Game Changer Retirement Radio is dedicated to helping you get the most from your financial portfolio by offering a balanced approach with common sense, safety, and control. Jerry dives into all kinds of topics that may effect your financial future... Taxes, inflation, social security, debt and the markets. Tune in weekly for this informative and educational show.
In the final segment the conversation turns to healthcare planning for early retirees, the implications of 401k and IRA rollovers, and the potential future of tax increases. Jerry emphasizes the impo…
Jerry discusses the importance of having a solid retirement plan, especially during an election year. He addresses common misconceptions about Social Security, emphasizing that it is not going away b…
The dicusson continues and focuses on critical aspects of retirement planning, emphasizing the importance of having a solid financial plan. The guys dive into estate planning, long-term care consider…
In this episode of Game Changer Retirement Radio, Jerry discuss the implications of the upcoming election and it's impact on retirement planning. Jerry explores the importance of having a solid finan…
In the 3rd episode of this 4 part series Jerry dives into the reasons why people choose not to retire, including a fear of running out of money and a love for the culture and social connections at wo…
Jerry Linebaugh continues the discussion of retirement planning for the middle class and shares a tip to cut risk and raise returns. He suggests a strategy of maintaining a weighted portfolio, which …
In this episode Jerry focuses on the financial challenges faced by the middle class and the potential impact of tax changes on retirement planning. Jerry Linebaugh discusses the importance of tax pla…
In this episode of Game Changer Retirement Radio Jerry Linebaugh discusses the importance of social security in retirement and how to maximize its benefits. He explains the cost of living adjustment …
Drew Grunwald and Jerry Linebaugh discuss how retirees can plan for vacations and enjoy their retirement without worrying about running out of cash. They explore the difference between investments fo…
The conversation continues Jerry addresses to key factors that affects your retirement portfolio: volatility and tax. The focus is on the importance of Roth conversions and other strategies to achiev…
In this episode of Game Changer Retirement, Drew Grunwald and Jerry Linebaugh discuss the changes in retirement expenses over the past 10 to 20 years. They highlight the impact of technological advan…
If you have a 401k, IRA, pension, home, investments or any other savings or valuable assets having an Estate Plan is vital.
This episode Jerry talks about how power of attorney is often misunderstood…
People always say, "get a second opinion". That should also apply to your financial and retirement planning. Jerry and Jason discuss a topic no one wants to talk about but you must plan for.... Dea…
GenXers are you ready for retirement? You are Gen X if you were born 1965 – 1980 and are now ages 44 – 59. Their parents are already in retirment, but Gen X is the next genereation to face retirment.…
Baby Boomer's are retireing daily in record numbers. We've talked about Boomers before but today we are going to talk about somehing slighty different. Retirment plans, ROTH Converstions and much mor…
Check out Jason and Jerry's conversation on retirment planning for business owners and 1099 contract workers. Retirment is a little different when you're in charge.
Happy New Year! 2024 has arrived... If you are planning to retire this year, you don't wan to miss this podcast. Jason and Jerry list the 7 most important things you need to do if you plan to retire…
What is the Outlook for Retirement 2024? Jerry and Jason discuss how to navigate inflation, potential lower returns and changing rules for retirement withdraws and touch on Secure 2.0 Act #retirement…