Retire TruNorth Radio

TruNorth Advisors was founded on the belief that retirement should be the most rewarding chapter of your life, not the most uncertain. Founded by Matt Dixon, TruNorth specializes in delivering clear, customized, and comprehensive financial strategies to help you protect what you’ve built and enjoy what comes next.Headquarters: 501 River St Suite 101, Greenville SC 29601Phone: 864-800-1831Website: retiretrunorth.com

Retire TruNorth Radio is a business podcast hosted by TruNorth Advisors, with 15 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

TruNorth Advisors hosts Retire TruNorth Radio, a business show with 15 episodes published.

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  Episode #5

  5 Overlooked Opportunities: Creating a Comprehensive Financial Game Plan

  Nov 5, 202510 minS3

  <p>In this episode of Retire TruNorth Radio, where the TruNorth Advisors team uncover why having multiple financial “quarterbacks” often leads to hidden inefficiencies in retirement.</p><p>Many retirees have strong investments, but weak coordination. Your 401(k), IRA, Social Security, Medicare, taxes, and estate plan should all work together under one strategy. Without it, small gaps can quietly cost you thousands every year in unnecessary taxes and higher premiums.</p><p>If you’ve saved $200,000 or more for retirement, now’s the time to see how much further your money could go with a coordinated plan. Schedule your complimentary retireme...

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  Episode #4

  5 Overlooked Opportunities: Updating & Rebalancing Your Investments

  Oct 29, 202511 minS3

  <p>Is your portfolio still built for growth, or ready for income? </p><p>In Part 4 of our 5 Overlooked Opportunities Series of Retire TruNorth Radio, we reveal why updating and rebalancing your investments is one of the most powerful ways to protect your retirement. Learn how to avoid sequence-of-returns risk, create reliable income, and make your money last.</p><p><br></p><p>Schedule your complimentary retirement analysis at retiretrunorth.com or call 864-800-1831.</p><p><br></p><p><br></p><p>This podcast is intended for informational and educational purposes only and should not be considered investment, legal...

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  Retire TruNorth Radio

  5 Overlooked Opportunities: Maximizing Social Security

  Oct 22, 202516 minS0

  <p>Most retirees don’t realize it, but filing for Social Security at the wrong time can mean leaving six figures on the table.</p><p>In the third part of our 5 Overlooked Opportunities series, TruNorth Advisors breaks down how to maximize your benefits by understanding:<br>- Tax implications<br>- Medicare premiums<br>- Spousal benefits<br>- The future of the Social Security Trust Fund</p><p>TruNorth Advisors helps retirees uncover the optimal time to file through a free, customized Social Security Analysis — designed to help you keep more of what you’ve earned.</p><p>Schedu...

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  Episode #2

  5 Overlooked Opportunities: Creating a Reliable Income Plan

  Oct 15, 202511 minS3

  <p>What if the biggest fear in retirement isn’t the stock market — but outliving your money? In this second part of our “5 Overlooked Opportunities” series, TruNorth Advisors explains why having a reliable income plan could be the key to peace of mind in retirement.</p><p>Discover how to turn your savings into consistent, dependable income streams so you can travel, spend time with family, and enjoy the lifestyle you’ve worked hard for — without the constant fear of running out of money.</p><p>To schedule your complimentary retirement analysis, give us a call at (864)-800-1831 or visit our we...

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  Episode #1

  5 Overlooked Opportunities: Retirement Tax Planning

  Oct 8, 202513 minS3

  <p>Are you recently retired or planning to retire in the next five years? Even if you’ve saved and invested well, the next steps you take could have an even bigger impact on your retirement.</p><p> In this first part of our series, Matt Dixon of TruNorth Advisors reveals why retirement tax planning may be the single most overlooked — yet most powerful — opportunity to make your money last longer. </p><p>Discover strategies that could save you thousands, reduce lifetime taxes, and stretch your retirement dollars further than you imagined.</p><p>To schedule your complimentary retirement analysis, give u...

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