Greg speaks to the approach to appropriating assets for someone's retirement plan factoring in risk for growth, income you can count on, and liquidity for emergencies.  He also stresses the considerations that go with this equation such as when you will retire and if there is another person with skin in the game. Reach Greg at 800-940-9616.See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Greg speaks to the approach to appropriating assets for someone's retirement plan factoring in risk for growth, income you can count on, and liquidity for emergencies. He also stresses the considerations that go with this equation such as when you will retire and if there is another person with skin in the game. Reach Greg at 800-940-9616. See omnystudio.com/listener for privacy information.

Greg speaks to the approach to appropriating assets for someone's retirement plan factoring in risk for growth, income you can count on, and liquidity for emergencies.&nbsp; He also stresses the considerations that go with this equation such as when you will retire and if there is another person with skin in the game. Reach Greg at 800-940-9616.See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

The Buckets of Retirement

Real talk on what retirement really means. Host Gregg Berrian draws on 15 years as a retirement &amp; insurance advisor at Capital Financial Advisory Group to give no-fluff guidance on retirement income, healthcare, Social Security, and legacy planning. Each episode walks you through a different piece of the retirement puzzle &mdash; from how to squeeze every eligible dollar out of Social Security, to structuring income in a way that lasts, to safeguarding your nest-egg from taxes, market swings, and health costs. If you&rsquo;re tired of vague retirement advice and want personalized strategies that reflect real life, this show speaks your language.
Tune in for honest insights, practical steps, and a bit of tough love &mdash; because retirement isn&rsquo;t a vacation, it&rsquo;s the rest of your life.

Education

Real talk on what retirement really means. Host Gregg Berrian draws on 15 years as a retirement & insurance advisor at Capital Financial Advisory Group to give no-fluff guidance on retirement income, healthcare, Social Security, and legacy planning. Each episode walks you through a different piece of the retirement puzzle — from how to squeeze every eligible dollar out of Social Security, to structuring income in a way that lasts, to safeguarding your nest-egg from taxes, market swings, and health costs. If you’re tired of vague retirement advice and want personalized strategies that reflect real life, this show speaks your language. Tune in for honest insights, practical steps, and a bit of tough love — because retirement isn’t a vacation, it’s the rest of your life.

Real talk on what retirement really means. Host Gregg Berrian draws on 15 years as a retirement &amp; insurance advisor at Capital Financial Advisory Group to give no-fluff guidance on retirement income, healthcare, Social Security, and legacy planning. Each episode walks you through a different piece of the retirement puzzle — from how to squeeze every eligible dollar out of Social Security, to structuring income in a way that lasts, to safeguarding your nest-egg from taxes, market swings, and health costs. If you’re tired of vague retirement advice and want personalized strategies that reflect real life, this show speaks your language.
Tune in for honest insights, practical steps, and a bit of tough love — because retirement isn’t a vacation, it’s the rest of your life.

Share The Buckets of Retirement

Sign up to save your podcasts

The Buckets of Retirement

The Buckets of Retirement