Tulsa Money Matters with Terrilyn Brownfield

Terrilyn talks about striking that right retirement balance of safety and growth.  She also discusses the vital importance of building income in retirement while also being aware of tax consequences and developing forward looking tax strategies.

 Reach Terrilyn at 800-874-8380

Integrity Financial Services

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Terrilyn explains how you need a structured plan for spending in retirement just like you had in saving for retirement.  She also discusses how she helps people determine the retirement income they will need in identifying the income gap that may exist.  Terrilyn also talks about your risk in retirement and a sound approach to your growth element.

Reach Terrilyn at 800-874-8380.

Integrity Financial Services

See omnystudio.com/listener for privacy information.

Terrilyn discusses how to fortify your retirement portfolio to withstand market volatility.  She dives into the risks to be aware of including sequence of returns, being too conservative or too much at risk, and letting your emotions get the best of you.

Reach Terrilyn at 800-874-8380.

Integrity Financial Services

See omnystudio.com/listener for privacy information.

In this episode, Terrilyn Brownfield discusses how market volatility, geopolitical events, and behavioral finance impact retirement planning. She shares strategies to manage risk, create stable income streams, and stay disciplined in volatile times, emphasizing the importance of a personalized, structured retirement plan.

Reach Terrilyn at 800-874-8380.

Integrity Financial Services

See omnystudio.com/listener for privacy information.

Terrilyn explains how we need to be aware of how emotions could potentially derail our retirement.  She also covers critical retirement risks.  Discover how to protect your savings from taxes, market volatility, healthcare costs, and longevity challenges through sound strategies and personalized planning.

Reach Terrilyn at 800-874-8380.

Integrity Financial Services

See omnystudio.com/listener for privacy information.

Terrilyn stresses the vital importance of having a strong retirement plan that, of course, will do well in fair weather times but can also be shielded from economic downturns and even geopolitical events like we are experiencing now.  She emphasizes the value of utilizing a bucket strategy in your retirement plan to properly proportion your assets and your risks.

 Reach Terrilyn at 800-874-8380.

Integrity Financial Services

See omnystudio.com/listener for privacy information.

In this episode of Tulsa Money Matters, Terrilyn Brownfield,  CEO of Integrity Financial Services, shares expert insights on retirement planning, Warren Buffett's investment principles, and strategies to manage market volatility, inflation, and estate planning. Discover practical tips to build a secure retirement and how personalized planning can ease financial fears.

Reach Terrilyn at 800-874-8380.

Integrity Financial Services

See omnystudio.com/listener for privacy information.

Retirement is often seen as the ultimate reward for years of hard work. It promises freedom from the daily grind, the ability to travel, and the luxury of time. However, alongside these benefits, many retirees face unexpected losses that can significantly impact their lifestyle. In this podcast, Terrilyn explores what you gain and lose in retirement, and how to navigate these changes effectively.

Reach Terrilyn at 800-874-8380.

Integrity Financial Services

See omnystudio.com/listener for privacy information.

Terrilyn discusses the need to replace that paycheck when you retire.  You’ve saved for years but do you have a plan to build that personal pension?  She goes over the strategies and points out that a good, sound retirement plan with built in income and help to ease that common fear retirees have of running out of money.  The conversation then moves to options for those who invest in real estate in their retirement.

Reach Terrilyn at 800-874-8380.

Integrity Financial Services

See omnystudio.com/listener for privacy information.

Terrilyn takes time to break down why old-school retirement advice can quietly wreck your future when people are living longer and healthcare keeps getting more expensive. She digs into what’s changing right now — including the buzz around “Trump accounts” — and why guessing your way through retirement is a bad strategy. If you want a clear plan for income, taxes, and long-term care instead of crossing your fingers, this episode is the wake-up call.

See omnystudio.com/listener for privacy information.