Operation Retirement

Victory thru Volatility

Play Episode Listen Later Dec 4, 2021

When the market and the economy gets volatile, you want to have a plan in place that will lead to victory with your financial and retirement plans. In this episode Ranger Tom talks about the strategies involved in making this happen.

social care victory investing security services insurance medicare roth medicaid 401k advisory securities volatility annuity

Shaking the Ladder

Play Episode Listen Later Nov 20, 2021

In this episode Retirement Ranger Tom Lowry shakes things up a bit by challenging the conventional financial wisdom when it comes to retirement planning and retirement income.

social care investing security services insurance medicare ladder roth medicaid 401k shaking advisory securities annuity

Retirement Planning Overview

Play Episode Listen Later Nov 6, 2021

In these ever changing times, you need to be aware of your finances, especially your retirement accounts and savings. In this episode Retirement Ranger Tom Lowry talks about the important factors of planning for retirement.

social care investing security services insurance medicare roth medicaid 401k advisory securities retirement planning annuity

IRA Tips and Changes

Play Episode Listen Later Oct 30, 2021

In this episode Retirement Ranger Tom Lowry goes over what you need to know about IRA's.

social care investing security services insurance medicare roth medicaid 401k advisory securities annuity

Social Security 101

Play Episode Listen Later Oct 23, 2021

When is the right time to file for Social Security? In this episode retirement ranger Tom Lowry talks about what you need to know to help maximize your Social Security benefits.

social care investing security services insurance medicare roth social security medicaid 401k advisory securities annuity

Retirement Income 101

Play Episode Listen Later Oct 16, 2021

In this episode Tom talks about ways to create and plan for a reliable retirement income.

social care investing security services insurance medicare roth medicaid 401k advisory securities annuity retirement income

How Much Risk Can You Take?

Play Episode Listen Later Oct 9, 2021

In this episode Tom talks about financial risk and how to understand your own personal risk tolerance when it comes to your savings.

social care risk investing security services insurance medicare roth medicaid 401k advisory securities annuity

You Must Have a Plan for Long-term Care

Play Episode Listen Later Oct 2, 2021

In this episode we discuss how to plan and pay for long-term care.

social care investing security services insurance medicare roth medicaid 401k advisory securities long term care annuity

Retire Happy!

Play Episode Listen Later Sep 25, 2021

In this episode Retirement Ranger Tom Lowry goes over the steps you need to have a happy retirement.

social care investing security services insurance medicare retire roth medicaid 401k advisory securities annuity

Protect Your Assets from Taxes & Inflation

Play Episode Listen Later Sep 18, 2021

In this show we discuss possible strategies to help protect your assets from taxes and inflation.

social care investing security services insurance taxes inflation medicare roth medicaid 401k advisory securities annuity protect your assets

Rear Security for Your Portfolio

Play Episode Listen Later Sep 4, 2021

With finances you need to have 360 degree vision. That's where Ranger Tom can help. In this show he talks about ways to help secure your portfolio from rear attacks.

social care investing security services insurance medicare roth medicaid 401k advisory securities rear annuity

To Roth or Not to Roth

Play Episode Listen Later Aug 28, 2021

In this episode Ranger Tom talks about the importance of Roth IRA's and strategies to use them to avoid a ticking tax time-bomb.

social care investing security services insurance medicare roth medicaid 401k advisory securities roth ira annuity

The Outcome of Your Money Will Be Income

Play Episode Listen Later Aug 15, 2021

In this episode we talk about how you can turn your money into income in retirement.

money social care investing security services insurance income medicare outcome roth medicaid 401k advisory securities annuity

How the Election Affects Retirement

Play Episode Listen Later Aug 8, 2021

In this episode Tom talks politics and it's possible effect on your retirement plans.

social care elections investing security services retirement insurance medicare roth medicaid 401k advisory securities annuity

Inflation and the Need for Increasing Retirement Income

Play Episode Listen Later Jul 18, 2021

In this episode Ranger Tom digs into inflation and how you can help protect your finances.

social care investing security services insurance increasing inflation medicare roth medicaid 401k advisory securities annuity retirement income

Inflation and Taxes - Oh No!

Play Episode Listen Later Jul 11, 2021

Today we talk about 2 things that can definitely drain your finances, inflation and taxes. Tom talks about what to expect and how to help protect your finances.

social care investing security services insurance taxes inflation medicare roth medicaid 401k advisory securities annuity

Independence Day

Play Episode Listen Later Jul 4, 2021

In this special Independence Day episode Ranger Tom talks about achieving financial independence and continues the shows 4 of July tradition.

social care investing security services insurance independence day medicare roth medicaid 401k advisory securities annuity

Tackling Inflation and Social Security Problems

Play Episode Listen Later Jun 27, 2021

In this episode Retirement Ranger and Atlanta Magazine 5-Star Wealth Advisor Tom Lowry tackles the financial problems of inflation and Social Security.

social care investing security services insurance tackling inflation medicare roth social security medicaid 401k advisory securities annuity atlanta magazine

Let's Make Retirement Fun Again!

