Episode #33: Rules Worth Remembering

February 21, 2019

We'll examine a recent article outlining key guidelines for a sound retirement. Discover which of these rules are worth remembering.

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.

Episode #17: Year-End Taxes

November 1, 2018

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.

Episode #16: Stock Market Update

October 25, 2018

The stock market has experienced negative volatility recently. Discover what it might mean for your investments and the economy moving forward.

Episode #15: Couples Counseling

October 18, 2018

Sometimes we serve as a psychologist and provide financial counseling to couples. Learn how we bridge the gap between quarreling spouses.