Retire Once Show

Johnathan Rankin
Retire Once Show

The Retire Once Show is a retirement podcast designed to help simplify retirement so that you can retire with confidence. Running out of money in retirement is one of the biggest fears that retirees have. That is why our goal is to help you not just get to retirement, but most importantly, stay retired. Join your hosts, Johnathan R. Rankin CRPC® CEPA®, founder and CEO of Theorem Wealth Management, and Melissa Rankin, Wealth Management Advisor with Theorem Wealth Management Each week, they will cover retirement topics to help you prepare for retirement if you are not retired or help you improve your retirement if you are already retired. They will cover topics such as Social Security, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, investing strategies, stocks and bonds, and ways to help you gain confidence in your retirement plan. Every episode will give you the tools you need to get to retirement and most importantly stay retired. Our goal is to make sure you only have to "retire once" and that work after retirement is optional and not mandatory. Learn more and grab FREE retirement resources by going to www.retireonceshow.com.

  1. These 10 Wealth Principles Are the Key to Financial Freedom!

    09/17/2024

    These 10 Wealth Principles Are the Key to Financial Freedom!

    Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, our host Johnathan Rankin shares 10 Principles for building wealth and creating financial freedom. It is an episode you don’t want to miss! Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

    32 min
  2. How The End of Trump's Tax Cuts Impact Your Retirement - Retirement Intel

    09/17/2024

    How The End of Trump's Tax Cuts Impact Your Retirement - Retirement Intel

    Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg See if you’re on track https://www.theoremwm.com/start-here Join us for a special Thursday Edition! This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including: - Will the 60/40 Portfolio Ruin Your Retirement - How will the end of Trump's tax cuts impact your retirement? Articles Discussed: https://www.wsj.com/finance/investing/60-40-portfolio-retirement-61716c4d https://www.wsj.com/personal-finance/taxes/trump-tax-cuts-expire-2025-486894dc?mod=itp_wsj Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

    25 min
  3. Why Is Retirement Planning So Hard?

    09/17/2024

    Why Is Retirement Planning So Hard?

    Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including: - Is there a retirement crisis? - Why is retirement planning hard? - Gambling vs Investing Articles Discussed: https://www.barrons.com/articles/investments-beat-cash-rates-75c3d0e8 https://crr.bc.edu/do-we-have-a-retirement-crisis/ https://www.investmentnews.com/retirement/news/401k-auto-features-dont-help-savings-as-much-as-thought-researchers-find-256562 https://awealthofcommonsense.com/2024/08/why-people-dont-save-enough-for-retirement/ https://www.cnbc.com/2024/08/21/the-explosion-of-online-sports-betting-is-taking-a-toll-on-how-people-invest.html Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

    36 min
  4. Retirement Intel: Retiree Healthcare Costs Higher Than Expected

    08/21/2024

    Retirement Intel: Retiree Healthcare Costs Higher Than Expected

    Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including: - Retirees will pay twice as much as they think for healthcare - The most luxurious retirement? - What is going on with the housing market? Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

    31 min
  5. Retirement Intel: Should Retirees Be Selling?

    08/21/2024

    Retirement Intel: Should Retirees Be Selling?

    Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including: - Latest News - Should You Be Selling? - Retirement Myths - What Is a Fiduciary? Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Articles Discussed https://www.morningstar.com/portfolios/why-preretirees-retirees-should-derisk-today https://www.morningstar.com/personal-finance/6-retirement-financial-myths-avoid https://www.wsj.com/personal-finance/retirement/the-insurance-industry-is-winning-a-fight-to-kill-new-protections-for-retirement-savers-54030e41 https://lifehacker.com/money/why-are-tiktok-influencers-pushing-life-insurance-over-401ks Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

    48 min
  6. Retirement Intel: Will The U.S. Debt Impact Your Retirement

    08/12/2024

    Retirement Intel: Will The U.S. Debt Impact Your Retirement

    Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. [START PLANNING TODAY] https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including: - The Chart of The Week - Retirement Savings Rule Changes To Know - The U.S. Debt and How It Impacts You - Smartphone Tips to Simplify Your Life Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Our mission here at Theorem Wealth is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

