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.

On this week's show 5 new savings and tax rules you need to be aware of moving forward. Age difference for couples nearing retirement is something to consider as you develop your plan. Running out of money in retirement is the one of the biggest fears in retirement. We have tips to help stretch your retirement dollars. If you have any questions about what you're facing with your retirement call Choice Financial Services 405-896-5777. Retirement, Savings, Tax, Taxes, Planning, Annuities,See omnystudio.com/listener for privacy information.

On this week's show we will go over retirement advice you should probably follow, but many do not. How You can beef up your savings before retirement. Just like a game of chess, retirement takes strategy. We discuss all things retirement coming up.  If you have any questions about your retirement call Choice Financial Services 405-896-5777. Retirement, Taxes, Planning, 401K, Investing, RMD, Pension, See omnystudio.com/listener for privacy information.

On this week's show we will discuss retirement milestones you should be talking to your advisor about. A Black Rock survey to discuss concerning retirees favorite investments to boost the retirement accounts. Also on this week's program myths about annuities debunked.  If you have any questions about your retirement situation call Choice Financial 405-896-5777. Retirement, Savings, Planning, IRA, 401K, TSP, See omnystudio.com/listener for privacy information.

On this week's show we discuss life milestones and your retirement. Life is filled with milestones and these can really impact your retirement. One of the first calls you make should be to your advisor when something big happens. Black Rock Survey covering retirees favorite investments. We will also debunk the myths around Annuities. If you have any questions about your own retirement call Choice Financial 405-896-5777. Retirement, Planning, Saving, Annuity, Investing,See omnystudio.com/listener for privacy information.

On this week's show we discuss your finances for retirement and how to make sure you are in good shape heading to your golden years. Uncertain times make it crucial to have a retirement plan you can lean into, we'll discuss. Retirement planning "do's and Don'ts" will make you think about your own situation. If you have any questions call Choice Financial 405-896-5777. Retirement, Planning, Savings, Taxes, 401L IRA, Soonersave, See omnystudio.com/listener for privacy information.

On this edition of The Financial Jungle we discuss retirement hurdles facing women. We will also get into numbers that are very important to retirement. Last, but not least, we will give you 5 things you should be doing as your retirement date nears. If you have any questions call Choice Financial 405-896-5777. Retire, Savings, Planning, Longevity, Insurance, 401K, IRA, Roth,See omnystudio.com/listener for privacy information.

On this week's edition of The Financial Jungle, taxes will always be a concern for retirees, and we have strategies that could help reduce that tax bill. We will get into Inflation and the impact on retirement. Are you sabotaging your golden years? We will point out mistakes you need to avoid.  If you have any questions call Choice Financial Services 405-896-5777. Retirement, Planning, Taxes, IRA, Roth, 401K, TSP,See omnystudio.com/listener for privacy information.

On this week's show we discuss retiring in 2023 and what that may look like. Costly mistakes to avoid with your retirement planning is on the show this week. Six retirement killers you need to be aware of as you move toward your golden years. If you have any questions about your retirement situation call Choice Financial 405-896-5777. Retirement, Savings, Planning, Risk, Taxes, 401K, Roth,See omnystudio.com/listener for privacy information.

On this week's show we discuss retiring in 2023 and what that may look like. How do you prepare for retirement if you are in a recession? We will dive in and discuss. Marriage and retirement is a team effort and we will talk about that partnership. If you have any questions about your retirement situation call Choice Financial 405-896-5777. Retirement, Savings, Planning, Risk, Taxes, 401K, Roth,  See omnystudio.com/listener for privacy information.

On this week's program we give some tips if you are in the final ten years before you retire. Number one fear in retirement is running out of money, how do you avoid it? We also have some strategies for planning and saving for retirement.  If you have any questions concerning your retirement call Choice Financial Services 405-896-5777. Retirement, Planning, 401K, Roth, Taxes, Inflation,  See omnystudio.com/listener for privacy information.

One of the biggest fears for retirees is running out of money in Retirement. On this week's show we have strategies that could help your money last. Keep an eye on fees in retirement, we have suggestions on how to avoid some of those fees. We will also go over a number of retirement myths that many people believe to be true. If you have any questions call Choice Financial Services 405-896-5777. Retirement, Planning, Plan, Secure, Safety, Investments,  See omnystudio.com/listener for privacy information.

