Join certified financial planners Mathew Jarvis, Rhys Cooper, and accredited portfolio management advisor, Allen Gentry on Tales from Retirement, where real-life financial stories meet expert advice. Based in Washington State, this podcast offers a unique blend of authentic retirement tales and actionable insights to help you navigate the complexities of managing your wealth. From avoiding costly tax mistakes to making smart decisions during a divorce, our team shares valuable lessons drawn from real-life client experiences to guide you in securing a prosperous future.
Whether you're planning your retirement or helping loved ones manage their finances, Tales from Retirement provides the guidance you need. Tune in to hear stories that could transform your financial journey. Subscribe now and visit talesfromretirement.com to connect with a certified financial planner who understands your needs.
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Disclaimer: The stories shared on this podcast are based on real-life experiences with our clients. While our hosts and guests may be Certified Financial Planners or hold qualifications in related fields, the information provided is for educational and entertainment purposes only and should not be considered as specific financial advice. We do not endorse any products, services, or strategies discussed on the podcast. Listeners should consult with their own financial advisors or other qualified professionals before making any financial decisions. The opinions expressed are solely those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Please note that names and personal information of clients mentioned in the podcast have been altered to protect their privacy.
Tackling Cashflow Challenges in Retirement: Lessons from Dan and Kate
Certified financial planners Rhys Cooper and Allen Gentry explore cashflow challenges in retirement with real-life lessons from Dan and Kate, empowering listeners to create a sustainable financial plan.
25 Nov 2024
When to Take Social Security: Balancing Benefits and Enjoying Retirement
Certified financial planner Rhys Cooper shares insights on timing Social Security benefits, highlighting key factors to consider for a fulfilling retirement experience.
In this episode of Tales from Retirement, certified financial planner Rhys Cooper discusses the complexities of Roth conversions, exploring the "what, why, who, when, and how" behind this powerful financial tool. From understanding the potential tax benefits to real-life examples of clients who’ve leveraged Roth conversions to secure tax-free growth, Rhys provides insights that can guide you in making informed financial decisions. Plus, discover how end-of-year tax planning, market downturns, and income fluctuations play a critical role in maximizing conversion outcomes. Rhys also highlights the importance of thorough documentation for accurate tax reporting and avoiding costly mistakes.
Disclaimer: The stories shared on this podcast are based on real-life experiences with our clients. While our hosts and guests may be Certified Financial Planners or hold qualifications in related fields, the information provided is for educational and entertainment purposes only and should not be considered as specific financial advice. We do not endorse any products, services, or strategies discussed on the podcast. Listeners should consult with their own financial advisors or other qualified professionals before making any financial decisions. The opinions expressed are solely those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Please note that names and personal information of clients mentioned in the podcast have been altered to protect their privacy.
21 Oct 2024
The Hidden Risks of Trusting Your CPA: A Tax Filing Wake-Up Call
In this episode of Tales from Retirement, Allen Gentry shares the story of "Tom," a high-income earner who relied on his CPA to file his taxes, only to face severe penalties when the returns weren’t submitted. Allen highlights the importance of overseeing your tax filings and ensuring everything is properly filed, even when working with professionals. Don’t miss these vital lessons on avoiding tax-related pitfalls.
Disclaimer: The stories shared on this podcast are based on real-life experiences with our clients. While our hosts and guests may be Certified Financial Planners or hold qualifications in related fields, the information provided is for educational and entertainment purposes only and should not be considered as specific financial advice. We do not endorse any products, services, or strategies discussed on the podcast. Listeners should consult with their own financial advisors or other qualified professionals before making any financial decisions. The opinions expressed are solely those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Please note that names and personal information of clients mentioned in the podcast have been altered to protect their privacy.
14 Oct 2024
RMD Rules You Can't Ignore: Avoid Costly Penalties in Retirement
In this episode of Tales from Retirement, Allen Gentry shares a cautionary tale about required minimum distributions (RMDs) and the costly mistakes that retirees can easily overlook. Using the story of Jane, a client who nearly missed critical RMD withdrawals, Allen explains how even small oversights can lead to substantial penalties. Learn the importance of staying vigilant with RMDs, especially with inherited accounts, and find out how you can avoid hefty fines by staying on top of your retirement accounts.
