Blog

Financial Resolutions for 2022

January 20, 2022

What should you consider when making your financial resolutions this year? We talk through what differences you could make, both this year and beyond.

Traits of a Millionaire

January 13, 2022

What do most millionaires have in common? We discuss traits and habits of millionaires that you may want to consider when saving for your own future.

Is An Annuity Right For You?

January 6, 2022

Annuities are tools some use as a part of their financial plan, but is it the right tool for you? Brian discusses what you need to know and look for when considering an annuity.

The Client Experience with a Good Financial Advisor

December 30, 2021

What can you really expect when working with an advisor who has your best interests in mind? How much can you withdraw in retirement? Find out how Brian approaches his work with clients.

The Fruitcake of the Financial World

December 21, 2021

Ready for a slice of fruitcake this holiday season? How about some guaranteed income? Brian talks about the CARES Act, early withdrawals, and annuities in today’s show.

Planning for Inflation

December 16, 2021

How does inflation fit into your plan? Without knowing what the future holds, how can you prepare for possible inflation down the line? Brian talks about how to make a plan that works for you.