How Long Should You Keep Your Documents?

April 18, 2019

Do you know how long you need to keep important documents? You might have boxes of documents you don’t need anymore. If that’s the case, come to the office for a shredding event on May 2nd! Then, later in this episode, Brian talks about what impacts your retirement plans and how unplanned events can cause an unexpected early retirement.

Lessons From SNL For Your Financial Future

April 11, 2019

Comedy pokes fun at reality, so Brian talks about an SNL skit and what you can learn from it. Then, he talks about the important numbers in retirement, your financial future and your family, and simplifying your retirement accounts.

What To Do About RMDs and Tax Strategies

April 4, 2019

Have more money than you need as it pertains to RMDs? It’s a good problem to have, but whether you decide to reinvest, spend, or give your money away, make sure you have a proper tax strategy in place.

Secrets And Surprises

March 28, 2019

It’s important to be financially transparent when it comes to your money. Don't keep secrets. Be honest with your spouse, with your advisor, and even with yourself to avoid surprises when it comes to planning for retirement.

Five Key Parts To A Good Retirement Plan

March 21, 2019

With these five parts to a retirement plan, it’s important to look at them all for what they are now as well as what they will look like in the future. Then later, Brian talks about inheriting an IRA and how to confidently make the right decisions.

Lessons From The 10-Year Bull Market

March 14, 2019

It's been 10 years since The Great Recession officially ended. Investors have profited immensely from the subsequent bull market, but some are afraid to continue investing. Brian examines what we can learn from the bull market and how to continue investing wisely.

Frank Beamer’s Retirement Game Plan

March 7, 2019

Join us as we feature legendary Virginia Tech Football Coach Frank Beamer. He outlines the importance of having a game plan for retirement.

Episode #28: Bull Or Bear?

January 17, 2019

With recent volatility on Wall Street, pundits have declared it's time for a bear market. Brian discusses whether the long bull market is over.

Episode #27: Tax-Deferred Troubles

January 11, 2019

Tax-deferred accounts are great investing tools, but you have to be careful with them lest you upset Uncle Sam. Brian explains.

Episode #26: Tips For Retiring Early

January 3, 2019

Retiring early can be rewarding, but it presents a unique set of challenges. Make sure you're prepared should you choose to retire early.

Episode #25: The Number One Question

December 27, 2018

It might surprise you to learn the question Brian hears most concerning retirement. Brian explains and offers tips to help you start your financial journey. 

Episode #23: Three Major Retirement Risks

December 13, 2018

When you retire, you need to keep your money safe. However, there are always threats to your financial stability. Brian covers three major retirement risks.

Episode #22: Strategizing RMDs

December 6, 2018

It's that time of year when folks of a certain age take their required minimum distributions. Brian explains RMDs and why you need a strategy for them.