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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 guida ...
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The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 2)
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June is back to continue discussing Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. 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) w…
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The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 1)
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June recently appeared on TV to discuss Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. 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 …
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Retirement Questions That Millennials and Gen Z Are Asking
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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 …
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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 a…
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Retirement Questions That Generation X Is Asking
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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 goin…
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Retirement Questions That Baby Boomers Are Asking
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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 goin…
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Overlooked Issues That Can Sink Your Retirement Ship
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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 inflati…
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Retirement Planning Is Different for Women: Here’s Why
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As International Women’s Day 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, …
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The Importance of Income Planning in Retirement
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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 incom…
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Meet June Horne, Founder of Transition Advisor Group
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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 …
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