Welcome to the Match Point Podcast: How to Win the Money Game, where host Thomas Cook, Founder of Retire To Tellico, a wealth management firm in Knoxville, Tennessee, helps navigate you through the financial court of life to help you maximize your wealth and minimize taxes in retirement.
The Shocking Truths about Life Insurance: What Agents Won’t Tell You!
👉 Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/
In this episode with BC Brokerage’s Co-Founder Broc Buckles, we’ll go over everything you need to know about life insurance, the differences between term and perm, and the hidden benefits that most don’t know about.
👉 Check out BC Brokerage’s website here: https://www.bc-brokerage.com/
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I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.
17 Dec 2024
Market Timing vs. Long-Term Investing – The Truth Investors Must Know
Dimensional Wealth Advisor's Evan Luongo shares the pitfalls of market timing and reveals the smart strategies for long-term investing that minimize taxes and maximize life in retirement.
8 Nov 2024
Why a Will Alone Won’t Protect your Family – Estate Plan the RIGHT Way
👉 Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/
What exactly do you need in order to financially setup your family’s future?
Attorney Lauren Brown will go over the crucial estate planning tools, from trusts to powers of attorney, that provide real security for your loved ones. Learn what’s missing in most wills, the steps you can take to safeguard your assets, and why proper planning is essential in 2024 and beyond
Lauren Brown’s website: https://kgbestatelaw.com/dt_team/lauren-s-brown/
I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.
1 Sept 2024
How Health Insurance can be CHEAPER than You Thought! | EP 3
In today's episode with Co-Founder of Move Health Partners Cole Craven, we'll talk everything you need to know about health insurance. Everything from what is health insurance, how it can be cheaper than you may have thought, and why you shouldn't have to delay retirement because of it. If you're looking to become financially educated, build wealth and leave a legacy, subscribe to the channel and look out for future podcast episodes!
Cole Craven's company (Move Health Partners): https://www.movehealthpartners.com/
Kaiser Family Foundation (mentioned in video): https://www.kff.org/
Timestamps:
00:00 Intro
03:55 Do You Have to Delay Retirement because of Health Care Costs?
06:34 62% of Americans are Terrified of Health Insurance in Retirement
10:01 How Most Americans are Accessing Health Insurance
13:56 Health Care Options for Early Retirees
22:44 What is the Affordable Care Act?
29:30 The Lie about Retiring at 65
37:23 Summary if Everything Talked About
Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/
👉 I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.
23 Aug 2024
Do You Really Need Long-Term Care — Who Needs It, Cost and Features | EP 2
In this exclusive episode with the Vice President of Sales of Tennessee Brokerage Agency, Zach Gosselin talks everything you need to know about long-term care. This includes everything from what long-term care is, how much long-term care costs, and alternatives to traditional LTC policies. If you're looking to become financially educated, build wealth and leave a legacy, subscribe to the channel and look out for future podcast episodes!
Long-term care insurance resource, mentioned in video (Life Happens): https://lifehappens.org/
Timestamps
00:00 Intro
01:00 Who is Zach Gosselin?
02:03 What is Long Term Care
02:57 How Likely is it Someone Will Need Long Term Care
04:20 How Much does Long Term Care Cost on Average
06:01 What are the Ways You can Fund Long Term Care
13:13 Common Objections for Not Getting Long Term Care
19:08 The 2 Types of Long Term Care Policies
23:01 Resources for People Looking into Long Term Care
Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/
👉 I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.
11 Aug 2024
My Financial Journey | EP 1
Welcome to the first episode of my podcast, Match Point. In this episode, I'll be taking you through my financial journey, going from uneducated and stressed to being confident and financially smart. Most people listening will likely be able to relate to my story, as financial literacy is not taught near as much as it should be in America.
If you're looking to become financially educated, build wealth and leave a legacy, subscribe to the channel and look out for future podcast episodes!
Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/ (https://www.retiretotellico.com/)
I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.
Host of Match Point: How to Win the Money Game?
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