The Road To Retirement Show

09/27/2025

You’ve saved and saved and saved.

When it comes time to spend and spend and spend, which accounts should you pull from first?
There’s no one universal answer.

Limehouse Financial creates fully custom strategies based on your unique individual needs.
Schedule a free 90-minute meeting with our team today: https://ow.ly/pqPF50WKmML

09/21/2025

There are good debts and bad debts.

As rewarding as it may feel to pay off your house in one fell swoop, that may not be the best use of your savings.

Tune into The Road to Retirement Show for more financial tips and strategies from Tripp Limehouse and Jonathan O’Reilly.

https://ow.ly/xKt150WKmKr

09/19/2025

How secure are you feeling about Social Security?

Government paychecks are nice, but will it be enough to support your goals?
Let us know your thoughts below, then shoot us a message to discuss how we can help fill the gaps!



This is not endorsed or affiliated with the Social Security Administration or any U.S. government agency.

Poll.

09/15/2025

Income dictates the outcome of your retirement.

Maintaining the lifestyle you want requires reliable streams of income that are guaranteed to last a lifetime.

Call us at (844) 359-2569 to learn about strategies for optimizing your savings and minimizing the tax obligations.

09/11/2025

Don’t leave your legacy to chance.

Clarifying where you want your wealth and assets distributed removes the guesswork and disputes among loved ones after you pass.

Schedule a free consultation for our estate planning services here: https://ow.ly/4p2p50WKmGC

09/09/2025

With 800-plus pages, it’s understandable if you don’t know how the One Big Beautiful Bill impacts your retirement.

The team at Limehouse Financial is here to help you take advantage of the economy’s twists and turns, ensuring you don’t pay a penny more than you have to.

Learn how we can help you make informed Social Security decisions here: https://ow.ly/6Pfl50WKmFj



This is not endorsed or affiliated with the Social Security Administration or any U.S. government agency.

09/05/2025

Each year, employees enjoy a well-deserved day off on Labor Day to recognize their hard work.
The end of this shortened week marks National 401(k) Day, which serves as a reminder of the importance of retirement savings.

Click below to learn more about the day, and how a 401(k) can help build savings during your working years.



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”) deems reliable; however, Foundations does not guarantee its accuracy or completeness. Foundations had no involvement in the creation of this content and has not made any revisions. All such third-party information is subject to change without notice and may not reflect the views or opinions of Foundations. This content does not constitute investment, legal, or tax advice, nor is it a recommendation regarding any security, portfolio, or investment strategy. Personal investment advice can only be provided after engaging Foundations, completing required documentation, and receiving necessary disclosures. All investments involve risk, and past performance does not guarantee future results.

National 401(k) Day can serve as a reminder of the significance of retirement savings and encourage individuals to take steps towards financial wellness.

09/01/2025

If life insurance has been in the back of your mind, maybe it’s time to bring it to the forefront. The last thing anyone wants is a medical emergency, but if the unthinkable happens, you want to be sure your family’s financial future is secure.

Call us at (803) 359-2569 to discuss policies that can cover yourself and loved ones.



Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.

08/28/2025

If there’s a single group of people most likely to be concerned about recent market volatility, it’s those who have just retired or who are on the cusp of hanging it up.
But as with most things in life, the key for new- and near-retirees is to focus on what they can control. Click the link below for some guidance on how you can do just that.


The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”) deems reliable; however, Foundations does not guarantee its accuracy or completeness. Foundations had no involvement in the creation of this content and has not made any revisions. All such third-party information is subject to change without notice and may not reflect the views or opinions of Foundations. This content does not constitute investment, legal, or tax advice, nor is it a recommendation regarding any security, portfolio, or investment strategy. Personal investment advice can only be provided after engaging Foundations, completing required documentation, and receiving necessary disclosures. All investments involve risk, and past performance does not guarantee future results. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies.
This is not endorsed or affiliated with the Social Security Administration or any U.S. government agency.

You just retired (or are about to). Now what? Your take-control toolkit involves strategies for spending, investing, Social Security, and taxes.

08/26/2025

Behind the scenes of The Road To Retirement where we have straightforward conversations about smart retirement strategies. Questions? Call us: (844) 359-2569



Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The views, statements and opinions expressed herein are those of the individual speakers and not necessarily of Foundations or their affiliates. The content provided is for educational purposes only. No investment, legal or tax advice is provided. Always consult with a professional.
Tripp Limehouse is not an investment adviser representative of Foundations and does not provide investment advisory services. Limehouse Financial does have a Foundations investment adviser representative that can provide such services.

08/23/2025

Do you have trust in your estate plan?
It’s common for retirees to rely on wills to convey their wishes, but a trust ensures your wealth and assets will be passed down privately and without the drama of costly legal disputes.
Learn how we can help meet your estate and financial planning needs: https://limehousefinancial.com/estate-planning-2/

08/18/2025

When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life.
Limehouse Financial provides a comprehensive approach with as much imagination as innovation – creativity paired with careful calculation.
Learn more about our mission and schedule a free meeting with our team here. https://limehousefinancial.com/about/