Texas Sized Retirement … Simplified

What if a simple account could give the next generation a financial head start? In this episode, Dave Hodson and Glen Hancock break down the new “Trump Accounts for Kids,” including how they work, who qualifies, and what makes them different from traditional savings tools. The conversation explores the impact of government seed money, contribution limits, and the long-term growth potential when families consistently con...

What if one unexpected health event could change everything about your financial future? In this episode, Dave Hodson and Glen Hancock dive into the realities of long-term care planning and why waiting too long can leave families scrambling. The conversation explores how quickly life can shift after a fall or illness, along with common misconceptions about Medicare and the true cost of care. Dave and Glen walk through practical str...

Could your savings be quietly losing value—even while it looks like it’s growing? In this episode, Glen Hancock explores the concept of “lazy money” and why cash sitting in low-yield accounts may be falling behind inflation. He breaks down how taxes, rising costs, and hidden loss of purchasing power can impact long-term financial health, even when balances appear stable. The conversation also highlights stra...

What if caring for a loved one quietly puts your own retirement at risk? In this episode, Dave Hodson and Glen Hancock dive into the real financial and emotional impact of caregiving and why so many families are caught unprepared. They explore the rising costs of long-term care, common misconceptions about Medicare coverage, and the risks of relying on the “do nothing” plan. The conversation also highlights how caregivi...

Warren Buffett stepping down at 95 isn’t just the end of an era—it’s a chance to revisit the timeless principles behind his success. In this episode of Texas‑Sized Retirement...Simplified, financial advisors David Hodson and Glen Hancock unpack Warren Buffett’s most enduring investment lessons and how they apply to real‑world retirement planning. The conversation explores saving before spending, the power of...

Annuities are being purchased at record levels—but most people still aren’t sure what they actually are. In this episode of Texas Size Retirement...Simplified, financial advisors David Hodson and Glen Hancock break down the confusion surrounding annuities and why they continue to spark strong opinions. The conversation explores how annuities have evolved, common misconceptions, how they compare to tools like CDs and bon...

What keeps someone creating, contributing, and moving forward after decades of success? In this episode, Dave Hodson and Glen Hancock sit down with legendary country music artist and songwriter Paul Overstreet for a thoughtful conversation about music, family, faith, and lifelong purpose. Paul shares the early influences that shaped his songwriting, the role his family has played in his career, and why passion doesn’t fade wi...

Estate planning isn’t just paperwork—it’s the story your life leaves behind. In this episode of Texas Sized Retirement …Simplified, David Hodson and Glen Hancock of Advanced Financial Strategies continue their conversation with estate planning attorney Jamie Peterson by exploring the emotional and relational side of legacy planning. They discuss how families navigate “equal versus fair,” plan fo...

Most people avoid estate planning because they think it’s only for the wealthy — until a simple mistake creates years of stress. In this episode of Texas Sized Retirement …Simplified, David Hodson and Glen Hancock of Advanced Financial Strategies sit down with estate planning and probate attorney Jamie Peterson in the first of a 2-part series, to break down what estate planning really is — and what it isn&r...

What if moving your money – from a 401(k) to an IRA, or from one account to another – has bigger consequences than you realize? In this episode, Dave Hodson breaks down the hidden pitfalls and overlooked advantages of rolling funds between accounts, from tax surprises to the dangers of chasing short‑term returns. He explains why understanding your goals, timelines, and retirement strategy matters far more than simply ch...

What if the biggest retirement mistake isn’t what you think -- but the way you plan your monthly income? In this episode, financial advisor Dave Hodson breaks down why retirees often struggle after leaving the workforce and how smart planning can prevent panic withdrawals, unexpected taxes, and lifestyle shocks. From handling healthcare surprises to navigating inflation, longevity, rental income gaps, and the role of annuitie...

Why do so many financial resolutions fade by February—and what can you do to make your goals stick this year? In this episode of Texas Size Retirement Simplified, host Glen Hancock explores the psychology and strategies behind successful New Year’s money habits. From the new Trump savings account for kids to maximizing 401(k) contributions and tackling “budget creep,” Glen shares practical tips for turning g...

What if the real secret to building wealth isn’t timing the market, but harnessing the power of consistency and compounding? In this episode of Texas Size Retirement Simplified, hosts Glen Hancock and Dave Hodson reveal how steady saving, dollar cost averaging, and disciplined investing can help you weather market storms and grow your portfolio—no matter where you are on your financial journey. Discover practical strate...

As the year wraps up, are you overlooking key steps that could shape your financial future? In this episode, David Hodson and Glen Hancock share a practical end-of-year checklist to help you maximize retirement contributions, harvest investment gains and losses, avoid costly RMD penalties, and make the most of charitable giving. They also break down Roth conversions, FSA and HSA strategies, and why a year-end review with your advis...

What if your retirement savings grew so much that your required minimum distribution—and the tax bill—left you stunned? In this episode, hosts David Hodson and Glen Hancock break down the “tax time bomb” lurking in large retirement accounts and reveal overlooked strategies to help manage RMDs, minimize taxes, and keep more of your hard-earned money. From qualified charitable distributions to Roth conversions...

Did you know your income could make your Medicare premiums surge? In this episode, financial advisor Glen Hancock tackles the hidden costs of Medicare, from IRMAA surcharges to prescription drug expenses and supplemental plans. Discover how retirement, tax planning, and healthcare choices are deeply connected—and why reviewing your coverage each year is crucial. Learn about strategies like qualified charitable distributions, ...

Confused by Medicare’s alphabet soup? This episode unpacks the essentials of Medicare open enrollment, revealing what every senior needs to know about choosing between Original Medicare, Medicare Advantage, and Medigap plans. Financial advisor Glen Hancock breaks down the costs, coverage, and critical enrollment periods—plus the real-life factors that make each choice unique. Whether you’re enrolling for the first...

Ever wondered how the latest tax bill impacts your retirement and estate planning? Dive into our latest episode where we break down the complexities of the new legislation, making it simple and relatable. From charitable deductions to multi-generational planning, we cover it all with expert insights and practical advice.

Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimenta...

Ever wondered how the latest tax legislation could reshape your retirement? Join us as we dive into the 'One Big Beautiful Bill' and its sweeping impact on estate planning, Medicare, and tax deductions. Discover how these changes could affect your financial future and what steps you can take now to prepare.

Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with D...