Retirement Radio
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 104:28:13
- Mais informações
Informações:
Sinopse
Podcast by Mike, Host of Retirement Radio
Episódios
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Episode 52 - Distribution planning
18/06/2021 Duração: 55minAt Decker Retirement Planning, our goal is to help our clients enjoy a Safer Retirement. We feel the best way to help them accomplish this is through distribution planning. This week Brian talks income planning and what a plan should look like for retirees.
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Episode 51 - Retirement Headwinds, Fiduciaries, and Distribution Plans
10/06/2021 Duração: 55minBrian talks about headwinds facing retirees. He goes into detail about what a fiduciary is and how you can know if your advisor is actually required to act in your best interest. And finally, he introduces distribution planning, and what to consider when choosing when to take Social Security or a pension.
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Episode 50 - Trusts, Inflation, and Tax
04/06/2021 Duração: 55minOn this week's episode, Brian wraps up his discussion from the previous episode about estate docs and talks trusts. With recent rising prices, he also talks inflation and how a proper retirement plan can handle rising prices. He wraps up the episode talking through tax and ways to minimize taxes in retirement with the right plan.
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Episode 49 - Estate Planning (Do your trust, will, and power of attorney work with your plan?)
27/05/2021 Duração: 55minOn this episode, Brian talks estate planning. Through his career, he has seen the common problems people run into when building a retirement plan and wants to help make sure your plan works with your estate documents. He gives his perspective as a financial planner on considerations when building your estate plan.
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Episode 48 - Investment Options for Growth and Downside Protection in Retirement
20/05/2021 Duração: 55minThis week Brian talks about the risk bucket and what options you have. Whether you're seeking growth or downside protection, most people don't know there is a strategy that can give you both in retirement.
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Episode 47 - Principal Guaranteed and Risk Bucket Options For Your Retirement Plan
13/05/2021 Duração: 55minAre you aware of every option you have for a retirement plan? This week, Brian covers an income plan and what options retirees should consider when funding their plan. From your safe options, to growth strategies you may not be familiar with.
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Episode 46 - 3 Principles for Retirement Planning & Options for Your Plan
22/04/2021 Duração: 55minTune in as Brian talks through the 3 Principles that govern proper retirement planning. He also talks about what a fiduciary is and why it matters to you. And in the last segment, Brian discusses what the options for a plan are.
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Episode 45 - Insurance, Liquidity, and What to Ask When Creating Your Plan
15/04/2021 Duração: 55minThis week, Brian talks about 3 types of insurance that you may not need in retirement. He covers liquidity and why it matters to you. And then covers some basic questions you should be asking yourself when creating a retirement plan.
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Episode 44 - Stress Testing Your Retirement Plan
08/04/2021 Duração: 55minOn this week's Episode, Brian talks stress testing your plan. You'll hear topics like, optimizing income, minimizing tax, protecting assets, and which insurance options can help meet your needs in retirement.
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Episode 43 - Risk Bucket, Social Security, and Planning for Income
01/04/2021 Duração: 55minThis week, Brian and Mark talk risk bucket and how two-sided models work. Where to find the best options. And how do they work best in a distribution plan. They also talk Social Security and how you can know you're picking the best option for you. They wrap up the show discussing how to plan out your income streams for retirement.
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Episode 42 - Distribution Planning and Two-Sided Models
26/03/2021 Duração: 55minOn this episode, Brian talks distribution planning and two-sided models. And answers questions like, what it is, how does it work, and what are the options.
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Episode 41 - What is a fiduciary, headwinds for retirees, and distribution plans
18/03/2021 Duração: 55minOn this episode, we welcome a new co-host! Brian talks about 3 checks to see if an advisor is a fiduciary, the headwinds facing retirees, and what a distribution plan is and how it uses safe money, principal guaranteed accounts, and risk to help retirees through their retirements.