Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.
When you make an investment, are you considering the long-game and tax implications in the future? On today’s show, we are discussing tax consequences...
What options do you have when it comes to paying for long-term care expenses? Today, we’ll discuss if you should invest in long-term care insurance or...
Worried that as soon as you invest in something you’ll turn around only to hear, “And…it’s gone!” There’s risk in any investment, but it’s important t...
One man’s trash is another man’s treasure. So, which is it when it comes to bonds and annuities? Brain discusses some key things to know about both on...
Similar to a football team, you want your financial plan to have a winning strategy. Are your investments and estate set up for success? Today, Brian ...
Will you panic sell if the market tanks? How can you balance your investments against your risk tolerance as well as possible inflation? Today, Brian ...
How can you determine your risk tolerance and set up your investments in a way that will result in success? Today, Brian explains the maximum drawdown...
Are you considering making a move with your home or investment property? Brian talks through what decisions you may need to make if you choose to sell...
Think you want to “set it and forget it” when it comes to retirement planning? Consider the difference it would it make financially if you had a strat...
Do you really need to save for long-term care? If so, how much? Or is it better to get a long-term care insurance plan? Find out in today’s podcast. ...