Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.

Operation Retirement

To Roth or Not to Roth? That is the question!

In this episode we discuss long-term care and why it's important for everyone to understand the costs and solutions to help you plan for it so it doesn't derail your retirement or leave a burden for your loved ones.

Long Term Care - What You Need to Know

Don't let the title of this episode fool you! Tom has an explanation. You want to get a good return on your investment. You need to get a good return on your retirement investment. In this episode Tom explains ways to help you to go about doing that.

When ROI Needs to Become ROI

There are a lot of things happening to your retirement accounts right now. In this episode Tom Lowry talks about helpful ways to save your retirement and strategies to keep you on the right financial path.

Saving Your Retirement In The Age of Covid-19

In this episode Ranger Tom Lowry talks about the retirement strategies that you need to have in place to make sure you have a comfortable retirement and to help make your money last as long as you do.

Retirement Strategies During Hard Economic Times

In this episode Financial and Retirement Ranger Tom Lowry talks about what is going on out there right now with the Coronavirus and the markets and gives us 4 steps to help us have a happy and successful retirement.

Steps to Have a Happy and Successful Retirement

With all of the market turmoil and craziness... what should you do with your money? In this episode we talk about tips and strategies to weather the storm and look at the financial upside.

Surviving Market Volatility

In this episode Ranger Tom talks about having a financial plan to weather the market and pandemic storms. Listen in for helpful tips and advice to help you plan for your financial future.

Financial Pandemic Plan

Unfortunately, divorce is a reality for many people. The impact it has on your finances, savings and retirement plans can be significant. In this episode we talk about what you need to know to protect your retirement and finances from divorce.

The Cost of Undoing "I do's"

The SECURE Act is changing the way you can utilize and pass on your IRA's and retirement accounts. You need a written financial , retirement and legacy plan. In todays show special guest host Rosemary Ballance talks about the process to get a complementary consultation and get a written plan.

The SECURE Act and Your Financial Plan

What happens if you leave a job or are considering rolling your 401(k) over? Today we tackle this question and more regarding your 401(k) or 403(b).

All About 401(k) Rollovers

The financial media is flooded with information about annuities. Some of it may be good to know. Some may not be. How can you filter the perceptions that are rooted in reality from the ones that aren’t?

Annuities: Perceptions Versus Realities

Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

The SECURE Act: Changes to IRAs

You’ve worked hard saving money for your future and any loved ones or organizations that you care about. It may be easy to feel overwhelmed by the legacy planning process, but there are steps you can start taking today to make the process less daunting. In this episode we give you helpful tips and strategies to accomplish this.

Make Estate Planning Great Again!

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

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Operation Retirement

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