Who Are We? | The Big O! Money Show Ep 54

In this episode of The Big O Money Show, Bill Altman, Tony Shore, and Andrew Galvin take a step back to explain who The Premier Advisory Group is and how their Omaha-based team helps retirees and pre-retirees think through the many moving parts of retirement planning. They discuss why a strong plan is about more than investments, including tax planning, Social Security, Medicare, estate planning, insurance, long-term care, and family communication. Bill shares the firm’s background, his own path into the financial industry, and how the team works together to help clients make thoughtful decisions based on both the facts of their financial life and the feelings that come with major retirement choices. The conversation also highlights the importance of planning ahead to reduce probate concerns, avoid family conflict, understand Medicare options, and build a more coordinated strategy for the years ahead. Timestamps 00:00 - Welcome to The Big O Money Show 00:21 - Why the team is talking about who they are 01:06 - Bill Altman’s background in financial services 02:32 - Retirement planning beyond investments and insurance 03:10 - Medicare, IRMAA, taxes, and legal planning 03:58 - The Premier Advisory Group office in Omaha 04:20 - Internal CPA support and tax planning 05:34 - Why taxes matter in retirement planning 05:55 - Estate planning, wills, trusts, and probate 07:01 - Coordinating investments, insurance, long-term care, and Medicare 07:51 - Andrew Galvin’s role and financial services background 08:43 - Jake’s background and financial technology experience 10:03 - Bill’s early career and move back to Omaha 13:04 - Building a team with empathy and experience 14:27 - Helping families through illness, caregiving, and financial stress 15:48 - Future tax planning and retirement income decisions 16:36 - Business sale planning and 1031 exchange considerations 17:49 - Medicare education with Bill Kaiser and Brenda Dyn 18:10 - Medicare Supplement and Medicare Advantage options 19:29 - Why Medicare planning is not one size fits all 20:27 - Family farms, estate planning, and avoiding conflict 21:10 - Communicating inheritance plans clearly 22:10 - Planning ahead to reduce family drama 23:16 - Fiduciary responsibility and serving clients across states 23:53 - How to contact The Premier Advisory Group Call us at 402-557-6730 or visit www.paradvisor.com to schedule your consultation today! #FinancialAdvisor #retirement #retirementplanning #SocialSecurity #retirementplan #wealthmanagement #ira #rothira #parma #healthcare #RMDs #requiredminimumdistribution #TaxPlanning