New Perspective Financial

A single financial misstep could “haunt” your retirement years—are you prepared for the financial missteps? This episode unpacks real-life stories of costly Medicare surprises and forgotten RMDs, revealing how small oversights can lead to big penalties. Learn practical strategies to avoid these pitfalls, protect your savings, and take control of your financial future—no matter what life throws your way.

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What happens when your retirement plan collides with hidden costs and unpredictable healthcare expenses? Tayvon Jackson breaks down the overlooked challenges of Social Security, Medicare, and the fees lurking in retirement accounts. He explores why retirees often face unexpected financial hurdles and how a well-structured income plan can help navigate these complexities.

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Join Tavon Jackson as he breaks down the complexities of retirement strategies. From understanding annuities and Social Security to building multiple income streams, Tavon explains approaches to help preserve your financial future. Learn why longevity risk matters and discover practical strategies to maintain confidence over time. This conversation underscores the value of working with a trusted financial professional to navigate t...

Join Tayvon Jackson as he breaks down the complexities of retirement planning and explores strategies to secure your financial future. From understanding annuities and Social Security to building multiple income streams, Tavon sheds light on how to manage longevity risk and make informed decisions. Discover why partnering with a trusted financial advisor is key to navigating these challenges and creating a retirement plan that work...

Is your Social Security raise really a raise—or just a mirage? Tayvon Jackson breaks down the hidden costs behind COLA increases, the gold rush frenzy, and the tough pension decisions retirees face. From Medicare premiums to market timing myths, this episode delivers sharp insights into building a resilient retirement strategy without falling for financial illusions.

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Description: What if your retirement plan could withstand any curveball life throws your way? In this episode Rick Hoskins break down the realities of retiring earlier than expected, why “magic numbers” are misleading, and how a flexible, three-bucket strategy can help you thrive no matter what. Discover how to stress-test your plan, balance growth with security, and avoid common pitfalls as you approach retirement. Rea...

Think Roth conversions are a retirement slam dunk? Think again. In this episode, Rick Hoskins and Vanessa Patterson from New Perspective Financial break down the hidden costs of Roth conversions, the truth behind “magic retirement numbers,” and how to build predictable income for your golden years. From portfolio X-rays to retirement paychecks, they share strategies to help listeners preserve what they’ve worked h...

Are you sure your Medicare plan covers what matters most? In this episode, Tayvon Jackson breaks down the biggest Medicare mistakes retirees make—and how to avoid costly surprises. From enrollment deadlines and hidden penalties to the truth about Medicare Advantage and the impact of income on premiums, you’ll get clear, practical insights to help you navigate retirement health coverage with confidence.

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Are you ready for the Medicare maze? This is the full broadcast of this weekend’s New Perspective Financial Radio, where host Tavon Jackson reveals the costly mistakes retirees make with Medicare, from missed enrollment windows to misunderstood coverage gaps. Learn what Parts A and B really cover, why annual reviews matter, and how federal employees can navigate the Deferred Resignation Program. Tune in for practical insights...

In this conversation, Tayvon Jackson discusses the complexities of retirement planning, focusing on the importance of annuities as a safeguard against longevity risk and the intricacies of maximizing Social Security benefits. He emphasizes the need for a comprehensive financial plan to navigate these challenges effectively.

Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solution...

What if retiring too early could cost you thousands for life? In this episode of New Perspective Financial Radio, Tayvon Jackson breaks down the hidden risks federal employees face when choosing their retirement age, the tax traps of traditional TSPs, and why emotional investing can sabotage your future. Learn how strategic planning, tax-smart moves, and tools like MarketGuard can help you retire with confidence—not regret.

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A looming deadline could reshape the future for thousands of federal employees—are you ready? In this episode of New Perspective Financial Radio, Tavon Jackson breaks down the Deferred Resignation Program (DRP), the shift from CSRS to FERS, and the critical decisions around Medicare, TSP rollovers, and retirement planning. Whether you're approaching 59½ or facing early retirement, Tavon offers insights to help you...

What if the retirement rules you’ve trusted for decades are now leading you astray? In this episode of New Perspective Financial Radio, Tavon Jackson breaks down outdated financial advice—from the 4% rule to overreliance on Social Security—and explains why modern retirement planning demands a fresh approach. He also tackles the rise of “finfluencers,” the impact of rising interest rates, and how c...

What if waiting for the “perfect” retirement moment costs you the memories that matter most? In this episode of New Perspective Financial Radio, certified financial planner Vanessa Patterson unpacks real-life stories of retirement regret, early exits, and financial missteps—even from celebrities like Kevin Jonas. From Social Security timing to spotting red flags in financial advisors, this episode is a candid...

What do road trips and retirement have in common? More than you think—especially when it comes to surprise tolls. In this episode of New Perspective Financial Radio, Financial advisor Vanessa Patterson unpacks the hidden tax traps that can derail your retirement journey. From required minimum distributions to capital gains and Social Security taxes, they explore how proactive planning can help you keep more of what you&r...

What if your retirement plan is built on outdated assumptions? In this episode of New Perspective Financial Radio, advisors Rick Hoskins and Lisa Kim challenge the overreliance on tech-heavy portfolios and explore how to build a resilient retirement strategy. From stress-testing your investments to planning for healthcare inflation and tax changes, they break down how to evolve your financial plan before it’s too late. W...

This conversation explores the relationship between financial security and happiness, the importance of guaranteed income in retirement planning, the enduring investment principles of Warren Buffett, and the impact of unexpected health events on retirement. The discussion emphasizes the need for comprehensive financial planning to ensure peace of mind and stability in retirement.

Reach out to Tayvon Jackson and schedule a complimen...

In this conversation, Tavon Jackson discusses the complexities of retirement planning, focusing on the challenges posed by Social Security and Medicare, the hidden fees in retirement accounts, and the anticipated expenses retirees may face. He emphasizes the importance of having a comprehensive retirement income plan to navigate these issues effectively.

Reach out to Tayvon Jackson and schedule a complimentary consultation with New...

In this conversation, Tayvon discusses the complexities of retirement planning, emphasizing the importance of understanding financial risks and opportunities. He highlights the influence of social media financial advisors, or 'finfluencers', and the potential pitfalls of following their advice without proper context. The discussion also delves into the tax implications of retirement savings, particularly the risks associated with t...