Podcast
The Retirement Ready Show
Hosted by Tony Drake · EN
Proudly providing wealth management, retirement planning, asset protection and estate planning. We bring you information on retirement trends, taxes, inflation, social security benefits and achieving a more secure financial future. The financial advisors of Drake & Associates are the voices of the Retirement Ready radio show. https://go.oncehub.com/scheduleacomplimentaryconsultation Investment advisory services provided by Drake and Associates, LLC and SEC Registered Investment Advisor. Insurance products are offered through a separate company, Loft Financial Advisory Group, LLC. Wisconsin Insurance Agency clients are under no obligation to purchase any recommended insurance products. The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. While we believe the information in the show is reliable, we cannot guarantee its accuracy. Neither Drake and Associates or Loft financial Advisory group accepts any liability for the use of the information discussed. Opinions expressed are subject to change without notice and are not intended as investment advice or a solicitation for the purchase or sale of any security. Please consult your financial professional before making any investment decision.
18episodes
Episodes
Newest firstAll episodes
Ep.202 - Don't Wait and See
5d ago00:39:23Tap to summarizeEach week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you and how to take advantage of unique opportunities. Educational workshops, resources, and friendly guidance are just a click away at RetirementReadyShow.com.This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.go.oncehub.com/scheduleacomplimentaryconsultation
Transcribe →Ep.201 - Your Retirement Marathon Not Outliving Your Money
3w ago00:40:33Tap to summarizeEach week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you and how to take advantage of unique opportunities. Educational workshops, resources, and friendly guidance are just a click away at RetirementReadyShow.com.This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.go.oncehub.com/scheduleacomplimentaryconsultation
Transcribe →Ep.200 - Helping Secure Womens Financial Futures
4w ago00:40:23Tap to summarizeEach week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you and how to take advantage of unique opportunities. Educational workshops, resources, and friendly guidance are just a click away at RetirementReadyShow.com.This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.go.oncehub.com/scheduleacomplimentaryconsultation
Transcribe →Ep.199 - The Retirement Balancing Act
Apr 1100:40:27Tap to summarizeEach week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you and how to take advantage of unique opportunities. Educational workshops, resources, and friendly guidance are just a click away at RetirementReadyShow.com.This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.go.oncehub.com/scheduleacomplimentaryconsultation
Transcribe →Ep.198 - Weathering Market Storms
Apr 400:40:18Tap to summarizeEach week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you and how to take advantage of unique opportunities. Educational workshops, resources, and friendly guidance are just a click away atRetirementReadyShow.com.This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.go.oncehub.com/scheduleacomplimentaryconsultation
Transcribe →Ep.197 - From Pensions to Paychecks
Mar 2100:40:12Tap to summarizeEach week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you and how to take advantage of unique opportunities. Educational workshops, resources, and friendly guidance are just a click away at RetirementReadyShow.com.This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.go.oncehub.com/scheduleacomplimentaryconsultation
Transcribe →Ep.196 - Navigating Storms, Finding Stability
Mar 700:41:11Tap to summarizeEach week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you and how to take advantage of unique opportunities. Educational workshops, resources, and friendly guidance are just a click away at RetirementReadyShow.com.This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.go.oncehub.com/scheduleacomplimentaryconsultation
Transcribe →Ep.195 - Bridging Dreams and Financial Realities
Feb 200:40:11Tap to summarizeEach week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you and how to take advantage of unique opportunities. Educational workshops, resources, and friendly guidance are just a click away at RetirementReadyShow.com.This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.go.oncehub.com/scheduleacomplimentaryconsultation
Transcribe →Ep.194 - Common Investment Mistakes in Retirement
Jan 2600:41:19Tap to summarizeEach week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you and how to take advantage of unique opportunities. Educational workshops, resources, and friendly guidance are just a click away at RetirementReadyShow.com.This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.go.oncehub.com/scheduleacomplimentaryconsultation
Transcribe →Ep.193 - Acting Your Age with Investing
Jan 1900:41:24Tap to summarizeEach week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you and how to take advantage of unique opportunities. Educational workshops, resources, and friendly guidance are just a click away at RetirementReadyShow.com.This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.go.oncehub.com/scheduleacomplimentaryconsultation
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