About TAG Talks: Charting Your Retirement Journey with June Horne
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.
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.
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15 Oct 2024
The Election and Strategies on Retirement
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.
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18 Jul 2024
The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 2)
June is back to continue discussing Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. (https://irahelp.com/timebomb) 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.
If you're ready to take control of your retirement planning, June and her team at Transition Advisor Group are here to help!
Here’s some of what we discuss in this episode:
0:00 – Intro
1:37 – Life insurance in retirement planning
5:56 – The retirement planning sweet spot
10:09 – Finding the right strategy for you
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv (https://www.tag-pa.com/tv)
Schedule an appointment: https://www.tag-pa.com/contact (https://www.tag-pa.com/contact)
Find us on YouTube: https://bit.ly/3SLNt4Z (https://bit.ly/3SLNt4Z)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
2 Jul 2024
The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 1)
June recently appeared on TV to discuss Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. (https://irahelp.com/timebomb) Ed is a nationally recognized IRA distribution expert known for his ability to turn complex tax strategies into understandable and actionable advice. As an elite member of his organization, June will share why this book is a must-read for anyone with long-term savings in IRAs or 401(k)s.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:24 – Why this book?
5:23 – The power of life insurance
9:17 – Being proactive with your tax strategy
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv (https://www.tag-pa.com/tv)
Schedule an appointment: https://www.tag-pa.com/contact (https://www.tag-pa.com/contact)
Find us on YouTube: https://bit.ly/3SLNt4Z (https://bit.ly/3SLNt4Z)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
30 May 2024
Retirement Questions That Millennials and Gen Z Are Asking
Each generation is currently facing its own set of financial planning questions as they navigate their unique retirement planning journey. As the financial landscape continues to evolve, it's more important than ever for younger generations to start planning their financial futures early. So, in today’s episode, we’re going to focus on some of the common retirement planning questions of Millennials and Gen Z.
Here’s some of what we discuss in this episode:
0:00 – Intro
2:41 – Balancing retirement savings with other goals
5:57 – Preparing for potential changes to Social Security
9:39 – Life insurance as a tool for retirement planning
12:43 – Prioritizing between needs and wants + tools to keep on track
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv (https://www.tag-pa.com/tv)
Schedule an appointment: https://www.tag-pa.com/contact (https://www.tag-pa.com/contact)
Find us on YouTube: https://bit.ly/3SLNt4Z (https://bit.ly/3SLNt4Z)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
23 May 2024
Managing Forgotten 401(k)s
Are you one of the millions leaving retirement funds unclaimed? Surprisingly, neglected retirement accounts are more common than you might think. With 29 million forgotten 401(k) accounts holding over $1 billion in assets at the end of 2023, it's important to take action and reclaim your retirement savings.
In this episode, June shares insightful advice on how to locate and manage these forgotten accounts and even shares the story of a new client who had over $70,000 in an old 401(k) that she didn’t know about.
Here’s some of what we discuss in this episode:
0:00 – Intro
2:06 – Contacting your former employer
3:58 – Options for rolling over 401(k) accounts
7:39 – Making sure nothing is overlooked with an advisor
10:43 – Final thoughts
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv (https://www.tag-pa.com/tv)
Schedule an appointment: https://www.tag-pa.com/contact (https://www.tag-pa.com/contact)
Find us on YouTube: https://bit.ly/3SLNt4Z (https://bit.ly/3SLNt4Z)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
2 May 2024
Retirement Questions That Generation X Is Asking
Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more seriously about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’re going to focus on the questions that Generation X faces as they approach their golden years.
Here’s some of what we discuss in this episode:
0:00 – Intro
2:20 – Figuring out how much you’ll need in retirement
5:24 – Knowing if you’re on track with your financial goals
8:37 – Getting caught up if you started saving late
11:12 – Balancing saving for retirement with other financial goals
15:25 – Building a strategy for retiring early
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv (https://www.tag-pa.com/tv)
Schedule an appointment: https://www.tag-pa.com/contact (https://www.tag-pa.com/contact)
Find us on YouTube: https://bit.ly/3SLNt4Z (https://bit.ly/3SLNt4Z)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
18 Apr 2024
Retirement Questions That Baby Boomers Are Asking
Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more seriously about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’re going to focus on the questions that baby boomers face as they approach their golden years.
