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Weekly financial and retirement planning guidance from Bill Danner & Daniel Nesmith and the team at Security First Asset Management in Dublin & Macon, GA.

Bill Danner


    • Nov 21, 2019 LATEST EPISODE
    • infrequent NEW EPISODES
    • 42m AVG DURATION
    • 100 EPISODES


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    Latest episodes from Retirement Income Solutions:

    Things That Just Don't Work

    Play Episode Listen Later Nov 21, 2019 49:55


    Let's talk about some aspects of the financial world that might just not work for your retirement situation.   Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278

    Financial Mythbusting

    Play Episode Listen Later Nov 14, 2019 49:55


    There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.   Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278

    Risk Tolerance

    Play Episode Listen Later Nov 7, 2019 49:55


    On today's show we'll help you define an important financial concept known as risk tolerance. We'll also give out some class superlatives to various financial strategies. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278

    The Seven Deadly Sins

    Play Episode Listen Later Oct 31, 2019 49:55


    We'll take a look at the seven deadly sins and how they manifest themselves in the investment world.   Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278

    Financial Mythbusting

    Play Episode Listen Later Oct 24, 2019 49:55


    There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.   Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278

    Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement

    Play Episode Listen Later Oct 17, 2019 49:55


    Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.   Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278

    Things That Just Don't Work

    Play Episode Listen Later Oct 10, 2019 49:55


    Let's talk about some aspects of the financial world that might just not work for your retirement situation.   Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278

    Financial Mythbusting

    Play Episode Listen Later Oct 3, 2019 49:55


    There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.   Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278

    Risk Tolerance

    Play Episode Listen Later Sep 26, 2019 24:10


    On today's show we'll help you define an important financial concept known as risk tolerance. We'll also give out some class superlatives to various financial strategies. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278

    Ask The Right Questions

    Play Episode Listen Later Sep 19, 2019 49:55


    You may have a lot of questions about your retirement plan, but do these questions really give you the information you need? Bill and Daniel will give some tips on asking the right questions about your finances. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278

    Hindsight 20/20

    Play Episode Listen Later Sep 12, 2019 49:55


    Sometimes, circumstances that seem uncertain become much clearer once some time has passed and you've gained more experience. Let's talk about some common decisions that people make in retirement that usually get re-examined later in life. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278

    Retirement Statistics

    Play Episode Listen Later Sep 5, 2019 49:55


    Learn the different types of risk that could affect your portfolio. Get a gut reaction from Bill and Daniel on some crucial statistics. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278

    DIY Retirement Planning

    Play Episode Listen Later Aug 29, 2019 49:55


    People love DIY projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design…and how to do those things without professional help. Let’s talk about the DIY mentality in retirement planning.

    Stuff That Just Doesn't Work

    Play Episode Listen Later Aug 22, 2019 49:55


    Let's talk about some aspects of the financial world that might just not work for your retirement situation.

    Financial Mythbusting

    Play Episode Listen Later Aug 15, 2019 49:55


    There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.

    Presidential Quotes

    Play Episode Listen Later Aug 8, 2019 49:55


    Everybody loves a good presidential quote. Our goal here is to take quotes from past presidents and apply them to the financial world. We'll also talk about things that just don't work.

    Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement

    Play Episode Listen Later Aug 1, 2019 49:55


    Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.

    Ask The Right Questions

    Play Episode Listen Later Jul 25, 2019 49:55


    You may have a lot of questions about your retirement plan, but do these questions really give you the information you need? Bill and Daniel will give some tips on asking the right questions about your finances.

    Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement

    Play Episode Listen Later Jul 18, 2019 53:55


    Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.

    Retiring Early

    Play Episode Listen Later Jul 11, 2019 49:55


    Let's take a look at what it takes for someone to be able to retire early. 

    Presidential Quotes

    Play Episode Listen Later Jun 27, 2019 49:55


    Everybody loves a good presidential quote. Our goal here is to take quotes from past presidents and apply them to the financial world. We'll also talk about things that just don't work.

    Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement

    Play Episode Listen Later Jun 20, 2019 53:55


    Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.

    Mailbag: Dividends, Robo-Advisors, Working After Retirement

    Play Episode Listen Later Jun 13, 2019 53:55


    William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.

