The Retirement Ready Show
Can you afford to retire — and will your money last as long as you do? Every week, CERTIFIED FINANCIAL PLANNER™ Tony Drake and the advisors at Drake & Associates answer the questions that decide your retirement: when to claim Social Security, how to pay less tax in retirement, whether a Roth conversion makes sense this year, how to turn savings into income that lasts, and how to protect what you've built with estate planning done right. Practical, plain-English retirement planning from the team behind Milwaukee's Retirement Ready radio show, heard Saturdays and Sundays on WTMJ. New episodes weekly. Want to see if w...
Ep.215 - The Retirement Paycheck Predicament
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings including how new tax rules could affect you...
Ep.213 - Leaving a Legacy, Not a Headache
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.212 - Managing Debt in Retirement
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.211 - Building a Partnership to Help Secure Your Financial Future
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.210 - Building the Income Your Retirement Demands
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.209 - Retirement Mistakes That Could Cost You More Than a Market Crash
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.208 - 7 Tough Financial Truths Every Soon-to-Be Retiree Needs to Hear
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.207 - New Fed Leadership: What Rate Changes Mean for Retirement Income
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.206 - When Should You Claim Social Security? Solving the Timing Puzzle
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.205 - Will I Outlive My Retirement Savings
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.204 - The Roth Conversion Window: Why Your Early Retirement Years Matter Most
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.203 - Inflation: A Potential Time Bomb
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.202 - Don't Wait and See
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.201 - Your Retirement Marathon Not Outliving Your Money
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.200 - Helping Secure Womens Financial Futures
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.199 - The Retirement Balancing Act
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.198 - Weathering Market Storms
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.197 - From Pensions to Paychecks
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.196 - Navigating Storms, Finding Stability
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.195 - Bridging Dreams and Financial Realities
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.194 - Common Investment Mistakes in Retirement
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.193 - Acting Your Age with Investing
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.192 - Mind over Markets
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.191 - Risk and What Your Advisor Might Not Be Telling You
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.190 - Year End Tax Reduction Strategies
Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you an...
Ep.189 - Retirement Income Blueprint
The Retirement Ready Show with Tony Drake, CFP® — Social Security, taxes, Roth conversions, and retirement income, every week from Drake & Associates. Saturdays 12pm & Sundays 7am on WTMJ 620 AM / 103.3 FM Milwaukee. Talk with us: go.oncehub.com/scheduleacomplimentaryconsultation. If the show has helped you, leave a rating on Apple Podcasts or Spotify — it's how new listeners find us.
Ep.188 - Challenges for Women in Retirement
The Retirement Ready Show with Tony Drake, CFP® — Social Security, taxes, Roth conversions, and retirement income, every week from Drake & Associates. Saturdays 12pm & Sundays 7am on WTMJ 620 AM / 103.3 FM Milwaukee. Talk with us: go.oncehub.com/scheduleacomplimentaryconsultation. If the show has helped you, leave a rating on Apple Podcasts or Spotify — it's how new listeners find us.
Ep.187 - Will I Run Out of Money in Retirement?
The Retirement Ready Show with Tony Drake, CFP® — Social Security, taxes, Roth conversions, and retirement income, every week from Drake & Associates. Saturdays 12pm & Sundays 7am on WTMJ 620 AM / 103.3 FM Milwaukee. Talk with us: go.oncehub.com/scheduleacomplimentaryconsultation. If the show has helped you, leave a rating on Apple Podcasts or Spotify — it's how new listeners find us.
Ep.186 - Social Security Dilemma
This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.
go.oncehub.com/scheduleacomplimentaryconsultation
The Retirement Ready Show with Tony Drake, CFP® — Social Security, taxes, Roth conversions, and retirement income, every week from Drake & Associates. Saturdays 12pm & Sundays 7am on WTMJ 620 AM / 103.3 FM Milwaukee. Talk with us...
