In this conversation, the hosts discuss the taxation of retirement income and the benefits of a tax-efficient strategy. They cover topics such as the taxability of social security benefits, pensions, and various types of income. They also highlight the advantages of a Roth IRA, including tax-free withdrawals and investment growth. The conversation emphasizes the importance of tax planning and offers a tax preparation service for retirees. Overall, the hosts aim to provide listeners with valuable information to optimize their retirement income and minimize their tax liability. The conversation covers various aspects of retirement planning, with a focus on bucket lists and how they fit into retirement goals. The hosts discuss the importance of defining a bucket list and understanding the budgetary constraints. The conversation concludes with an offer for a complimentary financial review.

For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-724-6608 or visit owprivatecapital.com.

Find Olson & Wilson Private Capital on Facebook.

Olson & Wilson Private Capital YouTube Channel

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The conversation discusses the risks associated with tax rates and legislative changes in retirement. It emphasizes the importance of tax planning and understanding the potential impact of legislative risk on retirement accounts. The guests highlight the need to take control of retirement planning and address these risks to ensure a secure financial future.

For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-724-6608 or visit owprivatecapital.com.

Find Olson & Wilson Private Capital on Facebook.

Olson & Wilson Private Capital YouTube Channel

See omnystudio.com/listener for privacy information.

On a new edition of Wise Money Radio, Brad Olson, Joe, Wilson, Louie, Randolph and Brad Johansen are in the studio to explore the impact of the reduced purchasing power, tightening of the belt and the hidden risk impacting consumers and folks preparing for retirement. Olson, Wilson and Randolph explore the phenomenon of retirement savings sitting in a junk drawer and the proactive strategies to assist you in organizing the assets you've been saving for retirement once and for all.

For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-724-6608 or visit owprivatecapital.com.

For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-724-6608 or visit owprivatecapital.com.

Find Olson & Wilson Private Capital on Facebook.

Olson & Wilson Private Capital YouTube Channel

See omnystudio.com/listener for privacy information.

On a new edition of Wise Money Radio, Joe Wilson, Brad Johansen and Louie, Randolph are in the studio to explore the impacts of government spending and inflation on the consumer. Wilson, Johansen and Randolph share solutions to help you be and stay retirement ready. The trio explore the importance of reacting and responding to volatility and how to avoid compounding errors along the road to and through retirement.

For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-724-6608 or visit owprivatecapital.com.

Find Olson & Wilson Private Capital on Facebook.

Olson & Wilson Private Capital YouTube Channel.

See omnystudio.com/listener for privacy information.

On a new edition of Wise Money Radio, Brad Olson, Joe, Wilson and Louie, Randolph are in the studio to explore the impact of the reduced purchasing power, tightening of the belt and the hidden risk impacting consumers and folks preparing for retirement. Olson, Wilson and Randolph explore the phenomenon of retirement savings sitting in a junk drawer and the proactive strategies to assist you in organizing the assets you've been saving for retirement once and for all.

For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-724-6608 or visit owprivatecapital.com.

For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-724-6608 or visit owprivatecapital.com.

Find Olson & Wilson Private Capital on Facebook.

Olson & Wilson Private Capital YouTube Channel

See omnystudio.com/listener for privacy information.

On a new edition of Wise Money Radio, Brad Olson, Joe, Wilson, Louie, Randolph, and Brad Johansen are in the studio to explore the risk box (folks between 60-72 years old) and how important it is to protect yourself and your retirement plan when faced with inflation, market dips and geopolitical concerns.

For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-724-6608 or visit owprivatecapital.com.

Find Olson & Wilson Private Capital on Facebook.

Olson & Wilson Private Capital YouTube Channel

See omnystudio.com/listener for privacy information.

On a new edition of Wise Money Radio, Louie Randolph is in the studio to explore the risks and dangers that often accompany making blanket assumptions about your financial future. Randolph explores the assumptions to look out for and offers a list of six retirement planning assumptions for you to avoid on your journey to and through retirement. You don’t want to miss #3!

For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-724-6608 or visit owprivatecapital.com.

Find Olson & Wilson Private Capital on Facebook.

Olson & Wilson Private Capital YouTube Channel

See omnystudio.com/listener for privacy information.

On a new episode of Wise Money, Louie Randolph breaks down a few financial planning lessons from Hollywood featuring clips from famous movies and explained the lessons that we can learn from each example. Louie dives into the financial planning myths out there and corrects common misconceptions folks encounter when planning for retirement.

For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-724-6608 or visit owprivatecapital.com.

Find Olson & Wilson Private Capital on Facebook.

Olson & Wilson Private Capital YouTube Channel

See omnystudio.com/listener for privacy information.