    Mailbag: Reasonable Fees, Retiring Early, 401(k) Contributions

    Play Episode Listen Later Jun 6, 2019 53:55


    Pam writes in to ask about what fees are reasonable for an advisor to charge. Charlotte wonders how to plan for retiring early. Regina wants to know about what portion of her income she should contribute to her 401(k). Bill and Daniel will be answering those questions and more.

    Mailbag: Inheritance, 529 Plans, & Working With Multiple Advisors

    Play Episode Listen Later May 30, 2019 53:55


    Jacqueline asks what to do about a farm that she inherited. Richard wants to know about the best way to utilize a 529 Plan for college savings. Lillian gets Bill and Daniel's opinion on whether someone should work with multiple advisors.

    Mailbag: Diversification, Understanding Your Prospectus, Planning For Medical Issues

    Play Episode Listen Later May 23, 2019 53:55


    Andy is wondering how to achieve proper diversification in his portfolio. Donna wants advice on understanding her prospectus. Meanwhile, Jerry needs to know how to set aside money for health problems in retirement. Bill and Daniel will be answering those questions and many more.

    Mailbag: Insurance In Retirement, How Aggressive Should I Invest, Maturing Annuities

    Play Episode Listen Later May 16, 2019 53:55


    Alexus asks about getting health insurance now that she no longer has a job. Ted wants to know how to strike a balance between investing safely and investing aggressively. David is wondering what to do with an annuity that is maturing. Bill and Daniel will answer those listener questions and many more.

    Mailbag: Multiple Advisors, Pensions, Budgeting

    Play Episode Listen Later May 9, 2019 53:55


    This week we will be answering listener questions about working with multiple advisors, dealing with pensions, how to go about budgeting for retirement, and much more.

    Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement

    Play Episode Listen Later May 2, 2019 53:55


    Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.

    Mailbag: Dividend Paying Stocks, Robo-Advisors, Working Past Retirement

    Play Episode Listen Later Apr 25, 2019 53:55


    William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.

    Mailbag: Reasonable Fees, Retiring Early, And 401(k) Contributions

    Play Episode Listen Later Apr 18, 2019 53:55


    Pam writes in to ask about what fees are reasonable for an advisor to charge. Charlotte wonders how to plan for retiring early. Regina wants to know about what portion of her income she should contribute to her 401(k). Bill and Daniel will be answering those questions and more.

    Mailbag: Diversification, Interpreting Your Prospectus, Health Problems

    Play Episode Listen Later Apr 11, 2019 53:55


    Andy is wondering how to achieve proper diversification in his portfolio. Donna wants advice on understanding her prospectus. Meanwhile, Jerry needs to know how to set aside money for health problems in retirement. Bill and Daniel will be answering those questions and many more.

    Mailbag: The Trump Tax Law, 401k Contributions With Commissions, Being Too Financially Conservative

    Play Episode Listen Later Apr 4, 2019 53:55


    Mark wants to clear up some confusion he has about how the new tax laws will affect his retirement planning. Carrie is wondering about how 401k contributions work with her commission-based job. Doris asks if she is investing too conservatively.

    Mailbag: Young Or Old Advisor, Interest Rates, Spousal Disagreements

    Play Episode Listen Later Mar 28, 2019 53:55


    We'll be covering many more listener questions. Sylvia would like to know whether she should go with a younger or older advisor. Meanwhile, Jennifer wants to know what's happening with federal interest rates, and Kathy needs advice on handling financial disagreements with her husband. Bill and Daniel will be covering those questions and more on today's episode.

    Mailbag: Divorce, Social Security, Life Insurance

    Play Episode Listen Later Mar 21, 2019 53:55


    In this episode, we'll be answering listener questions about finances during a divorce, opting out of social security, and the benefits of life insurance.

    Mailbag: Multiple Advisors, Pensions, & Budgeting

    Play Episode Listen Later Mar 14, 2019 53:55


    This week we will be answering listener questions about working with multiple advisors, dealing with pensions, how to go about budgeting for retirement, and much more.

