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Episode Show Notes

Should You Be Preparing For A Major Recession?

The Principle: Coronavirus has already made a big impact on the economy. Are we headed into a significant recession like some have predicted? If so, how do you prepare?  (Want to jump ahead in the episode? Click the featured times ...
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Changes in RMDs and Small Business Struggles

The Principle: We’ve all been thinking back about what we could have done different to start 2020, but now it’s time to look ahead. Let’s discuss RMD changes that we need to account for and look at legislation that’s trying ...
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Is a Roth Conversion Right For You This Year?

The Principle: With everything going on with the economy, you have a lot of financial decisions to make right now. Is a Roth conversion something you should do this year? (Want to jump ahead in the episode? Click the featured ...
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The New Normal for Financial Planning

The Principle: The last few months have taught us all to adapt and learn new ways to accomplish our daily tasks. This new normal affects all of our lives, including financial planning. What will the future look like and will ...
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What Should You Do With Your Investments Right Now?

The Principle: In the face of a hurting economy, what should you do to prepare? Will it make a quick recovery or are we in this for the long haul? We’ll hear what Brian thinks about Larry Kudlow’s perspective regarding ...
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Takeaways From Jeff Saut’s Predictions

The Principle: No one has a crystal ball, which is why predictions can only be trusted so far. What does Brian think about the latest predictions from investment strategist Jeff Saut? Honest Takes: Is there any good news we can ...
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Understanding the CARES Act

The Principle: Have you heard about the CARES Act? How does it impact individuals and small businesses? Let's go through the important provisions and what they mean for you.  Honest Takes: Coronavirus has moved us all into a new norm ...
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Coronavirus Takeaways From Michael Levitt

The Principle: It seems like we’re all dealing with anxiety and uncertainty over the future of our health and economy because of the coronavirus, but some people are more concerned than others. We discuss our opinion of the pandemic’s impact ...
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Will the Coronavirus Cause a Global Recession?

The Principle: As coronavirus impacts our lives, what kind of economic situation is ahead of us? What can we do to weather this storm financially? Let's discuss the fallout from COVID-19.  (Want to jump ahead in the episode? Click the ...
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Concerned About Coronavirus and the Market?

The Principle: Right now, all anyone seems to be able to talk about is the coronavirus. So how concerned should you be when it comes to the market? (Want to jump ahead in the episode? Click the featured times below ...
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Tax Strategies, Retirement Tools, and the Coronavirus

The Principle: What do these three things have in common? They all are considered in your retirement planning, so Brian talks through what you need to know about each of these. (Want to jump ahead in the episode? Click the ...
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Understanding the Impact of The SECURE Act

The Principle: What does the SECURE Act mean for you? There were several changes, but we’re talking about the change related to inherited IRAs and what this could mean for your accounts. (Want to jump ahead in the episode? Click ...
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Filling Your Retirement Income Gap

The Principle: 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 ...
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Are You Taking On Too Much Financial Risk?

The Principle: 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 ...
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Financial Lessons From Suze Orman

The Principle: 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? (Want to jump ahead in ...
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How Much Money Do You Need To Retire?

The Principle: 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. (Want to jump ahead ...
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Let’s Talk Real Estate With Hal Cone

The Principle: 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 ...
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Estate Planning: A Love Letter For The Future

The Principle: After spending so much time saving up a nest egg, do you have a plan for your financial legacy? Do you have a proper estate plan in place? (Want to jump ahead in the episode? Click the featured ...
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Should You Buy Long-Term Care Insurance?

The Principle: We all need to be prepared for the possibility of long-term care. But when it comes to buying long-term care insurance it’s hard not to get sticker shock. Should you consider it as a part of your financial ...
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Should You Pay Off The Mortgage?

The Principle: Are you trying to decide if you should pay off the mortgage? Or if it’s worth refinancing? Would your investments be better made elsewhere? (Want to jump ahead in the episode? Click the featured times below to skip ...
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Lessons To Take From Alex Rodriguez’s New Show

The Principle: Sometimes you put your money on the backburner--whether that means not knowing how much you’re really spending or not looking at what kind of investments you’re making. As we enter into the new year, it’s time to get ...
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Dumb Decisions We Make With Retirement Planning

The Principle: We all mistakes in life and our finances are not excluded from our lapses in judgement. Don’t leave your retirement up to chance. Make sure you’re avoiding these dumb and dumber decisions. (Want to jump ahead in the ...
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Protecting Your Financial Investments, IRAs and Pensions

