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Episodes

Episode #23: Three Major Retirement Risks

12/13/2018
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When you retire, you need to keep your money safe. However, there are always threats to your financial stability. Brian covers three major retirement risks. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-23-three-major-retirement-risks/

Duration:00:06:47

Episode #22: Strategizing RMDs

12/6/2018
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It's that time of year when folks of a certain age take their required minimum distributions. Brian explains RMDs and why you need a strategy for them. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-22-strategizing-rmds/

Duration:00:07:39

Episode #21: Executing Your Will

11/29/2018
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No one likes talking about death, but it's important you develop an estate plan before you're gone. We'll help you prepare your will and legacy plan. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-21-executing-your-will/

Duration:00:08:16

Episode #20: Increasing Your Social Security Benefit

11/22/2018
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A recent Forbes article claims you can increase your Social Security benefits by $200,000. Brian weighs in on whether this is too good to be true. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-20-increasing-social-security/

Duration:00:08:54

Episode #19: Defining Pass-Through Deductions

11/15/2018
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Join us as we examine a tax-planning strategy that could save you money. Brian unpacks the idea of pass-through deductions. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-19-pass-through-deductions/

Duration:00:06:47

Episode #18: Developing Multiple Income Streams

11/8/2018
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Most people spend their working years cultivating one income. However, in retirement, it's essential to develop multiple income streams. Brian explains. For more in-depth information, explore our blog here:https://financialplanningva.com/episode-18-multiple-income-streams/

Duration:00:07:50

Episode #17: Year-End Taxes

11/1/2018
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We are quickly approaching 2019, and it's time for some year-end tax planning. Have you taken your RMDs? Be sure you've considered your tax liabilities. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-17-year-end-taxes/

Duration:00:08:18

Episode #16: Stock Market Update

10/25/2018
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The stock market has recently experienced negative volatility. Discover what it might mean for your investments and the economy moving forward. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-16-stock-market-update/

Duration:00:11:29

Episode #15: Couples Counseling

10/18/2018
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Sometimes we serve as a psychologist and provide financial counseling to couples. Learn how we bridge the financial gap amongst quarreling spouses. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-15-couples-counseling/

Duration:00:06:58

Episode #14: Don't Forget About Taxes

10/11/2018
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Your retirement plan might look perfect...until you account for taxes. Don't forget this crucial element of financial planning. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-14-dont-forget-taxes/

Duration:00:07:26

Episode #13: Traditional Versus Roth 401(k) Accounts

10/4/2018
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As you approach retirement, understand the different investment options that are available. Know the difference between a Roth and traditional 401(k). For more in-depth information, explore our blog here: https://financialplanningva.com/episode-13-traditional-versus-roth-401k/

Duration:00:09:03

Episode #12: Advice For Entrepreneurs

9/27/2018
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We live in an age of unprecedented entrepreneurship - see Apple and Amazon. Brian shares advice for entrepreneurs wanting to invest in the next big company. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-12-advice-entrepreneurs/

Duration:00:07:10

Episode #11: One Liners

9/20/2018
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Everyone loves Yogi Berra quotes. Discover how his quips might apply to the world of finance. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-11-one-liners/

Duration:00:08:05

Episode #10: Lessons From Space Invaders

9/13/2018
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Let's reminisce about a time when video games were an entirely new concept. It was the early 80s, and Atari was the undisputed king of the market, thanks to a phenomenon known as Space Invaders. How could this scenario relate to retirement? Brian elaborates on what lessons we can learn. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-10-lessons-space-invaders/

Duration:00:06:23

Episode #9: How Tax Code Changes Affect Roth IRA Conversions

8/30/2018
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The tax code changes that went into effect this year shook up a lot of conventional wisdom about financial planning. Find out whether it's a good idea to do a Roth conversion in the wake of the recent changes. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-9-tax-code-ira-conversions/

Duration:00:06:44

Episode #8: Risk Amnesia

8/23/2018
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Risk amnesia affects even the savviest of investors. As the market continues to climb, people forget the potential for a crash. Brian examines the danger. For more in-depth information, explore our blog here: https://financialplanningva.com/podcast-8-risk-amnesia/

Duration:00:06:52

Episode #7: RMDs

8/16/2018
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RMDs are an inevitable part of life, but what are they? Find out, and learn to properly incorporate them into your overall retirement plan. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-7-rmds/

Duration:00:07:44

Episode #6: Planning Around Tax Reform

8/2/2018
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Tax reform will almost certainly affect your retirement. Find out how to plan accordingly around recent tax legislation out of Washington. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-6-planning-around-tax-reform/

Duration:00:08:52

Episode #5: Estate Planning Basics

7/26/2018
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Estate planning is a tricky process. Brian helps us navigate its rules and nuances while examining the social and emotional components of leaving a legacy. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-5-estate-planning-basics/

Duration:00:08:50

Episode #4: Tax Law Changes To Affect Charitable Giving

7/19/2018
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We feature Keith Farmer and discuss his ministries Straight Street and Street Ransom. We'll also examine the tax law as it pertains to charitable giving. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-4-tax-law-changes-affect-charitable-giving/

Duration:00:49:56