The Big Easy Finance Show with Robert Tanner

What if your retirement plan is missing the one thing that could save you thousands in taxes? In this episode, Robert Tanner breaks down the pros and cons of MIGAs, Roth conversions, and tax-free strategies that go beyond traditional advice. Learn how to lock in your lifestyle, avoid overpaying taxes, and build a retirement plan that lasts 30+ years. Whether you're a retiree or business owner, thi...

What does retirement really look like—and are you ready for it? In this episode, Robert Tanner explores the emotional and financial realities of retirement, from lifestyle planning to tax-smart income strategies. Whether you're an individual thinking about your Social Security timing or a business owner navigating succession or exit planning, this conversation offers practical insights to he...

Feeling overwhelmed by your business? You’re not alone. In this episode, Robert Tanner shares how burnout, lack of strategy, and overextension can quietly sabotage entrepreneurs. From LEGO’s turnaround to real-life business collapses, learn why focus, delegation, and measurable outcomes are essential to building a business that supports—not drains—your life. Tune in to The...

Is your business ready for the second half of the year—or are you just hoping it all works out? In this episode, Robert Tanner uses a football halftime metaphor to challenge business owners to reassess their goals, stress-test their strategies, and prepare for opportunity. From tax mitigation and private reserve strategies to succession planning and living abundantly, Robert shares how to sh...

What if you could go from “taxed forever” to “never taxed again”? In this episode, Robert Tanner breaks down why deferring taxes in today’s low-rate environment may be a costly mistake. He explains the risks of drawn-out Roth conversions, the truth about annuities, and how to build a tax-free retirement strategy that prioritizes control, liquidity, and legacy. Whether...

What if your business is your retirement plan—but you’ve never actually planned for retirement? In this episode of  The Big Easy Finance Show , Robert Tanner explores the unique challenges business owners face when preparing for retirement. From succession planning and tax strategy to letting go of control and building a self-sustaining company, Robert shares how to shift from wor...

What’s the one thing that can ruin your retirement—or your family’s future? In this episode of The Big Easy Finance Show, Robert Tanner tackles the hidden threats to a secure retirement: procrastination, complacency, and the lack of a real plan. From locking in your lifestyle to preparing your estate, Robert explains why having “just accounts” isn’t enough. He a...

Is your retirement plan built to go the distance—or just hoping for the best? In this episode, Robert Tanner explains why today’s “Rocky Balboa market” demands a smarter strategy, especially for those within five years of retirement. From locking in your lifestyle and building tax-free income to creating generational wealth and skipping straight to the grandkids, this episo...

What if your retirement plan is built on outdated rules that no longer work? In this episode of  The Big Easy Finance Show , Robert Tanner breaks down why the traditional 4% rule may be failing today’s retirees and how shifting from nest egg accumulation to income strategy is key. He explores the risks of tax deferral, the power of tax-free planning, and how to protect your financial &l...

Retirement planning isn’t just about saving—it’s about creating a strategy that ensures your lifestyle remains secure for decades to come. Robert Tanner explores key concepts like turning income into generational wealth, minimizing taxes, and avoiding stagnation to keep your money actively growing. By focusing on tools like annuities to guarantee lifetime income, Robert underscor...

Selling your business can be a life-changing event, but without proper planning, taxes and mismanagement can erode your hard-earned wealth. Robert Tanner dives into strategies for preparing your business for sale, including maintaining clean financial records, minimizing debt, and maximizing value through smart tax planning. Whether you're a business owner nearing retirement or planning ahead, thi...

Are you ready to transform your retirement experience? On the Big Easy Finance Show, Robert Tanner of Integrity Financial discusses the concept of “lifestyle lock,” ensuring your retirement income withstands market volatility and inflation. Tanner outlines key strategies, including tax planning, eliminating losses, and minimizing fees.   Tune in to The BIG Easy Finance Show with R...

