Cruising Through Retirement with Kevin Brucher

Kevin Brucher outlines some of the changes the SECURE Act 2.0 will affect retirement planning in 2024. Then he goes through some of the most asked questions people ask about retirement, including how much do I need to retire and when is the best time to take Social Security. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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The state of the economic union has folks across the country worried about what the future holds. For those in the financial red zone approaching retirement, these economic conditions could change the trajectory of their retirement. Then Kevin Brucher tackles Social Security and offers some suggestions to help fix the problem. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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A new report graded the retirement systems of countries across the world and America earned a C+. Today, how you can build an A+ retirement plan. Kevin Brucher outlines ten keys that can help you achieve an A+ through out your 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.

See omnystudio.com/listener for privacy information.

There are many reasons why folks forgo working with a financial professional. Kevin Brucher breaks down 10 of the most common reasons folks resist professional help while building their financial plans and explains exactly how a financial advisor would be able to help. Plus, we've got some tips to help you stash away more savings. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Getting to retirement involves many decisions, some big and others not so much. It doesn’t take long for the ‘peanut gallery’ to weigh in either. Kevin Brucher breaks down some do’s, some maybe not and one you should never forget. The show winds up with questions from listeners. Plus, we've got some tips to help you stash away more savings. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

See omnystudio.com/listener for privacy information.

This podcast was originally released July 6, 2023.

It’s called the retirement income replacement rate. This week Kevin Brucher takes a look at just what that is and how, with proper planning, you can achieve it in your retirement and income plan. Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit Silver Leaf Financial. 

To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

See omnystudio.com/listener for privacy information.

Have you ever heard that saying about assumptions? Well, when it comes to retirement, making certain assumptions can really mess things up, and it's not easy to bounce back from. Today, Kevin Brucher dives into six financial planning assumptions that you definitely want to steer clear of on your way to and through retirement. Plus, we've got some tips to help you stash away more savings. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

See omnystudio.com/listener for privacy information.

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.

See omnystudio.com/listener for privacy information.

Kevin Brucher starts by talking about taxes in retirement and suggests there are ways to have a nearly tax free retirement. It starts with a plan and then strategy. One option is to consider a partial in-service rollover from your 401(k) plan. Roth conversions are another way to minimize your tax bill later by paying the taxes up front. Index Universal Life Insurance is another strategy. You can build income by using fixed index annuities. 

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.

See omnystudio.com/listener for privacy information.

This week Kevin Brucher helps define what is fact, fiction or somewhere inbetween when it comes to retirement planning. From Robo advisors to defining the difference between risk tolerance and risk exposure. Then Kevin outlines a case study of a couple in their mid-60’s, with a nice nest egg. Kevin put a plan together that will give them consistent income throughout 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.

See omnystudio.com/listener for privacy information.