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Retirement Talks with Ted Thatcher

Retirement Talks with Ted Thatcher

Auteur(s): Derek Johnson
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À propos de cet audio

 Tune in to Bright Lake Wealth Management Presents: Retirement Talks with Ted Thatcher on the radio at KQMS on Sundays from 7:30am to 8:30am.

Disclosure: This website Bright Lake Wealth Management (this “Website”) is owned and operated by Bright Lake Wealth Management. Bright Lake Wealth Management offers investment advisory services and is registered with the state. Registration does not constitute an endorsement of the advisory firm by the state nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Bright Lake Wealth Management as of the date hereof, which are subject to change without notice at any time. Bright Lake Wealth Management does not represent that any opinion or projection will be realized. Bright Lake Wealth Management, nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.Copyright Derek Johnson Économie
Épisodes
  • Taxes in Retirement: Strategies for a Secure Future

    Taxes in Retirement: Strategies for a Secure Future
    Nov 30 2025
    This week's episode of "Retirement Talks with Ted Thatcher" featured a discussion on the complexities of retirement planning with a special focus on the Secure Act and Secure Act 2.0. Ted Thatcher, President and CEO of Bright Lake Wealth Management, emphasized the significance of understanding new rules affecting tax-deferred retirement accounts such as 401(k)s and IRAs. The conversation covered changes to required minimum distributions (RMDs), legacy planning concerns, and strategies to manage taxable income for those inheriting IRAs. Ted highlighted the importance of proactive planning, including the consideration of Roth IRA conversions and the need for retirees to be aware of company-sponsored retirement options like Roth 401(k)s.

    Throughout the show, listeners were encouraged to seek guidance in navigating tax implications, market risks, and the transition from saving to spending during retirement. Ted discussed how carefully layered planning, timely Roth conversions, and understanding concepts like the "backdoor Roth" can help optimize financial outcomes and reduce future tax burdens. The show reaffirmed that working with a knowledgeable advisor can help retirees and do-it-yourself investors avoid common pitfalls and develop a customized retirement roadmap.


    This episode of Retirement Talks has Ted Thatcher discussing retirement planning and some of the many areas that go into a plan, including taxes, legacy planning, market volatility, and more. Ted brings a measured, statistic based approach with his down-to-earth midwestern roots turned into west coast financial advisor.

    For more information, visit https://www.brightlakewealth.com/
    Voir plus Voir moins
    28 min
  • Tackling the Twin Threats of Taxes and Inflation

    Tackling the Twin Threats of Taxes and Inflation
    Nov 23 2025
    This episode of Retirement Talks has Ted Thatcher discussing retirement planning and some of the many areas that go into a plan, including taxes, legacy planning, market volatility, and more. Ted brings a measured, statistic based approach with his down-to-earth midwestern roots turned into west coast financial advisor.

    For more information, visit https://www.brightlakewealth.com/
    Voir plus Voir moins
    28 min
  • Planning for Large IRAs

    Planning for Large IRAs
    Nov 16 2025
    On this week’s Retirement Talks, Ted Thatcher of Bright Lake Wealth Management shed light on the complexities of retirement planning, focusing particularly on tax implications that often catch retirees by surprise. Many people assume their tax bills will shrink in retirement, but Ted explained how unexpected changes — such as shifting from joint to single filing status or inheriting IRAs under new rules — can potentially result in even greater tax liabilities. The show emphasized the importance of proactive planning for “go-go years” and legacy considerations, underscoring that thoughtful preparation helps families maximize enjoyment and efficiently pass down assets.

    Ted highlighted the need for tailored strategies in light of changing tax laws and economic realities, including rising federal debt and possible future tax rate increases. He discussed opportunities to minimize surprises and preserve financial flexibility.


    This episode of Retirement Talks has Ted Thatcher discussing retirement planning and some of the many areas that go into a plan, including taxes, legacy planning, market volatility, and more. Ted brings a measured, statistic based approach with his down-to-earth midwestern roots turned into west coast financial advisor.

    For more information, visit https://www.brightlakewealth.com/
    Voir plus Voir moins
    28 min
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