On this edition we discuss inflation's impact on your retirement. Strategies to get you to retirement sooner. Decumulation is a big step for many because it's a change of mindset. Spending in a responsible way.  If you have any questions call Choice Financial Services 405-896-5777. Retirement, Retire, Plan, Planning, Taxes, Inflation,  See omnystudio.com/listener for privacy information.

On this week's edition we discuss that first year of retirement. What you need to prepare for as you begin your retirement. Pandemic, and the fallout from it, has changed the retirement landscape for many. Retiring as a couple can be vastly different than retiring solo. If you have any questions about your retirement call Choice Financial Services 405-896-5777. Retirement, Finance, Taxes, 401K, HSA, Stocks, Bonds,See omnystudio.com/listener for privacy information.

On this week's show we dive into investment strategies for retirement. People are leaving their jobs in record numbers, so what do you do with the old 401K? Number one fear in retirement is running out of money. We discuss mistakes to avoid so this doesn't happen to you.  If you have any questions about your retirement situation call Choice Financial 405-896-5777. Retire, Plan, Planning, Strategy, Taxes, Budget, Inflation,See omnystudio.com/listener for privacy information.

On this edition we discuss the growing concern of inflation and what that will mean to your retirement. There are different stages to retirement planning and we will go over them. The old commercial where they hit the "Easy" button when the task is difficult is a classic, we'll do that very same thing for retirement planning. If you have any question about your retirement call Choice Financial Services 405-896-5777. Retirement, Planning, Inflation, Taxes, See omnystudio.com/listener for privacy information.

On this week's show we will discuss potential threats to your retirement. Make sure you account for “What if” scenarios and your retirement. Make sure your plan can survive these turbulent times.  If you have any questions about your retirement call Choice Financial Services 405-896-5777. Retirement, Recession, Planning, Bear, Market, See omnystudio.com/listener for privacy information.

On this week's show we discuss getting to retirement on your terms. We have tips that will help you as you close in on retirement. Be on the lookout for these costly mistakes as you plan for retirement. We will talk about how to avoid big errors in your planning. Talking about the "A" word Annuities this week. Don't automatically dismiss annuities.  If you have any questions about your retirement situation call Choice Financial Services 405-896-5777. Retire, Safety, Taxes, Roth, IRA, Planning,See omnystudio.com/listener for privacy information.

On this week's edition we discuss what retirees are most concerned about in this current economic environment. What are retirees and pre retirees stoking their nest eggs with as they head to their golden years? We will also debunk myths about annuities and you might just find that the right annuity could be a good fit in your retirement plan. If you have any questions about retirement planning call Choice Financial 405-896-5777. Retirement, Savings, Planning, Roth, IRA, Annuity, See omnystudio.com/listener for privacy information.

Second Consecutive quarter of decline equals a recession. On today's show we discuss what this means for retirement planning. Planning for retirement for couples that have a significant age difference will be bantered about. If you are in this scenario with your spouse listen up. Also on this edition some tips to stretch your retirement dollars.   If you have any questions concerning your retirement call Choice Financial 405-896-5777.   Retirement, Recession, Inflation, Annuity, Plan, Planning, See omnystudio.com/listener for privacy information.

Retirees are returning to the workforce and it's being called “The Great Un-resignation”. On this episode we will discuss how to alleviate the current fear concerning the lagging economy. Tips to keep your finances in shape to and through retirement. Also on today's show, in times like these don't panic, step back and assess the situation and your retirement plan. If you have any questions about your retirement call Choice Financial 405-896-5777. Retire, Savings, Planning, Portfolio, Taxes, Recession, Inflation,   See omnystudio.com/listener for privacy information.

Retirees are returning to the workforce and it's being called “The Great Un-resignation”. On this episode we will discuss how to alleviate the current fear concerning the lagging economy. Tips to keep your finances in shape to and through retirement. Also on today's show, in times like these don't panic, step back and assess the situation and your retirement plan. If you have any questions about your retirement call Choice Financial 405-896-5777. Retire, Savings, Planning, Portfolio, Taxes, Recession, Inflation,     See omnystudio.com/listener for privacy information.

