Episodes

  • Holistic Financial Planning

    Holistic Financial Planning
    Jan 8 2023
    In this episode we discuss the importance of having the big picture when it comes to financial planning and how it can help your nest egg.
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    Less than 1 minute
  • Tax Planning for Future Savings

    Tax Planning for Future Savings
    Jan 15 2023
    In this episode we talk about what you need to do to plan now in order to help minimize your tax burden in the future.
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    Less than 1 minute
  • The Ten Biggest Expenses in Retirement

    The Ten Biggest Expenses in Retirement
    Jan 22 2023
    In this episode we discuss the 10 biggest expenses you will likely face in retirement and how to prepare for them now.
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    Less than 1 minute
  • Financial Strategy Steps for Fall

    Financial Strategy Steps for Fall
    Oct 29 2023
    During this episode, we discuss Medicare open enrollment and Estate Planning Awareness Week.
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    Less than 1 minute
  • Year-End Tax and Strategy Steps

    Year-End Tax and Strategy Steps
    Nov 5 2023
    On this episode, we’ll highlight and discuss year-end steps for your financial strategy and taxes.
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    Less than 1 minute
  • Market Update with special Guest Mike Binger

    Market Update with special Guest Mike Binger
    Nov 12 2023
    In this episode Brad welcomes special guest Mike Binger, president of Gradient Investments, to talk about the markets and where we may be headed.
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    Less than 1 minute
  • RMD's and Tax Free Options

    RMD's and Tax Free Options
    Nov 19 2023
    In this episode, we'll discuss required minimum distributions (RMDs) and explore tax-free options to help you minimize your tax burden in retirement. We'll cover the basics of RMDs, when they start, and how they're calculated. We'll also discuss qualified charitable distributions (QCDs), a strategy that allows you to directly transfer funds from your IRA to qualified charities without having to pay taxes on the distribution. Finally, we'll touch on Roth conversions, a strategy that can help you convert your traditional IRA into a Roth IRA and avoid RMDs altogether.
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    Less than 1 minute
  • Retirement Planning At Different Ages

    Retirement Planning At Different Ages
    Nov 26 2023
    During this episode, we’re going to discuss younger worker’s retirement anxiety about finances, as well as retirement preparation at different ages.
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    Less than 1 minute