Ep.184 - Can Political Chaos in Washington Wreck Your Retirement
This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.
go.oncehub.com/scheduleacomplimentaryconsultation
The Retirement Ready Show with Tony Drake, CFP® — Social Security, taxes, Roth conversions, and retirement income, every week from Drake & Associates. Saturdays 12pm & Sundays 7am on WTMJ 620 AM / 103.3 FM Milwaukee. Talk with us...
Ep.183 - OBBB and Provisions for Retirees
This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.
go.oncehub.com/scheduleacomplimentaryconsultation
The Retirement Ready Show with Tony Drake, CFP® — Social Security, taxes, Roth conversions, and retirement income, every week from Drake & Associates. Saturdays 12pm & Sundays 7am on WTMJ 620 AM / 103.3 FM Milwaukee. Talk with...
Ep.182 - How to Weather Economic Uncertainty in Retirement
This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.
go.oncehub.com/scheduleacomplimentaryconsultation
The Retirement Ready Show with Tony Drake, CFP® — Social Security, taxes, Roth conversions, and retirement income, every week from Drake & Associates. Saturdays 12pm & Sundays 7am on WTMJ 620 AM / 103.3 FM Milwaukee. Talk with us...
Ep.181 - Trio of Challenges for Womens Retirement Planning
This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.
go.oncehub.com/scheduleacomplimentaryconsultation
The Retirement Ready Show with Tony Drake, CFP® — Social Security, taxes, Roth conversions, and retirement income, every week from Drake & Associates. Saturdays 12pm & Sundays 7am on WTMJ 620 AM / 103.3 FM Milwaukee. Talk with...
Ep.181 - Dodging the Top Retirement Mistakes
This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.
go.oncehub.com/scheduleacomplimentaryconsultation
Ep.180 - Dodging the Top Retirement Mistakes
This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.
go.oncehub.com/scheduleacomplimentaryconsultation
The Retirement Ready Show with Tony Drake, CFP® — Social Security, taxes, Roth conversions, and retirement income, every week from Drake & Associates. Saturdays 12pm & Sundays 7am on WTMJ 620 AM / 103.3 FM Milwaukee. Talk with us...
Ep.179 - Tariffs, Inflation, OBBB, and Your Retirement
This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.
go.oncehub.com/scheduleacomplimentaryconsultation
The Retirement Ready Show with Tony Drake, CFP® — Social Security, taxes, Roth conversions, and retirement income, every week from Drake & Associates. Saturdays 12pm & Sundays 7am on WTMJ 620 AM / 103.3 FM Milwaukee. Talk with us...
Ep.178 - Potential Retirement Time Bomb & The Big Beautiful Bill
This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.
go.oncehub.com/scheduleacomplimentaryconsultation
The Retirement Ready Show with Tony Drake, CFP® — Social Security, taxes, Roth conversions, and retirement income, every week from Drake & Associates. Saturdays 12pm & Sundays 7am on WTMJ 620 AM / 103.3 FM Milwaukee. Talk with us...
Ep.177 - Risk Perception Gap
This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.
go.oncehub.com/scheduleacomplimentaryconsultation
The Retirement Ready Show with Tony Drake, CFP® — Social Security, taxes, Roth conversions, and retirement income, every week from Drake & Associates. Saturdays 12pm & Sundays 7am on WTMJ 620 AM / 103.3 FM Milwaukee. Talk with us...
Ep.176 - One Big Beautiful Bill and What It Means for Retirees
This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.
go.oncehub.com/scheduleacomplimentaryconsultation
The Retirement Ready Show with Tony Drake, CFP® — Social Security, taxes, Roth conversions, and retirement income, every week from Drake & Associates. Saturdays 12pm & Sundays 7am on WTMJ 620 AM / 103.3 FM Milwaukee. Talk with us...
Ep.175 - Minds Over Markets
This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.
go.oncehub.com/scheduleacomplimentaryconsultation
The Retirement Ready Show with Tony Drake, CFP® — Social Security, taxes, Roth conversions, and retirement income, every week from Drake & Associates. Saturdays 12pm & Sundays 7am on WTMJ 620 AM / 103.3 FM Milwaukee. Talk with us...
