May 17, 2019
Picture this. You receive a phone call from an unknown number. Should you answer? You’ve probably received one of billions of robocalls recently. It’s important to look out for common financial scams over the phone and check with your financial advisor when in doubt. Brian shares some common scams to look out for and then shares some information about taxes in retirement.
May 9, 2019
A big question when it comes to saving for retirement is, "How much should you invest in the market?" However, the more important question is "How much risk are you comfortable having in your portfolio?" Brian walks us through a few ways you can play it safe or take on risk when it comes to retirement.
May 2, 2019
As you save your hard-earned money for retirement, you need to know the common pitfalls and threats to your wealth. Brian addresses inflation as one of the biggest threats to your retirement and answers a common question about financial planning.
April 25, 2019
In baseball, everyone wants to hit a home run, but sometimes it’s safer to just hit a single or double. Just like you don’t want to strike out in baseball, you don’t want to strike out when it comes to investing. Brian discusses how sometimes it’s better to play it safe. Later, we talk about changes to the IRA laws and how that could impact your retirement.
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.
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.
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.
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.
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.
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.
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.
February 28, 2019
It's tempting to put off retirement planning, but your procrastination could be a detriment to the well-being of your financial future. Discover the importance of putting your affairs in order.
February 21, 2019
We'll examine a recent article outlining key guidelines for a sound retirement. Discover which of these rules are worth remembering.
February 14, 2019
The key to having a successful retirement is proper planning. Learn the importance of being prepared, and join us for a conversation on risk.
February 7, 2019
Picking the right advisor is a daunting task. You want to go with the right man or woman for the job. Brian outlines how to look for the right traits.
February 1, 2019
Required minimum distributions are a reality of retirement, but there are ways to take them in a tax-friendly manner. Brian explains.
January 24, 2019
Roth conversions might not be for everyone. There is no one-size-fits-all retirement strategy. Discover how Roth conversions might impact your retirement.
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.
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.
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.