Retiring With Mediocre Returns

June 17, 2021

What happens if we have mediocre returns in the future? Brian shares what you need to do to prepare your financial plan.

The Uncle Sam Effect

June 10, 2021

How do we handle the Uncle Sam effect? We talk today about what taxes can really look like today as well as under the new possible tax plan.

What is a Safe Withdrawal Rate in Retirement?

June 3, 2021

What does your retirement plan include when it comes to withdrawing from your accounts? Is there a magic number? Brian sheds some light on the strategy behind your withdrawal rate.

Is Congress Coming After Your Retirement Accounts?

May 13, 2021

What do you need to know when it comes to the latest proposals in Congress? Are your retirement accounts actually at risk? Are your accounts appropriately invested?

What’s the Value of an Advisor?

May 6, 2021

Are you getting all the advice and planning you should when you meet with an advisor? More than just investments, you should get a comprehensive strategy.

Should You Use Your Workplace Retirement Options?

April 29, 2021

Is the 401(k) at work the best fit for you? What other accounts should you consider? Brian talks through these questions as well as the importance of holistic financial planning.