Here’s some of what we discuss in this episode:
0:00 – Intro
2:00 – Transitioning from a steady job to retirement
5:09 – Addressing rising healthcare costs in your plan
7:31 – Passing on wealth to loved ones efficiently
12:30 – Maximizing Social Security
14:50 – Downsizing or moving in retirement
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv (https://www.tag-pa.com/tv)
Schedule an appointment: https://www.tag-pa.com/contact (https://www.tag-pa.com/contact)
Find us on YouTube: https://bit.ly/3SLNt4Z (https://bit.ly/3SLNt4Z)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
7 Mar 2024
Overlooked Issues That Can Sink Your Retirement Ship
Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:18 – Outliving your money
4:55 – The creep of inflation
7:35 – Expenses of long-term care
11:21 – The threat of rising taxes
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv (https://www.tag-pa.com/tv)
Schedule an appointment: https://www.tag-pa.com/contact (https://www.tag-pa.com/contact)
Find us on YouTube: https://bit.ly/3SLNt4Z (https://bit.ly/3SLNt4Z)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
21 Feb 2024
Retirement Planning Is Different for Women: Here’s Why
As International Women’s Day (https://www.internationalwomensday.com/) approaches (March 8), it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hurdles that they continue to face.
In this episode, we’ll share some eye-opening statistics and actionable advice to empower women in their financial journey.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:24 – Women facing career interruptions
4:46 – Longer life expectancy
9:19 – The financial impact of divorce
12:03 – Women carrying higher debt
14:29 – Women’s financial confidence
17:47 – Moving the needle
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv (https://www.tag-pa.com/tv)
Schedule an appointment: https://www.tag-pa.com/contact (https://www.tag-pa.com/contact)
Find us on YouTube: https://bit.ly/3SLNt4Z (https://bit.ly/3SLNt4Z)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
8 Feb 2024
The Importance of Income Planning in Retirement
The biggest fear for most retirees is running out of money in retirement. No one wants to be forced to work again or have to closely watch every dollar they spend. That’s why income planning is a key component to an overall plan and it’s the topic for today’s show.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:56 – Without an income plan, you don’t have a plan
2:02 – How many people have an income plan?
4:55 – Planning strategies
9:24 – Our process with clients
11:42 – Relationship
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv (https://www.tag-pa.com/tv)
Schedule an appointment: https://www.tag-pa.com/contact (https://www.tag-pa.com/contact)
Find us on YouTube: https://bit.ly/3SLNt4Z (https://bit.ly/3SLNt4Z)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
5 Feb 2024
Meet June Horne, Founder of Transition Advisor Group
Welcome to our first episode of TAG Talks. As we unpack the essential steps to retiring with ease and certainty, we want to begin by introducing you to the Transition Advisor Group Founder and CEO, June Horne.
June shares the defining moments that carved her path in the industry and the inception of her own firm. She opens up about the intricacies of creating a comprehensive financial plan and tackling retirement anxieties head-on to ensure clients are well-equipped for their golden years.
June's two-decade expertise in financial advising is a treasure trove of knowledge, and she's here to chart the course toward a retirement filled with certainty and prosperity. Through heartfelt storytelling, we navigate the waters of financial planning, uncovering June's personal inspirations and the critical steps to implementing a strategy for your forever money.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:12 – How she got into this industry
2:58 – Financial planning at TAG
7:14 – Living in Pennsylvania
10:25 – Goal for the show
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv (https://www.tag-pa.com/tv)
Schedule an appointment: https://www.tag-pa.com/contact (https://www.tag-pa.com/contact)
Find us on YouTube: https://bit.ly/3SLNt4Z (https://bit.ly/3SLNt4Z)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
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