TAG Talks: Charting Your Retirement Journey with June Horne

TAG Talks: Charting Your Retirement Journey with June Horne

Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guidance you need with personalized strategies and effective solutions. "TAG Talks" is committed to equipping you with the necessary knowledge and tools for a fulfilling and secure retirement. Take the opportunity to chart your retirement journey with the insightful and practical advice of "TAG Talks." Contact June via https://TAG-PA.com or at 717-718-5790.

Episodes

May 2, 2024 22 mins

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Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more seriously about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’re going to focus on the questions that Generation X faces as they ap...

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Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more seriously about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’re going to focus on the questions that baby boomers face as they app...

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Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. 


Here’s some of what we discuss in this episode:

0:00 – Intro 

1:18 – Outliving your money

4:55 – The creep of inflation

7:35 – Expenses of long-term care

11:21 – The threat of ri...

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As International Women’s Day approaches (March 8), it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hurdles that they continue to face.

In this episode, we’ll share some eye-opening statistics and actionable advice t...

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The biggest fear for most retirees is running out of money in retirement. No one wants to be forced to work again or have to closely watch every dollar they spend. That’s why income planning is a key component to an overall plan and it’s the topic for today’s show.

Here’s some of what we discuss in this episode:

0:00 – Intro 

0:56 – Without an income plan, you don’t have a plan

2:02 – How many people ha...

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Welcome to our first episode of TAG Talks. As we unpack the essential steps to retiring with ease and certainty, we want to begin by introducing you to the Transition Advisor Group Founder and CEO,  June Horne.  

June shares the defining moments that carved her path in the industry and the inception of her own firm. She opens up about the intricacies of creating a comprehensive financial plan and tackling reti...

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