Tune in to ensure you're prepared for your RMDs and protect your retirement savings from unnecessary penalties. Visit talesfromretirement.com to learn more and subscribe for additional insights.
Disclaimer: The stories shared on this podcast are based on real-life experiences with our clients. While our hosts and guests may be Certified Financial Planners or hold qualifications in related fields, the information provided is for educational and entertainment purposes only and should not be considered as specific financial advice. We do not endorse any products, services, or strategies discussed on the podcast. Listeners should consult with their own financial advisors or other qualified professionals before making any financial decisions. The opinions expressed are solely those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Please note that names and personal information of clients mentioned in the podcast have been altered to protect their privacy.
7 Oct 2024
The Gift of Giving — Strategies for Your Legacy
In this episode of Tales from Retirement, hosts Allen Gentry and Rhys Cooper delve into the complex world of gifting. From passing assets to loved ones to charitable donations, they cover the various ways retirees can give and the tax benefits that come with it. Rhys and Allen discuss real-life examples, including a widow who used disclaiming strategies to gift life insurance proceeds to her children and a family who saved hundreds of thousands in estate taxes. Whether you're thinking of gifting to family or donating to causes close to your heart, this episode offers valuable insights into how to plan your gifts efficiently and with purpose. Tune in to learn about annual exclusions, lifetime gifting limits, and how to leave a lasting legacy.
Disclaimer: The stories shared on this podcast are based on real-life experiences with our clients. While our hosts and guests may be Certified Financial Planners or hold qualifications in related fields, the information provided is for educational and entertainment purposes only and should not be considered as specific financial advice. We do not endorse any products, services, or strategies discussed on the podcast. Listeners should consult with their own financial advisors or other qualified professionals before making any financial decisions. The opinions expressed are solely those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Please note that names and personal information of clients mentioned in the podcast have been altered to protect their privacy.
30 Sept 2024
The Overlooked Importance of Beneficiary Designations
In this episode of Tales from Retirement, hosts Allen Gentry and Rhys Cooper tackle a crucial but often overlooked topic: beneficiary designations. They explain how these simple account settings can have far-reaching implications for your financial legacy. Through the story of Sarah and Ben, a couple navigating a second marriage with blended finances, Allen and Rhys highlight the importance of keeping beneficiary designations up to date. They also share a cautionary tale about how failing to update a beneficiary led to unintended consequences. Tune in to learn how to ensure your assets are distributed as you wish, avoid probate, and protect your loved ones from unnecessary legal and financial headaches. This episode is packed with practical tips on managing your estate and setting up your legacy the right way.
Disclaimer: The stories shared on this podcast are based on real-life experiences with our clients. While our hosts and guests may be Certified Financial Planners or hold qualifications in related fields, the information provided is for educational and entertainment purposes only and should not be considered as specific financial advice. We do not endorse any products, services, or strategies discussed on the podcast. Listeners should consult with their own financial advisors or other qualified professionals before making any financial decisions. The opinions expressed are solely those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Please note that names and personal information of clients mentioned in the podcast have been altered to protect their privacy.
23 Sept 2024
Maximizing Flexibility in Home Buying During Retirement
In this episode of Tales from Retirement, hosts Allen Gentry and Rhys Cooper explore the challenges and opportunities of buying a home in retirement. Through the story of their client, Ed, they introduce a "Max Flexibility" home-buying strategy that leverages a home equity line of credit (HELOC) to simplify the moving process and avoid the stress of contingent offers. They also share valuable tips on managing rising HELOC rates, navigating tricky loan approvals, and preparing your finances to make the home-buying process as smooth as possible. Whether you're downsizing, moving closer to family, or securing your "forever home," this episode offers practical advice for retirees looking to make their next move without the traditional constraints. Tune in to learn how to buy smart in retirement and avoid unnecessary stress along the way!
Disclaimer: The stories shared on this podcast are based on real-life experiences with our clients. While our hosts and guests may be Certified Financial Planners or hold qualifications in related fields, the information provided is for educational and entertainment purposes only and should not be considered as specific financial advice. We do not endorse any products, services, or strategies discussed on the podcast. Listeners should consult with their own financial advisors or other qualified professionals before making any financial decisions. The opinions expressed are solely those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Please note that names and personal information of clients mentioned in the podcast have been altered to protect their privacy.
