Retire Right With Brad White

Do you own actively managed (traditional) Mutual Funds in your non-qualified accounts? Mutual funds are designed to do two main (good) things – diversification and professional management. However they don’t actually “trade” they “redeem.” so inside the fund might be 100 stocks, and the whole idea is the manager is choosing and buying and selling them inside the fund the whole time – for a fee. An...

All the headlines talking about a possible US recession on the horizon..... what does this mean for your investments and retirement plan? On todays show, Brad reviews basic facts at a very high level. Economies and Markets are of course very connected – but they don’t move in lockstep with each other at all. The market, is a leading indicator for the economy. The market reacts today based on what...

On March 16 the Fed approved a .25% rate hike, which was the first time this has happened since 2018. Also, the indication is that they will do the same all 6 coming meetings remaining in 2022 – we had an inflation reading of 6.1% in January! US inflation hit a 40-year high of 7.9% in February!

The market immediately assuming this is bad for oil supply and prices increasing as response.

How do geopolitical events both here and abroad can have an effect on the markets, but how can they effect our portfolio?

The house gets zero excitement, gets zero thrills, and gets nothing in the short term. the saying “money won is sweeter then money earned” is true. however, its just not profitable. the house builds in actual math that over the long term wins small amounts of money consistently and ultimately builds really huge expensive buildings and big wallets.

Ok, so since 2008 we have been reasoning with our monetary policy – that means an economy went into recession, so we lowered interest rates and pumped money in the system because that helps an economy move forward.

What do you have saved now, how far away you are – will tell you how much you need to save and what r.o.r you need to be in track!!!

New research suggests that if you aren’t an average investor—and most people aren’t—the one-size-fits-all approach isn’t the way to go.

Congratulations year 2021, between 2020 and you the bar has been set at an all time low! So first resolution is no new global pandemics and were off to a good start!

What's going on with inflation? What's causing it and just how bad could it get? Brad has the answers on this week's episode. Plus, healthcare is a major concern for retirees and Brad covers ways to address it. All that and much, much more on Retire Right with Epstein and White!

You’ve heard of Generation X and Gen Z … but Generation U? This week Brad explain who makes up Generation U and what they need to think about in terms of their retirement plan. Plus, ‘tis the season for charitable giving and Brad has plenty of tips for how to make smart charitable contributions.

Not updating your beneficiary information, failing to have a durable power of attorney, not having a plan for long-term care … these things can become a financial horror story if they aren’t addressed in your financial plan. Don’t miss this weekend’s episode of Retire Right with Epstein and White!

In real estate, it’s all about location, location, location. In retirement, the big idea is income, income, income. But how do you create an income plan when you don’t know how long you’ll live, what taxes will look like, what inflation will be, and what surprise expenses will pop up? Brad has the answers for us. Plus, we’ll cover the basics of estate and legacy planning, and how to approach plann...

Things look a little different around the office of Epstein and White, so on this week’s show Brad fills us in on some exciting changes. Plus, Brad has an update on what’s going on with Social Security and what changes might be made with that program. He’ll also share some tips on how to think about where you’re keeping your retirement savings, and how to keep things in perspective when you’re try...

You’ve worked hard for your money for years, but when you get to retirement, that’s when the tables turn and your money works hard for you. So it’s important that you make the most out of what you have, so you are getting the most out of those dollars you worked so hard to save. Plus, Brad explains what happens when you shift from saving for retirement to focusing on preserving and protecting your...

the U.S. Supreme Court has reaffirmed that both income and transfer tax changes may be implemented retroactively, “Provided that the retroactive application of a statute is supported by a legitimate legislative purpose furthered by rational means…”

How do we know if we're making the right decisions heading into retirement? Am I on track? Am I buying high? Am I following a trend?

Congress is making some changes to the US retirement system. What do we need to be watching for if Congress is going to be making more changes?

We talk all the time on this show about plans, but do we really know how a retirement plan actually works? Brad offers us some tips for planning a retirement.

There is just something about that real life experience when it comes to some of these significant things that we've seen lately.

How much do you need to be happy or comfortable in retirement? The answer will likely be different for everyone. Listen to Retire Right with Epstein & White’s latest podcast where Brad White discusses the core elements to a retirement plan. Think about things like your income, investments, taxes, healthcare, and estate planning. They will lay the foundation for your retirement plan and must be...

Just about everyone has a smart phone these days. So, you really can't ever get away from the pop-ups and the social media ads out there. You hear things on the radio, watch TV stories, read article headlines...and almost everyone seems to be telling (or selling) you a different story. Listen as Brad White, Founder and CEO of Epstein & White, shares his thoughts on how you can help break throu...