Safer Retirement Radio

This week Brian talks through his experience in the industry and what you should know when deciding on an advisor. We explain the importance of working with fiduciary and hearing a first hand account of what it was like to be on the other side. In this episode, you will learn about 3 things to ask an advisor to see if they are going to act as your fiduciary.

We're back! After a summer break, Brian and Mark are catching you up on risk. Learn about how some retirees are taking too much risk with their retirement portfolios and how to avoid taking too much. This week Brian talks about how to avoid taking too much risk and what you can do to avoid it in your portfolio.

This week, Brian covers the 3 parts to a solid retirement plan. He talks, cash, safe money, and risk and why retirees need to have all 3. He also talks through some popular investment strategies and their pitfalls, like the Warren Buffet and Dividend strategies.

At Decker Retirement Planning, our goal is to help our clients enjoy a Safer Retirement. We feel the best way to help them accomplish this is through distribution planning. This week Brian talks income planning and what a plan should look like for retirees.

Brian talks about headwinds facing retirees. He goes into detail about what a fiduciary is and how you can know if your advisor is actually required to act in your best interest. And finally, he introduces distribution planning, and what to consider when choosing when to take Social Security or a pension.

On this week's episode, Brian wraps up his discussion from the previous episode about estate docs and talks trusts. With recent rising prices, he also talks inflation and how a proper retirement plan can handle rising prices. He wraps up the episode talking through tax and ways to minimize taxes in retirement with the right plan.

On this episode, Brian talks estate planning. Through his career, he has seen the common problems people run into when building a retirement plan and wants to help make sure your plan works with your estate documents. He gives his perspective as a financial planner on considerations when building your estate plan.

This week Brian talks about the risk bucket and what options you have. Whether you're seeking growth or downside protection, most people don't know there is a strategy that can give you both in retirement.

Are you aware of every option you have for a retirement plan? This week, Brian covers an income plan and what options retirees should consider when funding their plan. From your safe options, to growth strategies you may not be familiar with.

Tune in as Brian talks through the 3 Principles that govern proper retirement planning. He also talks about what a fiduciary is and why it matters to you. And in the last segment, Brian discusses what the options for a plan are.

This week, Brian talks about 3 types of insurance that you may not need in retirement. He covers liquidity and why it matters to you. And then covers some basic questions you should be asking yourself when creating a retirement plan.

On this week's Episode, Brian talks stress testing your plan. You'll hear topics like, optimizing income, minimizing tax, protecting assets, and which insurance options can help meet your needs in retirement.

This week, Brian and Mark talk risk bucket and how two-sided models work. Where to find the best options. And how do they work best in a distribution plan. They also talk Social Security and how you can know you're picking the best option for you. They wrap up the show discussing how to plan out your income streams for retirement.

On this episode, Brian talks distribution planning and two-sided models. And answers questions like, what it is, how does it work, and what are the options.

On this episode, we welcome a new co-host! Brian talks about 3 checks to see if an advisor is a fiduciary, the headwinds facing retirees, and what a distribution plan is and how it uses safe money, principal guaranteed accounts, and risk to help retirees through their retirements.