    32 min
  7. Retirement Intel: Huge 401(k) Rollover Mistake Made By Many

    07/31/2024

    Retirement Intel: Huge 401(k) Rollover Mistake Made By Many

    Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. [START PLANNING TODAY] https://www.theoremwm.com/start-here Welcome to our first-ever live broadcast of "Retirement Intel" with your host, Johnathan Rankin! This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including:- Market volatility and its impact on big tech stocks.- An interesting chart by Richard Bernstein Advisors on stock performance.- A breakdown of a recent article discussing the misconceptions around Social Security and its future.- Updates on the IRS's Secure 2.0 Act and new rules for 401k and IRA withdrawals.- Common mistakes in rolling over 401k to IRA and how to avoid them.- Six essential things to consider purchasing before retirement, according to a Forbes article.- The latest list of the best and worst states to retire in, and what factors are considered.Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Articles discussed -https://www.barrons.com/articles/social-security-run-out-benefit-cuts-490e769ahttps://www.wsj.com/personal-finance/retirement/using-your-retirement-account-as-an-emergency-atm-just-got-easier-2ab939bahttps://www.wsj.com/personal-finance/retirement/the-401-k-rollover-mistake-that-costs-retirement-savers-billions-c7a19dfahttps://www.forbes.com/sites/nancyanderson/2024/07/24/6-things-to-pay-for-when-you-are-nearing-retirement/https://www.newsweek.com/best-worst-states-retirement-delaware-bankrate-1928830 Our mission here at Theorem Wealth is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

    33 min
  8. 09/15/2023

    Mental Struggles With Retirement – Are You Ready?

    Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin, the mental challenges that come with retirement. Most people think that planning for retirement is all about the financial aspects that come with retirement. Whether that is how much should you save for retirement, how much you should spend in retirement or how to invest for retirement. What most retirees find is that there is so much more to retirement than money. Planning for the parts of retirement that can create mental stress is equally as important.   Have questions about your retirement? Email us at Retire@theoremwm.com‍ or use the link below to schedule some time with a member of our team.  See if you are on track to retire https://www.theoremwm.com/start-here  Read the articles discussed.  https://www.morningstar.com/personal-finance/20-ira-mistakes-avoid  https://www.advisorperspectives.com/articles/2023/08/07/insurance-stock-allocation-challenges-retirement-swedore  #Retirement #Investing #FinancialPlanning #RetireOneShow  - - - - - - - - - - - - - - - - - - -  Our mission here at Theorem Wealth Management is to help diligent retirement focused savers achieve their dream retirement while reducing the stress caused by managing wealth.   - Johnathan Rankin CRPC® CEPA®, Founder & CEO  -  Melissa Rankin - Wealth Management Advisor  - Theorem Wealth Management  🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download  👍 [SCHEDULE A CONVERSATION]  https://www.theoremwm.com/start-here  😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/  ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/  🌐[HOMEPAGE] https://www.theoremwm.com/  1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show  -----------------------   POPULAR RETIREMENT VIDEOS  How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo  All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA  Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o  -----------------------   #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast  Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

    23 min
5
out of 5
5 Ratings

About

The Retire Once Show is a retirement podcast designed to help simplify retirement so that you can retire with confidence. Running out of money in retirement is one of the biggest fears that retirees have. That is why our goal is to help you not just get to retirement, but most importantly, stay retired. Join your hosts, Johnathan R. Rankin CRPC® CEPA®, founder and CEO of Theorem Wealth Management, and Melissa Rankin, Wealth Management Advisor with Theorem Wealth Management Each week, they will cover retirement topics to help you prepare for retirement if you are not retired or help you improve your retirement if you are already retired. They will cover topics such as Social Security, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, investing strategies, stocks and bonds, and ways to help you gain confidence in your retirement plan. Every episode will give you the tools you need to get to retirement and most importantly stay retired. Our goal is to make sure you only have to "retire once" and that work after retirement is optional and not mandatory. Learn more and grab FREE retirement resources by going to www.retireonceshow.com.

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.

Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada