Bonfire Financial | Brian Colvert CFP®

Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It.

Business EN ↓ 105 episodes

Hi, I’m Brian 👋 a CERTIFIED FINANCIAL PLANNER™ and founder of Bonfire Financial. Most advice focuses only on investments, that’s where people get into trouble. The Bonfire Method brings together taxes, insurance, estate planning, and investing so every decision works together. Each week, I share practical insights on retirement, investing, and taxes to help you make smarter decisions and turn what you’ve built into a clear, coordinated plan for what’s next. Bonfire Financial is a Registered Investment Adviser.

Author

Bonfire Financial | Brian Colvert CFP®

Episodes

Streamlining Retirement: Insights into Account Consolidation 10.04.2024 9:33

Do you have a bunch of old retirement plans scattered around? Do you have multiple different IRAs and 401(k)s from past employers? If you are nodding your head yes, then tune in to learn how consolidating these plans can make your life easier, evaluate fees and investment options, and discover other Important factors to consider when juggling multiple retirement accounts. To learn more about Bonf...

The Power of Catch-Up Contributions 03.04.2024 9:17

Join host Brian Colvert as he delves into the often overlooked benefits of aging when it comes to retirement savings. Brian explores how getting older opens doors to increased contributions to retirement accounts such as IRAs, 401(k)s, and HSAs. Discover the strategies, tips, and insights to make the most of age-driven catch-up contributions. To learn more about Bonfire Financial, please visit: ...

When can I retire? 27.03.2024 8:23

Are you contemplating retirement? Are you wondering when you can retire? Join your host Brian Colvert, CFP® as he dives into the complexities of retirement planning. From financial considerations to psychological readiness, Brian offers insights to help you navigate this significant life transition. For full show notes, visit: https://www.bonfirefinancial.com/ To get started on your Financial Pla...

Welcome to Don't F-Up Your Retirement brought to you by Bonfire Financial 12.12.2023 0:58

You are at the heart of the story behind Bonfire Financial. We believe that like a bonfire, life should be filled with celebration and memorable experiences. Money is often the way to get there, and that is what Don't F-Up Your Retirement Podcast is about, helping you find creative solutions to balance living for today and saving for tomorrow. Hosted by the CEO of Bonfire Financial, Brian Colv...

Navigating Taxes with Henry Ip, CPA 29.11.2023 29:26

This isn't your typical tax talk. Join Host Brian Colvert, CFP® in a straightforward discussion with Henry Ip, CPA as they explore practical insights and tips for navigating the often confusing terrain of taxes. Henry shares his expert insights, making this episode a must-listen for anyone looking to demystify taxes. Learn about deductions you may be missing out on, things to do before the end...