Safe Money Radio with Brad Pistole

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 a text 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 advantage of...

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 create a bullet...

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 and f...

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

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 appointment to review yo...

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 you would like...

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 a text 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 a text To learn more about Brad Pistole and the Ozark Retirement...

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.  Send us...

Send us a text 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 a text 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 a text 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 a text To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretire...

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 Retir...

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 a text 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 a text To learn more about Brad Pistole and the Oz...

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 you would...

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 OR call Brad's...