Warner Financial

06/17/2026

Retirement Word of the Day: Retirement Red Zone. The period roughly 5–10 years before retirement when financial decisions can have a bigger impact on long‑term outcomes.

06/17/2026

But the end goal is simple — let’s help you, your household, and your heirs keep as much of the money as possible versus Uncle Sam.
Retirement isn’t just about saving — it’s about strategy. With The Retirement Bullpen podcast, we help families understand how taxes, timing, and planning decisions can preserve what they’ve worked so hard to build.
Our mission at Warner Financial Solutions is to help give you guidance, confidence, and strategies — so your retirement income goes where it belongs: to you and your loved ones, not Uncle Sam.

Listen to the full podcast:

Spotify: https://open.spotify.com/episode/1rvbYRphnvKAxphJAO2x1u

Apple iTunes: https://podcasts.apple.com/us/podcast/the-jock-tax-effect-why-retirement-taxes-catch-people/id1753108314?i=1000761421017

iHeartRadio: https://www.iheart.com/podcast/1300-the-retirement-bullpen-wi-187545135/episode/the-jock-tax-effect-why-retirement-taxes-catch-people-off-guard-330284812

Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a registered investment advisor. 5556291-06/26

06/15/2026

🔄 Retirement plans should be built to adapt.
Life and markets change—ongoing adjustments help your plan stay aligned and relevant over time.
• Career changes
• Lifestyle changes
• Unexpected costs
• Increased volatility in investments
All of these situations are common in long-term planning. And while they might not be welcome, building a framework to address them before they happen can help you navigate change with confidence while working towards your ultimate goals.
Call us today (402)-274-9185 to find out more. Visit us at www.warnerfinancialsolutions.com

06/14/2026

As retirement gets closer, protecting what you’ve built becomes just as important as growing it.
This Kiplinger article breaks down why Warren Buffett’s mindset can matter more than ever as you approach retirement — especially when it comes to risk and long‑term planning 👉 https://www.kiplinger.com/retirement/retirement-planning/think-like-warren-buffett-as-you-near-retirement

06/13/2026

If you’re an adult listening to this, ask yourself whether you want your kids carrying the emotional and logistical burden of long term care you never planned for — because in most families, one child steps up while the others step back, and that imbalance breeds resentment that lasts for years. A plan today isn’t just about your care; it’s about protecting your kids from being torn apart when you’re no longer here.

Listen to the full podcast:

Spotify: https://open.spotify.com/show/2gmBKDq7sAmwQz7QBlpciR

Apple iTunes: https://podcasts.apple.com/us/podcast/the-retirement-bullpen-with-richard-warner/id1753108314

iHeartRadio: https://www.iheart.com/podcast/1300-the-retirement-bullpen-wi-187545135

Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a registered investment advisor. 5540293-06/26

06/12/2026

Retirement Q&A: Why do RMDs matter so much? RMDs increase taxable income and can affect tax brackets, Medicare premiums, and how Social Security is taxed. They’re predictable — and planning early gives you more control.

Call (402) 274-9185 or visit www.warnerfinancialsolutions.com to schedule an appointment.

06/10/2026

Avoiding the long‑term care conversation today can become tomorrow’s biggest burden—in the latest episode of The Retirement Bullpen Richard breaks down how early planning protects your finances, your relationships, and your family’s future.

What if avoiding the long-term care conversation today creates the biggest burden for your family tomorrow? In this episode of The Retirement Bullpen, Richard Warner unpacks why long-term care planning is often ignored—and how that decision can impact finances, family relationships, and future car...

06/10/2026

Long term care isn’t some rare tornado that might miss you — it’s likely to hit, which is why having a real plan matters before the storm shows up. The Retirement Bullpen asks the simple question every adult eventually faces: what’s your plan when it does?

Listen to the lastest from The Retirement Bullpen on:

Spotify: https://open.spotify.com/show/2gmBKDq7sAmwQz7QBlpciR

Apple iTunes: https://podcasts.apple.com/us/podcast/the-retirement-bullpen-with-richard-warner/id1753108314

iHeartRadio: https://www.iheart.com/podcast/1300-the-retirement-bullpen-wi-187545135

Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a registered investment advisor. 5535412-06/26

06/09/2026

🌿 June is Great Outdoors Month 🌿
Spending time outdoors is a reminder to slow down, reset, and enjoy what matters most.
Retirement should feel the same way — flexible, intentional, and aligned with how you want to spend your time.
Taking a moment to check in on your retirement plan now can help keep you moving in the right direction for the years ahead.

06/08/2026

🎯 A strong retirement plan starts with clear goals.
The right income and investment decisions are the ones that support how you want to live—not someone else’s version of retirement.
Is your plan on track to support the lifestyle you want?
Are investments structured to your preferred level of risk and exposure?
Will your retirement income be structured in a way that efficiently addresses taxes?
All of these questions can come with answers before retirement begins. Call our experienced team at (402)-274-9185 and grow confidence in your plan today! Visit us at www.warnerfinancialsolutions.com