Podcast

Finding the Leaks in Your Financial Plan

August 12, 2021

Is your financial plan robust and thorough? Or is it full of leaks and problems that you don’t even know about? Brian talks about benchmarks for retirement, and what makes a plan a good one.

Are the Roth Conversion Benefits Worth It?

August 5, 2021

Are you considering doing a Roth conversion? Wondering if it’s really worth the trouble? Brian talks about how it can benefit you.

Panic Selling When The Market Goes Down

July 29, 2021

How can you avoid panic selling when the market gets scary? Do you have a plan that addresses what to do when the market crashes?

Easy 401K Management

July 22, 2021

Is easy savings a good thing or a bad thing? Brian talks through what to consider about the ease of a 401(k) as well as what you need to be aware of when it comes to your overall retirement plan.

Why Having A Financial Plan Is Better Than Being Asset Rich

July 15, 2021

Having a lot of assets might feel nice, but don’t assume that means you don’t need a financial plan. Brian talks through the importance of a balanced plan and budget in retirement.

Retirement Income, Inflation, and Bobby Bonilla

July 8, 2021

Do you have a reliable retirement income stream? How do you deal with inflation? Brian talks through your options when it comes to income streams in retirement.