Common Financial Scams

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.

How Much Money Should You Invest In The Market?

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.

Is Inflation The Biggest Threat To Your 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.

Don’t Strike Out: Investments And IRAs

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.

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.