Income Planning

What Is A Successful Retirement?

May 30, 2019 5:00 am

When considering retirement, you need to define your measurement for success. Defining that now will set your path in the years leading up to retirement. Brian talks about the different strategies you should consider for a successful retirement. He also discusses the potential for a bear market.

Frank Beamer’s Retirement Game Plan

March 7, 2019 5:00 am

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

Episode #22: Strategizing RMDs

December 6, 2018 5:00 am

It's that time of year when folks of a certain age take their required minimum distributions. Brian explains RMDs and why you need a strategy for them.

Episode #18: Developing Multiple Income Streams

November 8, 2018 5:00 am

Most people spend their working years cultivating one income. However, in retirement, it's essential to develop multiple income streams. Brian explains.