In this conversation, Tripp Limehouse and Steve Sedahl discuss the importance of involving an expert in financial discussions, especially when it comes to retirement planning. They emphasize the need for open communication between spouses and the consideration of individual risk tolerances. They also highlight the benefits of Roth accounts in defined contribution plans and the option to delay Social Security benefits. Tripp introduces the Green Line Principle as a safe money strategy and encourages listeners to attend their upcoming workshops. They address questions about IRA investments, opening a Roth IRA, and the sustainability of Social Security. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

In this episode, Tripp Limehouse discusses common misunderstandings about investing in retirement. He clears up misconceptions about putting all savings in a 401k or IRA, borrowing from retirement accounts, and waiting to invest. Tripp emphasizes the importance of having a plan and understanding the cost of working with a financial advisor. He also highlights the risks of longevity and the need for budgeting and saving. Tripp provides resources, such as a budgeting worksheet, to help listeners navigate their retirement journey. Tripp introduces the Green Line Principle as a safe money strategy and emphasizes the importance of a Social Security roadmap. Lastly, he addresses the pros and cons of annuities versus stocks and provides guidance on required minimum distributions. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

In this conversation, Tripp Limehouse and Steve Sedahl discuss various financial topics, including the dangers of financial advice on social media, the myth of 401(k)s being a scam, and the importance of understanding debt. They also explore the possibility of spending down tax-deferred funds and retiring on dividend income. Throughout the conversation, Tripp emphasizes the need for expert financial advice and the importance of implementing a comprehensive retirement plan.  To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

In this conversation, Tripp Limehouse and Steve Sedahl discuss various financial topics, including the dangers of financial advice on social media, the myth of 401(k)s being a scam, and the importance of understanding debt. They also explore the possibility of spending down tax-deferred funds and retiring on dividend income. Throughout the conversation, Tripp emphasizes the need for expert financial advice and the importance of implementing a comprehensive retirement plan. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

In this conversation, Trip Limehouse and Steve Sedahl discuss the topic of retiring early. They cover various aspects to consider before deciding to retire early, such as eliminating debt, aligning one's portfolio with goals, and preparing mentally for retirement. They also touch on the importance of evaluating healthcare costs and insurance, as well as strategically withdrawing money from different types of retirement accounts. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

In this conversation, Tripp Limehouse and Steve Sedahl discuss the importance of periodically reviewing your finances and making necessary adjustments. They emphasize the need to refresh your budget, ensure liquidity, avoid mistakes with retirement accounts, manage debt, and assess insurance coverage. By addressing these areas, individuals can optimize their financial plans and prepare for a successful retirement. In this episode, Tripp Limehouse discusses the importance of spring cleaning in financial planning. He emphasizes the need to review spending, assess and manage debt, and organize financial documents. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

In this conversation, Tripp Limehouse and Steve Sedahl discuss the importance of periodically reviewing your finances and making necessary adjustments. They emphasize the need to refresh your budget, ensure liquidity, avoid mistakes with retirement accounts, manage debt, and assess insurance coverage. By addressing these areas, individuals can optimize their financial plans and prepare for a successful retirement. In this episode, Tripp Limehouse discusses the importance of spring cleaning in financial planning. He emphasizes the need to review spending, assess and manage debt, and organize financial documents. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

Tripp Limehouse discusses the importance of retirement planning and doing it right. He emphasizes the need for financial checkups and course correction to ensure success in retirement. Tripp also highlights the importance of tracking progress, setting benchmarks, and using financial modeling to make informed decisions. He emphasizes the need for validation and accountability in maintaining financial oversight. Overall, the conversation provides valuable insights into effective retirement planning. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

The conversation covers the importance of estate planning, including the last will and testament, financial power of attorney, healthcare power of attorney and directive, different types of trusts, predicting taxes in retirement, and maximizing social security benefits. Tripp and Steve emphasize the need to build an emergency fund and not dip into retirement savings. They also discuss the misconception that a certain amount of money is needed to retire comfortably and highlight the importance of a retirement success rate. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

In this conversation, Tripp Limehouse discusses various topics related to retirement planning and financial strategies. He emphasizes the importance of options and recommendations, as well as the concept of a retirement success rate. Tripp also highlights the need to review account balances and introduces the Green Line Principle as a safe money strategy. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

In this conversation, Tripp Limehouse discusses various aspects of retirement planning. He emphasizes the importance of choosing the right financial advisor who is comfortable to work with and an expert in retirement planning. Tripp also highlights the significance of income planning and the need for a comprehensive retirement plan that includes strategies to minimize tax liabilities. He addresses the concept of risk tolerance and the importance of understanding one's own risk tolerance when making investment decisions. Additionally, Trip discusses the impact of inflation on retirement planning and the need to consider it in financial strategies. Finally, Trip emphasizes the importance of saving for retirement and avoiding common pitfalls. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

In this conversation, Tripp Limehouse and Steve Sedahl discuss the topic of risk and retirement. They emphasize the importance of understanding risk tolerance and risk capacity when planning for retirement. They also explore different withdrawal strategies and the need for a comprehensive retirement income plan. The conversation then shifts to the changes in retirement planning over the years and the need to adapt to new strategies. They also discuss the adjustments in daily routines and the impact of retirement on social life. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

In this conversation, Tripp Limehouse discusses the importance of planning in marriage and retirement. He emphasizes the need for couples to be on the same page and have a well-defined plan. Tripp also highlights the role of one spouse in handling financial matters and the importance of communication in retirement planning. He discusses the impact of age difference in retirement planning and the need to align retirement goals. Tripp also mentions upcoming events and workshops, including a Social Security and income planning workshop. He advises against quick retirement fixes and overspending, and emphasizes the importance of a well-tailored financial strategy. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

A new year with new resolutions. The question is, how long will they last. Tripp Limehouse has some ways you can execute and succeed at improving your finances and reaching your financial planning goals in 2024. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

As we enter 2024, it's crucial to assess your budget, debt, and investments in alignment with your financial objectives. To help kickstart the process Tripp Limehouse has put together steps to help you get started. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

The holiday season is upon us,and with that in mind, we thought we would visit a few moments from beloved holiday movies and sitcoms and explore the financial planning missteps made by some of our favorite fictional characters. From Christmas Vacation to the TV classic The Office Tripp Limehouse covers them all. The show winds up with questions from listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

It’s important to know the cold, hard truth of your financial situation when planning for retirement. On today’s show, solutions to help you navigate harsh retirement planning truths, how you can be the CEO of your retirement. Trip Limehouse offers some tips to help smooth out the process. The show winds up with questions from listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

The holidays are upon us and that means it’s time to make sure you have tied up all the loose ends before we welcome 2024. Tripp Limehouse put together a few things you should be sure to do before the end of the year to help secure your upcoming retirement. The show winds up with questions from listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

As the year winds down we’re looking ahead to 2024 and what changes are in store for many in the financial red zone, that’s five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer-sponsored retirement plans work. Tripp Limehouse covers the highlights and how some of the changes can make a positive difference in your retirement plan. The show winds up with questions from listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

When it comes to retirement planning, generating income is paramount. How to accomplish that can be tricky. Tripp Limehouse takes us on The Road to Retirement and shows how you can have sustainable income throughout your retirement. The show winds up with questions from listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.