BOSS Retirement Solutions

04/21/2026

Many retirees default to pulling money from their 401(k) or IRA first… because that’s what they’ve always contributed to.

But withdrawals from these accounts are taxed as income, and without a strategy, that can add up quickly.

Retirement isn’t just about saving; it’s about how you use what you’ve built.

Listen to the full episode: https://apple.co/41YNiqw

Ready to take the next step? Get your FREE B.O.S.S. Retirement Blueprint-text BLUEPRINT to (435) 500-0665, call (800) 769-7550, or visit our website to claim yours now.

04/13/2026

What if one decision in retirement could cost you thousands more in taxes than expected?

Many people assume their taxes will go down once they stop working, but that’s not always the case.

When income sources start stacking together, it can impact everything from Social Security to Medicare premiums.

A little planning today can make a big difference later.

Listen to learn more: https://bit.ly/4mjDReW

If you’re ready to take the next step, get your FREE B.O.S.S. Retirement Blueprint. Text BLUEPRINT to (435) 500-0665, call (800) 769-7550, or visit our website to claim yours now.

03/23/2026

You could be sitting on a ticking TAX TIME BOMB inside your IRA or 401(k) and not even know it.

In this week’s episode of Retirement Solutions Radio, we uncover how future tax increases, required minimum distributions, and poor withdrawal strategies could leave you with far less money than you thought in retirement. You will hear practical strategies to help you reduce taxes in retirement and keep more of your hard-earned savings.

🎧 Listen to “The Ticking Tax Time Bomb Hiding Inside Your Retirement Savings” here:https://soundcloud.com/user-593685928/the-ticking-tax-time-bomb

If you have saved at least a few hundred thousand dollars for retirement, this is a must-listen. Share this with a friend or family member who needs to hear it before they start drawing down their retirement accounts.

There’s a ticking tax time bomb… hiding inside your retirement savings. Find out what it is, and how you can avoid it… on a special edition of Retirement Solutions Radio.

03/18/2026

Are you planning to file for Social Security this year? 🤔
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Before you do, listen to this week’s episode of Retirement Solutions Radio:
“5 Common Social Security Mistakes… That Could Needlessly Cost You a Fortune”.

In this show, we break down some of the most costly missteps retirees make with Social Security and what you can do instead to help keep more money in your pocket throughout retirement.

🎧 Listen here:
https://soundcloud.com/user-593685928/5-common-social-security

If you’re within a few years of retirement, or you’re already retired and not yet claiming benefits, this episode is a must-listen. Tag a friend or family member who needs to hear this!

03/09/2026

What if your retirement savings could work twice as hard for you?

In a recent KSL article, Tyson and Ryan Thacker share how two couples with the same nest egg can have completely different retirements — one stressed about every dollar, the other traveling, helping family, and spending with confidence. The difference isn’t luck, it’s having a coordinated financial game plan that ties everything together.

They highlight five key pillars that need to work in sync: taxes, Social Security, reliable income, healthcare costs, and investment risk. When even one of these is ignored, you leave money on the table; when they’re aligned, your savings can go much further.

If you’ve saved at least $300,000 for retirement, the strategies in this article could help you uncover significant lifetime tax savings and create more predictable income in retirement.

Read the full KSL article here to see how smart retirees are making their savings go twice as far:
https://www.ksl.com/article/51454880/how-smart-retirees-make-their-savings-go-twice-as-far

Are you more like the couple that’s confident and traveling, or the couple that’s worried and holding back?

Could coordinating your taxes, Social Security, income, healthcare, and investment risk make your savings go twice as far in retirement?

02/23/2026

Many retirement plans look great on paper until the market changes.

Spreadsheets often assume steady growth, low volatility, and stable taxes. Real life does not work that way. A significant market downturn early in retirement can permanently alter outcomes if withdrawals are not carefully planned.

This clip explores why market volatility must be part of every retirement income conversation.

Catch the whole conversation on YouTube. https://bit.ly/4acBh5X

If you're evaluating your own tax strategy, you can book your complimentary retirement planning consultation and get answers to your most pressing questions.

02/13/2026

Most people think tax planning ends once they retire. In reality, retirement tax planning may be one of the most important parts of the entire process.

Looking forward instead of backward can help reduce taxes over decades, not just one filing season. Small decisions today can shape how much you keep for the rest of your life.

This clip explains why retirement tax planning is different and why it matters so much.

Listen to the full episode on Apple Podcasts. https://apple.co/4asXqf8

If you’d like a clearer picture of your own retirement strategy, book your complimentary retirement planning consultation and get answers to your most pressing questions.

02/06/2026

Retirement income is subject to layers of taxes that surprise many families. Pensions, IRAs, Social Security, and investment income all stack together. This clip highlights why planning can prevent costly surprises.

Listen to the complete discussion on Apple Podcasts to learn more. https://apple.co/3Z1irZd

Download our free Social Security Decisions Report - find the link in the show notes.

01/31/2026

🎙️ New Episode Alert: “5 Critical Steps to Take Within 5 Years of Retiring!” 🎙️

If retirement is on your horizon, this is one you can’t afford to miss! On this week’s Boss Retirement Radio Show, our team breaks down five essential moves you should make in the final stretch before you retire — the ones that can make or break your financial comfort for decades to come.

We’ll cover:
✅ How to create a reliable income plan that lasts as long as you do
✅ Strategies to protect your savings from unnecessary taxes
✅ Smart timing for claiming Social Security benefits
✅ And so much more practical, no-fluff retirement advice!

Get ahead of the curve and set yourself up for peace of mind in retirement.
🎧 Listen now: bossretirement.com/radio/

01/30/2026

So many retirees know their account balance, but not the tax bill attached to it. If you do not know what you will owe, you do not see what you can safely spend. This moment from the episode explains why that single number shapes your entire retirement.

Listen to the full episode on Spotify to explore the details. https://bit.ly/46lvoRt

Download our free Social Security Decisions Report - find the link in the show notes.