May 20, 2021
Can you retire early? What do you need to know about retiring with a pension?
Read more and get additional financial resources here: https://financialplanningva.com/podcast/retiring-early-with-a-pension/
What we discuss on this episode:
0:12 - Do you need a pension to retire early?
3:48 - What options do you have...
Mar 25, 2021
Is Social Security actually a type of annuity? On today’s episode of the podcast, Brian talks about what part Social Security can play in your financial plan as well as the importance of a good tax strategy to go with it.
Read more and get additional financial 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...
Jan 21, 2021
How can you prepare financially for the health issues you may face in retirement? What decisions could make a huge difference in your long-term strategy?
Read more and get additional resources here: https://financialplanningva.com/podcast/healthcare-concerns-in-retirement/
What we discuss on this episode:
0:16 -...
Dec 23, 2020
The idea of being a millionaire carries a bit of appeal. But in reality, how long does a million dollars last in retirement? We'll discuss today.
Read more and get additional financial resources: https://financialplanningva.com/how-far-will-1-million-get-you-in-retirement/
What we discuss on this show:
0:16 - How...