Brad talks about speaking at the same conference as Peyton Manning, and shares some amazing stories that the ex pro Quarterback had to share. 

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Brad shares stories about an industry leading expert, Dr. Wade Pfau, and his what his lifelong commitment to retirement income research says. 

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Brad talks about his trip to Long Island to film an episode of Who Wants to be a Millionaire with Tom Hegna and Fox Business. 

Brad also talks about what it means to have TRUE wealth and be a TRUE millionaire. He will also talk about Tom's book, the three stages/phases of retirement. 

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Brad talks about the difference between defined benefit and defined contribution plans, "Peak 65", Pensions, 401(k)'s and other investment options available to those nearing retirement in 2024. 

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.

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Brad talks about the great stock market recovery of 2023, the benefits of 'buying low and selling high', and the importance of securing your retirement income before taking risk with the rest of your retirement portfolio. 

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.

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Brad shares a great story about a highly educated financial professor who reached out to him to help him plan his retirement. This episode talks about the reasons why it is extremely important to work with people who know more than you do in the specific area you need help in! 

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.

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Brad talks about the best tax planning weapons in the arsenal for those who are about to retire and start taking distributions from your 401(k)'s and IRA's. 

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Brad talks about the slippery slope of the IRS rules when it comes to tax deferred accounts such as IRA's and 401(k)'s, and the additional rules that come along with inheriting them. Brad lays out a ground floor of rules that can end up saving you tens of thousands of dollars in taxes and penalties to the federal government. 

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Kevin Lynch is a highly esteemed finance professor at The American College of Financial Services located in King of Prussia, PA. Kevin has 24 financial designations. Kevin is also a client of Brad and Hunter's. Listen as Kevin and Brad go over why even someone with this level of knowledge can use the help of an advisor, especially when it comes to choosing income annuities for retirement. 

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