The Big Easy Finance Show with Robert Tanner

What separates a thriving business from a struggling one? This episode reveals why working on your business—not just in it—is the key to real growth. Robert Tanner shares lessons from billion-dollar brands and explains how building value, investing in top talent, and having the right strategy can transform your company’s future.

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What should you do when layoffs threaten your retirement plans or business stability? Robert Tanner breaks down smart strategies for navigating job loss, prioritizing which accounts to tap, and building resilience for both individuals and business owners. Learn how stress-testing, emergency funds, and proactive planning can help you weather economic downturns, protect key people, and avoid common pitfalls. This episode delivers act...

Think your retirement account balance is all yours? Think again. Robert Tanner breaks down the realities of required minimum distributions, tax strategies, and why mindset matters more than ever for retirees. Learn how to navigate IRS rules, avoid common pitfalls, and build multiple income streams that go beyond Social Security and pensions. This episode explores the math behind tax decisions, the importance of planning, and how di...

What’s your business really worth—and how do you know when it’s time to sell? This episode of The Big Easy Finance Show dives into the essential steps for business owners considering an exit, from boosting business health and cleaning up your books to understanding buy-sell agreements and tax strategies. Robert Tanner explains why taking emotion out of the process, knowing your numbers, and building the right team...

Is your retirement money stuck while life keeps moving? Robert Tanner explores why having accounts isn’t enough—you need a real plan. Discover how to avoid common pitfalls like overpaying fees, risky investments, and fragmented strategies. Learn how a comprehensive approach to asset protection, tax planning, and legacy building can help you ride smoothly through retirement and beyond with confidence.

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What happens when retirement comes sooner than expected—or lasts longer than you planned? In this episode, Robert Tanner breaks down how to build a resilient financial strategy for emergencies, longevity, and lifestyle goals. From emergency funds to asset protection, learn how to avoid common pitfalls like market losses, hidden fees, and tax surprises. Whether you’re a high earner, athlete, or just planning ahead, disco...

What happens when your retirement plan faces unexpected twists—like new tax rules or a vanished income stream? This episode dives into the latest catch-up contribution changes, the truth about annuities, and why having a real strategy (not just accounts) is essential. Robert Tanner shares stories, expert insights, and practical advice to help you navigate taxes, income planning, and the risks that can derail your financial fu...

What happens when your business legacy isn’t your child’s dream? Robert Tanner dives into the challenges of succession planning, buy-sell agreements, and exit strategies for business owners, with real stories of family businesses and unexpected tax surprises. Discover why having a strategy team matters, how tax mitigation can reshape your financial future, and what to do when disaster strikes. Get practical insights to ...

Is moving for tax savings really worth it? On this episode of The Big Easy Finance Show, Robert Tanner breaks down the real-life pros and cons of relocating for lower taxes—whether you’re selling a business, planning retirement, or just chasing sunshine. Discover why the best financial strategies start with your goals, not just your tax bill, and how a team approach can help you build a legacy that lasts. Plus, learn ho...

Are bonds still the foundation of a strong retirement plan—or is it time to rethink your strategy? On The Big Easy Finance Show, Robert Tanner of Integrity Financial breaks down the real math behind bonds, inflation, and growth, sharing why a comprehensive plan beats a collection of accounts. Hear stories of life-changing financial decisions, the importance of asking for help, and how smart planning can keep you independent a...

What if your investment losses could actually work in your favor? On this episode, Robert Tanner of Integrity Financial explains the power of tax loss harvesting, why timing matters, and how smart strategies can help you reduce your tax bill. Discover why having a plan—and a trusted advisor—beats relying on last-minute fixes or advice from non-experts. Don’t wait until your financial situation is critical; learn h...

Is your retirement plan built to protect your lifestyle—not just your income? On The Big Easy Finance Show, Robert Tanner explains why “lifestyle lock” matters more than a fixed paycheck. Learn how indexing strategies, multiple income streams, and smart budgeting can help you maintain the life you love—even as costs rise. Discover practical tips for planning, spending, and keeping your promises to family, so...

Are you planning for retirement—or just planning to escape work? This episode of The Big Easy Finance Show reveals why “boring” strategies can be the key to lasting wealth, and how to lock in your lifestyle for decades beyond the finish line. Host Robert Tanner shares practical advice on protecting your nest egg from taxes, fees, and life’s surprises, plus how to design a fulfilling retirement that goes far ...

Think your retirement plan is airtight? Think again. In this episode of The Big Easy Finance Show, Robert Tanner exposes the hidden tax traps that blindside retirees—from Social Security surprises to outdated 401(k) strategies. Learn why deferring taxes in a low-tax environment could cost you more later, and how to shift from “forever taxed” to “never taxed.” It’s not just about having accou...

What if your retirement plan could reflect your values—not just your net worth? In this episode, Robert Tanner explores how to lock in a lifestyle that keeps pace with inflation while honoring your legacy. From hybrid annuities to income-generating real estate, Robert unpacks strategies for building wealth with purpose. Plus, a powerful reflection on life’s biggest regrets and how financial planning can help you avoid t...

Rebranding isn’t just for corporations—it’s for retirees, consultants, and small business owners too. In this episode of The Big Easy Finance Show, Robert Tanner explores how businesses and individuals can reposition themselves for new markets, avoid financial “flight risks,” and build retirement plans that go beyond the numbers. From Rolls Royce to Blockbuster, learn what it takes to stay relevan...

What if your retirement plan is missing the one thing that could save you thousands in taxes? In this episode, Robert Tanner breaks down the pros and cons of MIGAs, Roth conversions, and tax-free strategies that go beyond traditional advice. Learn how to lock in your lifestyle, avoid overpaying taxes, and build a retirement plan that lasts 30+ years. Whether you're a retiree or business owner, this conversation could reshape how yo...

What does retirement really look like—and are you ready for it? In this episode, Robert Tanner explores the emotional and financial realities of retirement, from lifestyle planning to tax-smart income strategies. Whether you're an individual thinking about your Social Security timing or a business owner navigating succession or exit planning, this conversation offers practical insights to help you retire with clarity and conf...

Feeling overwhelmed by your business? You’re not alone. In this episode, Robert Tanner shares how burnout, lack of strategy, and overextension can quietly sabotage entrepreneurs. From LEGO’s turnaround to real-life business collapses, learn why focus, delegation, and measurable outcomes are essential to building a business that supports—not drains—your life.

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