Estate & Retirement Planning with Sam Hoss

Estate & Retirement Planning with Sam Hoss

The Game of Risk the Retirement Version
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On this week’s show we will have some fun with a very serious retirement topic. We all remember the game RISK, well we will put a retirement twist on it. Everybody is different and your retirement plan needs to be customized to you. We will also dive into understanding your investments and the role they will play in building lifetime income.  If you have any questions concerning your retirement call Hoss Financial 866-724-2653. Retirement, Planning, Plan, Savings, Save, Interest, 401K, Roth, IRASee omnystudio.com/listener for privacy information.
  1. The Game of Risk the Retirement Version
    The Game of Risk the Retirement Version

    On this week’s show we will have some fun with a very serious retirement topic. We all remember the game RISK, well we will put a retirement twist on it. Everybody is different and your retirement plan needs to be customized to you. We will also dive into understanding your investments and the role they will play in building lifetime income.  If you have any questions concerning your retirement call Hoss Financial 866-724-2653. Retirement, Planning, Plan, Savings, Save, Interest, 401K, Roth, IRASee omnystudio.com/listener for privacy information.

  2. Secure Act 2.0 Means Big Changes to Retirement Saving
    Secure Act 2.0 Means Big Changes to Retirement Saving

    More than 90 provisions in Secure Act 2.0 and they will impact retirement planning. We will discuss.  Many people delay starting their retirement planning. We discuss why that is happening. Also this week four tax strategies that will help you position yourself for retirement. If you have any questions about your retirement scenario call Sam Hoss 866-724-2653. Retirement, Taxes, Planning, Saving, IRA, Roth, 401K,   See omnystudio.com/listener for privacy information.

  3. Why it’s Important to meet with a Financial Advisor?
    Why it’s Important to meet with a Financial Advisor?

    On this week’s show we have a lot to discuss. It’s not uncommon for people to put off meeting with a financial advisor. We will go over some of the reasons people don’t and explain why you should. If you are less than 10 years away from retiring we have some strategies for you to consider. Retirement expenses can go up, but you can control it with careful planning. If you have any questions about retirement, how to get started with your planning or need a second opinion on what your current situation call Hoss Financial 205-997-2777. Retirement, Planning, Saving, 401K, IRA, TSP, Pension, Taxes, Healthcare,   See omnystudio.com/listener for privacy information.

  4. 10-years out, the Red Zone of Retirement planning, things you need to know.
    10-years out, the Red Zone of Retirement planning, things you need to know.

    On this week’s program we have a few pointers for when you get to that 10 year pre-retirement window. What should you be focusing on? Why are so many retirees heading back into the workforce? We will discuss the big reason, but also how to stay retired. Some expenses in retirement will go down and some will rise…make sure you plan for the ups and downs. If you have any questions about retirement call Hoss Financial 866-724-2653. Retirement, Planning, Saving, Roth, 403B, IRASee omnystudio.com/listener for privacy information.

  5. Financial Concerns heading toward Retirement
    Financial Concerns heading toward Retirement

    On this week’s show, we tackle the biggest financial concerns as you approach retirement. We dig into the emotional side of planning because it can be intimidating when you’re getting started. You’ve saved well for retirement, now what? We will discuss distribution strategies.  If you have any questions call Hoss Financial 866-724-2653. Retirement, Planning, Saving, Taxes, Stocks, Bonds, IRA, 401K,See omnystudio.com/listener for privacy information.

  6. Retirement Planning for Couples Starts with Communication
    Retirement Planning for Couples Starts with Communication

    On this week’s edition we discuss the importance of retirement planning for couples. It starts with communication and working with a professional that can guide you not only to retirement, but through retirement. Confidence in retirement as at low dropping to near 2008 levels. We will tell you why, plus offer suggestions to keep you on track. We will also get back to basics with simple steps that will help you on your way to that big retirement day. If you have any questions about your retirement call Hoss Financial 866-724-2653. Retirement, Savings, Planning, 401K, IRA, 403B, RMD,   See omnystudio.com/listener for privacy information.