    Mailbag: Stock Market Predictions, Rates Of Return, Blue Chip Stocks

    Play Episode Listen Later Mar 7, 2019 53:55


    Fred wants to know where Bill and Daniel expect the market to go in the upcoming months. Roland asks about appropriate rates of return on investments. Later, Jocelyn wonders if she should switch from blue chip stocks to another type of investment. All those questions and more will be answered on today's episode.

    Mailbag: Refinancing Your Home, Variable Annuities, Planning A Legacy

    Play Episode Listen Later Feb 28, 2019 53:55


    Listener questions have been pouring in recently. We've got questions about home refinancing, variable annuities, legacy planning, and many more. This will be an episode you won't want to miss.

    Mailbag: When To Turn On Social Security, Diversification, Long Term Care Insurance

    Play Episode Listen Later Feb 21, 2019 53:55


    Tony wants to know when to start his social security payments. AJ wonders if having multiple IRAs achieves adequate portfolio diversification. Patsy asks about the ins and outs of long term care insurances. We'll be answering all those questions and more.

    Mailbag: Dividend Paying Stocks, Robo-Advisors, Working Past Retirement

    Play Episode Listen Later Feb 14, 2019 53:55


    William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.

    Mailbag: Diversification, Interpreting Your Prospectus, Health Problems

    Play Episode Listen Later Feb 7, 2019 53:55


    Andy is wondering how to achieve proper diversification in his portfolio. Donna wants advice on understanding her prospectus. Meanwhile, Jerry needs to know how to set aside money for health problems in retirement. Bill and Daniel will be answering those questions and many more.

    Mailbag: Young Or Old Advisor, Interest Rates, Spousal Disagreements

    Play Episode Listen Later Jan 30, 2019 53:55


    We'll be covering many more listener questions. Sylvia would like to know whether she should go with a younger or older advisor. Meanwhile, Jennifer wants to know what's happening with federal interest rates, and Kathy needs advice on handling financial disagreements with her husband. Bill and Daniel will be covering those questions and more on today's episode.

    Mailbag: Divorce, Social Security, Life Insurance

    Play Episode Listen Later Jan 24, 2019 53:55


    In this episode, we'll be answering listener questions about finances during a divorce, opting out of social security, and the benefits of life insurance.

    Mailbag: Two Advisors, Pensions & Building A Budget

    Play Episode Listen Later Jan 17, 2019 53:55


    This week we will be answering listener questions about working with multiple advisors, dealing with pensions, how to go about budgeting for retirement, and much more.

    Mailbag: Mortgages, Wills, Trusts, and Early Retirement

    Play Episode Listen Later Jan 10, 2019 53:55


    We've got some listener questions this week about taking on a mortgage as you enter retirement, figuring out wills and trusts, early retirement packages, and much more.

    Mailbag: Life Insurance, Business Ventures, & Options

    Play Episode Listen Later Dec 27, 2018 53:55


    We'll be answering listener questions about using life insurance for income, starting a business in retirement, trading options, and much more.

    Mailbag: Grading Your Advisor, Anticipating A Crash, Starting Social Security

    Play Episode Listen Later Dec 20, 2018 53:55


    We've got another batch of listener questions this week. We'll be answering questions about how to properly evaluate your current advisor, how to prepare for the next market crash, and some of the best strategies for starting social security.

    Mailbag: Long Term Care, Emergency Funds, Divorces

    Play Episode Listen Later Dec 13, 2018 53:55


    We'll be answering listener questions about long-term care, emergency funding, financial planning after a divorce, and much more.

    Mailbag: Refinancing Your Home, Variable Annuities, Planning A Legacy

    Play Episode Listen Later Dec 6, 2018 53:55


    Listener questions have been pouring in recently. We've got questions about home refinancing, variable annuities, legacy planning, and many more. This will be an episode you won't want to miss.

    Mailbag: Mortgages, Wills, Trusts, and Early Retirement

    Play Episode Listen Later Nov 29, 2018 53:55


    We've got some listener questions this week about taking on a mortgage as you enter retirement, figuring out wills and trusts, early retirement packages, and much more.

    Mailbag: Social Security, Divorce, Interest Rates

    Play Episode Listen Later Nov 22, 2018 53:55


    We've received some great listener questions on the show recently. Bill and Daniel will answer questions covering social security payments, divorce settlements, interest rate increases, and many more.

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