TAG Talks: Charting Your Retirement Journey with June Horne
Claim This Podcastby June Horne
Podcast Overview
<p>Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guidance you need with personalized strategies and effective solutions. "TAG Talks" is committed to equipping you with the necessary knowledge and tools for a fulfilling and secure retirement. Take the opportunity to chart your retirement journey with the insightful and practical advice of "TAG Talks." Contact June via https://TAG-PA.com or at 717-718-5790.</p>
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Publishing Since
2/5/2024
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Recent Episodes
October 29, 2024
Do I Have Enough Money to Retire?
<p>June Horne walks co-host Doug Turnbull and listeners through how her and her Transition Advisor Group team help plan someone’s retirement strategy. She explains what annuities are and how drawing from those and other retirement accounts interface with different tax laws. June also introduces her family and other team members at the firm.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
October 15, 2024
The Election and Strategies on Retirement
<p>June Horne, founder, president, and CEO of Transition Advisor Group, joins co-host Doug Turnbull to explain how she guides clients through their concerns about the pending elections and why her experience is needed in such seemingly volatile times. June, in the wake of Hurricane Helene, also briefly discusses helping retirees walk through unexpected life events.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
July 18, 2024
The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 2)
<p>June is back to continue discussing Ed Slott’s latest book, <a href='https://irahelp.com/timebomb'><em>The Retirement Savings Time Bomb Ticks Louder.</em></a><em> </em> One of the key topics from this episode is the often overlooked role of life insurance in retirement planning. June and Marc also talk about the importance of taking proactive steps while you’re in the “retirement sweet spot” (age 59.5 – 73) when it comes to RMDs, IRMAA, and more. <br><br>If you're ready to take control of your retirement planning, June and her team at Transition Advisor Group are here to help!</p><p> <b>Here’s some of what we discuss in this episode:</b></p><p>0:00 – Intro </p><p>1:37 – Life insurance in retirement planning</p><p>5:56 – The retirement planning sweet spot</p><p>10:09 – Finding the right strategy for you<br><br></p><p>Get your Retirement Transition Success Kit: <a href='https://www.tag-pa.com/tv'>https://www.tag-pa.com/tv</a> </p> <p>Schedule an appointment: <a href='https://www.tag-pa.com/contact'>https://www.tag-pa.com/contact</a> </p> <p>Find us on YouTube: <a href='https://bit.ly/3SLNt4Z'>https://bit.ly/3SLNt4Z</a> </p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
12 total episodes available
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- What is TAG Talks: Charting Your Retirement Journey with June Horne?
<p>Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guidance you need with personalized strategies and effective solutions. "TAG Talks" is committed to equipping you with the necessary knowledge and tools for a fulfilling and secure retirement. Take the opportunity to chart your retirement journey with the insightful and practical advice of "TAG Talks." Contact June via https://TAG-PA.com or at 717-718-5790.</p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
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