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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.