Secrets And Surprises

March 28, 2019

It’s important to be financially transparent when it comes to your money. Don't keep secrets. Be honest with your spouse, with your advisor, and even with yourself to avoid surprises when it comes to planning for retirement.

Five Key Parts To A Good Retirement Plan

March 21, 2019

With these five parts to a retirement plan, it’s important to look at them all for what they are now as well as what they will look like in the future. Then later, Brian talks about inheriting an IRA and how to confidently make the right decisions.

Lessons From The 10-Year Bull Market

March 14, 2019

It's been 10 years since The Great Recession officially ended. Investors have profited immensely from the subsequent bull market, but some are afraid to continue investing. Brian examines what we can learn from the bull market and how to continue investing wisely.

Frank Beamer’s Retirement Game Plan

March 7, 2019

Join us as we feature legendary Virginia Tech Football Coach Frank Beamer. He outlines the importance of having a game plan for retirement.