Warner Financial

09/02/2026

Thinking about relocating in retirement?

You have to consider more than just the cost of the house... 🏡

Taxes, healthcare coverage, insurance, utilities and even everyday expenses can look very different once you've settled in.

Sometimes the hidden costs are the ones that matter most.
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09/02/2026

Rules about Required Minimum Distributions can be tricky, especially since the age for RMDs has changed from the old "70½" standard. Under the SECURE Act 2.0, your exact RMD age is now 73 or 75, depending entirely on the year you were born. Making sure you calculate and withdraw the correct amount by the December 31 deadline is a great way to keep your retirement plan on track.

Listen to the latest episode here:

Spotify: https://open.spotify.com/episode/2bQLCaWfx9y1hpTNVADn98

Apple Podcast: https://podcasts.apple.com/us/podcast/what-retirement-opportunities-disappear-if-you-wait/id1753108314?i=1000787137375

iHeartRadio: https://www.iheart.com/podcast/1300-the-retirement-bullpen-wi-187545135/episode/what-retirement-opportunities-disappear-if-you-wait-too-long-342831127

Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a registered investment advisor. 5860005-08/26

09/01/2026

The challenge is deciding what comes first.

09/01/2026

Miss the window for a Chick-fil-A peach milkshake and you wait until next year. Miss certain retirement planning opportunities, and the consequences can last much longer. In this episode of The Retirement Bullpen, Richard Warner discusses some of the most important timing windows in retirement planning. From catch-up contributions and early retirement withdrawal strategies to Medicare enrollment, Social Security claiming decisions, and required minimum distributions (RMDs), Richard explains where costly mistakes can happen and why timing matters. He also clears up common misconceptions and highlights opportunities that many people overlook. If you're approaching retirement or already retired, this conversation can help you better understand some of the key deadlines and decision points that may affect your financial future.

Book your complimentary appointment with Richard and his team on warnerfinancialsolutions.com or call 402-274-9185.
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Miss the window for a Chick-fil-A peach milkshake and you wait until next year. Miss certain retirement planning opportunities, and the consequences can last much longer. In this episode of The Retirement Bullpen, Richard Warner discusses some of the most important timing windows in retirement plann...

08/31/2026

What Retirement Opportunities Disappear If You Wait Too Long?

Miss the window for a Chick-fil-A peach milkshake and you wait until next year. Miss certain retirement planning opportunities, and the consequences can last much longer. In this episode of The Retirement Bullpen, Richard Warner discusses some of the most important timing windows in retirement planning. From catch-up contributions and early retirement withdrawal strategies to Medicare enrollment, Social Security claiming decisions, and required minimum distributions (RMDs), Richard explains where costly mistakes can happen and why timing matters. He also clears up common misconceptions and highlights opportunities that many people overlook. If you're approaching retirement or already retired, this conversation can help you better understand some of the key deadlines and decision points that may affect your financial future.

Book your complimentary appointment with Richard and his team on warnerfinancialsolutions.com or call 402-274-9185.

08/30/2026

Helping to Build Value

Many entrepreneurship classes overlook the complex process of exiting a business, leaving many owners unsure of how to prepare for a sale. Building true transferable value requires a strategic approach that should ideally begin three to ten years before you plan to transition. A Certified Exit Planning Advisor can assist and help guide you through this process, aiming to support your long-term business transition goals.

Listen to the latest episode here:

Spotify: https://open.spotify.com/episode/5KEhmiYRNWPnbiiQyC2qkQ

Apple Podcast: https://podcasts.apple.com/us/podcast/what-will-your-business-actually-be-worth-when-you-sell-it/id1753108314?i=1000784007290

iHeartRadio: https://www.iheart.com/podcast/1300-the-retirement-bullpen-wi-187545135/episode/what-will-your-business-actually-be-worth-when-you-sell-it-341491969

Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a registered investment advisor. Any and all services related to Business Exit Planning are an outside activity and are not offered through or supervised through Impact Partnership Wealth, (“IPW”), LLC. 5819399-0826

08/29/2026

Structure before You Sell

Waiting until after your business sale closes to think about taxes is often too late to alter your liability. A Certified Exit Planning Advisor (CEPA) helps you evaluate and implement structuring options on the front end, well before the transaction is finalized. Planning ahead with your advisory team can help manage capital gains impact and better preserve your hard-earned principal.

Listen to the latest episode here:

Spotify: https://open.spotify.com/episode/5KEhmiYRNWPnbiiQyC2qkQ

Apple Podcast: https://podcasts.apple.com/us/podcast/what-will-your-business-actually-be-worth-when-you-sell-it/id1753108314?i=1000784007290

iHeartRadio: https://www.iheart.com/podcast/1300-the-retirement-bullpen-wi-187545135/episode/what-will-your-business-actually-be-worth-when-you-sell-it-341491969

Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a registered investment advisor. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 5819423-08/26

08/28/2026

Our new sign is officially up and ready to welcome you! After the May 18th storms took down our old one, we are grateful for this fresh look and excited to continue guiding you toward your financial goals. Thank you to Tri-City Sign Company.

08/28/2026

🎾 The US Open is a great reminder that preparation matters.

The players competing this month didn't get there by accident. Their success is the result of years of practice, discipline, and commitment.

Retirement planning is no different. The steps you take today can help create more opportunities tomorrow.

Let us know who you're rooting for in the comment below! 👇

08/28/2026

3rd Leg of the Stool

Personal readiness serves as the third leg of the exit planning stool, a critical phase that many owners overlook after decades of dedication to their company. Walking away from your business means facing a completely open calendar, making it essential to have a clear purpose for your life after the transition.

🎧Listen to our latest podcast episode to discover how to personally prepare for a meaningful retirement. 🗓️

Spotify: https://open.spotify.com/episode/5KEhmiYRNWPnbiiQyC2qkQ

Apple Podcast: https://podcasts.apple.com/us/podcast/what-will-your-business-actually-be-worth-when-you-sell-it/id1753108314?i=1000784007290

iHeartRadio: https://www.iheart.com/podcast/1300-the-retirement-bullpen-wi-187545135/episode/what-will-your-business-actually-be-worth-when-you-sell-it-341491969

Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a registered investment advisor. Any and all services related to Business Exit Planning are an outside activity and are not offered through or supervised through Impact Partnership Wealth, (“IPW”), LLC. 5819382-08/26