Cruising Through Retirement with Kevin Brucher

The conversation explores the evolution of retirement planning and the need to adapt to the changing landscape. Kevin Brucher emphasizes the importance of recognizing the shift from traditional pensions to personal savings and the need to replace the income previously provided by pensions. The discussion also highlights the risks of relying solely on the stock market for retirement income and suggests alternative strategies such as guaranteed interest investments. The conversation concludes with a market outlook and the reminder to take a cautious and informed approach to retirement planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this episode, Kevin Brucher discusses the un-bucket list for retirement, which includes avoiding financial planning mistakes, dealing with loneliness, working part-time, and planning for different stages of retirement. He emphasizes the importance of creating a detailed financial plan, considering individual circumstances and lifestyle preferences. Kevin also highlights the need for regular communication with a financial advisor and adjusting the plan as circumstances change. He advises against letting the market dictate one's budget and suggests using guaranteed income sources for retirement. Additionally, Kevin emphasizes the importance of estate planning and avoiding the financial support of capable adult children. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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A big week in crypto currency. The SEC approved rule changes that will allow the creation of bitcoin exchange traded funds. Eleven of them in all. Kevin Brucher weighs in and offers some thoughts on what it could mean for the average investor heading into retirement. He also talks a bit about New Year's resolutions. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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What lies ahead in the financial world in 2024? No one knows for sure but Kevin Brucher is happy to talk about the year ahead and how things could play out. From retiring early to annuities Kevin digs into all and how it could impact retirement planning. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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A successful retirement plan has multiple income streams. There are plenty of strategies to achieve the cash flow you need in retirement. One way is an annuity. Love them or despise them they are a solid tool in the retirement tool box. We’ll unpack annuities pros and cons this week on Cruising Through Retirement.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

This episode originally posted September 21, 2023

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You know about what it costs to run your household on a monthly basis and you know you should be padding that emergency fund. But are you? It’s the little things that can cause the biggest problems in retirement. Kevin Brucher outlines how to avoid costly mistakes and get your financial health in order for 2024. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more

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As we enter 2024, it's crucial to assess your budget, debt, and investments in alignment with your financial objectives. To help kickstart the process Kevin Brucher has put together steps to help you get started. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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The holiday season is upon us,and with that in mind, we thought we would visit a few moments from beloved holiday movies and sitcoms and explore the financial planning missteps made by some of our favorite fictional characters. Kevin Brucher uses Cousin Eddy from “National Lampoon’s Christmas Vacation” and George Bailey from “It’s a Wonderful Life” as examples of what they did then still applies to us today. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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There are a few “harsh truths” about retirement planning, and financial planning in general, that a simple google search won’t answer for you—with that in mind, we have decided to tackle five major harsh truths about planning for the financial future you want, so you can enjoy the kind of financial future you both want and deserve. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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The new year is around the corner and that means now is a great time to make sure your retirement and income plan are where they need to be. Kevin Brucher has some great suggestions including remembering to take RMD’s to tax mitigating strategies to help wrap up 2023 and get ready for 2024. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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