The Retirement Playbook

As we age, many of us will experience cognitive decline. Sometimes it's minor, but other times it can be major.

On the latest episode of The Retirement Playbook, we’re examining some ways to potentially safeguard your assets from wealth-destroying mental money mistakes before that time comes!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:30 - Age isn't a friend of ours

2:51 - You want to make sure you have the proper planning done ahead of time

4:01 - Start financial discussions as early as possible

5:45 - How to begin simplifying your financial world

8:32 - You should be open and honest about your financial situation

10:17 - The legal documents and items you should be considering

13:32 - The mistakes to avoid at this time in your life

15:40 - There is a lot you can be doing right now!

17:30 - How to get in touch with Bryon and his team

18:25 - Closing remarks

Connect with Bryon Spicer:

LinkedIn

Website

Being wealthy and successful is great in many ways, but it can put a target on your back for frivolous lawsuits. Asset protection planning can help you better safeguard your wealth.

On the latest episode of The Retirement Playbook, we're exploring some foundational asset protection strategies that you may want to consider for your financial plan.

We'll provide an overview into this realm of financial planning, as well as some next-level approaches to maximize asset protection strategies.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:28 - What is asset protection planning and who needs it?

3:28 - It's about building a wall around your wealth

4:45 - Successful people recognize the need for asset protection planning

7:03 - Where to begin with asset protection planning strategies

10:54 - Some next-level asset protection planning strategies to consider

13:39 - You want to align yourself with the right team of professionals

15:26 - The common mistakes made within asset protection planning strategies

17:31 - How to get in touch with Bryon and his team

18:20 - Closing remarks

Connect with Bryon Spicer:

LinkedIn

Website

On the latest installment of The Retirement Playbook, we're diving deep into life insurance. Yes, this is a topic that doesn't often get people excited in the same way that other financial solutions do, but it's a critically important one to consider for your wealth plan!

Join Bryon and Ryan for another great dialogue surrounding the financial opportunities that life insurance can provide for your wealth plan overall, as well as the various needs it can be leveraged to address.

Let's jump right in and discuss why this is one of the most flexible and versatile tools within your wealth planning toolkit!

Timecodes:

0:06 - Introduction and overview on the topic of the episode

1:28 - Why Bryon is a firm believer in life insurance

2:23 - The importance of wealth planning and having a big picture mentality

4:13 - How you can identify a need for wealth planning in the first place

5:29 - The key role life insurance plays within life planning

6:31 - Why is life insurance so versatile?

8:16 - The goals that life insurance can be leveraged to achieve

9:26 - How life insurance can help address a need when a family member passes

12:33 - Life insurance can provide cash to address a future need

14:03 - How life insurance can help business owners address a business concern

16:18 - How you can get in touch with Bryon and his team to discuss life insurance

17:24 - Closing remarks

Connect with Bryon Spicer:

LinkedIn

Website

Affluent individuals, families, and business owners want to make the best decisions regarding their wealth and the first decision usually deals with selecting a particular wealth manager. They want to make sure they are working with the best of the best, but how can you tell if a wealth manager truly is elite?

In the latest installment of The Retirement Playbook, Bryon explores an array of skills and characteristics of an elite wealth manager. Not only do they possess the highest level of financial acumen, but they understand the importance behind connecting with their clients on a human level.

So sit back, relax, and enjoy another enlightening conversation that will leave you wondering if your current wealth manager is at the elite level!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:30 - How you can assess if someone is an elite wealth manager

3:09 - How investment management is handled by an elite wealth manager

9:54 - Finding the right wealth manager for you

11:40 - All wealth managers out there are not at the elite level

14:15 - Here's what elite wealth management should look like

16:50 - How you can get in touch with Bryon and his team

17:30 - Closing remarks

Connect with Bryon Spicer:

LinkedIn

Website

With everything going on throughout the political and economic landscape, many families, individuals and business owners are worried and wondering if they are making the best decisions about their money.

In the latest installment of The Retirement Playbook, we're exploring a comprehensive strategy, known as stress testing, that can bring about financial clarity during uncertain times and allow people to sleep a little easier at night.

Join us for another great conversation that's full of beneficial insight for you and your financial portfolio!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:22 - The various levels of uncertainty we've experienced over the last few years

2:15 - What is stress testing?

3:45 - Why stress testing is such a valuable process in the first place

5:00 - How a stress test can be leveraged and utilized overall

7:08 - What prompts people to see Bryon for a stress test?

8:56 - An example of how a stress test was used to benefit someone

11:22 - The keys to ensuring a stress test is done well

13:30 - How a stress test looks from your perspective

16:15 - An action plan is developed

17:16 - How you can get in touch with Bryon and his team for a stress test

18:12 - Closing remarks

Connect with Bryon Spicer:

LinkedIn

Website

Welcome to the inaugural episode of The Retirement Playbook!

To kick things off, we're launching into a great conversation surroudning the human element within wealth management. In fact, as Bryon Spicer, President of Spicer Wealth Management, says, it's the key ingredient that makes a good wealth manager a great one.

We're so glad to have you with us for our first episode. So sit back, relax, and enjoy an enlightening conversation that highlights one of the most important aspects within wealth management.

Timecodes:

0:06 - Introduction and overview on the show

1:42 - Who is Bryon Spicer of Spicer Wealth Management?

4:45 - Why you should be demanding more from your wealth manager these days

6:47 - What is the human element within wealth management?

7:57 - Why Bryon believes the human element is vitally important within wealth management

10:00 - How the human element is incorporated within stress testing

12:39 - How to assess if a wealth manager incorporates the human element into their practice

14:07 - What Bryon would want to see in a wealth manager

16:01 - How to get in touch with Bryon's team for a stress test

17:40. -Closing remarks

Connect with Bryon Spicer:

LinkedIn

Website