16 Sept 2024
Tax Time Terrors: Avoiding Costly Mistakes in Retirement
In this episode of Tales from Retirement, hosts Rhys Cooper and Allen Legendary dive into the complex world of taxes, focusing on the story of Stan and Sandy. Despite their meticulous tax preparation, a small oversight led to an $8,000 tax bill. Reese and Allen discuss the importance of staying updated with the ever-changing tax code and share strategies for correcting tax mistakes without paying unnecessary penalties. Tune in to learn how to navigate similar situations and avoid costly errors.
Disclaimer: The stories shared on this podcast are based on real-life experiences with our clients. While our hosts and guests may be Certified Financial Planners or hold qualifications in related fields, the information provided is for educational and entertainment purposes only and should not be considered as specific financial advice. We do not endorse any products, services, or strategies discussed on the podcast. Listeners should consult with their own financial advisors or other qualified professionals before making any financial decisions. The opinions expressed are solely those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Please note that names and personal information of clients mentioned in the podcast have been altered to protect their privacy.
9 Sept 2024
Weathering Market Volatility: The Key to Long-Term Success
In this episode of Tales from Retirement, Rhys Cooper and Allen Gentry discuss the challenges of staying calm during turbulent market conditions. They explore why trying to time the market can be a costly mistake and emphasize the importance of sticking to a long-term strategy. Tune in to learn how to avoid panic and keep your financial goals on track, even when the market gets rough.
Disclaimer: The stories shared on this podcast are based on real-life experiences with our clients. While our hosts and guests may be Certified Financial Planners or hold qualifications in related fields, the information provided is for educational and entertainment purposes only and should not be considered as specific financial advice. We do not endorse any products, services, or strategies discussed on the podcast. Listeners should consult with their own financial advisors or other qualified professionals before making any financial decisions. The opinions expressed are solely those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Please note that names and personal information of clients mentioned in the podcast have been altered to protect their privacy.
6 Sept 2024
Smart Estate Planning: How Lucy Saved $200,000 in State Taxes
In this episode of Tales from Retirement, Matthew Jarvis shares the story of Lucy, who saved her family $200,000 in Washington State taxes through smart estate planning. Discover how a simple review of estate documents and proper financial planning can make a big difference in avoiding unnecessary taxes. Matthew offers practical advice on creating a net worth statement and highlights the importance of planning ahead to protect your assets.
Disclaimer: The stories shared on this podcast are based on real-life experiences with our clients. While our hosts and guests may be Certified Financial Planners or hold qualifications in related fields, the information provided is for educational and entertainment purposes only and should not be considered as specific financial advice. We do not endorse any products, services, or strategies discussed on the podcast. Listeners should consult with their own financial advisors or other qualified professionals before making any financial decisions. The opinions expressed are solely those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Please note that names and personal information of clients mentioned in the podcast have been altered to protect their privacy.
29 Aug 2024
The Hidden Costs of Divorce: Why Lisa's $500,000 Settlement Wasn't Equal
In this episode of Tales from Retirement, Matthew Jarvis discusses the story of Lisa, a client who narrowly avoided a costly mistake in her divorce settlement. Referred by her attorney, Lisa discovered that her seemingly fair settlement of $500,000 in retirement accounts was actually a poor deal compared to her ex-husband's tax-free home equity. Learn how tax implications can drastically affect the value of assets in a divorce and why it's crucial to consult a financial planner before finalizing any agreements.
Disclaimer: The stories shared on this podcast are based on real-life experiences with our clients. While our hosts and guests may be Certified Financial Planners or hold qualifications in related fields, the information provided is for educational and entertainment purposes only and should not be considered as specific financial advice. We do not endorse any products, services, or strategies discussed on the podcast. Listeners should consult with their own financial advisors or other qualified professionals before making any financial decisions. The opinions expressed are solely those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Please note that names and personal information of clients mentioned in the podcast have been altered to protect their privacy.
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