Jul 18, 2019
Back in 2000, Major League Baseball player Bobby Bonilla made a deal with the New York Mets to pay him $1.19 million every year from 2011 through 2035 rather than a $5.9 million lump sum to end his contract. The day he gets his annual payment is celebrated every year, but did he make the correct choice for maximizing...
Jul 3, 2019
How much money do you need for retirement? It depends a little bit on how long you live. How do you build a retirement income that will sustain you? And when should you file for Social Security? Brian talks through all of this and more on this edition of the podcast.
Full show notes:
Jun 27, 2019
Ever feel like you are paying a bit too much to Uncle Sam? A recent poll conducted by the IRS showed that some people feel you should cheat as much as possible to reduce taxes. Instead of cheating, there are legal tax strategies that you can implement to make a long-term difference.
0:17 Is it OK to...
Jun 20, 2019
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 you should call it quits on your career.
May 30, 2019
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. He also discusses the potential for a bear market.
For more in-depth...