On this episode the TN Wealth Management team breaks down four of the biggest risks facing today’s retirees—and how to plan around them before it’s too late. They dive into the IRA Tax Time Bomb, Sequence of Returns Risk, Social Security timing mistakes, and the often-overlooked cost of long-term care.You’ll hear how their clients achieved …
The Tennessee Wealth Management team breaks down the critical difference between tax filing and proactive tax planning, highlighting the “Sweet 16” years between retirement and required minimum distributions at age 73 as a key opportunity for strategic moves. They discuss how tools like Roth conversions can help reduce future tax burdens, including the often-overlooked “IRA …
Listen in as the Tennessee Wealth Management team and Erik Ainge, former University of Tennessee quarter back, share what it means to work with an advisor that has “skin in the game”. They share how they manage their own retirement money using the same strategies used for clients and highlighting their track record that has …
The TN Wealth Management team, joined by former University of Tennessee quarterback Erik Ainge, kick off the new year by sharing how their clients averaged a 36.3% net return in 2025—well ahead of the Dow’s 13%. In this episode, they also explain why regular financial checkups and having your estate planning documents in order are …
The TN Wealth Management team and co-host Erik Ainge, former University of Tennessee quarterback, share real client stories and explain how they help clients organize investments, retirement plans, and overall finances. They’ll also highlight their four “Get One Free” offers and outline the three core strategies behind their approach.
The TN Wealth Management team joins co-host Erik Ainge, former University of Tennessee quarterback, to share real client stories and explain how they help individuals organize their investments, retirement plans, and overall financial affairs. They’ll also walk through their four “Get One Free” offers and break down their three core strategies designed to help clients …
The TN Wealth Management team joins co-host Erik Ainge, former University of Tennessee quarterback, to review the strategies behind their track record—one that has consistently outperformed the Dow Jones Industrial Average. Tune in to learn more about these strategies and discover how you can receive a free Morningstar Report, complimentary assistance with your will through …
The TN Wealth Management team teams up with co-host Erik Ainge, former University of Tennessee quarterback, to discuss real client experiences and how they’ve guided people through organizing their investments, retirement, and financial affairs. They’ll also break down their four “Get One Free” offers—valuable opportunities you won’t want to miss. Plus, you’ll gain a clear …
The TN Wealth Management team returns with co-host Erik Ainge—former UT quarterback—to talk through real client stories and how they’ve helped people get their investments, retirement, and financial affairs in order. They’ll also break down their four “Get One Free” offers so you know exactly how to benefit. And on top of that, they’ll dive …
The TN Wealth Management team is back to share some stories of current clients with co-host Erik Ainge, former University of Tennessee Quarterback, and how they have been able to assist them with organizing their investments, retirement and affairs. They’ll also recap the four “Get One Free” offers they have to share , so you …