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

  • The Federal Budget Deficit is Surging!
    The 2023 federal budget defect surged this year by 23%. In dollars and cents that’s 1.7 trillion dollars! Our debt is now over 33 trillion and continuing to grow. What are we going to do to address this? Brad unveils it to us.

    39 min
  • How the Largest Wealth Management Firms do Revenue Sharing
    We come across articles all the time and there’s an article in Financial Planning Magazine and people always want to know how in the world do people get paid especially when it’s related to “I’m going to give you my money to help manage it. I understand that I owe you something for that, but what is too much, how do you get paid all those kinds of things” and we talk through this article with Brad on todays show.

    39 min
  • Knowing Your Retirement Plan Needs vs. What You Independently Want
    Knowing yourself, you need to know who you are and what do you need, and if you’re married what your spouse needs. This is something we need to know heading into retirement. What do we need? What do we want to do and where do we want to go. We spend a lot of time in our work life saying, “I’ll do that in retirement.” Well, you get to retirement and are you going to do that? Is it something you need? Is it a want or a desire? Brad helps us spell all of those out.

    39 min
  • How Does Inflation Impact Your Retirement?
    For the better part of a decade from 2011 to 2020, we weren’t worried about this thing called inflation. But since the end of 2021 moving forward, inflation has been a part of our lives and we’ve noticed it at the grocery store and different things that we do in life and in times like these, well you need to probably step back and take an overview and that’s what Brad wants to do with us on todays show.
    39 min
  • Knowing Your Retirement Plan Needs vs. What You Independently Want
    Knowing yourself, you need to know who you are and what do you need, and if you’re married what your spouse needs. This is something we need to know heading into retirement. What do we need? What do we want to do and where do we want to go. We spend a lot of time in our work life saying, “I’ll do that in retirement.” Well, you get to retirement and are you going to do that? Is it something you need? Is it a want or a desire? Brad helps us spell all of those out.

    56 min
  • Knowing Your Retirement Plan Needs vs. What You Independently Want
    Knowing yourself, you need to know who you are and what do you need, and if you’re married what your spouse needs. This is something we need to know heading into retirement. What do we need? What do we want to do and where do we want to go. We spend a lot of time in our work life saying, “I’ll do that in retirement.” Well, you get to retirement and are you going to do that? Is it something you need? Is it a want or a desire? Brad helps us spell all of those out.

    43 min
  • Things to Watch Out for From Advisors
    There was a recent survey with a headline that read, “70% of Millionaires Work With Advisors,” and that’s according to Northwestern Mutual. They surveyed over 2,700 adults that have one million or more in assets and 70% said they’re working with a financial planner. Brad details some things to watch out for when working with a financial advisor.

    41 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.