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.

Episode #21: Executing Your Will

November 29, 2018

No one likes talking about death, but it's important you develop an estate plan before you're gone. We'll help you prepare your will and legacy plan.