» Retirement Planning

Danny Gudorf tackles retirement fears, citing five threats: under-saving, taxes, market swings, hidden fees, and long-term care costs. A plan is crucial. Listen to episode

New rules reshape charitable giving for retirees. Learn about new tax deductions, timing strategies, and IRA distributions to maximize income and cut taxes. Listen to episode

Recent tax law changes (2025-2028) offer significant benefits for retirees: enhanced deductions & a new senior bonus. Strategic planning is crucial to maximize savings and minimize liabilities before the 2028 deadline. Listen to episode

Are you retired or getting close to it—and worried about whether your money will last? In this eye-opening training, Danny Gudorf, fiduciary financial planner and founder of Gudorf Financial Group, reveals 3 powerful r… Listen to episode

Danny Gudorf outlines 5 pre-retirement buys (health/dental, home, repairs, car, travel) and urges spending to overcome saving paralysis. Listen to episode

Todd Nerlinger of Union Savings Bank explains today’s mortgage market, loan options, and tips to help first-time buyers navigate the homebuying process. Listen to episode

Retiring with $1M? Danny Gudorf shares a real case study showing how smart strategy—not just savings—can secure a successful retirement. Listen to episode

In this talk, Ted highlights the role of integrated financial planning and exposes key pitfalls when estate, tax, and investment advice isn’t coordinated, often leading to costly oversights. Listen to episode