Safe Money Radio with Brad Pistole

Are your retirement savings safe from the taxman’s grasp? Join us on this episode of Safe Money Radio as we welcome America's IRA legend, Ed Slott, who unveils the essential strategies to shield your retirement nest egg from unnecessary taxes. With financial turbulence shaking up markets worldwide, Ed’s profound insights from his latest book, "The Retirement Savings Time Bomb," beco...

Discover the keys to securing your retirement even amidst today's unpredictable markets. Join us as Kevin Lynch, a seasoned expert from North Carolina and former college professor, shares his invaluable insights on wealth management, income planning, and asset protection. Hear about his fascinating journey into retirement planning, inspired by my books, and get to know his academic background...

Joined by dynamic duo Paul Morrison and Mark Annese from IRMAA Certified Planner, we dissect the hidden traps of Medicare Surcharge taxes (IRMAA) and how they can sabotage your retirement. Lock arms with us as we furnish you with battle-tested strategies to shield your hard-earned dollars from the taxman's clutches and ensure you keep more of what you make. Are you IRMAA-aware? If not, it&apo...

Imagine discovering the secret to a retirement that weathers the storm of market fears and tax tides, turning your golden years into a treasure chest of financial security. That's exactly what we're unlocking in today's episode, where I sit down with financial wizard Dr. David Blanchett to dissect the underestimated sequence of returns risk and the elusive 'quadruple whammy&apo...

Interviewing Dr. Alex Murguia: We explore the Retirement Income Style Awareness (RISA) questionnaire, a pioneering tool merging personality and psychology with financial planning. Unravel your personal approach to retirement income and learn how to make decisions that resonate with your inner motivations. We shed light on the intersect of behavioral finance and practical planning, inviting you to...

When it comes to retirement income, one size does not fit all. That's why we dissect various approaches, from annuities to the 'flooring' and 'bucket' strategies, with the goal of crafting a personalized financial plan. The dialogue illuminates how lifetime income annuities and Multi-Year Guaranteed Annuities can become cornerstones of a well-structured retirement portfoli...

Navigate the choppy waters of retirement planning with Safe Money Radio as we join forces with Ed Slott, a titan in the realm of retirement tax strategies. Together, we tackle the daunting specter of market volatility and its potential ravaging effects on your 401k and 403b accounts.  You won't want to miss Ed's riveting personal anecdotes, which add a layer of depth to the expert advice...

Brad talks about how higher interest rates bring forth the opportunity to potentially "refinance" your current annuity, and how better annuity rates can affect your future growth potential.  Send us Fan Mail To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com 

Unlock the secrets to a secure and prosperous retirement with the guidance of Heather Schreiber, a retirement income virtuoso who joined me on Safe Money Radio. Together, we tackle the most critical milestones in your financial journey, ensuring you're armed with the knowledge to make informed decisions. Whether you're wondering when to dip into your retirement savings or how to take adv...

Get ready to turn the tables on market fears and secure your golden years! Join Brad Pistole, and the acclaimed Dr. Wade Pfau, as we unravel the mystery behind safeguarding your retirement income. Imagine a world where your 401(k) is more than just a number subject to Wall Street's whims. That's the reality we're bringing you, as we discuss the golden rules of investment and how to...

Unlock the secrets to weathering financial storms and securing a robust retirement with Tom Hegna, the acclaimed economist and retirement planning maestro. As markets fluctuate and the future seems uncertain, we dissect the strategies that can protect and grow your nest egg, even when the Dow Jones takes a hit. With Tom's unparalleled insight, gleaned from his experience in both the military...

Brad talks about the importance of how you finish saving and preparing for retirement.  Send us Fan Mail To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com 

Brad talks about speaking at the same conference as Peyton Manning, and shares some amazing stories that the ex pro Quarterback had to share.  Send us Fan Mail To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com 

Brad shares stories about an industry leading expert, Dr. Wade Pfau, and his what his lifelong commitment to retirement income research says.  Send us Fan Mail To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com 

Brad talks about his trip to Long Island to film an episode of Who Wants to be a Millionaire with Tom Hegna and Fox Business.  Brad also talks about what it means to have TRUE wealth and be a TRUE millionaire. He will also talk about Tom's book, the three stages/phases of retirement.  Send us Fan Mail To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksreti...

Brad talks about the difference between defined benefit and defined contribution plans, "Peak 65", Pensions, 401(k)'s and other investment options available to those nearing retirement in 2024.  If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appo...

Brad talks about the great stock market recovery of 2023, the benefits of 'buying low and selling high', and the importance of securing your retirement income before taking risk with the rest of your retirement portfolio.  If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if...

Brad shares a great story about a highly educated financial professor who reached out to him to help him plan his retirement. This episode talks about the reasons why it is extremely important to work with people who know more than you do in the specific area you need help in!  If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call...

Brad talks about the best tax planning weapons in the arsenal for those who are about to retire and start taking distributions from your 401(k)'s and IRA's.  Send us Fan Mail To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com 

Brad talks about the slippery slope of the IRS rules when it comes to tax deferred accounts such as IRA's and 401(k)'s, and the additional rules that come along with inheriting them. Brad lays out a ground floor of rules that can end up saving you tens of thousands of dollars in taxes and penalties to the federal government.  Send us Fan Mail To learn more about Brad Pistole and the Ozar...

Kevin Lynch is a highly esteemed finance professor at The American College of Financial Services located in King of Prussia, PA. Kevin has 24 financial designations. Kevin is also a client of Brad and Hunter's. Listen as Kevin and Brad go over why even someone with this level of knowledge can use the help of an advisor, especially when it comes to choosing income annuities for retirement.  Se...

Send us Fan Mail To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com 

Ed Slott joins Brad Pistole LIVE in the studio in Springfield, Missouri. Brad and Ed talk about taxes, tax law, IRA's, 401(k)s, income planning, life insurance, and costly mistakes to avoid with your IRA's and 401(k)'s in 2023.  Send us Fan Mail To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com 

PhD Economist Michael Finke joins Brad to talk about retirement income planning.  Send us Fan Mail To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com 

In a world where EVERYONE has opinions about finances, Brad gives his thoughts about how to navigate who to listen to when it comes to your retirement plan. Brad shares his thoughts about those who voice their financial opinions on social media such as Dave Ramsey, Suze Orman, and others.  Send us Fan Mail To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksreti...