エピソード

  • 19. Roth Conversion Case Study for IRA Millionaires

    19. Roth Conversion Case Study for IRA Millionaires
    2025/08/13

    Like what you heard in this episode? Schedule a Q&A Call:
    🗓️ Schedule a Retirement Income Q&A call with me:
    calendly.com/rsf-dramanda/initial-consultation

    🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool
    ✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog

    ///////////////

    Sally retired at 65 with a $1M IRA and felt proud—until she realized how much the IRS could eventually claim. In this lesson, I walk through her real case using my Roth Blueprint software to show how a smart, staged Roth conversion can protect your wealth, reduce future RMDs, and head off IRMAA surprises. You’ll also learn what the OBBBA tax brackets mean for planning and why rising national debt matters for IRA millionaires.

    Timestamps:
    00:00 — $1M IRA and the “tax time bomb”
    01:05 — Why consider a Roth conversion now (OBBBA update)
    03:10 — National debt and why IRA millionaires are exposed
    05:15 — Case study setup: Sally (65, MFJ, AGI $150k, $1M IRA)
    06:45 — Live software walkthrough: guardrails and bracket choices
    10:30 — Year-by-year conversion path and tax impact
    12:40 — IRMAA tradeoffs vs long-term RMD relief
    14:20 — Pairing Roth with A-rated annuities for safety
    16:00 — How to take the next step with your own plan

    Other Episode Referenced: 17. Roth Conversions for IRA Millionaires: Avoid These 6 RMD Tax Traps

    🔗 Show Links

    📅 Want to Find Out More?:
    Schedule a Q&A Call with Dr. Amanda

    💰 Join Us in the Retirement Income School™:
    www.RetirementIncome.School

    📽️ Watch Retirement Income School™ Content on YouTube:
    www.youtube.com/@RetirementIncomeSchool

    💰 Watch The Guaranteed Income Blueprint™:
    www.retirementsolutionsfinancial.com/guaranteed-income-blueprint

    📬 Contact Dr. Amanda:
    Email: DrAmanda@RetirementSolutionsFinancial.com
    Phone: 1-866-444-2997
    LinkedIn: @RetirementIncomeSchool

    👩‍🏫 About Dr. Amanda

    Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone.

    She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and Social Security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence.

    ⚠️ DISCLAIMER

    The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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    20 分
  • 18. IRMAA: The Hidden Medicare Tax That Can Shrink Your Retirement Income

    18. IRMAA: The Hidden Medicare Tax That Can Shrink Your Retirement Income
    2025/07/30

    Like what you heard in this episode? Schedule a Q&A Call:
    1. Schedule a Retirement Income Q&A call with me:
    calendly.com/rsf-dramanda/initial-consultation

    🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool
    ✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog

    ///////////////

    IRMAA might sound like just another government acronym — but it’s a hidden cost that can quietly drain thousands from your retirement income. It’s based on your income, deducted from your Social Security check, and it increases your Medicare premiums without ever being called a tax.

    In this episode, I explain:

    • What IRMAA is and how it’s calculated

    • The triple compounding effect that makes it so dangerous

    • And how Roth conversions, whole life insurance, and income planning can help you avoid it altogether

    If you’re thinking about how to protect your income in retirement, this lesson is a must-listen.

    ⏱ TIMESTAMPS

    00:00 – What IRMAA really is and why it’s called a stealth tax
    01:00 – How IRMAA is calculated and which income sources count
    03:00 – 2025 IRMAA income brackets (Married Filing Jointly)
    04:00 – The real cost of IRMAA for high-income couples
    05:00 – The triple compounding effect: how IRMAA grows over time
    06:30 – Roth conversions, whole life, and how to reduce surcharges
    07:30 – Why planning early makes all the difference
    08:00 – How to get personalized help with your income strategy

    🔗 Show Links

    📅 Want to Find Out More?:
    Schedule a Q&A Call with Dr. Amanda

    💰 Join Us in the Retirement Income School™:
    www.RetirementIncome.School

    📽️ Watch Retirement Income School™ Content on YouTube:
    www.youtube.com/@RetirementIncomeSchool

    💰 Watch The Guaranteed Income Blueprint™:
    www.retirementsolutionsfinancial.com/guaranteed-income-blueprint

    📬 Contact Dr. Amanda:
    Email: DrAmanda@RetirementSolutionsFinancial.com
    Phone: 1-866-444-2997
    LinkedIn: @RetirementIncomeSchool

    👩‍🏫 About Dr. Amanda

    Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone.

    She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and Social Security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence.

    ⚠️ DISCLAIMER

    The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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    9 分
  • 17. Roth Conversions for IRA Millionaires: Avoid These 6 RMD Tax Traps

    17. Roth Conversions for IRA Millionaires: Avoid These 6 RMD Tax Traps
    2025/07/23
    Like what you heard in this episode? Here's how I can help:1. Watch my free trainings on how to get PREDICTABLE RETIREMENT INCOME: www.retirementsolutionsfinancial.com/predictable-income2. Schedule a Retirement Income Q&A call with me: calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog/////////////// If you’ve saved $1 million or more in a traditional IRA — congratulations. But here’s the hidden truth: the IRS has already planned how and when they’ll collect taxes on that money. It’s called a Required Minimum Distribution (RMD), and once it starts at age 73 or 75, it triggers a tax chain reaction that could quietly cost you hundreds of thousands over your lifetime — and leave your heirs with a massive tax bill. In this episode, Dr. Amanda breaks down the six costly consequences of RMDs and explains why high-net-worth retirees should seriously consider a Roth conversion strategy before the RMD train leaves the station. You'll also learn how her Roth Conversion Blueprint™ can help you convert strategically — with no out-of-pocket tax costs, no account shrinkage, and no jumping tax brackets. ⏱️ TIMESTAMPS: 00:00 – The IRS already has a plan for your IRA 01:00 – What RMDs are and how to calculate them 02:30 – Chain Reaction #1: Higher taxes every year 03:40 – Chain Reaction #2: Up to 85% of your Social Security gets taxed 04:50 – Chain Reaction #3: Medicare IRMAA surcharges 06:15 – Chain Reaction #4: Loss of tax deductions and credits 07:20 – Chain Reaction #5: The Widow’s (or Widower’s) Penalty 08:10 – Chain Reaction #6: Your heirs inherit a tax time bomb 09:00 – Recap of all 6 chain reactions 10:00 – Why a Roth conversion may be your best defenseListen to this Episode: 16. Roth Conversion Deadline: Why 2025–2028 Could Save You Thousands 11:00 – How Roth-friendly annuities and strategic planning eliminate RMDs 13:00 – How to get your personalized Roth Conversion Blueprint™ 🔗 Show Links 📅 Want to Find Out More?:Schedule a Q&A Call with Dr. Amanda 💰 Join Us in the Retirement Income School™:www.RetirementIncome.School 📽️ Watch Retirement Income School™ Content on YouTube:www.youtube.com/@RetirementIncomeSchool 💰 Watch The Guaranteed Income Blueprint™:www.retirementsolutionsfinancial.com/guaranteed-income-blueprint 📬 Contact Dr. Amanda:Email: DrAmanda@RetirementSolutionsFinancial.comPhone: 1-866-444-2997LinkedIn: @RetirementIncomeSchool 👩‍🏫 About Dr. Amanda Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone. She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and Social Security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence. ⚠️ DISCLAIMER The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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    14 分
  • 16. Roth Conversion Deadline: Why 2025–2028 Could Save You Thousands

    16. Roth Conversion Deadline: Why 2025–2028 Could Save You Thousands
    2025/07/16
    Like what you heard in this episode? Here's how I can help:1. Watch my free training on how to get PREDICTABLE RETIREMENT INCOME: www.retirementsolutionsfinancial.com/predictable-income2. Schedule a Retirement Income Q&A call with me:calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog/////////////// If you’ve been thinking about a Roth conversion, this episode is for you. In this lesson, Dr. Amanda breaks down how the One Big Beautiful Bill Act (OBBBA) creates a powerful window from 2025–2028 for strategic Roth conversions — especially for IRA millionaires. You’ll learn how to convert your IRA using a Roth-friendly annuity with no out-of-pocket tax costs, eliminate future RMDs, avoid IRMAA surcharges, and create a tax-free income stream for life — all while staying in your current tax bracket. She shares a real case study using her Roth Conversion Blueprint™ software, explains how gains in a Roth annuity are tax-free, and walks you through one of the most powerful safe money strategies available today. Timestamps: 00:00 – Why the 2025–2028 window is so important for Roth conversions 01:00 – How OBBBA impacts tax brackets and the new $6,000 senior deduction 02:00 – Why Roth IRAs help eliminate future RMDs and give you tax-free growth 03:00 – The 6 tax problems caused by RMDs 05:00 – Case study: Barbara’s $1M IRA and 4-year Roth conversion strategy 06:30 – What is a Roth-friendly annuity and how does it work? 08:30 – How gains in a Roth annuity are 100% tax-free 10:00 – No IRMAA hikes, no tax for heirs, and no RMDs 12:00 – Why you should convert now — not later 13:00 – How to get your personalized Roth Conversion Blueprint™ 🔗 Show Links 📅 Want to Find Out More?:Schedule a Q&A Call with Dr. Amanda 💰 Join Us in the Retirement Income School™:www.RetirementIncome.School 📽️ Watch Retirement Income School™ Content on YouTube:www.youtube.com/@RetirementIncomeSchool 💰 Watch The Guaranteed Income Blueprint™:www.retirementsolutionsfinancial.com/guaranteed-income-blueprint 📬 Contact Dr. Amanda:Email: DrAmanda@RetirementSolutionsFinancial.comPhone: 1-866-444-2997LinkedIn: @RetirementIncomeSchool 👩‍🏫 About Dr. Amanda Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone. She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and Social Security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence. ⚠️ DISCLAIMER The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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    14 分
  • 15. [BOOK REVIEW] Die with Zero - The Retirement Plan That Prioritizes Living Now

    15. [BOOK REVIEW] Die with Zero - The Retirement Plan That Prioritizes Living Now
    2025/07/09
    Like what you heard in this episode? Here's how I can help:1. Watch my free training on how to get PREDICTABLE RETIREMENT INCOME: www.retirementsolutionsfinancial.com/predictable-income2. Schedule a Retirement Income Q&A call with me: calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog/////////////// What if dying with millions in the bank isn’t a success story — but a missed opportunity? In this episode of the Retirement Income School™, we’re diving into the powerful book Die with Zero by Bill Perkins — and why it might completely change the way you think about retirement planning. You’ll learn 7 key ideas from the book and how they connect with safe money strategies like annuities, dividend-paying whole life insurance, and legacy planning. We’ll talk about why it’s okay to spend now, when it’s better to give money to your kids earlier in life, and how to design your retirement income to match the different “time buckets” of your 60s, 70s, and 80s. If you’re ready to stop over-saving, start living more fully, and build a plan that helps you enjoy your money while you’re still healthy — this episode is for you. Die with Zero - Order the Book Link: https://a.co/d/99E4ajP 🕒 TIMESTAMPS: 00:00 – Why dying with money isn’t the goal 01:30 – Principle #1: Invest in Memory Dividends 03:15 – Principle #2: Time-Bucket Your Life by Decade 06:20 – Principle #3: Don’t Over-Save — Spend with Confidence 09:10 – Principle #4: Give Money to Your Kids Earlier 11:45 – Principle #5: Use Life Insurance to Fund Legacy 13:15 – Principle #6: Annuities Give You Permission to Spend 14:50 – Principle #7: Health Decline Is Real — Don’t Wait 16:30 – Final Thoughts on Living with Intention 17:30 – Book your Q&A Call and join the School 🔗 Show Links 📅 Want to Find Out More?:Schedule a Q&A Call with Dr. Amanda 💰 Join Us in the Retirement Income School™:www.RetirementIncome.School 📽️ Watch Retirement Income School™ Content on YouTube:www.youtube.com/@RetirementIncomeSchool 💰 Watch The Guaranteed Income Blueprint™:www.retirementsolutionsfinancial.com/guaranteed-income-blueprint 📬 Contact Dr. Amanda:Email: DrAmanda@RetirementSolutionsFinancial.comPhone: 1-866-444-2997LinkedIn: @RetirementIncomeSchool 👩‍🏫 About Dr. Amanda Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone. She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and Social Security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence. ⚠️ DISCLAIMER The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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    18 分
  • 14. 8 Important Questions to Ask Before You Retire (at Any Age)

    14. 8 Important Questions to Ask Before You Retire (at Any Age)
    2025/07/02

    Like what you heard in this episode? Here's how I can help:
    1. Watch my free training on how to get PREDICTABLE RETIREMENT INCOME: www.retirementsolutionsfinancial.com/predictable-income
    2. Schedule a Retirement Income Q&A call with me:
    calendly.com/rsf-dramanda/initial-consultation

    🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool
    ✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog

    ///////////////

    If you’re in your 40s, 50s, or even your 30s and starting to think about retirement, this episode is for you. Most people spend more time planning a vacation than they do planning their retirement — and that’s a problem.

    In this episode, Dr. Amanda walks you through 8 essential questions that will shape your retirement — whether it’s 5 years away or 25. These aren’t just about money — they’re about your vision, your lifestyle, your purpose, and how to create income that supports the life you want.

    Grab a pen and paper and let’s get intentional about your future.

    ⏱️ Timestamps:

    00:00 – Why most people don’t plan for retirement soon enough
    01:00 – What does retirement actually look like to you?
    02:00 – If money were no object, how would you live?
    03:00 – When do you want to retire — and when can you?
    05:00 – What are you retiring to — not just from?
    07:00 – How long does your money need to last?
    09:00 – What risks keep you up at night?
    10:30 – Who will you need to rely on — and who’s relying on you?
    12:30 – BONUS: Who will you trust to guide you through it all?

    🔗 Show Links

    📅 Want to Find Out More?:
    Schedule a Q&A Call with Dr. Amanda

    💰 Join Us in the Retirement Income School™:
    www.RetirementIncome.School

    📽️ Watch Retirement Income School™ Content on YouTube:
    www.youtube.com/@RetirementIncomeSchool

    💰 Watch The Guaranteed Income Blueprint™:
    www.retirementsolutionsfinancial.com/guaranteed-income-blueprint

    📬 Contact Dr. Amanda:
    Email: DrAmanda@RetirementSolutionsFinancial.com
    Phone: 1-866-444-2997
    LinkedIn: @RetirementIncomeSchool

    👩‍🏫 About Dr. Amanda

    Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone.

    She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and Social Security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence.

    ⚠️ DISCLAIMER

    The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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    15 分
  • 13. Insurance Agent vs. Financial Advisor - Who Should You Trust - How are They Paid?

    13. Insurance Agent vs. Financial Advisor - Who Should You Trust - How are They Paid?
    2025/06/25

    Like what you heard in this episode? Here's how I can help:
    1. Watch my free training on how to get PREDICTABLE RETIREMENT INCOME: www.retirementsolutionsfinancial.com/predictable-income
    2. Schedule a Retirement Income Q&A call with me:
    calendly.com/rsf-dramanda/initial-consultation

    🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool
    ✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog

    ///////////////

    When it comes to planning your retirement, the person giving you advice matters just as much as the advice itself. In this episode of Retirement Income School, we break down the key differences between a financial advisor and an insurance agent — and how each gets paid. You’ll learn who focuses on market growth, who focuses on protection and guaranteed income, and how to choose the right fit for your goals. I also share five key questions you should always ask before hiring any financial professional.

