Retirement

Traits of a Millionaire

January 13, 2022 5:00 am

What do most millionaires have in common? We discuss traits and habits of millionaires that you may want to consider when saving for your own future.

Is An Annuity Right For You?

January 6, 2022 5:00 am

Annuities are tools some use as a part of their financial plan, but is it the right tool for you? Brian discusses what you need to know and look for when considering an annuity.

Episode #26: Tips For Retiring Early

January 3, 2019 5:00 am

Retiring early can be rewarding, but it presents a unique set of challenges. Make sure you're prepared should you choose to retire early.

Episode #25: The Number One Question

December 27, 2018 5:00 am

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. 

Episode #23: Three Major Retirement Risks

December 13, 2018 5:00 am

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.

Episode #13: Traditional Versus Roth 401(k) Accounts

October 4, 2018 5:00 am

As you approach retirement, understand the different investment options that are available. Know the difference between a Roth and traditional 401(k).

Episode #7: RMDs

August 16, 2018 5:00 am

RMDs are an inevitable part of life, but what are they? Find out, and learn to properly incorporate them into your overall retirement plan.

Episode #6: Planning Around Tax Reform

August 2, 2018 5:00 am

Tax reform will almost certainly affect your retirement. Find out how to plan accordingly around recent tax legislation out of Washington.

Episode #4: Tax Law Changes To Affect Charitable Giving

July 19, 2018 8:00 am

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.

Episode #3: Simplify Your Investing Strategy

June 28, 2018 8:00 am

Your investments are probably overly complicated. Learn to simplify your investing strategy.