  7. Cash Flow is King for a Successful Retirement.
    Cash Flow is King for a Successful Retirement.

    On this week’s show we discuss cash flow and the importance of proper planning. What you need to consider as you move to and through retirement starting with income sources and continuing through life expectancy. Human psychology and behavior can impact financial decisions and with that in mind we dive into behavioral finance. Wasting money in retirement can be devastating. We will point out ways retirees are hurting themselves financially so you can avoid the same mistakes. If you have any questions about retirement planning call Sam Hoss, Hoss Financial 866-724-2653. Retirement, Retire, Plan, Planning, Save, Saving, Roth, RMD,   See omnystudio.com/listener for privacy information.

  8. Two Truths and a Lie
    Two Truths and a Lie

    On this week’s show we start off by having fun with the old game “Two Truths and a Lie”. We put the retirement planning twist on it. We will also dive into answering retirement related questions that begin with “When”. Do you have a “worry” list? We do, but we also have suggestions to ease your pain. If you have any questions about today’s show or your own retirement call Hoss Financial 866-724-2653. Retirement, Medicare, Roth, Planning, Fund, Savings, IRA, TSP, Diversification, Balance,See omnystudio.com/listener for privacy information.

  9. Retiring Today
    Retiring Today

    Retiring Today by Hoss FinancialSee omnystudio.com/listener for privacy information.

  10. Spring Cleaning Your Retirement Finances
    Spring Cleaning Your Retirement Finances

    Spring Cleaning Your Retirement Finances by Hoss FinancialSee omnystudio.com/listener for privacy information.

  11. Risks In Retirement
    Risks In Retirement

    Risks In Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  12. Four Keys To A Comfortable Retirement
    Four Keys To A Comfortable Retirement

    Four Keys To A Comfortable Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  13. Plan For The Worst & Hope For The Best
    Plan For The Worst & Hope For The Best

    Plan For The Worst & Hope For The Best by Hoss FinancialSee omnystudio.com/listener for privacy information.

  14. Your All - Weather Retirement Plan
    Your All - Weather Retirement Plan

    Your All - Weather Retirement Plan by Hoss FinancialSee omnystudio.com/listener for privacy information.

  15. Your Retirement Rubik's Cube
    Your Retirement Rubik's Cube

    Your Retirement Rubik's Cube by Hoss FinancialSee omnystudio.com/listener for privacy information.

  16. The Psychology Of Money
    The Psychology Of Money

    The Psychology Of Money by Hoss FinancialSee omnystudio.com/listener for privacy information.

  17. Plan For The Worst
    Plan For The Worst

    Plan For The Worst by Hoss FinancialSee omnystudio.com/listener for privacy information.

  18. Marginal Gains In Retirement
    Marginal Gains In Retirement

    Marginal Gains In Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  19. Retiring Today
    Retiring Today

    Retiring Today by Hoss FinancialSee omnystudio.com/listener for privacy information.

  20. Building A Five - Star Retirement Plan
    Building A Five - Star Retirement Plan

    Building A Five - Star Retirement Plan by Hoss FinancialSee omnystudio.com/listener for privacy information.

  21. Topics On Your Retirement Planning List
    Topics On Your Retirement Planning List

    Topics On Your Retirement Planning List by Hoss FinancialSee omnystudio.com/listener for privacy information.

  22. All About Annuities
    All About Annuities

    All About Annuities by Hoss FinancialSee omnystudio.com/listener for privacy information.

  23. Lessons Of Retirements Past
    Lessons Of Retirements Past

    Lessons Of Retirements Past by Hoss FinancialSee omnystudio.com/listener for privacy information.

  24. Respect Your Elders And Their Legacy
    Respect Your Elders And Their Legacy

    Respect Your Elders And Their Legacy by Hoss FinancialSee omnystudio.com/listener for privacy information.

  25. All About Deferred Sales Trusts
    All About Deferred Sales Trusts

    All About Deferred Sales Trusts by Hoss FinancialSee omnystudio.com/listener for privacy information.

  26. Behavioral Bias And Your Finances
    Behavioral Bias And Your Finances

    Behavioral Bias And Your Finances by Hoss FinancialSee omnystudio.com/listener for privacy information.

