What happens when boomers skip their kids and gift directly to their grandkids? In this episode of The Goall, Mark and Bridget unpack the growing trend of “skip generation giving” and the financial strategies behind it. From Roth IRA limitations to maximizing tax-free income, they share real-life stories and practical advice for navigating retirement planning in a shifting economic landscape. Whether you're nearing retirement or planning your legacy, this episode offers insights to help you make informed decisions without risking your own financial future.

Support the show: https://www.biermann.goallagency.com

See omnystudio.com/listener for privacy information.

Is your retirement plan built on strategy—or fear? In this episode of The Goal: Financial Insights for Business Owners, Kacey Biddy sits down with Mark and Bridget Biermann to unpack common retirement missteps, from emotional Social Security decisions to risky portfolio withdrawals. They explore how understanding your risk tolerance, tax buckets, and income sources can help you feel more in control of your financial future. Whether you're five years from retirement or already there, this conversation offers practical insights to help you navigate the road ahead.

Support the show: https://www.biermann.goallagency.com

See omnystudio.com/listener for privacy information.

In this episode, Mark and Bridget discuss the Goall program's role in enhancing financial security for individuals and business owners. They explore the importance of preparing for unexpected financial challenges, protecting family futures, maximizing retirement dollars, and maintaining financial flexibility for major life milestones. The conversation also covers strategies for preparing for future tax increases, ensuring security during market downturns, and the benefits of the Goal program for those with existing retirement plans.

Support the show: https://www.biermann.goallagency.com

See omnystudio.com/listener for privacy information.

In this episode, Mark and Bridget discuss the Goall Program, a unique approach to employee benefits and retirement planning. They address common fears about outliving savings, the importance of tax-free income, and the overlooked financial risks that many face. The conversation highlights how the Goall Program differs from traditional retirement plans, offering protection against market volatility and healthcare costs. Additionally, they explore how the program benefits business owners by enhancing employee retention and attracting talent while saving costs. The episode concludes with insights on common financial mistakes and how the Goall Program can help avoid them.

Support the show: https://www.biermann.goallagency.com

See omnystudio.com/listener for privacy information.

In this episode,  Mark and Bridget discuss essential financial strategies for retirement planning. They explore how to determine the amount needed for retirement, the impact of inflation, navigating tax laws, ensuring financial longevity, and preparing for potential health issues. The conversation emphasizes the importance of personalized planning and the role of financial advisors in helping individuals achieve their retirement goals.

Support the show: https://www.biermann.goallagency.com

See omnystudio.com/listener for privacy information.

In this episode, Mark and Bridget discuss the significant changes to IRAs and 401(k) plans for 2025, including new contribution limits, the 10-year rule for inherited IRAs, and updates to required minimum distributions (RMDs). They also explore strategies for maximizing benefits from these changes and highlight key features of the Secure 2.0 Act, including automatic enrollment for new retirement plans and eligibility for part-time employees.

Support the show: https://www.biermann.goallagency.com

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In this episode of The Goall Financial Insights, Mark and Bridget discuss the various risks associated with retirement planning. They highlight the alarming statistic that 46% of American households are at risk of not covering essential expenses in retirement. The conversation delves into market risks, income risks, health risks, and the implications of legislative and tax changes on retirement savings. The experts emphasize the importance of proactive planning and seeking professional advice to mitigate these risks and ensure a secure financial future in retirement.

Support the show: https://www.biermann.goallagency.com

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In this episode, Mark and Bridget discuss the impending tax increases set for 2026, the impact on individuals and couples, and strategies to mitigate these changes. They emphasize the importance of understanding tax brackets, especially as retirement approaches, and provide actionable advice for both current workers and those nearing retirement. The conversation highlights the need for proactive financial planning to navigate the upcoming tax landscape effectively.

Support the show: https://www.biermann.goallagency.com

See omnystudio.com/listener for privacy information.

In this episode of Goall Financial Insights Podcast, Mark and Bridget Biermann discuss their innovative financial program designed for business owners. The conversation covers the unique features of the Goal program, including its high employee participation rates, the importance of robust benefits packages, and the advantages of tax-free withdrawals. The Biermanns emphasize the need for businesses to adapt to changing employee expectations and the benefits of offering a program that prioritizes financial security and employee recognition.

Support the show: https://www.biermann.goallagency.com

See omnystudio.com/listener for privacy information.

In this episode of Goall Financial Insights Podcast, Mark and Bridget Biermann from the Goall Agency, discuss their innovative financial program designed for business owners. The conversation covers the unique features of the Goall program, including its high employee participation rates, the importance of robust benefits packages, and the advantages of tax-free withdrawals. The Biermanns emphasize the need for businesses to adapt to changing employee expectations and the benefits of offering a program that prioritizes financial security and employee recognition.

Support the show: https://www.biermann.goallagency.com

See omnystudio.com/listener for privacy information.