Robert Tanner discusses the critical aspects of retirement planning, highlighting common pitfalls and the importance of having a comprehensive income strategy. He explores various sources of retirement income, the significance of asset protection, and innovative strategies for both retirees and business owners to secure their financial future. The conversation emphasizes the need for a proactive a...

Are you ready to lock in your lifestyle for a carefree retirement? Robert Tanner discusses the importance of creating a Lifestyle Lock, a plan that ensures your current standard of living remains unchanged throughout your retirement. This strategy covers your income, taxes, and other essential aspects, allowing you to focus on enjoying life without financial worries. Whether you're nearing retirem...

Unlock the secrets to a secure retirement. Robert Tanner dives into essential strategies for ensuring a stable financial future after you retire. He explores topics like the importance of a long-term income plan, inflation-adjusted savings, and effective asset protection. Learn why diversifying streams of income and planning for unexpected costs are crucial steps in retirement planning. Join us fo...

Is active management the key to a secure retirement? Robert Tanner of Integrity Financial Business & Corporate Services discusses advanced retirement strategies to fortify wealth and ensure income growth. He emphasizes the importance of risk management, asset protection, and legacy planning tailored to retirees' needs. Tanner explains how personalized strategies can help retirees maintain thei...

Retirement planning isn't just about Social Security; it's about creating multiple revenue streams to ensure financial stability. Robert Tanner discusses strategies like asset protection, defensive investments, and the importance of diversification. Listeners learn how to safeguard their retirement funds from market volatility and legal threats. The episode highlights the significance of having a...

In this episode, Robert Tanner discusses advanced financial strategies focusing on retirement planning, taxes, and the future of social security. They emphasize the importance of creating stable income streams and the need for individuals to be proactive in their financial planning to ensure independence from government programs. The discussion also touches on the unpredictability of markets and t...

In this episode, Robert Tanner is joined by Robert's daughter, Carrita Tanner-Cloud, President & CEO of graphic design agency Creativity Justified. They dive into comprehensive retirement planning, discussing critical aspects such as asset protection, income diversification, and the importance of a systematic approach. Robert emphasizes the need for diversified income streams and defensive hol...

Does retirement planning that worked back in the 80s and 90s still apply to today? In this episode, Robert Tanner gives insights on essential strategies for navigating tax season, preserving your lifestyle, and building generational wealth. Robert also discusses the importance of diverse income streams and the pitfalls of outdated financial rules. He explores advanced business strategies and cruci...

In this episode, Robert Tanner discusses the importance of financial planning, focusing on social security, asset protection, and strategies for business owners. They emphasize the need for multiple income streams and the significance of understanding contracts and leases. The conversation also touches on the comparison between retirement planning and the effort put into NCAA tournament pools, hig...

In this episode, Robert Tanner discusses advanced retirement strategies and the importance of proactive tax planning. He emphasizes the difference between tax preparation and tax strategy, highlighting the need for a comprehensive financial plan that respects money and lifestyle. The conversation covers common pitfalls in retirement portfolios, the role of CPAs versus tax strategists, and the nece...

In this conversation, Robert Tanner discusses advanced retirement strategies, the importance of understanding market corrections, and the need for comprehensive financial planning. He emphasizes the significance of adapting investment strategies based on age and risk tolerance, particularly in light of market fluctuations and technological advancements. The discussion also highlights the challenge...

In this episode of the Big Easy Finance Show, Robert Tanner discusses essential strategies for retirement planning, focusing on the importance of preparing for potential changes in Social Security, creating multiple streams of income, and the significance of comprehensive financial planning. He emphasizes the need for small business owners to have tailored strategies and the impact of tax planning...

In this conversation, Robert Tanner explores various financial strategies, focusing on federal and corporate buyouts, the implications of technology on employment, and the importance of creating value in the workplace. He emphasizes the need for individuals to regularly review their retirement plans and adapt to changing financial realities. In this conversation, Robert emphasizes the critical imp...