  27. Money Challenges In Retirement
    Money Challenges In Retirement

    Money Challenges In Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  28. When Your Spouse Passes
    When Your Spouse Passes

    When Your Spouse Passes by Hoss FinancialSee omnystudio.com/listener for privacy information.

  29. Creating Your Five Star Retirement Plan
    Creating Your Five Star Retirement Plan

    Creating Your Five Star Retirement Plan by Hoss FinancialSee omnystudio.com/listener for privacy information.

  30. The Secure Act 2.0
    The Secure Act 2.0

    The Secure Act 2.0 by Hoss FinancialSee omnystudio.com/listener for privacy information.

  31. Retirement For Small Business Owners
    Retirement For Small Business Owners

    Retirement For Small Business Owners by Hoss FinancialSee omnystudio.com/listener for privacy information.

  32. Four Retirement Unknowns
    Four Retirement Unknowns

    Four Retirement Unknowns by Hoss FinancialSee omnystudio.com/listener for privacy information.

  33. Money Challenges In Retirement
    Money Challenges In Retirement

    Money Challenges In Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  34. Items On Your Retirement To - Do List
    Items On Your Retirement To - Do List

    Items On Your Retirement To - Do List by Hoss FinancialSee omnystudio.com/listener for privacy information.

  35. Three Stages Of Retirement
    Three Stages Of Retirement

    Three Stages Of Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  36. Creating Your Five Star Retirement Plan
    Creating Your Five Star Retirement Plan

    Creating Your Five Star Retirement Plan by Hoss FinancialSee omnystudio.com/listener for privacy information.

  37. Unique Challenges For Women In Retirement
    Unique Challenges For Women In Retirement

    Unique Challenges For Women In Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  38. Your Retirement Toolkit
    Your Retirement Toolkit

    Your Retirement Toolkit by Hoss FinancialSee omnystudio.com/listener for privacy information.

  39. Bon Voyage!
    Bon Voyage!

    Bon Voyage! by Hoss FinancialSee omnystudio.com/listener for privacy information.

  40. Protected Income
    Protected Income

    Protected Income by Hoss FinancialSee omnystudio.com/listener for privacy information.

  41. The Three Stages Of Retirement
    The Three Stages Of Retirement

    The Three Stages Of Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  42. Retirement Challenges For Women
    Retirement Challenges For Women

    Retirement Challenges For Women by Hoss FinancialSee omnystudio.com/listener for privacy information.

  43. Retirement Dreams Vs Reality
    Retirement Dreams Vs Reality

    Retirement Dreams Vs Reality by Hoss FinancialSee omnystudio.com/listener for privacy information.

  44. Retirement For Small Business Owners
    Retirement For Small Business Owners

    Retirement For Small Business Owners by Hoss FinancialSee omnystudio.com/listener for privacy information.

  45. Money Challenges In Retirement
    Money Challenges In Retirement

    Money Challenges In Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  46. Spring Cleaning Your Retirement Finances
    Spring Cleaning Your Retirement Finances

    Spring Cleaning Your Retirement Finances by Hoss FinancialSee omnystudio.com/listener for privacy information.

  47. Do You Need Life Insurance In Retirement
    Do You Need Life Insurance In Retirement

    Do You Need Life Insurance In Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  48. Maximize Your Retirement Income
    Maximize Your Retirement Income

    Maximize Your Retirement Income by Hoss FinancialSee omnystudio.com/listener for privacy information.

  49. Retirement For Small Business Owners
    Retirement For Small Business Owners

    Retirement For Small Business Owners by Hoss FinancialSee omnystudio.com/listener for privacy information.

  50. Retiring Today
    Retiring Today

    Retiring Today by Hoss FinancialSee omnystudio.com/listener for privacy information.

  51. Do You Still Need Life Insurance In Retirement
    Do You Still Need Life Insurance In Retirement

    Do You Still Need Life Insurance In Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  52. Four Questions About Your Retirement
    Four Questions About Your Retirement

    Four Questions About Your Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  53. Topics For Your Retirement Conversation
    Topics For Your Retirement Conversation

    Topics For Your Retirement Conversation by Hoss FinancialSee omnystudio.com/listener for privacy information.