On today's show we will talk about the pillars needed for a comfortable retirement. Inflation is a silent killer when planning for retirement. We discuss what inflation will mean to your planning process. We never want to sabotage our own retirement. We will go over a number of signs that you may be damaging your retirement and how to change the behavior. If you have any questions concerning your retirement call Choice Financial 405-896-5777 Retirement, Inflation, Planning, Invest, Safety, See omnystudio.com/listener for privacy information.

On this week's edition of the show, we discuss little things that can derail your retirement and suggest solutions. Tips for you in the form of small adjustments that can boost your ability to save for your retirement. Costly mistakes are looming everywhere that can impact your bottom line, We highlight several for you this week.  If you have any questions call Choice Financial 405-896-5777Retirement, Savings, Planning, Diversified, Portfolio, Taxes, Social, Security, See omnystudio.com/listener for privacy information.

We are all moving toward retirement and on today's show we discuss financial risks to avoid. Retirees and pre retirees are worried about what a recession will do to their plans. We will discuss how to prepare. Retiring as a couple checklist will also be on today's program. If you have any questions about your retirement call Choice Financial 405-896-5777. Retirement, Recession, Savings, Risk,See omnystudio.com/listener for privacy information.

On this week's episode we talk regret. We have a woulda, coulda, shoulda, list you don't want to miss. Inflation & a possible recession are on everyone's mind especially those near and in retirement. We discuss steps you can take during uncertain times. Saving is paramount when it comes to retirement, but you need a retirement plan to with those savings and we have a few tips to help. If you have any questions about your retirement call Choice Financial 405-896-5777. Retirement, Savings, Save, Debt, IRA, 401K,See omnystudio.com/listener for privacy information.

On this week's show we discuss the top changes we see in retirement planning. We dive into “fees”, you're going to pay some of course, but we have 3 to avoid. We also get into common retirement myths that people believe. If you have any questions about your retirement call Choice Financial 405-896-5777.Retirement, Planning, Fees, Risk,See omnystudio.com/listener for privacy information.

On this week’s show we discuss three mistakes to avoid as you near retirement. What if you could retire earlier than planned? We discuss strategies that can help. Going from accumulation phase to distribution of funds can be a tough transition as you enter retirement and we will discuss tips to help you. If you have any questions about your retirement call Choice Financial Services 405-896-5777. Retirement, Planning, Strategies, Savings, Risk, SafetySee omnystudio.com/listener for privacy information.

On this episode we discuss the first five years of retirement and some smart money moves to consider. How has the pandemic altered the old retirement rules? We dig in on the new rules. Couples don’t always retire at the same time. If this happens to you what should you be doing with your retirement plan? If you have any questions about your retirement call Choice Financial 405-896-5777. Retire, Save, Portfolio, Plan, PlanningSee omnystudio.com/listener for privacy information.

On this week's episode we discuss 5 things you can be doing before you retire to make sure you’re ready for the big milestone. People have been leaving their jobs in record numbers. What can you do with that old 401K? We break the options down. Running out of money in retirement is the number one fire for retirees we go over key mistakes to avoid. If you have any questions about your retirement situation call Choice Financial 405-896-5777. Retirement, Savings, Inflation, Planning, Portfolio, Taxes, See omnystudio.com/listener for privacy information.

On this week’s show Inflation is front and center. Ideas for you to fight it and still retire on time. We will also discuss the various stages of retirement and how to navigate them. If you have any questions call Choice Financial 405-896-5777. Retirement, Inflation, Social, Security, Taxes, Planning,See omnystudio.com/listener for privacy information.

Financial education should not stop once you hit retirement. Retirement accounts and dividend stocks could be the dynamic duo in your retirement planning. We will discuss 3 reasons why. Is your retirement plan ready for uncertainty? Steps you can take to be better prepared for the ups and downs. If you have any questions about your retirement planning call Choice Financial 405-896-5777. Retire, Wealth, Stocks, Market, Inflation, TaxesSee omnystudio.com/listener for privacy information.