Play Episode Listen Later Jun 20, 2021

In this episode we talk about how to plan for the retirement you have always wanted.

social care investing security services retirement insurance medicare roth medicaid 401k advisory securities let's make annuity

The 5 P Principal

Play Episode Listen Later Jun 13, 2021

In this episode Ranger Tom talks about the 5 P Principal and the importance of having a well-designed financial plan.

social care investing security services insurance principal medicare roth medicaid 401k advisory securities annuity

Mission Number One - Create a Retirement Plan

Play Episode Listen Later May 30, 2021

In this episode Ranger Tom breaks down what you need to know to create a solid retirement plan.

social mission care investing security services insurance medicare number one roth medicaid 401k advisory securities retirement plans annuity

The Basics of Estate Planning

Play Episode Listen Later May 23, 2021

In this episode we talk about what you need to know about estate and legacy planning and why it's so important to have a plan in place.

social care investing security services basics insurance medicare roth medicaid 401k estate planning advisory securities annuity

Your Money - The Outcome is Income

Play Episode Listen Later May 16, 2021

In this show, Tom talks about what you're saving for and how to create an income in retirement.

money social care investing security services insurance income medicare outcome roth medicaid 401k advisory securities annuity

The History of Annuities

Play Episode Listen Later May 9, 2021

In this episode we look at the history of annuities and what you need to know. The good, the bad and the ugly!

history social care investing security services insurance medicare roth medicaid 401k advisory securities annuities annuity

Fake News and Your Finances

Play Episode Listen Later May 2, 2021

In this episode we talk about the fake news and why it's important not to believe everything you see on the internet and hear from the media, and that goes for your finances as well!

social care investing security services finances fake news insurance medicare roth medicaid 401k advisory securities annuity

Avoiding Key Retirement Mistakes

Play Episode Listen Later Apr 18, 2021

In this episode we discuss 5 key retirement mistakes and how to avoid them.

social care mistakes investing security services retirement insurance medicare roth medicaid 401k advisory securities annuity

How to get a Retirement Plan

Play Episode Listen Later Apr 11, 2021

In this episode we discuss the importance of a retirement plan and how to get a solid plan in place.

social care investing security services insurance medicare roth medicaid 401k advisory securities retirement plans annuity

Paychecks and Playchecks

Play Episode Listen Later Apr 4, 2021

In this episode we talk about how important it is to have both political as well as financial information that you can trust. Tom talks about how to position your retirement so you don't run out of paychecks and playchecks. He talks about the differences and importance of both.

social care investing security services insurance medicare roth medicaid 401k paychecks advisory securities annuity playchecks

To Roth, or Not to Roth? That is the question…

Play Episode Listen Later Mar 28, 2021

In this episode we break down Roth IRA's and why now might be the time to utilize a Roth to further your money and minimize taxes in retirement.

social care investing security services insurance medicare roth medicaid 401k advisory securities roth ira annuity

The Secret To a Happy Retirement

Play Episode Listen Later Mar 21, 2021

In this episode Retirement Ranger and 5 Star Wealth Advisor in Atlanta Magazine, Tom Lowry, talks about tips and strategies that can help you to have a happy retirement.

social secret care investing security services insurance medicare roth medicaid 401k advisory securities annuity atlanta magazine happy retirement

Market Risk

Play Episode Listen Later Mar 14, 2021

In this episode we talk about market risk and what it can do to your retirement savings. Tom gives tips and strategies to protect against risk.

social care investing security services insurance medicare roth medicaid 401k advisory securities annuity market risk

Housing and Retirement Income

Play Episode Listen Later Mar 7, 2021

In this episode we talk a bit about housing in retirement and downsizing and then Tom discusses strategies for retirement income.

social care investing security services insurance housing medicare roth medicaid 401k advisory securities annuity retirement income

How To Create An Income Plan

Play Episode Listen Later Feb 28, 2021

In this episode we talk about how you can create a solid retirement income plan so you won't run out of money in retirement.

social care investing security services insurance income medicare roth medicaid 401k advisory securities annuity

Saving Money in a Taxing Time

Play Episode Listen Later Jan 31, 2021

In this episode we talk how taxes will be going up. At this point it's not if, but how soon and how much? This is especially troublesome as you plan for retirement. Many accounts are tax deferred. Tom talks about planning and strategies to prepare for taxes in retirement.

social care investing security services insurance medicare roth medicaid 401k advisory securities saving money taxing annuity

