Podcast

Retirement Planning for Generation X

May 12, 2022

What should Gen X being doing right now as they inch their way closer to retirement age? We talk through what decisions you might have and how to make the most of them.

How to Save and Plan During Inflation

May 5, 2022

Are you set up well to face all of the inflation we’ve been experiencing? What’s to come?

Planning for Taxes in Retirement

April 21, 2022

What do you need to watch out for when it comes to taxes in retirement? Brian talks through big mistakes people make and how to avoid them with solid planning ahead of time.

Assessing Your Risk in the Current Economy

April 14, 2022

Amidst interest rate hikes and inflation, what kind of risk do you need to weather through it? What’s a possible solution?

Living Longer, Working Longer

April 7, 2022

When might it make sense to work longer? Brian talks through what your time and savings might look like in retirement so you can set realistic expectations for the future.

Is Now a Good Time to Do a Roth Conversion?

March 31, 2022

When is it the right time to do a Roth conversion? Brian shares why the right time might be right now, depending on your situation.