The Principle: Whether you are invested in IRAs or in a company promising a pension, you want to make sure your investments are protected. How do you do that (without losing out on the growth)? (Want to jump ahead in ...
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The Importance of Estate Planning

The Principle: Do you have a plan for your assets and portfolio after you pass away? Or are you hoping your loved ones figure it out for you? (Want to jump ahead in the episode? Click the featured times below ...
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Finding Financial Strategy From The Game Of Football

The Principle: In the middle of football season, it’s hard not to get pulled into the game and root for your favorite players and teams. Watching the strategy and athletic ability compete is captivating. What lessons from football can you ...
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Owning a Business as a Part of Your Retirement Plan

The Principle: Have you always dreamed about owning your own business? Or do you see the financial opportunity that owning a business could provide? How does that work alongside your retirement plans? (Want to jump ahead in the episode? Click ...
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Does Your Advisor Have A Conflict Of Interest?

The Principle: How do you know if something is really right for you? Ever wonder if there is more going on behind the scenes when it comes to what kind of retirement products are being recommended? (Want to jump ahead ...
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Should You Get An Annuity?

The Principle: Is an annuity right for you? Are you clear on what an annuity entails and what it costs? Why would someone want an annuity? Find out on today’s podcast! (Want to jump ahead in the episode? Click the ...
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What’s Your Financial Health?

The Principle: How would you rate your financial health? Is it thriving? Or is it failing? Or maybe somewhere in between? Let's find out.  (Want to jump ahead in the episode? Click the featured times below to skip to a ...
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Serious Tax Mistakes To Avoid In Retirement

The Principle: Taxes hugely influence how much of your money you get to keep. Without a proper strategy in place, are you making any of these major tax mistakes? (Want to jump ahead in the episode? Click the featured times ...
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Tracking Down Forgotten Money

The Principle: Have you ever come across a $20 bill you had forgotten you’d tucked into a pants pocket or drawer? Sometimes retirement accounts and life insurance policies can also get lost or forgotten if you aren’t careful to keep ...
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Is Life Insurance Right For You?

The Principle: For years you may have invested in life insurance, but is it still the right thing for you? Depending on your situation: maybe yes, maybe no. If not, where else should you focus your investments and plans? (Want ...
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DIY Or Don’t DIY When It Comes To Your Financial Planning

The Principle: Sometimes you see a house project that was DIY, and it’s beautiful. But what about all of the failed projects? Maybe you see them, maybe you don’t. Is DIY worth it when it comes to your finances? (Want ...
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Are Expensive Long-Term Care Insurance Premiums Worth It?

The Principle: If you’ve been in the market at all for long-term care insurance, you’ve seen how significant the premium increases have been in recent years. You might have even asked yourself is it worth the cost. Let’s try to ...
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Financial Lessons Learned From Football

The Principle: Go team! Whether you’re spending weekends tailgating or watching the football game, there’s plenty to learn from one of America’s favorite sports. Are you putting these strategies and principles into place? (Want to jump ahead in the episode? ...
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Negative Interest Rates: How Will You Be Affected?

The Principle: Interest rates sit at historical lows and now we’re hearing news about the possibility of negative rates. As the Federal Reserve continues to make adjustments, we’re left trying to decide what changes should be made for our personal ...
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Should You Buy Real Estate With Friends?

The Principle: Maybe you’ve considered an investment property or just really like the idea of a vacation home, but can’t afford it on your own. Is it worth buying real estate with your friends? Or will you regret that later ...
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Are You Saving Enough For Retirement Or Living More For The Now?

The Principle: When people come into large sums of money quickly or early in life, be it from a new job or inheritance, it can take some time to understand how to best use those funds. Are you setting aside ...
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Are You Prepared for a Financial Perfect Storm?

The Principle: Remember the movie Perfect Storm featuring George Clooney? What if a few major events came together in the financial world to create the same situation for our economy? It’s not a far-fetched scenario for some people so we’ll ...
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Are You Making the Necessary Plans for Inflation?

The Principle: When plugging in the numbers for what you need in retirement, one thing that is often overlooked is inflation. Is it part of your financial plan? Because like it or not, inflation will happen. (Want to jump ahead ...
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Financial Planning for a Long Life in Retirement

The Principle: People are living longer these days, so how does that factor into your retirement plan? Not only should you consider how to live healthily and happily, but think about how you will financially sustain your lifestyle into yours ...
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What the Fed Cutting Interest Rates Means for You

The Principle: The Federal Reserve recently cut interest rates for the first time in over a decade and it comes as no surprise that the news has been in the headlines. Should we be concerned about this decision and what ...
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How To Know Who To Trust With Your Finances

The Principle: How do you make sure to protect your hard-earned money? Get help from a financial professional you trust. But how can you be sure they are trustworthy? (Want to jump ahead in the episode? Click the featured times ...
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Portfolio

Do You Know What’s In Your Portfolio?

