Tony Drake
The Retirement Ready Show
Proudly providing wealth management, retirement planning, asset protection and estate planning. We bring you information on retirement trends, taxes, inflation, social security benefits and achieving a more secure financial future. The financial advisors of Drake & Associates are the voices of the Retirement Ready radio show. https://go.oncehub.com/scheduleacomplimentaryconsultation Investment advisory services provided by Drake and Associates, LLC and SEC Registered Investment Advisor. Insurance products are offered through a separate company, Loft Financial Advisory Group, LLC. Wisconsin Ins...
Where to listen?
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Episodes
Ep. 1 - Future of Social Security & Medicare 19.01.2022 37:47
This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today. go.oncehub.com/scheduleacompliment...
Ep. 00 - Introduction 19.01.2022 11:41
Welcome to The Retirement Ready Show hosted by Tony Drake, CFP® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. https://go.oncehub.com/scheduleacomplimentaryconsultation This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the m...
1 - 1 - 22 Retirement Ready 11.01.2022 32:41
1 - 1 - 22 Retirement Ready by Tony Drake, CFP® | Drake & Associates This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule...
12 - 18 - 21 Retirement Ready 11.01.2022 34:11
12 - 18 - 21 Retirement Ready by Tony Drake, CFP® | Drake & Associates This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedul...
12 - 11 - 21 Retirement Ready 11.01.2022 33:52
12 - 11 - 21 Retirement Ready by Tony Drake, CFP® | Drake & Associates This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedul...
1 - 08 - 22 Retirement Ready 11.01.2022 32:58
1 - 08 - 22 Retirement Ready by Tony Drake, CFP® | Drake & Associates This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule...
12 - 26 - 21 Retirement Ready 28.12.2021 33:02
12 - 26 - 21 Retirement Ready by Tony Drake, CFP® | Drake & Associates This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedul...
12 - 4 - 21 Retirement Ready 06.12.2021 34:14
12 - 4 - 21 Retirement Ready by Tony Drake, CFP® | Drake & Associates This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule...
11 - 27 - 21 Retirement Ready 06.12.2021 34:09
11 - 27 - 21 Retirement Ready by Tony Drake, CFP® | Drake & Associates This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedul...
11 - 20 - 21 Retirement Ready 06.12.2021 34:11
11 - 20 - 21 Retirement Ready by Tony Drake, CFP® | Drake & Associates This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedul...
11 - 13 - 21 Retirement Ready 06.12.2021 34:23
11 - 13 - 21 Retirement Ready by Tony Drake, CFP® | Drake & Associates This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedul...
11 - 06 - 21 Retirement Ready 06.12.2021 34:12
11 - 06 - 21 Retirement Ready by Tony Drake, CFP® | Drake & Associates This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedul...
10 - 30 - 21 Retirement Ready 06.12.2021 34:01
10 - 30 - 21 Retirement Ready by Tony Drake, CFP® | Drake & Associates This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedul...
10 - 23 - 21 Retirement Ready- "Tax-Wise" About Your Retirement Income 25.10.2021 34:06
Being “tax-wise” is no longer a concern for only the wealthy. Many people fear that increasing tax rates might be looming on the horizon. And, considering our country’s spending and growing addiction to debt, this fear may be well-founded. But there is also a large percentage of the population that assumes that their personal tax bracket will be lower once they retire. Perhaps you believe that you...
Retirement Ready- 3 Things for Every Retirement 21.09.2021 33:56
If you are retiring soon or recently retired, it’s time to shift the fundamental reasoning for how you invest your dollars. Moving from your working career and “paycheck” mode into retirement and “distribution” mode is a serious deal. You might not realize it right away, but when you go from adding to your portfolio and retirement nest egg to taking from it regularly for retirement income, the imp...
Retirement Ready - 6 Common Misconceptions About Retirement 07.09.2021 33:38
Planning for major life events can be very exciting, but it can also be very stressful. Some of these events may include your big wedding day, having a child, starting a new job, buying a new home, retirement, maybe even setting up a family vacation. All of these events should require some deep thought and a thorough planning process. Some people enjoy the planning process and take the time to do...
Retirement Ready - Planning for Retirement BEFORE You Retire 30.08.2021 34:06
This episode is all about being prepared. We’re talking directly to you Mr. and Mrs. Pre-Retiree! And not that someone that is already retired can’t benefit or learn from this show, they absolutely can. But here’s the deal… Too many people that are coming in to start handling retirement planning and investing simply aren’t nearly prepared enough. Many people don’t have enough education. Many don’t...
Weekly Market Update: 8/30/2021 30.08.2021 2:27
By now you have probably figured out that we believe success in retirement is tied closely to your retirement income. Do you have a paycheck in retirement that you can rely on, like a pension? How about your Social Security check, does it pay you enough to live your life comfortably? If the answer is no, then you most certainly need to focus on positioning your retirement dollars properly to devel...
Weekly Market Update: 8/23/2021 23.08.2021 2:06
Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate...
Retirement Ready - Diversifying Your Income 23.08.2021 34:03
By now you have probably figured out that we believe success in retirement is tied closely to your retirement income. Do you have a paycheck in retirement that you can rely on, like a pension? How about your Social Security check, does it pay you enough to live your life comfortably? If the answer is no, then you most certainly need to focus on positioning your retirement dollars properly to devel...
Weekly Market Update: 8/16/2021 16.08.2021 2:32
Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate...
Retirement Ready - Retirement Tools vs. Retirement Strategies 16.08.2021 34:11
There is a theory that has been going around the financial industry as of late. It really isn’t anything that’s brand new or “state-of-the-art.” Honestly, it’s more of a concept really. And that’s what good retirement planning is all about – having a theory or a concept that you can follow, that you understand, that helps you allocate your investment dollars in a way that will work for you and you...
Weekly Market Update: 8/9/21 09.08.2021 2:39
Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate...
Retirement Ready - Creating Your Retirement Budget 09.08.2021 33:12
We get the same question from our prospective clients a lot. “Do I have enough to retire?” It’s a great question to be asking if you have aspirations to retire in the near future. The problem is that the media and the news can tend to lead you to believe that you need to focus primarily on how much you have saved for retirement, instead of what you actually need on a monthly basis to live comforta...
Weekly Market Update: 8/2/21 02.08.2021 2:19
Weekly market commentary brought to you by Tony Drake, CFP® of Drake & Associates, LLC in Waukesha, Wisconsin. Find us at WealthWisconsin.com and weekly on WTMJ 620AM Saturdays at 1:00 pm on the Retirement Ready radio show. Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate...
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