We take a common-sense approach to retirement income planning. We put everything out there, in an easy-to-understand whiteboard approach, and we let our clients choose what strategies they’re comfortable with, while allowing the possibility of providing strategies they may not have thought about—ensuring they’re ready for almost any circumstance in retirement! Almost 90% of our business comes from referrals. We’ve been at this since 1998; we know our clients and they know our families. We’re close. Our mission, by the same token, is more than money—it’s about God, family, and country.
We’re back! It is great to be with you again. I have missed all of you. Our move to the new office took longer than anticipated. Most moves do, right? As I was waiting to move into my new office, it reminded me of lost money. It always takes longer to get back to where you were than one anticipates. When people lose money there are always obstacles to get back. Some of those obstacles are expected and some unexpected. How does a person prevent that from happening? Try not to lose money is the answer. Enjoy the show called “We’re back” and we hope to talk with you soon.Your Line to Retirement540.381.4033yourlinetoretirement@gmail.comhttps://www.facebook.com/yourlinetoretirementLicensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Winners win! I have found this to be true in business, sports, religion, or any other aspect of life. Winners always find a way to win. In this podcast you will learn why the phrase “the rich keep getting richer” is true. You will learn how you can make sure you are on the winning side of things in money and in life. Enjoy the podcast and thanks for listening.Your Line to Retirement540.381.4033yourlinetoretirement@gmail.comhttps://www.facebook.com/yourlinetoretirementLicensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
I often tell my basketball team, “winners win and losers lose.” There’s always an opportunity for you to succeed. No matter the circumstances winners find a way to win. During the days of COVID-19, you can still win. You have to look for the opportunities that are available to you today. Even better, if you are a part of Your Line to Retirement, I will do the looking for you. There are always new opportunities for us to explore. Enjoy the podcast and know if you are willing to win, the best days lie ahead.Your Line to Retirement540.381.4033yourlinetoretirement@gmail.comhttps://www.facebook.com/yourlinetoretirementLicensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
We are living in uncertain days. The coronavirus has our entire nation on the edge of her seat not knowing what tomorrow will bring. Many folks seem to be living paralyzed and have become afraid to step out of the house and live life. In this podcast, you will learn your money can not become paralyzed during your retirement years. You can’t allow your retirement money to make you fear the future and your golden years of life. Since 1998 we have been helping people make simple common-sense decisions about their retirement income strategies. Through September 11, 2001, to the mortgage crisis of 2008 to the current day crisis, Your Line to Retirement has been there for seniors who need guidance with their finances. Enjoy the podcast and share it with a friend.Your Line to Retirement540.381.4033yourlinetoretirement@gmail.comhttps://www.facebook.com/yourlinetoretirementLicensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Trillions here. Trillions there. Trillions everywhere. Over the past several decades America has become famous for “free” federal programs, corporate bailouts and stimulus packages to help the economy recover during days of crisis. Common sense, which I admit is becoming a luxury in America, tells us that nothing is “free”. All this “free” stuff will come at a great cost one day. Our goal at Your Line to Retirement is to make sure you are not the one paying for this “free” stuff. Enjoy the podcast.Your Line to Retirement540.381.4033yourlinetoretirement@gmail.comhttps://www.facebook.com/yourlinetoretirementLicensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Is your retirement plan acting like my dishwasher? During the Cornovirus days we are living in, my family of 8 is eating all the time at the house. My wife is a southern lady who knows how to cook. With that comes some good eating and unfortunately many dirty dishes, pots, and pans. We have two dishwashers that run multiple times a day and probably would like a day off but it is not happening. Is your retirement money asking for a day off from all the ups and downs of the stock market? Enjoy the podcast.Your Line to Retirement540.381.4033yourlinetoretirement@gmail.comhttps://www.facebook.com/yourlinetoretirementLicensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
No matter how much the world changes or technology advances, some things will never change. It will never be a good idea for children to run out in the road with traffic approaching. The stock market always has and always will go up and down, up and down with no one ever knowing which way it is going in the future. We always will be who we hang around. That will never change. I want to hang around good people in my personal life and my business. I have many good clients to associate with and have a partner, TW Bess, that is as good as a person that exists in this world. We would welcome the opportunity to help you with your retirement money.Your Line to Retirement540.381.4033yourlinetoretirement@gmail.comhttps://www.facebook.com/yourlinetoretirementLicensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Have you ever been to Dollywood or any other amusement park? Have you ever seen a roller coaster that goes up real slow then down real fast? Have you ever noticed how many seniors citizens are on the roller coasters?We invite you to listen to this podcast called "The Corona Coaster". Here you will learn a few simple ways to avoid riding the stock market roller coaster when uncertain times happen in our society.
Life can be emotional for all of us. we all laugh, cry, worry, get happy and sad at times throughout our life. When it comes to money it can benefit us all to be emotionless. We need to get the best information possible to make the best decisions possible when it comes to our finances. Please enjoy our podcast called Emotionless Decision Making.