Do you have insurance to secure your family’s financial future? If yes, when was the last time you reviewed your policy? It’s Life Insurance Awareness Month! Let’s look at how insurance plays a crucial role in your overall retirement plan. In this episode, J. Barry Watts delves into the intricacies of life insurance and the difference between death insurance and life insurance. Barry discusses: Connect With Barry Watts:
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The U.S. national debt has reached $32 trillion! There is only one way to pay off this massive debt — by raising taxes. In fact, tax rates will likely see a sharp rise on January 1st, 2026. In this episode, J. Barry Watts explains how you can tackle the rising tax problem with an effective strategy that many people overlook. Barry discusses: Resources: Connect With Barry Watts:
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What do you think is your number one expense in retirement? (Hint: It’s not healthcare.) If you said taxes, you guessed it right! Healthcare costs pale in comparison to what you pay in taxes during retirement. In this episode, J. Barry Watts helps you understand strategic tax planning, how it differs from tax compliance, and how the right team of experts can make it incredibly simple for you — so you can pay less taxes now and in retirement. Barry discusses: Connect With Barry Watts:
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Have you ever seen a rat’s nest? It is tangled, messy, and unorganized. Your retirement can end up looking just like a rat’s nest if you don’t plan properly! Your Social Security, pension, taxes, Medicare…everything entangled into a chaotic mess. In this episode, J. Barry Watts shares a six-step process to untangle the retirement rat’s nest, so you can retire with clarity and confidence. Barry discusses: Connect With Barry Watts:
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Are you struggling to navigate Medicare? You’re not alone. The complex web of rules, acronyms, and jargon involved in this enigmatic government program leaves many scratching their heads! In this episode, J. Barry Watts demystifies Medicare and helps you make informed decisions for choosing the right plan and meeting your healthcare needs cost-effectively. Barry discusses: Connect With Barry Watts:
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You can’t afford to run out of money in retirement! When you’ve quit your job and stopped receiving a paycheck, you must protect your nest egg for the rest of your life. In this part three of a three-part series called The Three Don’ts of Retirement, J. Barry Watts shares how to build a retirement income plan and avoid running out of money. Barry discusses: Resources: Connect With Barry Watts:
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Do you think taxes are going up or down over the course of your retirement? After surveying thousands of people, we found that overpaying in taxes is one of the greatest concerns among those preparing for retirement. In this part two of a three-part series called The Three Don’ts Of Retirement, J. Barry Watts explores ways to reduce your total tax bill throughout your retirement, especially with the current income tax rates expected to rise in the future. Barry discusses: Resources: Connect With Barry Watts:
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Many people think about a nursing home when we talk about long-term care. But long-term care could also be care in your home. It could also include adult day care, or assisted living. While it may not be a pleasant topic to think about, it is essential to ensure you receive the care you need while reducing the financial and emotional burden on your loved ones! In this episode, J. Barry Watts explains how to plan for your long-term care in an effective and timely manner — and one that is affordable for you. Barry discusses: Connect With Barry Watts:
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Having a guaranteed lifetime income (your paychecks) during retirement can help you cover your basic living expenses, so you can focus on what’s left — the playchecks. In this episode, J. Barry Watts speaks with retired U.S. Army Lieutenant Colonel Tom Hegna, who is now a retirement expert, best-selling author, public TV host and international speaker. Together, they share ways to build reliable sources of retirement income and minimize risk. Colonel Hegna discusses: Resources: Connect With Tom Hegna: Connect With Barry Watts: About Our Guest: Tom Hegna is an economist, author, and retirement expert. As a former First Vice President
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Insurance can be a tricky thing to navigate. Some people who need it don’t always want it, while others who want it may not necessarily need it. Plus, a lack of understanding of insurance and how it works could lead to poor decisions and increased reluctance. In this episode, J. Barry Watts discusses the common types of insurance plans, their tax benefits, and when one plan might be preferred over another. Barry discusses: Connect With Barry Watts:
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