The Principle: Along the path to retirement, we all make investments based on a variety of opinions and information we receive, but how often do we go back and reassess? Not doing so can cost you. Today we use a ...
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Lump Sum or Annuity: Did Bobby Bonilla Make Take the Wrong Option?

The Principle: 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 ...
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How to Plan for Someone Who Doesn’t Want to Retire

The Principle: 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, ...
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Building Retirement Income

The Principle: 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 ...
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Tax Strategies That Legally Reduce Taxes

The Principle: 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, ...
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Road To Retirement

The Principle: 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 ...
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The Perceived Value Of Variable Annuities

The Principle: In honor of Suze Orman celebrating her birthday, Brian talks about some of her opinions regarding variable annuities. (Click the featured times below to jump forward in the episode) Honest Takes: 0:15 How long should your money last? ...
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Managing Stress In Work

The Principle: A recent survey says many of us have high stress jobs. So how do we take better care of ourselves and our financial futures to help manage that stress? And is early retirement a solution to a stressful ...
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What Is A Successful Retirement?

The Principle: 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 ...
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Paying More And Paying Attention

The Principle: Do you want to pay more in taxes? How much attention should you give to the stock market? Brian answers these key questions in today’s podcast and explains why. (Click the featured times below to jump forward in ...
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Common Financial Scams

The Principle: Picture this. You receive a phone call from an unknown number. Should you answer? You’ve probably received one of billions of robocalls recently. It’s important to look out for common financial scams over the phone and check with ...
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How Much Money Should You Invest In The Market?

The Principle: A big question when it comes to saving for retirement is, "How much money should you invest in the market?" However, the more important question is "How much risk are you comfortable having in your portfolio?" Brian walks ...
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Is Inflation The Biggest Threat To Your Retirement?

The Principle: As you save your hard-earned money for retirement, you need to know the common pitfalls and threats to your wealth. Brian addresses inflation as one of the biggest threats to your retirement and answers a common question about ...
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Don’t Strike Out: Investments And IRAs

The Principle: In baseball, everyone wants to hit a home run, but sometimes it’s safer to just hit a single or double. Just like you don’t want to strike out in baseball, you don’t want to strike out when it ...
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How Long Should You Keep Your Documents?

The Principle: Do you know how long you need to keep important documents? You might have boxes of documents you don’t need anymore. If that’s the case, come to the office for a shredding event on May 2nd! Then, later ...
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Lessons From SNL For Your Financial Future

The Principle: Comedy pokes fun at reality, so Brian talks about an SNL skit and what you can learn from it. Then, he talks about the important numbers in retirement, your financial future and your family, and simplifying your retirement ...
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What To Do About RMDs and Tax Strategies

The Principle: Have more money than you need as it pertains to RMDs? It’s a good problem to have, but whether you decide to reinvest, spend, or give your money away, make sure you have a proper tax strategy in ...
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Secrets And Surprises

The Principle: 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. (Click ...
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Five Key Parts To A Good Retirement Plan

The Principle: 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 ...
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Lessons From The 10-Year Bull Market

"RETIRE WITH INTEGRITY" PODCAST The Principle: 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 ...
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Frank Beamer’s Retirement Game Plan

"RETIRE WITH INTEGRITY" PODCAST The Principle: Join us as we feature legendary Virginia Tech Football Coach Frank Beamer. He outlines the importance of having a game plan for retirement. (Click the featured times below to jump forward in the episode) ...
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Episode #34: Why Procrastination Is Killing Your Retirement

"RETIRE WITH INTEGRITY" PODCAST The Principle: It's tempting to put off retirement planning, but your procrastination could be a detriment to the well-being of your financial future. Discover the importance of putting your affairs in order. (Click the featured times ...
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Episode #33: Financial Rules Worth Remembering

"RETIRE WITH INTEGRITY" PODCAST The Principle: We'll examine a recent article outlining key guidelines for a sound retirement. Discover which of these rules are worth remembering. (Click the featured times below to jump forward in the episode) Honest Takes: 00:16 ...
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Episode #32: The Importance of Proper Planning