  54. Creating Your Five - Star Retirement
    Creating Your Five - Star Retirement

    Creating Your Five - Star Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  55. The Facts On Social Security
    The Facts On Social Security

    The Facts On Social Security by Hoss FinancialSee omnystudio.com/listener for privacy information.

  56. The Retirement Construction Zone
    The Retirement Construction Zone

    The Retirement Construction Zone by Hoss FinancialSee omnystudio.com/listener for privacy information.

  57. Retirement Dreams Vs Reality
    Retirement Dreams Vs Reality

    Retirement Dreams Vs Reality by Hoss FinancialSee omnystudio.com/listener for privacy information.

  58. Planning Ahead For Taxes
    Planning Ahead For Taxes

    Planning Ahead For Taxes by Hoss FinancialSee omnystudio.com/listener for privacy information.

  59. Your 401K & IRA Decisions
    Your 401K & IRA Decisions

    Your 401K & IRA Decisions by Hoss FinancialSee omnystudio.com/listener for privacy information.

  60. The Pschology Of Money
    The Pschology Of Money

    The Pschology Of Money by Hoss FinancialSee omnystudio.com/listener for privacy information.

  61. The Impact Of Inflation
    The Impact Of Inflation

    The Impact Of Inflation by Hoss FinancialSee omnystudio.com/listener for privacy information.

  62. Plan For The Worst & Hope For The Best
    Plan For The Worst & Hope For The Best

    Plan For The Worst & Hope For The Best by Hoss FinancialSee omnystudio.com/listener for privacy information.

  63. Love Living Longer
    Love Living Longer

    Love Living Longer by Hoss FinancialSee omnystudio.com/listener for privacy information.

  64. Baby Boomers Are Up To Bat - Gen X Is On Deck
    Baby Boomers Are Up To Bat - Gen X Is On Deck

    Baby Boomers Are Up To Bat - Gen X Is On Deck by Hoss FinancialSee omnystudio.com/listener for privacy information.

  65. Making Marginal Gains In Your Retirement
    Making Marginal Gains In Your Retirement

    Making Marginal Gains In Your Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  66. All About Annuities
    All About Annuities

    All About Annuities by Hoss FinancialSee omnystudio.com/listener for privacy information.

  67. Make Your Money Work For You In Retirement
    Make Your Money Work For You In Retirement

    Make Your Money Work For You In Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  68. What You Need To Know About Medicare
    What You Need To Know About Medicare

    What You Need To Know About Medicare by Hoss FinancialSee omnystudio.com/listener for privacy information.

  69. Keys To A Confident Retirement
    Keys To A Confident Retirement

    Keys To A Confident Retirement by Hoss FinancialSee omnystudio.com/listener for privacy information.

  70. Inflation Is A Thief In The Night
    Inflation Is A Thief In The Night

    Inflation Is A Thief In The Night by Hoss FinancialSee omnystudio.com/listener for privacy information.

  71. Love Living Longer
    Love Living Longer

    Love Living Longer by Hoss FinancialSee omnystudio.com/listener for privacy information.

  72. Retirement Toolkit
    Retirement Toolkit

    Retirement Toolkit by Hoss FinancialSee omnystudio.com/listener for privacy information.

  73. The Client Experience
    The Client Experience

    The Client Experience by Hoss FinancialSee omnystudio.com/listener for privacy information.

  74. The Five Financial Stages Of Life
    The Five Financial Stages Of Life

    The Five Financial Stages Of Life by Hoss FinancialSee omnystudio.com/listener for privacy information.

  75. The Four Retirement Pillars
    The Four Retirement Pillars

    The Four Retirement Pillars by Hoss FinancialSee omnystudio.com/listener for privacy information.

  76. Get Your Financial Check-Up
    Get Your Financial Check-Up

    Get Your Financial Check-Up by Hoss FinancialSee omnystudio.com/listener for privacy information.

  77. Building Your Financial House
    Building Your Financial House

    Building Your Financial House by Hoss FinancialSee omnystudio.com/listener for privacy information.