Feb 25, 2021
What should you be doing (or not doing) when it comes to retirement? Are you doing all you’re supposed to in regards to your rollover? On today’s episode, Brian talks through what you need to know about rollovers and the part they play in your financial plan.
Read more and get additional financial resources here:
Feb 18, 2021
The GameStop stock story was crazy to follow but it taught us some important lessons. Does your stock market risk match the kind of risk you can handle? Are you making wise decisions when it comes to your investments? We'll discuss on this show.
Read more and get additional financial resources here:
Feb 11, 2021
A lot of people are talking about a bubble in the stock market. If that’s the case, are you taking on too much risk? On today’s podcast, Brian discusses the different buckets of money you need to have so you’re financially prepared for now and later.
Read more and get additional planning resources here:
Feb 4, 2021
Will your estate be subject to the death tax? How can you plan accordingly now?
Read more and get additional financial resources here: https://financialplanningva.com/podcast/should-you-be-worried-about-the-death-tax/
What we discuss on this episode:
0:12 - How can you plan for the death tax if needed?
2:09 - 17...