"RETIRE WITH INTEGRITY" PODCAST The Principle: The key to having a successful retirement is proper planning. Learn the importance of being prepared, and join us for a conversation on risk. (Click the featured times below to jump forward in the ...
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Episode #31: What To Look For In An Advisor

"RETIRE WITH INTEGRITY" PODCAST The Principle: Picking the right advisor is a daunting task. You want to go with the right man or woman for the job. Brian outlines how to look for the right traits. (Click the featured times ...
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Episode #30: How To Take Tax-Friendly RMDs

"RETIRE WITH INTEGRITY" PODCAST The Principle: Required minimum distributions are a reality of retirement, but there are ways to take them in a tax-friendly manner. Brian explains. (Click the featured times below to jump forward in the episode) Honest Takes: ...
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Episode #29: The Trouble With Roth Conversions

"RETIRE WITH INTEGRITY" PODCAST The Principle: Roth conversions might not be for everyone. There is no one-size-fits-all retirement strategy. Discover how Roth conversions might impact your retirement. (Click the featured times below to jump forward in the episode) Honest Takes: ...
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Episode #28: Bull Or Bear?

"RETIRE WITH INTEGRITY" PODCAST The Principle: With recent volatility on Wall Street, pundits have declared it's time for a bear market. Brian discusses whether the long bull market is over. (Click the featured times below to jump forward in the ...
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Episode #27: Tax-Deferred Troubles

"RETIRE WITH INTEGRITY" PODCAST The Principle: Tax-deferred accounts are great investing tools, but you have to be careful with them lest you upset Uncle Sam. Brian explains. (Click the featured times below to jump forward in the episode) Honest Takes: ...
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Episode #26: Tips For Retiring Early

"RETIRE WITH INTEGRITY" PODCAST The Principle: Retiring early can be rewarding, but it presents a unique set of challenges. Make sure you're prepared should you choose to retire early. (Click the featured times below to jump forward in the episode) ...
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Episode #25: The Number One Question

"RETIRE WITH INTEGRITY" PODCAST The Principle: It might surprise you to learn the question Brian hears most concerning retirement. Brian explains and offers tips to help you start your financial journey. (Click the featured times below to jump forward in ...
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Episode #24: New Year’s Resolutions

"RETIRE WITH INTEGRITY" PODCAST The Principle: As the year winds down, consider improving your financial health and starting fresh with these New Year's resolutions in 2019. (Click the featured times below to jump forward in the episode) Honest Takes: 00:16 ...
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Episode #23: Three Major Retirement Risks

"RETIRE WITH INTEGRITY" PODCAST The Principle: When you retire, you need to keep your money safe. However, there are always threats to your financial stability. Brian covers three major retirement risks. (Click the featured times below to jump forward in ...
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Episode #22: Strategizing RMDs

"RETIRE WITH INTEGRITY" PODCAST The Principle: 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. (Click the featured times below to jump ...
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Episode #21: Executing Your Will

"RETIRE WITH INTEGRITY" PODCAST The Principle: No one likes talking about death, but it's important you develop an estate plan before you're gone. We'll help you prepare your will and legacy plan. (Click the featured times below to jump forward ...
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Episode #20: Increasing Your Social Security Benefit

"RETIRE WITH INTEGRITY" PODCAST The Principle: A recent Forbes article claims you can increase your Social Security benefits by $200,000. Brian weighs in on whether this is too good to be true. (Click the featured times below to jump forward ...
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Episode #19: Pass-Through Deductions

"RETIRE WITH INTEGRITY" PODCAST The Principle: Join us as we examine a tax-planning strategy that could save you money. Brian unpacks the idea of pass-through deductions. (Click the featured times below to jump forward in the episode) Honest Takes: 00:16 – ...
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Episode #18: Developing Multiple Income Streams

"RETIRE WITH INTEGRITY" PODCAST The Principle: Most people spend their working years cultivating one income. However, in retirement, it's essential to develop multiple income streams. Brian explains. (Click the featured times below to jump forward in the episode) Honest Takes: ...
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Episode #17: Year-End Taxes

"RETIRE WITH INTEGRITY" PODCAST The Principle: We are quickly approaching 2019, and it's time for some year-end tax planning. Have you taken your RMDs? Be sure you've considered your tax liabilities. (Click the featured times below to jump forward in ...
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Episode #16: Stock Market Update

"RETIRE WITH INTEGRITY" PODCAST The Principle: The stock market has recently experienced negative volatility. Discover what it might mean for your investments and the economy moving forward. (Click the featured times below to jump forward in the episode) Honest Takes: ...
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Episode #15: Couples Counseling

