Now that Tax Filing is Over

Four Retirement Unknowns

Who should you trust with your retirement decisions in a world full of financial noise? This episode explores the difference between real planning and marketing, how hidden gaps can quietly impact your future, and why looking at taxes, investments, insurance, and estate planning together matters more than ever. Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence. We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth. Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "edstorer@wealthtrainingacademy.com" if you have any questions. Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.

Four Questions About Retirement

Retirement planning gets harder when the rules keep changing. This episode explores inflation, tax traps, retirement account updates, and the hidden risks many families overlook—plus why having a coordinated financial plan can help you adapt with confidence instead of fear. Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence. We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth. Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "edstorer@wealthtrainingacademy.com" if you have any questions. Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.

What’s Really Inside Your 401(k) Right Now

A closer look at the gaps most retirees never see—how Social Security raises fall short, hidden risks inside your 401(k), and why planning for both spouses matters more than ever. Learn how small assumptions can create big problems without a coordinated plan. Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence. We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth. Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "edstorer@wealthtrainingacademy.com" if you have any questions. Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.

Now that Tax Filing is Over

Taxes don’t end at filing—they’re just getting started. This episode breaks down how retirees and business owners can reduce what they owe, avoid costly mistakes, and better coordinate income across accounts. From Roth strategies to Social Security changes and tax-efficient planning, it’s all about seeing the full picture so nothing falls through the cracks. Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence. We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth. Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "edstorer@wealthtrainingacademy.com" if you have any questions. Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.

The Retirement Paycheck Predicament

Market volatility and global uncertainty can expose the difference between having a real retirement plan and just having accounts. In this episode, Ed Storer explains why panic moves—like going to cash—can do more harm than good, how missing key market days impacts long-term returns, and why aligning risk tolerance with risk capacity matters. He also covers critical financial decisions after the loss of a spouse, including income changes, taxes, and Social Security, plus the importance of building a reliable retirement income strategy. Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence. We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth. Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "edstorer@wealthtrainingacademy.com" if you have any questions. Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.