Texas Sized Retirement … Simplified

David Hodson & Glen Hancock again discuss Social Security and how some recent changes can benefit government employees. David and Glen explain how Social Security calculations work. They also explain how the spousal benefit can be easily overlooked and can mean hundreds of dollars more per month. David and Glen also share what people need to do to make sure they qualify for Social Security, in...

Glen Hancock & David Hodson recap the main benefits of The Fairness Act. Then Glen and David discuss the actions that teachers and federal employees should take to secure their full benefits and how far back retroactively those benefits extend. They also talk about how Advanced Financial Strategies can walk people through every step of this process and why tax planning is necessary because of...

David Hodson & Glen Hancock discuss the passing of The Fairness Act. David and Glen share who benefits from the law and why they campaigned themselves for it for over 20 years. They also share why they are passionate about meeting with anyone that is affected by this Social Security adjustment and getting them the money they feel these government workers deserve. David and Glen also recount th...

Glen Hancock and David Hodson break down the different thresholds for annual giving limits and taxes after death. They explain how they walk clients through strategies and giving and getting their estate value to a certain number to avoid taxes. The duo also explains what trusts are, why they only work for certain clients, and how their firm has different products and people on staff to walk clien...

David Hodson and Glen Hancock discuss how they walk clients through the process of adding kids or other beneficiaries to different accounts, as clients age. David has a story about an aging mom, who made that choice while she still could, and Glen explains how only having a power of attorney alone can still be very complicated. David and Glen also discuss their holiday plans and trips they plan to...

Glen Hancock & David Hodson break down the tax implications of qualified and non-qualified funds and the types of accounts that are in those categories. Glen and David talk about “tax time bombs” and how to portion out deposits and payments to make those less, well, taxing. And Glen tells listeners about Austin, while David describes what Waco is famous for. See omnystudio.com/list...

David Hodson & Glen Hancock discuss what first-time visitors to Advanced Financial Strategies should bring with them: tax docs, account statements, and their retirement goals. Glen explains why these are so important and David digs into the different tax strategies they can discuss. Glen and David also have a laugh about David passing up on a chance to join Glen at the big Texas-Georgia footba...

David and Glen discuss the fundamentals of 401(k) and 403(b) retirement accounts, emphasizing the importance of understanding these financial tools for effective retirement planning. They highlight the differences between these accounts, the significance of financial education for educators, and strategies for maximizing retirement savings. The conversation underscores the need for consistent cont...

David & Glen discuss their backgrounds in financial services industry, their motivations for helping clients with retirement planning, and the importance of community in their work. They share personal stories about their journeys to Texas and how they built a successful partnership in the financial industry, emphasizing the joy of working with clients and the satisfaction that comes from help...

David Hodson of Advanced Financial Strategies is proud to provide a podcast option for people seeking to further their financial literacy and plan for their future. “Texas Sized Retirement … Simplified,” will provide tips and a general road map to help navigate what can seem like a long road to retirement filled with hazards and blind turns. Subscribe and tune in as each episode will provide valua...