The Big Easy Finance Show with Robert Tanner
What if the biggest risk to your retirement isn’t the market, but a lack of planning? This episode explores “lifestyle lock,” a strategy focused on income, taxes, and how you actually want to live in retirement. The conversation highlights why relying solely on portfolio performance can leave gaps and how multiple income streams, tax awareness, and cost-of-living adjustments shape long-term stability. It also examines potential Social Security changes, including delayed retirement age and tax implications. With a focus on generational wealth and real-life application, the discussion emphasizes building a comprehensive plan that adapts over time and aligns with personal goals beyond just numbers. Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO. Visit www.bigeasyfinancial.com [https://theintegrityplan.com/] for more details and to book a complimentary consultation with Robert Tanner. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.
114 episodios
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