Podcast
Straight Talk On Retirement
Join Erin and Jeff live every Saturday from 9–11 A.M. CST on The Big 550 KTRS as they tackle the toughest retirement and medical coverage questions with their no-nonsense, informative, and entertaining approach. From Social Security and income planning to Medicare and tax efficiency, they cover it all.
Can't join us live? Now, you can catch every episode on-demand on your favorite podcast app!
Individuals Nearing Retirement
You're approaching retirement and want to ensure your financial plan is smart, tax-efficient, and ready for the next chapter.
Retirees & Income Planners
You're in retirement and need a strategy to protect your assets, generate reliable income, and make the most of your hard-earned savings.
Business Owners & Employers
You’re running a business and looking for financial strategies to optimize taxes, benefits, and retirement plans for yourself and your employees.
Retirement Coaching
Retirement Coaching
Planning for retirement comes with a lot of questions—we’re here to help. Our coaching sessions give you personalized guidance to define your goals, build a strategy, and adjust as life changes. From income and tax planning to Social Security and investments, we provide insights to help you make informed financial choices.
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Medicare Consulting
Medicare Consulting
Our Medicare consulting helps you make the most of your plan during open enrollment. We review your current coverage, assess your healthcare needs, and help you compare Medicare Advantage and Prescription Drug Plans to find one that fits your situation. Our goal is to help you navigate your options so your coverage stays aligned with your healthcare needs.
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401k Services
401(k) Services
Our 401(k) services help you make the most of your employer-sponsored retirement plan. We develop a strategy aligned with your financial goals, using portfolio analysis to help manage risk and opportunities. As life and markets evolve, we provide guidance to help you adjust your plan accordingly.
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Employee Benefit Retirement Solutions
Employee Benefit Retirement Solutions
We help businesses design retirement plans and group insurance options that align with their goals and budget. Whether it’s a 401(k), 403(b), or another plan, our team provides guidance on plan structure and available options. We also offer insights to support both employers and employees in making informed decisions.
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Retirement planning isn’t one-size-fits-all, and our retirement coaches provide professional guidance tailored to your needs. We take the time to understand your goals, financial concerns, and healthcare options to help you develop a strategy that aligns with your retirement vision.
Our team has experience in personal finance, investments, and long-term care, offering insights to support your planning process. Plus, we make advice and insights accessible through one-on-one coaching and our weekly radio show, Straight Talk on Retirement.
What Sets Us Apart
- Professional Expertise – Our team includes professional retirement coaches and counselors.
- Personalized Guidance – We offer insights tailored to your financial and lifestyle goals.
- Comprehensive Support – Experience in investment options, income planning, and long-term care.
- Accessible Insights – Professional advice through coaching or our Straight Talk on Retirement radio show & podcast.