The New Administration and Your Finances

Play Episode Listen Later Jan 24, 2021

We are heading into a new era and there are concerns about taxes, inflation and the market. In today's show we discuss the current landscape and how it might affect your finances and what to do to help protect your retirement accounts.

social care investing security services finances insurance medicare roth medicaid 401k advisory securities annuity new administration

Asset Protection for Long-Term Care

Play Episode Listen Later Jan 10, 2021

In this episode Tom talks about long-term care in retirement and ways to protect your money from this enormous cost.

social care investing security services insurance medicare roth medicaid 401k advisory securities long term care annuity asset protection

The Christmas Extravaganza

Play Episode Listen Later Dec 20, 2020

In this episode we talk about Having a Merry Christmas and how to have a Merry Retirement! Tom gives us some tips and strategies to help with that and also shares one of his favorite Christmas songs.

christmas social care merry christmas investing security services insurance medicare roth medicaid 401k advisory securities annuity christmas extravaganza

Free and Fair Retirement

Play Episode Listen Later Dec 13, 2020

In this episode we jump right into the election mess that seems to be focused on Georgia right now and talk about the need for free and fair elections as well as tips to having a trouble-free and fair retirement.

social care investing security services retirement insurance medicare roth medicaid 401k advisory securities annuity

Turkey Talk

Play Episode Listen Later Nov 29, 2020

In this episode Tom talks turkey... mostly about what you need to do before the end of the year regarding your finances.

social care investing security services insurance medicare roth medicaid 401k advisory securities annuity turkey talk

Planning for Your No Go Years

Play Episode Listen Later Nov 22, 2020

In this episode Tom tells us about the Go Go Years, The Slow Go Years and the No Go Years. Each stage of life requires careful financial planning and Tom gives us tips and strategies to make sure we can make it through all three of these.

social care planning investing security services insurance medicare roth medicaid 401k advisory securities no go annuity

How to Combat Low Interest Rates

Play Episode Listen Later Nov 15, 2020

In this episode we talk about how to deal with low interest rates. Tom has some great tips and strategies to help you beat inflation and where to put your money when interest rates are low.

social care investing security services insurance combat medicare roth medicaid 401k advisory securities annuity low interest rates

Sequence of Return Risk

Play Episode Listen Later Nov 1, 2020

In this episode Tom explains what "sequence of returns" means and why it can make or break you in retirement as well as how to plan for it.

social care risk investing security services insurance medicare roth medicaid 401k advisory sequence securities annuity

How to Minimize Taxes In Retirement

Play Episode Listen Later Oct 25, 2020

In this episode we discuss taxes in retirement and Tom gives us some tips and strategies to plan now to minimize your tax burden in retirement.

social care investing security services retirement insurance taxes medicare roth medicaid 401k advisory securities minimize annuity

The 2 Things To Do with Your Money

Play Episode Listen Later Oct 11, 2020

There are only two things you can do with your money. In this episode Tom talks about what they are and tips to help you plan for these things in the future.

money social care investing security services insurance medicare roth medicaid 401k advisory securities annuity

Will You Have a Qualified or Non-Qualified Retirement?

Play Episode Listen Later Oct 4, 2020

In this episode we discuss the difference between qualified and non-qualified retirement accounts, from 401(k)'s to IRA's. Most importantly the tax implications for your retirement.

social care investing security services retirement insurance medicare roth medicaid qualified 401k advisory securities annuity

Creating a triple P--A Personal Pension Plan

Play Episode Listen Later Sep 27, 2020

Most folks no longer get a pension from their employers. In today's show Tom talks about how to create your own personal pension using the income tools you do have.

social care investing security services insurance medicare roth medicaid 401k advisory securities annuity pension plans triple p personal pension

The Outcome of Your Savings Will Be Income

Play Episode Listen Later Sep 20, 2020

In this episode Tom breaks down your retirement savings and how to use it to create an income that will last once you retire. We talk about tips and strategies for retirement income planning.

social care investing security services insurance income medicare outcome savings roth medicaid 401k advisory securities annuity

Making Your Red Money Yellow

Play Episode Listen Later Sep 6, 2020

In this show Ranger Tom talks about managing your financial risk and how to turn that red money yellow!

money social care investing security services insurance yellow medicare roth medicaid 401k advisory securities annuity

Politics and Your Retirement

Play Episode Listen Later Aug 30, 2020

In this episode we talk about how politics and the current election can affect your retirement.

social politics care investing security services retirement insurance medicare roth medicaid 401k advisory securities annuity

You Have to Plan for Long-Term Care

Play Episode Listen Later Aug 23, 2020

People are living longer and longer. That's a good thing, but it also means more and more people need assisted living and long-term care. In this episode we talk about the cost and the importance of planning ahead as well as strategies to help cover the costs.