Safer Retirement Radio

Our Renton, WA-based senior planner, Neil Fenning, joins Brian on this week's show. They talk through estate planning from a financial planner's point of view.

Arrin Wray, our Salt Lake City, and Lehi Utah planner joins Brian on this episode of Safer Retirement Radio. You'll hear them recap 2022 and what contributed to the markets doing so poorly. They also give an outlook for 2023. They talk about current risks to retirees and what can be done to help, and how our plans can address those risks.

The owner and founder of Decker Retirement Planning is joined by Bradley Geddes, CFP® on this week's show to discuss the unusual times we are in with stocks and bonds. It's only happened a few times, but so far this year, both are down. Listen in to learn about how retirees can build a retirement income plan to help protect them from volatility in the equity and bond markets.

Bradley Geddes, CFP(R) joins Brian on this show this week. This episode is about volatility, rising interest rates, and what retirees can do about it.

Neil Fenning, our Renton, WA-based advisor, joins Brian on the show this week to discuss the Fed and its recent statements. You'll hear about what it can mean for the Markets and us. The Fed's Powell said he wanted to see "pain"; this episode will help give you an idea of what that can mean for retirees and their financial plans.

On this episode, Brian is joined by Bradley Geddes, CFP(R). Bradley helps our clients nationwide, but is based in the California Bay Area. Their conversation focuses on 6 keys to a retirement plan. Brian and Bradley start by talking about the basics, which is to have a plan! While that might sound simple, it's surprising how many retirees don't have a plan. You'll hear about how we define what a r...

There are some aspects to retirement planning you really need to think about. At Decker Retirement Planning, we use an approach we call A Safer Retirement(TM). It's a strategy that looks at retirement income planning, investments, tax minimization, healthcare needs, legacy planning, and estate planning. We are not attorney's, but we are fiduciaries and want to point out common problems facing reti...

Russia defaulted on their debt, how can this affect a portfolio? This week Brian discusses the risks associated with emerging markets; and how you can properly diversify your portfolio. You'll also hear about strategies that can make money in both up and down markets. Listen in to hear more about retirement planning and what we do at Decker Retirement Planning to help our clients enjoy A Safer Ret...

Neil Fenning, one of our planners, joins Brian on this week's show. They talk about why the market is down, and why retirees shouldn't sit around and wait for it to turn in our favor. If Wall Street or The Government dictate the terms of your retirement, it may not turn out how you like it. Listen to this week's show to hear about how retirees can take control of their retirement even with a marke...

On this episode, you will hear from Brian about investment myths. There are a lot of "rules of thumb" that retirees like to use, but are they really in your best interest? Brian dissects some of those myths and what some alternative approaches are for those looking for A Safer Retirement(TM). For more information, visit us at https://www.deckerretirementplanning.com

On this episode, you will get to meet our Bay Area advisor, Bradley Geddes CFP(R). He and Brian are talking all about the markets and inflation. The markets are down. The Fed is working to combat inflation. And retirees could be a in a tight spot. Listen to this episode to hear more about what is happening in the markets and inflation, and what retirees can do (or avoid) to help themselves to get...

On this week's show, Brian is joined by one of our planners, Neil Fenning, and they're talking tax strategies for retirees. Neil is one of our tax experts. They're going to cover tax saving vehicles and strategies, like a "back-door Roth", and what you can do now while taxes are near all-time lows. You'll also hear about how to use strategies and tools like charitable remainder unitrusts, net unre...

On this episode you'll hear about Principal Guaranteed Accounts and how they can fit into a retirement plan. Principal guaranteed accounts come in many forms and on this week's episode, you'll learn some of the good and the bad, and maybe a little bit of the ugly. If you want to learn more about principal guaranteed accounts and how they fit into the three principles that govern proper retirement...

It seems that most who try to save for retirement focus on growing their money as much as possible. But, what happens when it comes time to start using that money? Moving from accumulation to distribution can be daunting, there are so many things to consider. This week on the show, we talk about Distribution planning and the headwinds that retirees face and what to consider as you plan to start ta...

On this episode of Safer Retirement Radio. Brian talks inflation (including risks, like interest rate risk) and the stock market and what that can mean for your retirement portfolio. Interest rate risk is big problem for some portfolios. Learn if it could affect yours and what you can do about it. Brian is also joined by Neil Fenning, one of the planners here at Decker Retirement Planning.

Brian talks about how to protect capital and even make money when the market drops. Learn how the investment strategies we use can be used with tax minimization, income and distribution optimization, and other retirement planning strategies to help retirees secure a comfortable retirement.

The conflict in Ukraine has brought market volatility back to the forefront of investors' minds. This week hear how we at Decker Retirement Planning use distribution planning and two sided models for our client to help protect them against big drops in the market.

On this episode, learn about the 6 key parts to a retirement plan. Brian Decker, owner and founder of Decker Retirement Planning explains what some of the critical parts to a retirement plan are. You'll hear about things like having a plan, optimizing your portfolio for income distributions, minimizing taxes, and more!

This week Brian and Mark go through some major dates for the year. You might be familiar with some of the more well known dates, but not as familiar with others. They'll cover the dates and why it matters along with some other considerations for retirees. This may be an episode you will want to reference throughout the year.

It's everyone's favorite topic: taxes! Well, maybe it isn't everyone's favorite topic, but most people want to know how to save on the tax they pay. This week, Brian discusses different strategies that can help people save big on their tax bill. He covers topics like Roth conversions, estate tax minimization, charitable giving, and some others that you may not be familiar with. If you want to lear...

On this week's episode, Brian and Mark continue their conversation on the Checklist Challenge. Listen to hear them address topics like income planning, tax minimization, healthcare, and more. If you don't think these topics apply to you, listen in, you might be surprised just how much they can impact your retirement!

This week Brian continues with the checklist challenge. He talks through the different questions and how someone can take a lot of the guesswork out of preparing for retirement by taking the Checklist Challenge.

Are you ready? This week Brian introduces the Checklist Challenge. You'll hear about questions you should be able to answer to help you know if you are ready for retirement. These questions cover topics like income, tax, medical, and more!

Brian talks about his origin story and why he got into retirement planning. More importantly, he talks about why he set up Decker Retirement Planning the way he did and how, with the help of distribution planning, you can retire early.

You may have heard about income buckets in retirement. This week, Brian and Mark discuss what they are and how to use them for your retirement income. You will also learn about how we, at Decker Retirement Planning, use a math based approach to maximizing your income in retirement through distribution planning.