Episode #23: Three Major Retirement Risks
December 13, 2018When you retire, you need to keep your money safe. However, there are always threats to your financial stability. Brian covers three major retirement risks.
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.
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.
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.
A recent Forbes article claims you can increase your Social Security benefits by $200,000. Brian weighs in on whether this is too good to be true.
Join us as we examine a tax-planning strategy that could save you money. Brian unpacks the idea of pass-through deductions.
Most people spend their working years cultivating one income. However, in retirement, it's essential to develop multiple income streams. Brian explains.
We are quickly approaching 2019, and it's time for some year-end tax planning. Have you taken your RMDs? Be sure you've considered your tax liabilities.
The stock market has experienced negative volatility recently. Discover what it might mean for your investments and the economy moving forward.
Sometimes we serve as a psychologist and provide financial counseling to couples. Learn how we bridge the gap between quarreling spouses.
Your retirement plan might look perfect...until you account for taxes. Don't forget this crucial element of financial planning.
As you approach retirement, understand the different investment options that are available. Know the difference between a Roth and traditional 401(k).
We live in an age of unprecedented entrepreneurship - see Apple and Amazon. Brian shares advice for entrepreneurs wanting to invest in the next big company.
Everyone loves Yogi Berra quotes. Discover how his one liners might apply to the world of finance.
Reminisce on an 80s classic, and discover how Atari's Space Invaders could possibly relate to your retirement.
In the wake of the new tax code, find out whether a Roth IRA conversion is right for you.
Risk amnesia affects even the savviest of investors. As the market continues to climb, people forget the potential for a crash. Brian examines the danger.
RMDs are an inevitable part of life, but what are they? Find out, and learn to properly incorporate them into your overall retirement plan.
Tax reform will almost certainly affect your retirement. Find out how to plan accordingly around recent tax legislation out of Washington.
Estate planning is a tricky process. Brian helps us navigate its rules and nuances while examining the social and emotional components of leaving a legacy.
Are You Truly Ready to Retire? Have you dreamed about what you will do with your time in retirement? Thoughts... View Article