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TruNorth Advisors Radio
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Featured Episodes
Tax Traps Series: The Reality of Taxes in Retirement
Hidden Threats Series: The High Cost of Living Longer in Retirement
Hidden Threats Series: Inflation and Rising Healthcare Costs
Hidden Threats Series: Social Security Filing Risks
TruNorth Advisors
Retirement Looks Different Today
Retirement today brings new challenges and opportunities, and TruNorth Advisors is here to help you navigate them with confidence. As trusted financial advisors in Greenville, TruNorth Advisors believes you deserve the secure, fulfilling future you’ve worked so hard to build. That’s why we invite you to join one of our retirement planning seminars—an opportunity to learn how TruNorth Advisors can guide you in creating a plan tailored to your goals.
In partnership with the Association of Financial Consultants (AFC), TruNorth Advisors offers educational workshops and classes at no cost or obligation, giving you access to valuable retirement insights without financial pressure. These sessions are designed to help you make informed decisions about income strategies, tax planning, healthcare, and legacy considerations.
At the heart of TruNorth Advisors’ mission is a commitment to integrity, accountability, and transparency. Led by Matt Dixon, our team is dedicated to ongoing education to ensure that every client receives clear, up-to-date strategies and guidance for building a retirement they can truly enjoy.
TruNorth Advisor's Specialties
TruNorth Advisors Can Do It All.
Get In Touch For a Free Consultation
Investment Planning
– 401k
– IRA
– Market Volatility Protection
– Risk Management
Income Planning
Long-Term Care
– Life Insurance
– Medicare Advisor
Legacy Planning
– Asset Protection
– Estate Planning
– Wealth Management
Financial Services from TruNorth Advisors
Your TRUretirement Plan
TruNorth Advisors understands that finding the right financial advisors in Greenville is about more than just numbers—it’s about having a trusted partner by your side for the long term. At TruNorth Advisors, we believe your retirement journey should be supported every step of the way, not just in the short term. That’s why TruNorth Advisors uses a proven four-step approach to retirement planning, designed to help you clarify your goals, embrace your aspirations, and turn your dreams into reality. With TruNorth Advisors guiding you, you can move forward with confidence, knowing we are here to help you plan and protect your financial future.
Step one: Desire
Complete discovery process addressing your desires during retirement
Step Two: Embrace
First draft of your complete TRUretirement PlanTM to embrace your desires in retirement
Step Three: Empower
Implementation of your TRUretirement PlanTM to empower your retirement
Step Four: Dream
Know your TruNorth and have the confidence to live into it
CEO and Founder of TruNorth Advisors
MATTHEW J. DIXON, RFC®
Matt brings extensive experience in the financial services industry and has spent the past five years educating the public on important financial topics at TruNorth Advisors. Alongside his education programs, Matt is the featured host of the WYRD Radio Show, The Max Radio Hour, and has been a guest on local news stations in the Upstate through Retire Ready Today TV.
He works closely with clients to create comprehensive retirement strategies and offers a wide range of insurance and investment products designed to help fulfill the goals of each personalized plan.
TruNorth Advisors
Client Testiomonials
Featured Episode
TruNorth Advisors Radio
5 Common Retirement Planning Mistakes
(Continued Overview) A major part of TruNorth Advisors’ approach is proactive tax planning. Many retirees mistakenly believe their taxes will decrease after they stop working, but withdrawals from retirement accounts, Social Security benefits, and investment income can lead to even higher tax bills. TruNorth Advisors helps clients identify strategies to reduce taxes in retirement, keeping more of their savings intact. They also prepare clients for the significant expense of healthcare and long-term care, ensuring these costs don’t erode their nest egg.
TruNorth Advisors also understands the importance of protecting your legacy. Without proper planning, your estate could be tied up in probate, incur unnecessary fees, or even face double taxation. By creating a holistic retirement plan—their TRUretirement Plan—TruNorth Advisors addresses income, taxes, investments, healthcare, and estate planning in one cohesive strategy. Their goal is simple: to help you maximize and protect your wealth so you can enjoy the retirement you’ve worked hard to achieve.
5 Common Retirement Planning Mistakes
Featuring TruNorth Advisors
December 15
Quick Overview of the Episode:
TruNorth Advisors emphasizes that a successful retirement requires far more than just saving and investing—it demands a comprehensive plan that addresses every aspect of your financial future. Their team focuses on avoiding common mistakes that can derail retirement, such as failing to generate consistent income, underestimating taxes, overlooking the rising costs of healthcare, taking on too much investment risk, and neglecting legacy planning. TruNorth Advisors works to ensure your money continues to work for you, with diversified income sources, tax-efficient strategies, and carefully managed investment risk.
Stay Tuned For Our Latest Episodes
TruNorth Advisors is proud to be recognized by both the media and our local communities for delivering trusted financial services, valuable insight, and decades of experience. TruNorth Advisors invites you to explore our latest media coverage and appearances to see how we share our knowledge and guidance to help individuals and families plan for a confident financial future.