The Big Easy Finance Show with Robert Tanner

In this conversation, Robert Tanner discusses advanced retirement strategies, focusing on the importance of planning for a sustainable income in retirement. He analyzes Kevin O'Leary's recent shift in retirement advice, emphasizing the need for careful investment strategies that align with individual lifestyles. The discussion covers the necessity of creating multiple income streams, understanding...

In this episode of the Big Easy Finance Show, CEO Robert Tanner discusses advanced financial strategies for retirement and business development. He emphasizes the importance of financial planning for federal employees facing potential job changes and the need for a holistic approach to wealth management. The conversation also highlights the significance of company culture in retaining employees an...

In this conversation, Robert Tanner discusses advanced financial strategies focusing on retirement planning, tax laws, and the importance of transforming underperforming assets into wealth. He emphasizes the significance of understanding tax implications, especially regarding retirement accounts and required minimum distributions. The discussion also highlights the concept of 'dead money'—fu...

In this episode, Robert Tanner discusses advanced financial strategies for retirement, focusing on Social Security adjustments, retirement annuities, and the importance of building multiple income streams. He emphasizes the need for asset protection and tax strategies to maintain a comfortable lifestyle in retirement. The conversation also touches on business strategies for owners and the signific...

In this episode, Robert Tanner discusses various financial strategies, focusing on retirement planning, the importance of taking actionable steps, and the value of expert financial advice. He explores the significance of commitment in achieving financial goals, the holistic approach to financial planning, and address common concerns regarding retirement. The conversation also touches on the topic...

In this conversation, Robert Tanner discusses the importance of financial conversations during the holiday season, emphasizing the need for families to engage in discussions about money management, estate planning, and business partnerships. He shares his family's approach to teaching financial principles, including the use of vision boards and the significance of involving all family members in e...

CEO Robert Tanner discusses advanced retirement strategies, market volatility, and the importance of financial planning for both individuals and business owners. He emphasizes the need for stable retirement income, especially in light of market fluctuations and political changes. The conversation also covers strategies for those nearing retirement and the significance of having multiple income str...

This conversation focuses on advanced retirement strategies, emphasizing the importance of year-end financial reviews, tax planning, and the role of annuities in creating a personal pension. The discussion also touches on the mindset required for small business owners facing challenges and the necessity of innovation for turnaround strategies. This conversation digs into the importance of empoweri...

In this conversation, Robert Tanner discusses advanced financial strategies focusing on retirement planning, investment options like fixed index annuities, and the importance of asset protection. He emphasizes the need for guaranteed income, managing healthcare costs, and the impact of market fluctuations on retirement savings. The discussion also covers tax strategies and the significance of reta...

Robert Tanner discuss advanced financial strategies for retirement and wealth management. They explore the current market outlook following the recent election, emphasizing the importance of timing in investments. The conversation shifts to the critical need for estate planning, highlighting the potential complications and costs associated with not having a plan in place. They stress the importanc...

Robert Tanner discuss advanced retirement strategies, focusing on the creation of personal pensions and the importance of contractual guarantees in financial planning. They emphasize the need for professional guidance in managing retirement income and the advantages of working with independent financial advisors over big box firms. The conversation also highlights the need for proper estate planni...

Robert Tanner discuss essential financial strategies for individuals and business owners. They cover the importance of tax planning, the implications of changing tax brackets, and the need for proactive management of retirement accounts, particularly orphan 401(k)s. The conversation emphasizes the significance of timely financial decisions and the benefits of working with a financial planner to op...

Robert Tanner discussion covers indexing strategies, tax loss harvesting, and the role of financial advisors in navigating future tax changes and ensuring clients maintain their lifestyle into retirement. Robert Tanner discusses the importance of financial planning, particularly for business owners and individuals looking to secure their financial future. He emphasizes the potential for reinventio...

 Robert Tanner discusses the complexities of retirement planning, emphasizing the importance of creating a sustainable lifestyle while navigating unknowns such as taxes, market fluctuations, and inflation. He advocates for comprehensive planning that includes asset protection and the creation of passive income streams to ensure financial security throughout retirement. The discussion also delves i...

Robert Tanner discusses the critical aspects of retirement planning, emphasizing the importance of addressing various risks such as longevity, market fluctuations, inflation, and medical expenses. Robert explains the necessity of proactive planning to ensure a secure financial future and the potential generational impact of medical costs. He also explores charitable giving strategies and the impac...

Robert Tanner discuss various financial strategies for business owners and retirees. They explore the implications of early retirement withdrawals, the importance of planning for education expenses, and alternative income sources that can mimic pensions. The conversation emphasizes the need for proactive planning to navigate economic challenges and the role of integrity in financial advising. Robe...

Robert Tanner discuss the importance of comprehensive financial planning, focusing on wealth management, estate planning, and retirement strategies. They explore the evolution of retirement income streams, the significance of passive income, and the necessity of having a solid plan in place to navigate financial challenges. The conversation emphasizes the integration of various financial services...

Robert Tanner emphasizes the importance of annuities, the avoidance of 'dead money' in retirement portfolios, and the crucial role of estate planning. Additionally, they highlight the significance of business succession planning for future generations, underlining the necessity for innovation and respect in family-run businesses. Tune in to The BIG Easy Finance Show with Robert Tanner, brought to...

Robert Tanner emphasizes the significance of using money as a tool and making prudent financial choices, like avoiding expenditure on depreciating assets and judicious use of credit. They also highlight the importance of insurance in retirement planning to safeguard against health emergencies and legal disputes. The conversation wraps up with advice on ignoring distractions and maintaining focus o...

Robert Tanner discusses the significance of including a long-term care rider in an insurance policy and its advantages. He will explain the disparity in quality between Medicaid and private long-term care facilities. Additionally, he addresses the necessity of conducting end-of-year reviews and preparing for upcoming tax alterations. Additionally, he highlights the dangers of relying solely on Soc...

Robert Tanner highlights the criticality of strategizing for retirement and business to steer through economic slumps and secure enduring prosperity. He underscores the necessity of maintaining cash reserves, managing debts, and adjusting investments to fortify against recessions. Additionally, he points out the importance of devising a succession plan. Catch The BIG Easy Finance Show with Robert...

Robert Tanner emphasizes the significance of a proactive stance in retirement planning, the strategic rebalancing of investment portfolios, and the critical role of estate and generational wealth planning. He also highlights how taxes can profoundly affect legacy planning and the financial strategies of business owners. Catch The BIG Easy Finance Show with Robert Tanner, powered by Integrity Finan...

Robert Tanner highlights the significance of planning for long-term care and the potential financial challenges that may emerge during retirement. He underscores the necessity for thorough planning that considers healthcare expenses, asset protection, estate planning, and the transfer of wealth across generations. Catch The BIG Easy Finance Show with Robert Tanner, powered by Integrity Financial B...

Robert Tanner discuss the importance of planning and strategy for business owners. They emphasize the need for business owners to have a retirement plan, focus on working on the business rather than in it, and create a positive company culture. For more information and to schedule a complimentary consultation with Robert Tanner, visit www.integrityfbc.com . See omnystudio.com/listener for privacy...

In this episode of the Big Easy Finance Show, host Robert Tanner discusses retirement planning and the importance of having a plan for your post-work years. He draws inspiration from Nick Saban, the former college football coach, who received a set of retirement commandments from his wife. Tanner shares his own list of commandments for retirement, which include living on your own terms, ensuring f...