    TIMESTAMPS

    00:00 — Why who you hire matters
    01:00 — How financial advisors and insurance agents differ
    03:00 — How financial advisors get paid
    05:00 — How insurance agents get paid
    07:00 — When to choose growth, protection, or both
    09:00 — Five key questions to ask any advisor or agent
    11:00 — How I work and what to expect
    12:00 — How to take the next step

    Show Links

    📅 Want to Find Out More?
    Schedule a Q&A Call with Dr. Amanda

    💰 Join Us in the Retirement Income School™
    www.RetirementIncome.School

    📽️ Watch Retirement Income School™ Content on YouTube
    www.youtube.com/@RetirementIncomeSchool

    💰 Watch The Guaranteed Income Blueprint™
    www.retirementsolutionsfinancial.com/guaranteed-income-blueprint

    📬 Contact Dr. Amanda
    Email: DrAmanda@RetirementSolutionsFinancial.com
    Phone: 1-866-444-2997
    LinkedIn: @RetirementIncomeSchool

    👩‍🏫 About Dr. Amanda:
    Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone.

    She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and social security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence.

    DISCLAIMER:
    The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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    26 分
  • 12. Annuities Explained: Rates, Fees & Why More Retirees Are Saying Yes

    12. Annuities Explained: Rates, Fees & Why More Retirees Are Saying Yes
    2025/06/18

    Like what you heard in this episode? Here's how I can help:
    1. Watch my free training on how to get PREDICTABLE RETIREMENT INCOME: www.retirementsolutionsfinancial.com/predictable-income
    2. Schedule a Retirement Income Q&A call with me:
    calendly.com/rsf-dramanda/initial-consultation

    ///////////

    Most people have heard of annuities — but only 1 in 4 actually understand what they are. And that’s no accident. Annuities don’t generate the same fees as Wall Street investments, so most advisors don’t take the time to explain them.

    In this lesson, we’re changing that.

    Dr. Amanda breaks down the truth about annuities: how they work, what fees and rates you need to know about, and why more retirees are choosing them in 2025. You'll see how fixed and fixed indexed annuities offer principal protection, guaranteed income, and safe growth — all while helping you build your retirement income floor.

    Plus, you’ll get a real-world software walkthrough showing how a $200K annuity could produce $20K+ per year in guaranteed income for life.

    ⏱️ TIMESTAMPS:

    0:00 – Why most people misunderstand annuities
    1:00 – What annuities really are and where they came from
    3:00 – How annuities help build your income floor
    4:30 – Different types of annuities and when to use them
    6:00 – Why annuities are growing in popularity in 2025
    8:00 – How annuity rates work (caps, participation rates, and protection)
    10:00 – Understanding fees (or lack of fees) in fixed and fixed indexed annuities
    12:00 – Comparing annuities vs. market-based portfolios
    14:30 – Case study: Turning $200K into $20K+ per year
    18:00 – Long-term care riders, death benefits, and safety layers
    21:00 – How state guaranty associations protect your annuity
    22:00 – Recap and next steps to explore annuities in your plan

    Show Links

    📅 Want to Find Out More?
    Schedule a Q&A Call with Dr. Amanda

    💰 Join Us in the Retirement Income School™
    www.RetirementIncome.School

    📽️ Watch Retirement Income School™ Content on YouTube
    www.youtube.com/@RetirementIncomeSchool

    💰 Watch The Guaranteed Income Blueprint™
    www.retirementsolutionsfinancial.com/guaranteed-income-blueprint

    📬 Contact Dr. Amanda
    Email: DrAmanda@RetirementSolutionsFinancial.com
    Phone: 1-866-444-2997
    LinkedIn: @RetirementIncomeSchool

    👩‍🏫 About Dr. Amanda:
    Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone.

    She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and social security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence.

    DISCLAIMER:
    The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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    24 分