Dec 30, 2021
What can you really expect when working with an advisor who has your best interests in mind? How much can you withdraw in retirement? Find out how Brian approaches his work with clients.
Get additional information: https://financialplanningva.com/podcast/the-client-experience-with-a-good-financial-advisor/
Today's...
Dec 21, 2021
Ready for a slice of fruitcake this holiday season? How about some guaranteed income? Brian talks about the CARES Act, early withdrawals, and annuities in today’s show.
Get additional information: https://financialplanningva.com/podcast/the-fruitcake-of-the-financial-world/
Today's show schedule:
0:12 - What...
Dec 16, 2021
How does inflation fit into your plan? Without knowing what the future holds, how can you prepare for possible inflation down the line? Brian talks about how to make a plan that works for you.
Get additional information: https://financialplanningva.com/podcast/planning-for-inflation/
Today's show schedule:
0:12 -...
Dec 9, 2021
Working with a professional has a lot of advantages when it comes to your retirement. Are you working with someone on a strategic plan for taxes in retirement?
Get additional information: https://financialplanningva.com/podcast/working-with-the-right-professionals/
Today's show schedule:
0:12 - What would you...
Dec 2, 2021
Do you have a financial plan that is ready to withstand whatever the next year may hold? We talk about sophomore slumps, real estate, and stock market volatility in today’s episode.
Get additional information: https://financialplanningva.com/podcast/having-a-plan-and-sticking-with-it/
Today's show...