HeyJaredThe Big Easy Finance Show with Robert Tanner
Welcome to "The Big Easy Finance Show" with your host, Robert Tanner, where financial insight meets integrity. Robert Tanner, a seasoned financial planner and life insurance advisor, brings a wealth of knowledge and experience to the table.
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 14, 2026
Latest episodes
The Retirement Tax Mistake That Can Snowball for Years (opens the original)
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One seemingly harmless retirement decision can trigger a costly tax chain reaction years later. In this episode, Robert Tanner explores common misconceptions about annuities, why insurance-backed income strategies remain misunderstood, and how regulation, reinsurance, and contractual guarantees fit into retirement planning. He also discusses the difference between managing retirement income on your own versus using guaranteed income solutions, including annuities and Indexed Universal Life (IUL)
Retirement Without the Airport Rush (opens the original)
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What if retirement planning worked like TSA Precheck, helping you avoid costly surprises before you reach your destination? Robert Tanner compares airport security shortcuts to retirement preparation, highlighting how procrastination can lead to stress, taxes, and income challenges later in life. He discusses tax mitigation strategies, contractual income, asset protection, estate planning, and the importance of building a retirement game plan before it's needed. Using examples ranging from frequ
Could One Tax Change Disrupt Your Retirement Plan? (opens the original)
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What happens to your retirement if taxes rise, markets stumble, or long-term care suddenly becomes part of the equation? This episode explores why tax diversification matters and how relying too heavily on 401(k)s, IRAs, and other tax-deferred accounts can create challenges later in life. The conversation covers Roth conversions, required minimum distributions, tax-free income strategies, and the impact changing tax laws can have on retirement income. The show also examines the realities of Medi
The Retirement Tax Trap You Never Saw Coming (opens the original)
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One retirement move can quietly trigger a chain reaction of taxes, higher Medicare premiums, and unexpected costs. In this episode, Robert Tanner breaks down common misconceptions about annuities, discuss why insurance companies are often viewed as a financial safety net, and explain the role guaranteed income can play in retirement planning. He also compares annuities and Indexed Universal Life (IUL) strategies, highlighting key differences in taxation, flexibility, and income planning. Plus, t
Could Your Retirement Last 30 Years Longer Than You Think? (opens the original)
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What if retirement success has less to do with how much you’ve saved and more to do with the income and lifestyle you plan to maintain? This episode explores why income labels like “middle class” matter less than creating a retirement strategy built around lifestyle, inflation protection, tax efficiency, and ongoing growth. Robert Tanner shares key considerations for retirees, including managing taxes, avoiding the risks of fixed income, building multiple income streams, and planning for a retir
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