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**CORRECTION – in the episode we state that 85% of your benefit is taxed. To clarify, 85% of your Social Security can be exposed to taxation at whatever your tax rate is.
In this episode, we ask:
Brian Minier is a Certified Financial Fiduciary® with over 10 years of experience in the insurance and financial service industry. He has an MBA from Malone University and a Bachelor of Science in Marketing from the University of Akron. Brian is a Certified Bank on Yourself Advisor and assists his clients with many areas of retirement planning and investments.
He specializes in helping seniors plan for retirement and develop smart Social Security strategies, and also provides financial advice and guidance to help individuals weather both good and bad financial markets.
Brian’s particular expertise lies in customized Social Security planning, designing personalized retirement plans to help his clients achieve their individual retirement goals, and income and distribution planning – an area which Brian feels is too often neglected by most traditional advisors.
Brian lives in New Albany with his wife and two children, and is active in his church and community. In his spare time, he enjoys spending time with his family, participating in missions work, and working out.
You can reach Brian Minier at Keystone Financial, by calling 614-300-9501.
4.7
120120 ratings
**CORRECTION – in the episode we state that 85% of your benefit is taxed. To clarify, 85% of your Social Security can be exposed to taxation at whatever your tax rate is.
In this episode, we ask:
Brian Minier is a Certified Financial Fiduciary® with over 10 years of experience in the insurance and financial service industry. He has an MBA from Malone University and a Bachelor of Science in Marketing from the University of Akron. Brian is a Certified Bank on Yourself Advisor and assists his clients with many areas of retirement planning and investments.
He specializes in helping seniors plan for retirement and develop smart Social Security strategies, and also provides financial advice and guidance to help individuals weather both good and bad financial markets.
Brian’s particular expertise lies in customized Social Security planning, designing personalized retirement plans to help his clients achieve their individual retirement goals, and income and distribution planning – an area which Brian feels is too often neglected by most traditional advisors.
Brian lives in New Albany with his wife and two children, and is active in his church and community. In his spare time, he enjoys spending time with his family, participating in missions work, and working out.
You can reach Brian Minier at Keystone Financial, by calling 614-300-9501.
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