Apr 28, 2022
We’re all a little hesitant when it comes to change but what is that resistance costing you when it comes to money? Let’s talk about why people avoid financial change and share some examples of what you might be missing out on.
Today's show schedule:
0:13 – Jeopardy drama
0:39 – How often do we...
Apr 21, 2022
What do you need to watch out for when it comes to taxes in retirement? Brian talks through big mistakes people make and how to avoid them with solid planning ahead of time.
Today's show schedule:
0:13 - What are common tax mistakes retirees make?
4:34 - Planning software can project what you’ll be paying in future...
Apr 14, 2022
Amidst interest rate hikes and inflation, what kind of risk do you need to weather through it? What’s a possible solution?
Today's show schedule:
0:12 - Should you go through a de-risking process?
6:07 - Are annuities the answer?
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Apr 7, 2022
When might it make sense to work longer? Brian talks through what your time and savings might look like in retirement so you can set realistic expectations for the future
Today's show schedule:
0:12 - If we live longer, should we work longer?
3:09 - Brian shares a client story about expected returns.
6:01 - What does...