This week, Gregg and the team uncover some startling cost of retirement and cost of living statistics. Gregg invites everyone to consider a personal pension in retirement to protect assets and provide income...guarenteed.  The conversation moves into the Affordable Care Act and subsidies.  The importnce of a budget in retirement is also discussed.  Gregg is an expert in long-term care planning, so strategies to fund this is also discussed. Call Gregg Berrian to schedule a free visit at 800-940-9616.  Or click here.  

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On this show, Gregg and Connor talk about the need for a legacy plan that includes a trust.  And Connor can prepare your documents at a very low cost if you are clients of Unflitered Retirement.  Call 800-940-9616 or text PLUS to 600-700.  

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It's really never to late to plan for your retirement!  Get your medical plan worked out!  Get with the team at Unfiltered Retirement by calling 800-940-9616 or text PLUS to 600-700.

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On this episode of Unfiltered Retirement, Gregg eplains the intricacies of Social Security claiming strategies.  This is a must hear!  Another point the team addresses is creating a lifetime income.  Call Gregg at 800-940-9616.  Or text PLUS to 600-700.  

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On this episode of Unfiltered Retirement with Gregg Berrian, the discussion covers various aspects of retirement planning, focusing on health insurance, Medicare, ACA, income strategies, estate planning, and long-term care considerations. They emphasize the nuances of navigating health insurance options, and the necessity of proper estate planning through trusts. The conversation is candid and informative, providing listeners with practical insights for a secure retirement covering a lot of territory, so buckle up.  If you are ready to connect with a caring team to get you retired smoothly and effortlessly, then call Gregg and Connor at Capital Financial, at 800-940-9616. Or click here!

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In this episode of Unfiltered Retirement, Gregg Berrian and the team cut through the noise on the planning decisions that make or break a secure retirement. They dig into the rising cost of health insurance, why guaranteed income matters more than ever, and how to map out your cash flow before you leave the workforce. The conversation also unpacks the real role of wills and trusts, the growing urgency of long-term care planning, and how tools like irrevocable life insurance trusts can help guard your estate from unnecessary taxes.

Whether you’re six months from retirement or already in it, this episode lays out practical, unfiltered guidance to help you choose the right healthcare path, build a solid income strategy, and protect what you’ve worked for. Personalized planning isn’t optional... it’s the whole game.

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