep.88 - Looming Tax Hikes
Oct 02, 2023
Ep.87 - Portfolio Stress Testing
Sep 25, 2023
Ep.86 - Retirement Planning Red Flags Continued
Sep 18, 2023
Ep.85 - Retirement Planning Red Flags
Sep 11, 2023
Ep.84 - Retiring In A Rising Tax Rate Environment
Sep 04, 2023
Ep.83 - The Retirement Income Dilema
Aug 28, 2023
Ep.82 - Real Retirement Tips
Aug 21, 2023
Ep.81 - Important Decisions That Can Shape Your Financial Future
Aug 14, 2023
Ep.80 - Top Three Retirement Money Mistakes
Aug 07, 2023
Ep.79 - Climbing Grand Teton
Jul 31, 2023
Ep.78 - End Of Life Issues
Jul 24, 2023
Ep.77 - Planning To Save Enough In Retirement
Jul 17, 2023
Ep.76 - Inflation In Retirement
Jul 10, 2023
Ep.75 - Debt Ceiling Crisis
Jul 03, 2023
Ep.74 - The Power Of Having A Plan
Jun 19, 2023
Ep.72 - The History Of The Countrys Debt
Jun 05, 2023
Ep.71 - Forward Looking Tax Planning
May 29, 2023
Ep.70 - Insights Into How To Navigate Uncertainty In Retirement
May 22, 2023
Ep.69 - Creating A Comprehensive Retirement Plan
May 15, 2023
Ep.68 - How The National Debt Can Affect Retirement
May 15, 2023
Ep.67 - Boosting Retirement Paychecks
May 01, 2023
Ep.66 - Strategies For Taxes In Retirement
Apr 24, 2023
Ep.65 - Income Tax In Retirement
Apr 17, 2023
Ep.64 - How To Deal With Potential Threats In Retirement
Apr 10, 2023
Ep.63 - Steps To Take During Financial Turbulence
Apr 03, 2023
Ep.62 - The Four D's Of Retirement
Mar 27, 2023
Ep.61 - Critical Things To Think About With Investments & Retirement Funds
Mar 20, 2023
Ep. 60 - The Debt And The Problems We Could Face
Mar 06, 2023
Ep. 59 -The Difference Between Tax Returns & Tax Planning Strategies
Feb 27, 2023
Ep. 58 - Planning For The Future In Retirement
Feb 14, 2023
Ep. 57 - The Nations Debt
Feb 07, 2023
Ep. 56 - How Emotions Can Tie Into Investing
Jan 30, 2023
Ep. 55 - Two Tax Planning Strategies For Retirement
Jan 23, 2023
Ep. 54 - Techniques That Could Reduce Or Possibly Elimante Taxes Paid On Benefits
Jan 17, 2023
Ep. 53 - The New Secure Act 2.0
Jan 11, 2023
Ep. 52 - Contribution Limits For The New Year
Jan 02, 2023
Ep. 51 - The Retirement Challenges Ahead In The Economy
Dec 26, 2022
Ep.50 - Social Security & Your Retirement Plan
Dec 19, 2022
EP.49 - The Challenges Of Inflations, Rising Taxess, And Market Volatility
Dec 12, 2022
Ep.48 - Interest Rates
Dec 05, 2022
Ep.47 - Things To Consider With Risk And Rebalancing
Nov 28, 2022
Ep.46 - How Much Will You Need For A Comfortable Retirement?
Nov 21, 2022
Ep.45 - Retirement Planning
Nov 14, 2022
Ep.44 - The International Monetary Fund
Nov 07, 2022
Ep.43 - Creating A Year End Check List
Oct 31, 2022
Ep. 42 - Health Care Coverage In Retirement
Oct 24, 2022
Ep. 41 - Health & Taking A Look At Your Medicare
Oct 17, 2022
Ep.40 - Tips On How To Ensure Your Retirement Will Be Safe
Oct 10, 2022
Ep.39 - How Do I Stay Retired
Oct 05, 2022
Ep.38 - How Taxes Might Empact Your Retire & How Might Be Able To Avoid Them
Sep 26, 2022
Ep. 37 - Ways To Get More Out Of Your Retirement Without Risking More
Sep 19, 2022
Ep. 36 - How To Minimize The Risk To Your Retirement Plan
Sep 05, 2022
Ep. 35 - Common Retirement Decisions And Simple Financial Strategies
Aug 29, 2022
Ep. 34 - The Idea Of Understanding Income In Retirement
Aug 22, 2022
Ep.33 - How To Avoid The Tax Trap In Retirement
Aug 15, 2022
Ep. 32 - Tatics For Minimizing Or Avoiding The Impact Of A Recession On Your Retirement
Aug 12, 2022
Ep.31 - 3 Important Retirement Questions
Aug 01, 2022
Ep. 30 - Knowing Right Income You Need In Retirement
Jul 25, 2022
Ep. 29 - Four Financial Objectives Important To Your Retirement Plan
Jul 18, 2022
Ep. 28 - Tactics That Could Help Retirement Dreams Come True
Jul 11, 2022
Ep. 27 - What Is Your Personality Type In Investing
Jul 04, 2022
Ep. 26 - Two Tax Strategies
Jun 27, 2022
