The Retirement Message

Hosted by Annetta Carter

Business Investing Education

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Episodes

Latest episode

Mar 2024

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About the show

Annetta Carter of Magnolia Financial Strategies shares her unique insights on the topics, trends, questions, and concerns facing retirees. With decades of experience, Annetta has a passion for helping people get to and through retirement.

Listen to episodes

60 recent

March 19, 202418 min

Is 65 still considered the age to retire?

Do people still consider 65-years-old the age of retirement? Annetta Carter discusses the age of the fastest growing group in the workforce, have you become a 401(K) millionaire and when should you roll over that retirement account into an IRA?  Catch The Retirement Message with Annetta Carter every Sunday at 12:00 p.m. CT on KTBB. For more information and to schedule a consultation with Annetta Carter, visit www.MagnoliaFinancialStategies.com.

March 12, 202417 min

Will the government abolish 401(K) plans?

Will 401(K) plans still be a thing in 10 years or does the government have plans to abolish it? Annetta Carter discusses recent articles stating that 401(K) plans are on their way out, how to avoid financial turbulence, and the outdated rules of retirement.  Catch The Retirement Message with Annetta Carter every Sunday at 12:00 p.m. CT on KTBB. For more information and to schedule a consultation with Annetta Carter, visit www.MagnoliaFinancialStategies.com.

February 27, 202417 min

How long will a million dollars last in today's retirement world?

How long will a million dollars last in today's retirement world? Annetta Carter discusses tools you can use to make your money last as long as you do, how to become tax efficient with your Social Security, and how to find out if you can retire right now.  Catch The Retirement Message with Annetta Carter every Sunday at 12:00 p.m. CT on KTBB. For more information and to schedule a consultation with Annetta Carter, visit www.MagnoliaFinancialStategies.com.

February 20, 202417 min

You won't believe how much you need to save for healthcare in retirement

How much money does the average couple need to save for medical expenses in retirement? Annetta Carter discusses the magic number and why it continues to rise. She also talks about the Fed deciding the future of the economy and NBA legend Shaq breaks down the importance of having a smart team.  Catch The Retirement Message with Annetta Carter every Sunday at 12:00 p.m. CT on KTBB. For more information and to schedule a consultation with Annetta Carter, visit www.MagnoliaFinancialStategies.com.

February 13, 202426 min

Taylor Swift has 13, but what's your lucky number in retirement?

Taylor Swift says that 13 is her lucky number, but do you know what your is in retirement? Annetta Carter discusses how to calculate your retirement number, is a recession on the horizon, and she shares a message about avoiding the "afters" in life.  Catch The Retirement Message with Annetta Carter every Sunday at 12:00 p.m. CT on KTBB. For more information and to schedule a consultation with Annetta Carter, visit www.MagnoliaFinancialStategies.com.

February 6, 202420 min

Can you save too much for retirement?

Can you save too much for retirement? Annetta Carter discusses potential tax troubles that could occur if your retirement account isn't properly balanced. She also talks about the history of the stock market during an election year and how to figure out the "Best By" date on your portfolio,  Catch The Retirement Message with Annetta Carter every Sunday at 12:00 p.m. CT on KTBB. For more information and to schedule a consultation with Annetta Carter, visit www.MagnoliaFinancialStategies.com.

January 23, 202416 min

How much of your savings can you spend in retirement?

How much of your savings can you spend in retirement? Annetta Carter discusses how to find the starting point for your spending strategy in retirement, why is is so difficult to talk about money, and should you utilize and annuity inside of your 401(K)?  Catch The Retirement Message with Annetta Carter every Sunday at 12:00 p.m. CT on KTBB. For more information and to schedule a consultation with Annetta Carter, visit www.MagnoliaFinancialStategies.com.

January 16, 202417 min

Stock Market alternatives in retirement

What's alternatives are there to the stock market in retirement? Annetta Carter discusses the options you have with your portfolio when you decide to retire, how to avoid financial fraudsters, and why you should ask a financial advisor for help when building your portfolio in retirement.  Catch The Retirement Message with Annetta Carter every Sunday at 12:00 p.m. CT on KTBB. For more information and to schedule a consultation with Annetta Carter, visit www.MagnoliaFinancialStategies.com.

December 19, 202316 min

What's missing from your 401(K)?

What's missing from your 401(K)? Annetta Carter discusses the most common mistakes she sees in 401(K)'s. She also talks about inefficient income in retirement and creating a financial strategy. Catch The Retirement Message with Annetta Carter every Sunday at 12:00 p.m. CT on KTBB. For more information and to schedule a consultation with Annetta Carter, visit www.MagnoliaFinancialStategies.com.

November 21, 202319 min

How could a government mistake affect your social security?

How could a government mistake affect your social security? Annetta Carter discusses what this mistake could do to your retirement, are more interest rate hikes on the way, and what will they do to the market? Catch The Retirement Message with Annetta Carter every Sunday at 12:00 p.m. CT on KTBB. For more information and to schedule a consultation with Annetta Carter, visit www.MagnoliaFinancialStategies.com.