"RETIRE WITH INTEGRITY" PODCAST The Principle: Sometimes we serve as a psychologist and provide financial counseling to couples. Learn how we bridge the gap between quarreling spouses. (Click the featured times below to jump forward in the episode) Honest Takes: ...
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Episode #14: Don’t Forget About Taxes

"RETIRE WITH INTEGRITY" PODCAST The Principle: Your retirement plan might look perfect...until you account for taxes. Don't forget this crucial element of financial planning. (Click the featured times below to jump forward in the episode) Honest Takes: 00:15 - Don't ...
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Episode #13: Traditional Versus Roth 401(k) Accounts

"RETIRE WITH INTEGRITY" PODCAST The Principle: As you approach retirement, understand the different investment options that are available. Know the difference between a Roth and traditional 401(k). (Click the featured times below to jump forward in the episode) Honest Takes: ...
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Episode #12: Advice For Entrepreneurs

"RETIRE WITH INTEGRITY" PODCAST The Principle: We live in an age of unprecedented entrepreneurship - see Apple and Amazon. Brian shares advice for entrepreneurs wanting to invest in the next big company. (Click the featured times below to jump forward ...
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Episode #11: One Liners

"RETIRE WITH INTEGRITY" PODCAST The Principle: Everyone loves Yogi Berra quotes. Discover how his one liners might apply to the world of finance. (Click the featured times below to jump forward in the episode) Honest Takes: 00:23 - Who Is ...
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Episode #10: Lessons From Space Invaders

"RETIRE WITH INTEGRITY" PODCAST The Principle: Reminisce on an 80s classic, and discover how Space Invaders could possibly relate to your retirement. (Click the featured times below to jump forward in the episode) Honest Takes: 00:27 - What Is Space ...
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Episode #9: How Tax Code Changes Affect Roth IRA Conversions

"RETIRE WITH INTEGRITY" PODCAST The Principle: In the wake of the new tax code, find out whether a Roth IRA conversion is right for you. (Click the featured times below to jump forward in the episode) Honest Takes: 00:28 - ...
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Episode #8: Risk Amnesia

"RETIRE WITH INTEGRITY" PODCAST The Principle: Risk amnesia affects even the savviest of investors. As the market continues to climb, people forget the potential for a crash. Brian examines the danger. (Click the featured times below to jump forward in ...
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Episode #7: RMDs

"RETIRE WITH INTEGRITY" PODCAST The Principle: RMDs are an inevitable part of life, but what are they? Find out, and learn to properly incorporate them into your overall retirement plan. (Click the featured times below to jump forward in the ...
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Episode #6: Planning Around Tax Reform

"RETIRE WITH INTEGRITY" PODCAST The Principle: Tax reform will almost certainly affect your retirement. Find out how to plan accordingly around recent tax legislation out of Washington. (Click the featured times below to jump forward in the episode) Honest Takes: ...
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Episode #5: Estate Planning Basics

"RETIRE WITH INTEGRITY" PODCAST The Principle: Estate planning is a tricky process. Brian helps us navigate its rules and nuances while examining the social and emotional components of leaving a legacy. (Click the featured times below to jump forward in ...
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Episode #4: Tax Law Changes To Affect Charitable Giving

"RETIRE WITH INTEGRITY" PODCAST The Principle: We feature Keith Farmer and discuss his ministries Straight Street and Street Ransom. We'll also examine the tax law as it pertains to charitable giving. (Click the featured times below to jump forward in ...
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Episode #3: Simplify Your Investing Strategy

"RETIRE WITH INTEGRITY" PODCAST The Principle: Your investments are probably overly complicated. Learn to simplify your investing strategy. (Click the featured times below to jump forward in the episode) Honest Takes: 1:04 - Your 401k Investments Are Probably Too Complicated ...
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Episode #2: Beware Of Long-Term Care

"RETIRE WITH INTEGRITY" PODCAST The Principle: Long-term care will play a crucial role in your retirement. While most of us assume Medicare will cover our healthcare costs, that's not necessarily the case. Learn how to incorporate long-term care planning into ...
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Episode #1: Tax Planning 101

"RETIRE WITH INTEGRITY" PODCAST The Principle: Taxes are one of life's inescapable truths. While you can't get away from paying Uncle Sam, there are ways to minimize your tax burden. Discover practical strategies to alleviate the stress you feel every ...
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