Lump Sum or Annuity: Did Bobby Bonilla Make Take the Wrong Option?

July 18, 2019

Back in 2000, Major League Baseball player Bobby Bonilla made a deal with the New York Mets to pay him $1.19 million every year from 2011 through 2035 rather than a $5.9 million lump sum to end his contract. The day he gets his annual payment is celebrated every year, but did he make the correct choice for maximizing his money?

How to Plan for Someone Who Doesn’t Want to Retire

July 11, 2019

Hopefully we all get to a point where we control our retirement date, but that doesn’t always mean that you have to stop working altogether. What are some of the factors you need to consider for retirement? Plus, the Retire with Integrity Tip discusses possible changes to Stretch IRAs and how that could impact Life Insurance.

Building Retirement Income

July 3, 2019

How much money do you need for retirement? It depends a little bit on how long you live. How do you build a retirement income that will sustain you? And when should you file for Social Security? Brian talks through all of this and more on this edition of the podcast.

Tax Strategies That Legally Reduce Taxes

June 27, 2019

Ever feel like you are paying a bit too much to Uncle Sam? A recent poll conducted by the IRS showed that some people feel you should cheat as much as possible to reduce taxes. Instead of cheating, there are legal tax strategies that you can implement to make a long-term difference.

Road To Retirement

June 20, 2019

Traveling on the road to retirement may have a few twists and turns or even bumps along the way. Brian will discuss overcoming various financial obstacles. We’ll also talk about how to analyze your employee benefits and when you should call it quits on your career.