Retire TruNorth Radio

In this episode of Retire TruNorth Radio , where the TruNorth Advisors team uncover why having multiple financial “quarterbacks” often leads to hidden inefficiencies in retirement. Many retirees have strong investments, but weak coordination. Your 401(k), IRA, Social Security, Medicare, taxes, and estate plan should all work together under one strategy. Without it, small gaps can quietly cost you...

Is your portfolio still built for growth, or ready for income? In Part 4 of our 5 Overlooked Opportunities Series of Retire TruNorth Radio , we reveal why updating and rebalancing your investments is one of the most powerful ways to protect your retirement. Learn how to avoid sequence-of-returns risk, create reliable income, and make your money last. Schedule your complimentary retirement analysis...

Most retirees don’t realize it, but filing for Social Security at the wrong time can mean leaving six figures on the table . In the third part of our 5 Overlooked Opportunities series, TruNorth Advisors breaks down how to maximize your benefits by understanding: - Tax implications - Medicare premiums - Spousal benefits - The future of the Social Security Trust Fund TruNorth Advisors helps retirees...

What if the biggest fear in retirement isn’t the stock market — but outliving your money? In this second part of our “5 Overlooked Opportunities” series, TruNorth Advisors explains why having a reliable income plan could be the key to peace of mind in retirement. Discover how to turn your savings into consistent, dependable income streams so you can travel, spend time with family, and enjoy the li...

Are you recently retired or planning to retire in the next five years? Even if you’ve saved and invested well, the next steps you take could have an even bigger impact on your retirement. In this first part of our series, Matt Dixon of TruNorth Advisors reveals why retirement tax planning may be the single most overlooked — yet most powerful — opportunity to make your money last longer. Discover s...

Taxes in retirement aren’t just about today—they’re about what’s coming. In this episode, we unpack the third and most dangerous tax trap : the looming risk of higher taxes after the 2025 TCJA sunset. From RMDs and Social Security taxation to the “tax torpedo” and IRMAA surcharges, we break down how retirees can get hit with a triple whammy—and why Roth conversions may be the smartest move before...

In this episode of Retire TruNorth Radio , we continue our Tax Traps series with a deep dive into the second big pitfall: Social Security’s hidden cost . Too many retirees are blindsided when they discover up to 85% of their benefits can be taxed. We break down why this happens, what “provisional income” really means, and how required minimum distributions (RMDs) can trigger the dreaded tax torped...

Retirement doesn’t always mean lower taxes. Learn how IRA and 401(k) withdrawals, RMDs, and poor planning can raise your tax bill—and why proactive planning makes all the difference. Get a complimentary Retirement Tax Savings Analysis from TruNorth Advisors. Call 864-800-1831 or visit retiretrunorth.com to get started! This podcast is intended for informational and educational purposes only and sh...

Retire TruNorth Radio uncovers the hidden threats—like long-term care, healthcare costs, inflation, and longevity that can quietly erode your retirement savings. In this final podcast in the Hidden Threats Series, we share clear, actionable strategies to help protect your future. Learn how a truly comprehensive plan can give you confidence and make your money last.   For your complimentary retirem...

Retirement isn’t just about saving — it’s about surviving hidden threats. Discover how inflation and healthcare costs can quietly drain your wealth, and how to fight back. Contact us today to schedule your complimentary retirement analysis: Phone: (864)-800-1831 Website: retiretrunorth.com This podcast is intended for informational and educational purposes only and should not be considered investm...

Social Security is at risk, and traditional filing advice like “delay until 70” may no longer work in your favor. In this episode of the Hidden Threats Series , we reveal the filing mistakes that could shrink your benefits, increase your taxes, and reduce your retirement income. You’ll also learn smarter strategies to help maximize your Social Security and keep more of what you’ve earned. 👉 Sched...

The wrong Social Security decision could cost you $182,000. Learn how to avoid costly filing mistakes, hidden taxes, and the “tax torpedo” — and keep more of your retirement income. In this episode of Retire TruNorth Radio, we reveal why Social Security is far more complex than it looks and how simple missteps can drain your retirement savings. From hidden tax traps to Medicare premium hikes, we’l...

Most people think taxes drop in retirement… but for many, the opposite happens. In this episode of Retire TruNorth Radio, we’re pulling back the curtain on the hidden tax trap, and why it can cost retirees far more than expected. Listen now and learn how to disarm the tax trap and make your money work smarter for you in retirement. Want to schedule your complimentary retirement analysis ? Call us...

Welcome to the launch of our brand-new Hidden Threats series on Retire TruNorth Radio, brought to you by the team at TruNorth Advisors. In this first deep dive, we uncover what we consider to be one of the most overlooked risks facing retirees today : unnecessarily overpaying taxes in retirement . Taxation may seem like an inevitable part of life—but what if you’re paying more than you legally nee...

3 Tax-Smart Moves for Your 401(k) & IRA | Retire TruNorth Podcast Learn how to keep more of what you earn with these simple, powerful tax strategies for retirement. Contact Us:  Phone: (864)-800-1831 Website: Retiretrunorth.com This podcast is intended for informational and educational purposes only and should not be considered investment, legal, tax, or financial advice. The views expressed a...