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Healthcare Concerns in Retirement

January 21, 2021

How can you prepare financially for the health issues you may face in retirement? What decisions could make a huge difference in your long-term strategy?

What Are the Missed Opportunities in Your Financial Plan?

January 14, 2021

Do you know what your options are and ways to be most strategic with your money? How do taxes play a part? Brian gives some client examples of significant opportunities clients have pursued recently.

Work From Home Tax Proposal

January 7, 2021

We all know taxes are inevitable, but what we don’t know is how much taxes will be in the future. Is your retirement plan set accordingly? We’ll discuss an interesting tax proposal that came up recently.

Optimism for the Future

December 30, 2020

Within your financial plan, do you also have a tax plan? What about an estate plan? Do you really need those? Let’s talk about what you need to do to build optimism for the future.

How Far Will $1 Million Get You In Retirement?

December 23, 2020

The idea of being a millionaire carries a bit of appeal. But in reality, how long does a million dollars last in retirement?

End Of Year Tax Conversations

December 17, 2020

The Principle: Anything you should keep in mind as the year comes to a close? How will taxes impact your future financial planning? (Want to jump ahead in the episode? Click the featured times below to skip to a specific section.) Honest Takes: Since we won’t know if the Republicans or Democrats will control the… View Article