Ep.25 - The Value Of Having A Cohesive Plan
Jun 20, 2022
Ep.24 -Three Important Retirement Questions
Jun 13, 2022
Ep. 23 - The Decline In Mental Compacity And The Importance Of Planning Retirement Early
Jun 06, 2022
Ep. 22 - Techniques For Balancing The Needs & Rewards Of Investing
May 31, 2022
Ep. 21 - Income Flaws in Retirement Plans and to Reduce them
May 23, 2022
Ep. 20 - Long Term Care And How To Pay For It
May 19, 2022
Ep.18 - Modern Day Plans (401k, IRA's, and Others)
May 02, 2022
Ep. 19 - Inflation
May 01, 2022
Ep.17 - Important Dates, Related Rules, Deadlines, and Strategies for Retirement
Apr 25, 2022
Ep.16 - Red Flags of a Broker or Financial Advisor
Apr 18, 2022
Ep.15 - Potential Recession & Two Principles of Sound Retirement Planning
Apr 12, 2022
Ep. 14 - The Difference Between Tax Preparation & Tax Planning
Apr 04, 2022
Ep. 13 - Tax Diversification
Mar 28, 2022
Ep. 12 - Defensive Side of a Retirement Game Plan
Mar 17, 2022
Ep. 11 - Risk Tolerance and Management
Mar 14, 2022
Ep. 10 - Social Security and Taxes
Mar 07, 2022
Ep. 9 - Taxes and Retirement
Feb 28, 2022
Ep. 8 - Bringing Confidence into Women's Retirement
Feb 17, 2022
Ep. 7 - Strategy to Navigate Inflation
Feb 14, 2022
Ep. 6 - Retirement Planning Lessons from Bankrupt Athletes
Feb 11, 2022
Ep. 5 - Managing the Risk of Healthcare Expenses in Retirement
Feb 11, 2022
Ep. 4 - Avoiding Bad Financial Decisions that Could Negatively Impact Retirement
Feb 01, 2022
Ep. 3 - How to Properly Manage Some Common Risks in Retirement
Jan 27, 2022
Ep. 2 - Taxes in Retirement
Jan 20, 2022
Retirement Income Plan: Your Best Defense Against Outliving Savings - Part 1
Jan 19, 2022
Ep. 1 - Future of Social Security & Medicare
Jan 19, 2022
Ep. 00 - Introduction
Jan 19, 2022
1 - 1 - 22 Retirement Ready
Jan 11, 2022
12 - 18 - 21 Retirement Ready
Jan 11, 2022
12 - 11 - 21 Retirement Ready
Jan 11, 2022
1 - 08 - 22 Retirement Ready
Jan 11, 2022
12 - 26 - 21 Retirement Ready
Dec 28, 2021
12 - 4 - 21 Retirement Ready
Dec 06, 2021
11 - 27 - 21 Retirement Ready
Dec 06, 2021
11 - 20 - 21 Retirement Ready
Dec 06, 2021
11 - 13 - 21 Retirement Ready
Dec 06, 2021
11 - 06 - 21 Retirement Ready
Dec 06, 2021
10 - 30 - 21 Retirement Ready
Dec 06, 2021
10 - 23 - 21 Retirement Ready- "Tax-Wise" About Your Retirement Income
Oct 25, 2021
Retirement Ready- 3 Things for Every Retirement
Sep 21, 2021
Retirement Ready - 6 Common Misconceptions About Retirement
Sep 07, 2021
Retirement Ready - Planning for Retirement BEFORE You Retire
Aug 30, 2021
Weekly Market Update: 8/30/2021
Aug 30, 2021
Weekly Market Update: 8/23/2021
Aug 23, 2021
Retirement Ready - Diversifying Your Income
Aug 23, 2021
Weekly Market Update: 8/16/2021
Aug 16, 2021
Retirement Ready - Retirement Tools vs. Retirement Strategies
Aug 16, 2021
Weekly Market Update: 8/9/21
Aug 09, 2021
Retirement Ready - Creating Your Retirement Budget
Aug 09, 2021
Weekly Market Update: 8/2/21
Aug 02, 2021
Retirement Ready - Secrets to Retirement Success
Aug 02, 2021
Weekly Market Update - 7/26/2021
Jul 26, 2021
Retirement Ready - 5 Ways to Run out of Money in Retirement
Jul 26, 2021
Weekly Market Update: 07/17/21
Jul 19, 2021
Retirement Ready - Hidden Fees That Could Decrease Your Retirement Savings
Jul 19, 2021
Weekly Market Update: 7/12/21
Jul 12, 2021
Retirement Ready - Charting Your Retirement Map
Jul 12, 2021
Weekly Market Update: 7/6/21
Jul 06, 2021
Retirement Ready - What to know about Social Security
Jul 06, 2021
Weekly Market Update: 6/28/21
Jun 28, 2021
Retirement Ready - The Baby Boomer Retirement Dilemma
Jun 28, 2021
Weekly Market Update: 6/21/21
Jun 21, 2021
Retirement Ready - Building Your "Dream" Financial House
Jun 21, 2021
Weekly Market Update: 06/14/21
Jun 14, 2021
Retirement Ready - Preparing for a Stock Market Hurricane
Jun 14, 2021