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 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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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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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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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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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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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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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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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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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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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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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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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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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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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"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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