The Big Easy Finance Show with Robert Tanner

Robert Tanner of Integrity Financial discusses the importance of having a comprehensive financial plan and the potential pitfalls of DIY investing. He emphasizes the need to eliminate fees, reduce taxes, and stop losing money in order to build wealth effectively. Robert also explains the various plans that Integrity Financial offers, including asset protection, generational wealth, tax reduction,...

Today, Robert Tanner covers the importance of having a financial plan and the challenges of budgeting. He also discusses the role of gold in a retirement portfolio and the potential pitfalls of buying and selling gold.  For more information and to schedule a complimentary consultation with Robert Tanner, visit www.intregrityfbc.com .   See omnystudio.com/listener for privacy information.

Robert Tanner discusses the importance of having a comprehensive plan for long-term care and the potential costs involved. He emphasizes the need for individuals to have a plan in place to cover these expenses, as relying solely on Medicare and Medicaid may not be sufficient. Tanner also highlights the significance of reviewing and adjusting business strategies at the end of every quarter to ensur...

This conversation covers two main themes: retirement planning and estate planning. In the retirement planning segment, Robert Tanner discusses the challenges of accessing money in current investments and the potential costs of moving to a healthier financial position. He emphasizes the importance of having a good plan and a team of legal, financial, and strategic advisors. In the estate planning s...

Nick Saban's retirement, along with his wife's retirement principles, is noteworthy. Additionally, Robert Tanner discusses the Federal Reserve's interest rate decisions and their impact on fixed income and market investments. Would like more information and to schedule a complimentary consultation with Robert Tanner, visit www.integrityfbc.com . See omnystudio.com/listener for privacy information.

Robert Tanner discusses the importance of having a comprehensive financial plan and the need for a team of professionals to help execute that plan. He emphasizes the importance of having money in a growth mode, even during retirement, to keep up with inflation and rising costs of living. He also discusses the impact of interest rates on investments and the need to lock in high participation rates...

In this episode of the Big Easy Finance podcast, host Robert Tanner discusses the importance of having a retirement plan and strategies to save on taxes. He highlights the case of Jeff Bezos, who moved from Washington state to Florida to save on capital gains and estate taxes.   For more information and to schedule a complimentary consultation with Robert Tanner, visit www.integrityfbc.com . See o...

In this episode of the Big Easy Finance podcast, host Robert Tanner discusses the importance of planning and diversification in financial portfolios. He emphasizes the need for a comprehensive plan that takes into account taxes, losses, and fees. Tanner explains that true diversification involves having multiple income sources, such as rental property, social security, investments, and business ow...

Robert Tanner discusses the various factors that can contribute to a business's decline, such as toxic culture, poor customer service, and lack of leadership. They also emphasize the importance of listening to feedback from employees and customers, as well as the need for entrepreneurs to pivot and adapt to changing circumstances.  For more information and to schedule a complimentary consultation...

In this conversation, Robert Tanner, CEO and founder of Integrity Financial, discusses the importance of advanced retirement planning and financial literacy. He emphasizes the need to have multiple streams of income and not rely solely on Social Security or pensions. Tanner advises waiting until age 70 to maximize Social Security benefits and suggests diversifying investments to protect against po...

In this conversation, Robert Tanner discusses the importance of tax planning and estate planning for retirement. He emphasizes the need to think ahead and consider long-term tax strategies to ensure a tax-efficient retirement. Robert also highlights the significance of planning for a retirement lifestyle and protecting one's assets through proper estate planning. The conversation concludes with th...

To Risk or not to risk, Robert will help to determine if you are comfortable with taking a risk and how he can help you on this episode of The BIG Easy Finance Show. For more information and to schedule a complimentary consultation with Robert Tanner, visit www.integrityfbc.com. See omnystudio.com/listener for privacy information.

Is your money still moving and growing? Robert talks about the importance of making your money is still growing even in retirement on this episode of The BIG Easy Finance show. For more information and to schedule a complimentary consultation with Robert Tanner, visit www.intregrityfbc.com . See omnystudio.com/listener for privacy information.

Welcome to "The Big Easy Finance Show" with your host, Robert Tanner, where financial insight meets integrity.  Robert Tanner, a seasoned financial planner and life insurance advisor, brings a wealth of knowledge and experience to the table. With a commitment to integrity that runs deep, Robert founded Integrity Financial BCS in 2010, aiming to bridge the gap in financial services for underserved...

Whether it is in retirement, or you come into a lump sum of money, Robert gives tips and strategies on what you should do on this episode of The Big EASY Finance Show.   For more information and to schedule a complimentary consultation with Robert Tanner, visit www.integrityfbc.com . See omnystudio.com/listener for privacy information.