The Retirement Referee with Brooks Bernhagen

In this episode, financial advisor Brooks Bernhagen discusses the implications of the new administration's tax policies on American retirees and middle-class families. He reviews the key tax changes from Trump's first term, the potential impact of proposed tax policies, and the role of Congress in shaping tax legislation. The conversation emphasizes the importance of strategic retirement planning...

In this conversation, retirement strategist Brooks Bernhagen discusses the essential concepts of retirement planning, focusing on the differences between qualified and non-qualified money, the advantages and disadvantages of each, and the importance of maximizing retirement contributions. He also introduces the 10-10-10 rule for retirement savings, emphasizing the need for a balanced approach to t...

In this episode of The Retirement Referee, Brooks discusses significant changes in retirement planning for 2025, including updates to IRAs, 401ks, health savings accounts, and required minimum distributions. He emphasizes the importance of understanding these changes to maximize retirement savings and avoid tax penalties. Ready to build your retirement plan? Visit https://brooksfg.com/ to connect...

When your retirement gets down to game time, who do you want making the calls? Don’t settle for second-best – get the advisor that knows the rules. The Retirement Referee, hosted by Brooks Financial Group founder Brooks Bernhagen, shows how to go by the rulebook and get the most out of your retirement. With experienced insights, weekly deep dives into the financial trends of the day, and the retir...

In the inaugural episode of Retirement Referee, Brooks Bernhagen discusses the importance of retirement planning, the services offered by Brooks Financial Group, and the common misconceptions surrounding financial advisors. Brooks shares his personal journey into the financial services industry, emphasizing the significance of understanding clients' unique needs and goals. The conversation also hi...

In this episode of Retirement Referee, Brooks Bernhagen discusses the fundamentals of 401(k) plans, including their importance in retirement planning, the differences between traditional and Roth 401(k)s, the benefits of early contributions, withdrawal rules, and how to maximize contributions. The conversation emphasizes the significance of understanding these financial tools to secure a comfortab...