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Retire Right With Brad White episodes
- Travel Experience Expert Jeff Lavender Joins the ShowJeff Lavender is an expert at travel and is an official travel partner of Epstein and White. He's been helping people travel and travel right for over 30 years. So now all of our clients with their travel dreams in retirement, we can not only help them with the finances to go make those plans we can send them to Jeff to help them design and make these dreams come to reality.56 min
- What Our Behavior Can Do To Us From A Financial PerspectiveHow our behavior as investors can trip us up, we get in our own way. It's one thing to be mindful of our own behavior, but we also can't control the behavior of others and that's the other human element of all these things.58 min
- Managing Your Portfolio In RetirementJust what does change when you get into retirement that makes you need to think differently about how your managing your money and managing your portfolio? Brad offers his tips in todays show!58 min
- How To Prepare Yourself Financially In 20212021 is here and we want to make sure that we understand whats going on in the world of taxes and the world of the markets. Brad talks about some of the challenges and some of the good and some of the bad of investing when we have the markets at all time highs.58 min
- 2021 New Years Financial ResolutionsWith a new year upon us, how do we set ourselves up for success rather than failure when it comes to some of our goals.58 min
- Retirement Naughty or NiceWhen we were growing up, we heard about Santa’s Naughty or Nice list. Santa would write your name deciding if you’ve been Naughty or Nice. And admit it. Your behavior improved as the calendar got closer to Christmas. So on today's show, Brad White is our Retirement Santa. What retirement scenarios could fall under Naughty or Nice? Let’s find out…56 min
- Tis The Season For Charitable Giving2021 will be here before you know it … that’s when Congress will be back in session and by then we’ll have more answers on the final makeup of Congress. So, will Washington be in a gridlock or will we see any changes that could impact your retirement?56 min
- What To Expect In A Biden PresidencyWhy did the market rally right after the election? As it became clear that Biden was going to win, but the Republicans were going to hold the senate, that created a bit of a best of both potential worlds for the market and Brad explains why!1 hr
- Are You Prepared For A Rushed Early Retirement?By the time it’s all said and done, an estimated 4 MILLION older workers between the ages of 58 and 65 will have left the workforce this fall. If the pandemic and all the turmoil that’s changed the world this year has you on retirement’s doorstep, now what?58 min
- The Impact of the Election on Your RetirementWhen it comes to the government’s response to COVID, are the relief packages too little? Too much? It’s still hard to say. And don’t forget that when it comes to some of these temporary changes in the rules for your retirement accounts … there are important considerations you need to be aware of.56 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.
Brad White is the Senior Wealth Advisor and Director of Mercer Advisors, Formerly Epstein & White, a Series 66 Certified Financial Planner, and the host of Retire Right with Brad White Radio Show.
Opinions expressed are as of the date of recording and are subject to change. Information contained herein is for informational and illustrative purposes only and general in nature. It should not be considered investment advice or a recommendation to buy or sell any type of securities or insurance products and no investment decision should be made based solely on any information provided herein. All investments carry a risk of loss, including loss of principal amount invested. Different types of investments involve varying degrees of risk. It should not be assumed that diversification or asset allocation protects a portfolio from loss or that such will produce profitable results. Past performance is not a guarantee of future results.
Client experiences vary, successful outcomes not guaranteed. Hypothetical examples are for illustrative purposes only. Actual investor results will vary.