Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It.

Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It.

By Bonfire Financial | Brian Colvert CFP®BusinessInvesting
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Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It. episodes

  • Physician Retirement Strategies: Making Early Retirement a Reality

    Can physicians truly retire early, or is it just a dream? In this episode, we explore the hidden challenges of physician retirement and the surprising strategies that can make early retirement a reality.

    Full show notes:  https://www.bonfirefinancial.com/physician-retirement
    To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

    Disclosure: https://www.bonfirefinancial.com/disclosure

    11 min
  • Selling Your Business? Valuation, M&A, and Exit Strategies with Chris Blees, CPA/ABV, CM&AA

    Ready to sell your business but not sure where to start? In this episode Brian Colvert chats with Chris Blees, CPA, a leading expert in M&A, valuations, and business exits. From maximizing your sale price to avoiding costly mistakes, Chris shares secrets to selling smarter. Whether you're planning years ahead or considering an offer right now, this episode is packed with game-changing insights.   
    Full show notes:  https://www.bonfirefinancial.com/selling-your-business

    To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

    Disclosure: https://www.bonfirefinancial.com/disclosure

    40 min
  • High Net Worth Financial Planning

    Even with millions in the bank, a financial plan is the key to growing and protecting your wealth. Learn how high-net-worth individuals can optimize investments, minimize taxes, and stay on track with a financial plan. 


    Full show notes:  https://www.bonfirefinancial.com/high-net-worth-financial-planning

    To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

    Disclosure: https://www.bonfirefinancial.com/disclosure/

    10 min
  • Turning High Income into Lasting Wealth: Strategies for High Earners

    Earning a high income doesn’t automatically make you wealthy. In this episode, we break down the key strategies high earners need to grow their money, invest wisely, and avoid common pitfalls. Tune in now!


    Full show notes: https://www.bonfirefinancial.com/strategies-for-high-earners

    To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

    Disclosure: https://www.bonfirefinancial.com/disclosure/

    13 min
  • Roses Are Red, Violets Are Blue… Are Your Beneficiaries Still Right for You?

    Nothing says “I love you” like making sure your beneficiaries are up-to-date! In this episode we dive into why reviewing and updating your beneficiaries is one of the most important (and often overlooked) financial to-dos.

    Full show notes: https://www.bonfirefinancial.com/beneficiaries

    To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com


    Disclosure: https://www.bonfirefinancial.com/disclosure/

    7 min
  • Tariffs Explained: How They Impact Your Wallet and Investments

    What do tariffs really mean for you? Are they a smart negotiation tool, a hidden tax, or just another political buzzword? In this episode, we break down how tariffs affect everything from the price of your morning coffee to the stock market. Are they driving inflation or keeping businesses in check? And most importantly—what should investors be watching? Tune in for a clear, no-nonsense look at tariffs and their real impact on your financial future.  

    Full show notes: https://www.bonfirefinancial.com/tariffs-explained

    To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com


    Disclosure: https://www.bonfirefinancial.com/disclosure/

    11 min
  • Healthcare in Retirement: What You Need to Know to Plan Ahead

    Think Medicare will cover all your healthcare costs in retirement? Think again. From unexpected premiums to skyrocketing long-term care expenses, failing to plan ahead can wreck even the best retirement strategies. In this episode, we uncover the biggest healthcare pitfalls, smart ways to prepare, and how to keep medical expenses from draining your savings. Don’t let healthcare costs take you by surprise—tune in now.  

    Full show notes:  https://www.bonfirefinancial.com/healthcare-in-retirement/

    To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

    Disclosure: https://www.bonfirefinancial.com/disclosure/

    11 min
  • The Future is Now: Investing in AI for Growth and Innovation

    From cutting-edge hardware to innovative platforms and software, discover how AI is shaping industries, creating opportunities, and redefining the future of technology. Learn practical insights to adapt, invest wisely, and embrace this rapidly evolving landscape.

    Full show notes:  https://www.bonfirefinancial.com/investing-in-ai

    To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

    Disclosure: https://www.bonfirefinancial.com/disclosure/

    8 min
  • Beyond Tax Prep: Elevating Your Wealth Through Strategic Tax Planning with Max Pollack, CPA

    Join host Brian Colvert as he interviews Max Pollack, CPA, to explore how strategic tax planning goes beyond preparation to elevate your wealth. Learn actionable tips for maximizing deductions, managing capital gains, and aligning your tax strategy with your financial goals.

    Full show notes:   https://www.bonfirefinancial.com/strategic-tax-planning/

    To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

    To learn about Max Pollack and his firm: https://setacpa.com/  

    Disclosure: https://www.bonfirefinancial.com/disclosure/

    27 min
  • Prosper, Protect and Pass it on– Estate Planning Tips

    Estate planning might not top your list of fun dinner topics, but let’s face it—neither does “who’s going to water the plants when I’m gone?” The truth is, getting your ducks in a row now means less chaos for your loved ones later. Think of it as future-you doing future-them a solid. Without a plan, Uncle Sam (or worse, Cousin Eddie) might end up with more of your hard-earned wealth than you’d like. And trust us, Cousin Eddie does not need a new jet ski. Estate planning doesn’t have to be overwhelming. We’ll guide you through the strategies that make a difference. Whether you’re just starting out or revisiting an existing plan, this episode will help understanmd the basics of estate planning, common mistakes to avoid, and practical steps to secure your legacy for generations to come.

    Full show notes: https://www.bonfirefinancial.com/estate-planning-tips/

    To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

    Disclosure: https://www.bonfirefinancial.com/disclosure/

    9 min

About Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It.

From the publisher's feed

Hi, I’m Brian 👋 a CERTIFIED FINANCIAL PLANNER™ and founder of Bonfire Financial.