Retire Right With Brad White

Retire Right With Brad White

By Mercer Advisors, Formerly Epstein & WhiteBusinessEducationInvesting
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Retire Right With Brad White episodes

  • Generation U
    You’ve heard of Generation X and Gen Z … but Generation U? This week Brad explain who makes up Generation U and what they need to think about in terms of their retirement plan. Plus, ‘tis the season for charitable giving and Brad has plenty of tips for how to make smart charitable contributions.
    47 min
  • Generation U
    You’ve heard of Generation X and Gen Z … but Generation U? This week Brad explain who makes up Generation U and what they need to think about in terms of their retirement plan. Plus, ‘tis the season for charitable giving and Brad has plenty of tips for how to make smart charitable contributions.
    47 min
  • Retiring Right in Today’s World
    Not updating your beneficiary information, failing to have a durable power of attorney, not having a plan for long-term care … these things can become a financial horror story if they aren’t addressed in your financial plan. Don’t miss this weekend’s episode of Retire Right with Epstein and White!
    47 min
  • What's Going on with Your Estate Plan?
    In real estate, it’s all about location, location, location. In retirement, the big idea is income, income, income. But how do you create an income plan when you don’t know how long you’ll live, what taxes will look like, what inflation will be, and what surprise expenses will pop up? Brad has the answers for us. Plus, we’ll cover the basics of estate and legacy planning, and how to approach planning for long-term care.
    46 min
  • The Basics of Estate and Legacy Planning
    In real estate, it’s all about location, location, location. In retirement, the big idea is income, income, income. But how do you create an income plan when you don’t know how long you’ll live, what taxes will look like, what inflation will be, and what surprise expenses will pop up? Brad has the answers for us. Plus, we’ll cover the basics of estate and legacy planning, and how to approach planning for long-term care.
    46 min
  • Strategies to Consider to Protect Your Savings From Higher Taxes in the Future
    Brad gives us an outline of what to expect on all the tax increases that are up for debate in Congress, and some strategies to consider to protect your savings from higher taxes in the future. If you’re wondering if you’ve saved enough for retirement, you might be surprised to know the size of the average nest egg. Brad shares the truth about how much people are saving and what that number really means.
    47 min
  • Get the Facts on Social Security
    Things look a little different around the office of Epstein and White, so on this week’s show Brad fills us in on some exciting changes. Plus, Brad has an update on what’s going on with Social Security and what changes might be made with that program. He’ll also share some tips on how to think about where you’re keeping your retirement savings, and how to keep things in perspective when you’re trying to make good financial decisions in a chaotic world.
    47 min
  • Get the Facts on Social Security
    Social Security is always something that Epstein and White have spent a lot of time on as it relates to educating people making sure they know what's going on with their benefits, but with the program in general, Brad talks a little bit about what's going on with Social Security right now because of the pandemic and some of the changes we might be seeing here in the future.
    47 min
  • Making the Most Out of What You Worked So Hard to Save
    You’ve worked hard for your money for years, but when you get to retirement, that’s when the tables turn and your money works hard for you. So it’s important that you make the most out of what you have, so you are getting the most out of those dollars you worked so hard to save. Plus, Brad explains what happens when you shift from saving for retirement to focusing on preserving and protecting your assets, and what we can expect with increases in Social Security payments in the near future.
    47 min
  • Making the Most Out of What You Worked So Hard to Save
    You’ve worked hard for your money for years, but when you get to retirement, that’s when the tables turn and your money works hard for you. So it’s important that you make the most out of what you have, so you are getting the most out of those dollars you worked so hard to save. Plus, Brad explains what happens when you shift from saving for retirement to focusing on preserving and protecting your assets, and what we can expect with increases in Social Security payments in the near future.
    47 min

About Retire Right With Brad White

From the publisher's feed

Retire Right with Brad White is a San Diego area top radio talk show solely devoted to helping pre-retirees and retirees retire right by sharing their expertise and insights. Join Brad White, host of the radio show “Retire Right with Brad White” every Saturday at 10am on KOGO 600 AM Radio. Tune in as Brad discusses the latest financial tools to help carry you to and through a secure and enjoyable life in retirement.