Safe Money Radio with Brad Pistole

Brad announces that Ed Slott will be coming to Springfield, MO for a special event on Tuesday, September 12th. This will be held at the White River Event Center at Bass Pro Shops. Go to www.guaranteedsafemoney.com or call 866-780-7233 to register.  Topics covered will include:  Getting off of the government plan ROTH IRA's  ROTH Conversions Secure Act 2.0 Tax Law Updates Keeping MORE of Your...

Tom Hegna joins Brad Pistole on Safe Money Radio once again to answer retirement planning questions that are on the minds of many people in the 50+ age range.  Send us Fan Mail To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com 

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...

Dr. Wade Pfau joins Brad on Safe Money Radio for the second time. In this episode, Brad and Wade talk about:  The Importance of Guaranteed Income The Benefits of Owning Fixed Indexed Annuities  Bonds vs. Annuities - who wins? How Much you Can Spend in Retirement  & Why You Should Work With a Specialist If something in this episode has peaked your interest, please feel free to call Safe Money R...

Brad breaks down Maslow's Hierarchy of Needs, and how it compares to your financial hierarchy of needs.  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 appointment to review your current retirement accounts. Send us Fan Mail To learn more about Brad Pistol...

Brad addresses the concerns of many retirees involving banking and bank products. Some of the things discussed today include CD's, FDIC coverage, insurance products, annuities, and how they stack up compared to bank products.  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 talks about the ability for those age 59.5 and above to take an "in service withdrawal" from eligible 401(k), 403(b), 457 and TSP's. This episode covers the options and characteristics of in service withdrawals. If you are age 59.5 and above, this episode is for you! If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE...

Brad talks about the 3 Phases of Retirement coined by world renowned economist, Tom Hegna.  Stage 1: GO GO YEARS - Early retirement, still healthy, doing lots of activities and participating in hobbies. You spend more money in these years. Stage 2: SLOW GO YEARS - Mid retirement, health issues maybe start to lurk in, not as active. Spend less money than in go go years.  Stage 3: NO GO YEARS - End...

Brad answers questions from Safe Money Radio callers.  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 appointment to review your current retirement accounts. Send us Fan Mail To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozar...

Brad talks about why some large investment institutions refuse to use annuities with their clients, what happened to his Dad in 2001 and 2008, and spends ample time talking about the pros and cons of making deductible IRA contributions now vs. having tax free money LATER in retirement.  Send us Fan Mail To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirem...

Brad talks about how the game of GOLF and your retirement plan have a LOT in common! Featured on today will be a snippet from world renowned economist Tom Hegna, also speaking on the commonalities of golf and a healthy retirement plan, in detail.  Topics discussed will be:  - Using all the clubs in your bag -Focusing on income rather than asset size -The importance of a diverse approach to retirem...

World Renowned Economist Tom Hegna joins Brad for an episode of Safe Money Radio to talk about risk control, diversification, sequence of returns risk, long term care, guaranteed lifetime income, the stock market, and even more! For those nearing retirement, this video is one you will want to bookmark. Send us Fan Mail To learn more about Brad Pistole and the Ozark Retirement Group, please visit w...

In todays episode, Brad talks about the one thing we all seem to dread; taxes.  There are several key decisions that those who are nearing retirement face, and decisions to be made that can end up saving you tens of thousands of dollars in tax liability in the future.  If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad&apos...

NSSA® Heather Schreiber joins Safe Money Radio to talk about a couple of hot topics in the world of Social Security, Medicare and Guaranteed Income!  These topics include:  The Social Security "Break Even" Point IRMAA (Income Related Monthly Adjustment Amount) Medicare Premiums Guaranteed Roll-Up Rates Send us Fan Mail To learn more about Brad Pistole and the Ozark Retirement Group, plea...

Wade D. Pfau, PhD, is Professor of Retirement Income in the PhD in Financial and Retirement Planning program, Co-Director of the American College Center for Retirement Income, and RICP® program director at The American College of Financial Services.  Wade joins today's show to talk about 'Safety First Retirement Planning', the different ways to create an income plan for retirement,...

CEO of Crown Haven Wealth Advisors, Casey Marx, joins Brad Pistole for a special episode of Safe Money Radio. Casey and Brad dive into the importance of creating a guaranteed floor of income, and how retirees benefit from having this key structure in their retirement plan.  To contact Casey Marx and Crown Haven Wealth Advisors, please visit their website at https://crownhaven.com or call them at 9...

America's IRA Expert, Ed Slott, joins Brad Pistole on Safe Money Radio to talk about the updated tax laws that were signed into law with the Secure Act 2.0 on December 29, 2022.  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 appointment to review your cur...

While we were all enjoying the holidays, Congress slipped one by us by signing Secure Act 2.0 into law on December 29th, 2022. In todays episode, Brad will give us a snapshot of some of the most important changes which include:  Required Minimum Distribution age changes Qualified Charitable Distribution amount changes Changes to ROTH accounts held in employer retirement plans Contribution limits f...

In today's episode, Brad gives a quick recap of 2022's year end results in the stock market, and overall economy. We also will hear snippets from Tom Hegna throughout the episode.  Topics covered today consist of: 2022's Year End Review When the Riskiest Time to Invest is  A Horrible Year for Bonds Key Takeaways and Things to Consider for 2023 If something in this episode has peaked...

World renowned economist, CLU®, ChFC®, CASL®, Tom Hegna joins Brad to speak about his key steps to retirement freedom! In this episode Brad asks Tom 18 key questions about retirement, and they will speak briefly on topics including:  The Importance of Guaranteed Income Finding the Right Mixture of Exposure to Risk/Safety How to have built in Guaranteed Inflation Protection Why Tom owns 11 Annuitie...

In this episode, Brad dives into the fun comparisons between chasing big bucks (retirement dollars) and chasing BIG BUCKS (deer).  Intricate areas of focus in this episode include:  Making purposeful withdrawals from the correct accounts Paying attention to the tax-status of your retirement accounts Creating a safety valve for your 10 year retirement red-zone window Avoiding the stress of ups and...

In todays episode, Brad talks about the importance of ongoing education, and why it is critical that the advisor managing your retirement plan stays up to date on the latest developments in the financial industry, as well as changes to regulations, tax laws, and compliance.  Brad also speaks about:  What a Fiduciary REALLY is The Importance of Tax-Free Buckets  Why You Should Work With a Retiremen...

Brad shares about the wild episode of Deal or No Deal that reminded him of what pre-retirees experience with stock market losses, as well as dialogue with Ed Slott regarding:  The Dreaded Triple Whammy The Effects of Fee's and Market Losses Our Current National Debt Crisis The "Always" Rule If something in this episode has peaked your interest, please feel free to call Safe Money Ra...

Once again Brad is joined by national Social Security expert, Heather Schreiber.  Brad & Heather deep dive into an assortment of Social Security questions, and visit common misconceptions in the Social Security landscape.  In this episode, Brad & Heather touch on:  Delaying benefits until FRA (Full Retirement Age) Spousal Continuation Treating Social Security as an Investment Taking withdr...

The great Ed Slott joins Brad live in Denver, CO to discuss the following topics:  The Stock Market in 2022 The Biggest IRA Mistakes in Retirement Ed's 4 Pillars of Retirement Freedom Why Ed Owns Annuities for Retirement Income The Future Tax Rates America May Face If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad&apo...