Stock Market Shenanigans

Now that we are in the heart of football season, what can we learn from the game? Coach Brian is here to guide you through what you need to know when it comes to your financial plan. We compare different football analogies to retirement planning to help you understand where you’re headed and find out if you’re making the right decisions. But first, we answer some questions from the mailbag.

What Football and Retirement Planning Have in Common

Now that we are in the heart of football season, what can we learn from the game? Coach Brian is here to guide you through what you need to know when it comes to your financial plan. We compare different football analogies to retirement planning to help you under-stand where you’re headed and find out if you’re making the right decisions. But first, we answer some questions from the mailbag.

Mailbag: Do I Need to Start a Budget Before Retirement?

No one likes to talk about a budget, but is it wise to start one before going on a fixed income in retirement? Brian talks about what a budget or a spending plan can look like and why it matters. From investing choices to small business decisions, Brian answers three questions on today’s show.

The Cost of Long-term Care

Many retirees overlook long-term care, something that Medicare does not cover. How can someone plan for long-term care? The cost of long-term care insurance may seem too expensive, but consider the cost of that care, later on, should you need it.

Tax Planning to Protect Your Future

  Why is tax planning so important? What does it entail? Brian talks all about this crucial part of your financial plan. President Biden just signed the Inflation Reduction Act, which includes money for the IRS tax enforcement division. Kevin O’Leary from Shark Tank says to focus on reducing your taxes by paying attention to [...]

The Silent Killer Of Retirement

  When retirement planning, inflation can leave you with far less than you thought. Brian shares what tools we can use to plan accordingly. Right now, inflation is hitting harder than usual, and it's often a silent killer when it comes to retirement planning. Is the rule of 72 a good way to know for [...]

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