Podcast
Understanding Your Retirement Income Needs
July 7, 2022
When taking out your retirement income, it’s important to consider the source. New statements may make it easier to see what you have, but what should you focus on when making a retirement income plan?
How to Plan Around Inflation
June 30, 2022
Does your plan properly account for inflation, now and in the future? Where is the stock market headed? Let’s talk about the things you need to be thinking about right now in your financial plan.
Teaching Kids About Financial Literacy
June 23, 2022
How can you instill wise financial decisions at a young age? Brian shares his favorite financial app for kids and teens and how these healthy habits can pay off in the long-run.
Protecting Your Capital
June 16, 2022
What options do you have when it comes to protecting your assets and investments? Brian discusses our current economy and shares what some of his clients have been doing about it.
Making Good Decisions About Risk and Retirement
June 2, 2022
How do you know what strategy is best for you when it comes to risk and retirement? Brian shares some of what he advises clients when it comes to their portfolios.
Inflation and the Stock Market
May 26, 2022
In the news, we’re hearing a lot about inflation and the stock market. What do you need to watch out for and what does Brian have to say about it?