Apr 25, 2019
In baseball, everyone wants to hit a home run, but sometimes it’s safer to just hit a single or double. Just like you don’t want to strike out in baseball, you don’t want to strike out when it comes to investing. Brian discusses how sometimes it’s better to play it safe. Later, we talk about changes to the IRA...
Apr 18, 2019
Do you know how long you need to keep important documents? You might have boxes of documents you don’t need anymore. If that’s the case, come to the office for a shredding event on May 2nd! Then, later in this episode, Brian talks about what impacts your retirement plans and how unplanned events can cause an...
Apr 11, 2019
Comedy pokes fun at reality, so Brian talks about an SNL skit and what you can learn from it. Then, he talks about the important numbers in retirement, your financial future and your family, and simplifying your retirement accounts.
Apr 4, 2019
Have more money than you need as it pertains to RMDs? It’s a good problem to have, but whether you decide to reinvest, spend, or give your money away, make sure you have a proper tax strategy in place.