Sep 29, 2022
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.
Today's show schedule:
Sep 22, 2022
When you work with an advisor, you may have a lot of questions you need answered.
Brian takes to the mailbag today to answer questions from listeners who want help sorting through financial decisions from charitable giving to real estate.
Then, for a bit of fun, we talk through a few famous lyrics to see how they might...
Sep 15, 2022
What are two important things that many of us have done or are doing? Raising kids and investing.
We talk about what these two things have in common and the work it requires over time to become successful.
The key is often having discipline. Whether in parenting, eating, or investing, discipline isn’t always easy but...
Sep 8, 2022
Why is tax planning so important? What does it entail? Brian talks all about this crucial part of your financial plan.
Today's show schedule:
0:12 - Focus on reducing your taxes.
2:55 - What happens when you give up too much in taxes?
5:24 - Tax planning is so important.
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Sep 1, 2022
What are the decisions you need to make now for your retirement, even if we’re in a recession? Brian talks about how to stress-test your plan and what to keep in mind.
Today's show schedule:
0:12 - Are we in a recession?
4:31 - What is happening with inflation?
7:07 - How do you retire with confidence?
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