The Retirement Bullpen with Richard Warner

Richard Warner of Warner Financial Solutions discusses some odd-ball requests that celebrities made in their wills and notes some of the biggest mistakes he has seen people make. Richard emphasizes t…

Richard Warner of Warner Financial Solutions relates washing one’s hands after going to the bathroom to how someone should not leave their retirement plan on autopilot. Richard explains how even new …

Richard Warner talks about a recent study of 1,000 Americans that showed nearly two-thirds of them fearing going broke more than dying. Richard shares how that has been his experience when he talks t…

Richard Warner discusses pranks, including a famous one pulled on QB Shedeur Sanders, and then transition to how susceptible people can be to scams. Richard explains how one scammer posed as a U.S. M…

Richard Warner talks about how annuities have gotten a bad name and how different kinds of annuities have become a lot more beneficial in recent years. Richard also explains how qualified and non-qua…

Richard Warner discusses the different facets of tax strategizing. Richard explains how tax prep season may be in the first of the year, but that setting up strategies that increase tax efficiency sh…

Richard Warner talks about a touchy subject: legacy planning. Richard shares four things people need to consider when trying to have things told their way, post-mortem: misjudging how much money they…

Richard Warner discusses Gene Hackman’s and his wife’s deaths and how those are reminders of the importance of long-term care. Richard discusses the importance of setting up check-ins with people and…

Richard Warner gives the ins and outs on Roth IRAs. Richard defines what they are, whether or not they have contribution limits, and why paying taxes now is better than in the future. Richard explain…

Richard Warner discusses RMDs and explains what they are, the types of accounts to which they apply, the ages retirees have to take them, and how much money people have to withdraw. Richard also shar…

Richard Warner discusses budgeting for the lifestyle one seeks in their retirement years. Richard lays out the importance of planning for a long term relationship both with an advisor and one’s own p…

Richard Warner discusses the complicated topic of planning a healthcare budget in retirement. Richard discusses how Warner Financial Solutions is unique in its attention to healthcare planning. He ex…

Richard Warner talks about conversations on budgeting that Richard says most people wish they could avoid. Richard explains how most people have a good feel for the money they need, but cannot grasp …

Richard Warner discusses retiring at the right time and having enough funds to do so. Richard walks listeners through some important questions that he and the Warner Financial Solutions team ask: Wha…

Richard Warner discusses the differences between qualified and non-qualified money. Richard breaks down the pros and cons of both types and why a retiree needs to have the right blend of both. Richar…

Richard Warner defines what a 401(k) is and even how it got its name. Richard discusses the tax benefits in the short term, the age in which people can draw from the account without penalties, and di…

Richard Warner discusses the main changes Medicare users encounter in the Open Enrollment season – Part C and Part D – and the changes in cost people can potentially experience. Richard also explains…

Richard Warner and co-host Doug Turnbull discuss the strategies of taking Social Security at different ages, including the benefits of waiting to take it and the emotions that prompt people to take S…

In this episode of the Retirement Bullpen, Richard Warner discusses the importance of having a flexible and personalized approach to retirement planning. He emphasizes the need for a solid investment…

This week on the Retirement Bullpen, Richard Warner discusses the intricacies of retirement planning, focusing on the importance of preparing for unexpected expenses and the financial implications of…