Filling Your Retirement Income Gap

February 27, 2020

Do you know where your income will come from in retirement? What accounts and investments will you use to build an income? Let’s discuss the ways you can fill that income gap so you aren’t worried about running out of money in retirement.

Are You Taking On Too Much Financial Risk?

February 20, 2020

There comes a time when you want less and less risk. But when? And do you really know how much risk you currently have? We’ll take a look at those questions and help you determine if you’re putting your portfolio at risk.

Financial Lessons From Suze Orman

February 13, 2020

What kinds of financial lessons can we learn from Suze Orman? What does Brian agree with her on in regards to financial planning and what strategy should you implement in your financial plan?

How Much Money Do You Need To Retire?

February 6, 2020

It’s everyone’s favorite question, “How much do you need to retire?” But what is the answer? We explore that on this episode and discuss the factors that will help determine that number for you.

Let’s Talk Real Estate With Hal Cone

January 30, 2020

Real estate is a major part of your financial portfolio, whether you have one family home or several investment properties. We talk with local real estate agent, Hal Cone, to hear about the market and what you need to be aware of when it comes to buying or selling properties.