Épisodes

  • Real Talk About Delaying Retirement
    Oct 17 2023

    Ron Adams, Christie Adams and Steve Kurtz break down some myths about retirement that include when to take SS, when to use an annuity and if delaying retirement is a good idea. 

    For more information or to schedule a consultation call 423-445-0377 or visit www.onefamilyfinancial.com 

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    25 min
  • Investment: No. Income: YES!
    Oct 9 2023

    Ron and Christie Adams with the help of Steve Kurtz detail how when you approach an annuity with the thought of an investment, it's not attractive. However, when you talk about the income you could build from an annuity, it becomes very interesting. Plus, what to look for in an End of Year Review and why a million little lies are ok sometimes. 

    For more information or to schedule a consultation visit www.onefamilyfinancial.com 

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    26 min
  • Only 35% of Adults Get it Right
    Sep 12 2023

    This week the team from One Family Financial discuss the appropriate age to get serious about an annuity, or is there one? Plus, the pros/cons of living in the South and what 35% of adults get right in retirement. 

    For more information or to schedule a consultation, call 423-445-0377 or visit www.onefamilyfinancial.com 

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    28 min
  • Million Dollar Expectations
    Sep 5 2023

    The team from One Family Financial discuss how to build confidence when it feels like all confidence has been lost. Plus, is it realistic to think you can retire on $1 Million? $3 million? Should you believe the articles that say you "must have" a specific amount to retire?

    For more information or to schedule an appointment, call 423-445-0377 or visit www.onefamilyfinancial.com 

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    16 min
  • Dead Money, Dead Accounts and Dead Wrong About Annuities
    Aug 21 2023

    The team from One Family Financial detail how the lottery is an annuity in the most simplistic form and which option could benefit your plan. Plus, the pros and cons of dipping into your 401k to cover everyday expenses. 

    For more information or to schedule a consultation call 423-445-0377 or visit www.onefamilyfinancial.com 

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    27 min
  • Extra Pickles With Your Plan?
    Aug 14 2023

    Ron, Christie and Steve detail the unknown fees found when customizing a retirement plan plus, some of the biggest mistakes we make with our 401k strategy.

    For more information or to schedule a consultation call 423-445-0377 or visit www.onefamilyfinancial.com 

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    28 min
  • Stop Trying to be Rich
    Aug 7 2023

    The team from One Family Financial define what is rich and why it's just a word. Plus, opportunities for guaranteed income with an Annuity, but what if you have one that's old? 

     

    For more information or to schedule a consultation, call 423-445-0377 or visit www.onefamilyfinancial.com 

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    28 min
  • Managing Financial Burnout
    Jul 24 2023

    The team from One Family Financial discuss how they have remain focused in an industry that has a burnout rate of over 90%. Plus, what opportunites are available now that could benefit your portfolio for a long peroid of time. 

    For more information or to schedule a consultation call 423-445-0377 or visit www.onefamilyfinancial.com 

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    28 min