In our latest episode of the Joss Brown podcast, we break down the second leg of the "retirement income stool" with Daniel Joss and Michelle Robinson. Learn about the different types of pension income and the selection process of different retirement plan vehicles. 

#financialplanning #pensions #investments 
For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

In our latest episode of the Joss Brown podcast, we break down the first leg of the "retirement income stool" with Daniel and Deven Joss. Learn the optimal time to claim benefits, understand the impact on spousal benefits, and explore the long-term implications of your choices. 

We discuss the importance of Social Security and why the age to claim is so important to your whole financial plan. 

#financialplanning #socialsecurity #investments
For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Is your retirement plan built on a stable foundation? Discover the three critical legs of retirement income that can secure your financial future. In our latest episode of the Joss Brown podcast, we break down the "retirement income stool" with Deven Joss, a registered Social Security analyst, who will guide us through the complexities of Social Security. Learn the optimal time to claim benefits, understand the impact on spousal benefits, and explore the long-term implications of your choices. 

But that’s not all. We also dive into the world of employer-sponsored retirement plans, from 401Ks to traditional pensions. Understand the significance of your options and the strategies for investing these assets effectively. Finally, we wrap up with a look at personal savings, covering everything from IRAs to taxable investment accounts. If you’re aiming to optimize your retirement income, this episode is your essential roadmap. Join us and take the first step towards a secure financial future.

In this new podcast episode, we discuss the mechanics of tax loss harvesting, discussing its benefits, potential pitfalls, and the best practices to make the most of this strategy. Whether you're a seasoned investor or just starting out, understanding tax loss harvesting can be a game-changer for your financial plan.

We hope you find this episode insightful and empowering. As always, if you have any questions or need personalized advice, don't hesitate to reach out. #moneytalks #financialwisdom #taxlossharvesting 

For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Join us on the Joss Brown Podcast for a deep dive into the world of education planning with Dr. Pamela Ellis. 

In this episode, Dr. Ellis shares her extensive knowledge on education planning and how students can walk through the planning, admission, and application process. 

Dr. Ellis and Katherine Brown discuss the importance of starting this process early with your young teen to increase your chances of success. 


 #financialwisdom #educationplanning #education

For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

In this engaging episode of the Joss Brown Podcast, join hosts Deven Joss, Dan Joss, and Michelle Robinson as they explore the various critical ages in financial planning. 

From understanding Medicare at 65 to the nuances of Social Security at 62 and the importance of retirement account contributions at 50, this episode is packed with valuable insights. 

The team also delves into the significance of ages for IRAs, custodial accounts, and more, providing listeners with a comprehensive guide on how to navigate these financial milestones. 

Whether you're planning for retirement, saving for your child's education, or just looking to better understand financial planning, this episode offers a wealth of knowledge for listeners at any stage of their financial journey.
For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Join us on the Joss Brown Podcast for a deep dive into the world of insurance with Ed Barnhart, a seasoned State Farm agent with 39 years of experience. 

In this episode, Ed shares his extensive knowledge on various types of insurance, including umbrella policies, property and casualty, flood insurance, and more. 

He discusses the importance of having adequate coverage to protect assets and offers valuable tips on selecting the right insurance policies for your needs. 

Whether you're concerned about protecting your home, car, or other assets, this episode provides essential insights and practical advice for anyone looking to understand insurance better and safeguard their financial future.
For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

In this insightful episode of the Joss Brown Podcast, join Deven Joss, Dan Joss, and Katherine Brown as they delve into the critical world of property and casualty insurance. 

Discover why it's vital to review insurance documents regularly and how insurance serves as the foundation of a financial plan. 

The team discusses various aspects, including home, auto, and umbrella insurance policies, and highlights red flags to watch for. 

Learn about the importance of aligning insurance coverage with your net worth and the intricacies of umbrella policies in liability protection. 

Whether you're a homeowner, business owner, or just looking to understand insurance better, this episode offers valuable advice and real-life examples to help you navigate the complexities of property and casualty insurance effectively.
For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Dive into the world of retirement planning with expert Rickie Taylor on the Joss Brown Podcast.

In this episode, Rickie, a regional director for Retirement Planning Consultants, shares his extensive knowledge in employer-sponsored retirement planning.

Discover effective strategies for medical practices, law firms, and small businesses to optimize their retirement plans.

From SEP IRAs to complex cash balance plans, Rickie provides valuable insights into plan design, tax benefits, and employee retention through competitive retirement offerings.

Whether you’re a business owner seeking to enhance your retirement plan, or an individual interested in the intricacies of retirement planning, this episode is a treasure trove of information.

Join us for an enlightening discussion on creating efficient and rewarding retirement plans with Rickie Taylor!
For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Join us in this enlightening episode of the Joss Brown Podcast where we welcome Rodney Jackson, a seasoned insurance broker from Jackson Insurance Agency, Yorktown, Virginia.

With his vast experience in Medicare planning, Rodney breaks down the complexities of Medicare Parts A, B, C, and D, and explains the differences between Medicare and Medicaid.

Discover the ins and outs of Medicare Advantage plans, Medigap policies, and how to effectively navigate the Medicare system.

Whether you're approaching retirement, already retired, or assisting a loved one with their Medicare choices, this episode is packed with invaluable advice and practical tips to help you make informed decisions.

Don't miss Rodney's expert insights on the often-confusing world of Medicare!

For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127