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Your Team
Financial Advisors
Events
Podcast
Books
Blog
Weekly Updates
Contact
Schedule Call
Financial
05/15/2023
Ep. 210 – Why You Need a HIPAA Authorization
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss why you need a HIPAA form as part of your overall estate pl...
May 15
05/08/2023
Ep. 209 – What Issues Should You Consider Before You Retire?
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the issues to consider before you retire. Sometimes, you ge...
May 08
05/01/2023
Ep. 208 – Maximizing Tax Deductions
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the “bunching” charitable contributions strategy and how it...
May 01
04/24/2023
Ep. 207 – 2023 1st Quarter Economic Update
In this Episode of the Secure Your Retirement Podcast, Radon and Murs speak with Andrew Opdyke about an update on the state of the econom...
Apr 24
04/17/2023
Ep. 206 – Retirement Withdrawal Strategy
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the five different things to consider when it comes to with...
Apr 17
04/10/2023
Ep. 205 – Why Review Beneficiary Designations Annually
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the importance of reviewing your beneficiary designation an...
Apr 10
04/03/2023
Ep. 204 – Social Security Spousal Benefit in Retirement
In this Episode of the Secure Your Retirement Podcast, Radon and Murs speak with Heather Schreiber about social security spousal benefits...
Apr 03
03/27/2023
Implementing Your Retirement Plan
In this Episode of the Secure Your Retirement Podcast, Nick and Taylor return to talk about the retirement plan implementation after the ...
Mar 27
03/20/2023
Ep. 202 – I’m 66 – Can I Retire?
In this episode of the Secure Your Retirement podcast, Radon and Murs discuss the question of whether you can retire at age 66, using a s...
Mar 20
03/06/2023
Ep. 200 – How Secure Act 2.0 Could Affect Your Retirement
In this Episode of the Secure Your Retirement Podcast, Radon and Murs have Denise Appleby to discuss how the Secure Act 2.0 can affect yo...
Mar 06
02/27/2023
Ep. 199 – The Retirement Planning Process
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discusses what the financial retirement planning process looks like...
Feb 27
02/20/2023
Ep. 198 – Planning For Taxes in Retirement
We know nobody likes to talk about taxes, but there are things you must have your head wrapped around. Thinking and preparing for taxes t...
Feb 20
02/06/2023
Ep. 196 – Clifton Corbin – Teaching Kids About Money & Retirement
Don’t we all wish we gained financial literacy at a young age? Maybe then, we wouldn’t have made so many money mistakes as young adults. ...
Feb 06
01/30/2023
Ep. 195 – Looking Ahead for 2023
In 2023, we’re committed to adding a lot of value with the information we’re putting out through this podcast. In this episode of the Sec...
Jan 30
01/23/2023
Ep. 194 – Secure Act 2.0 – How Your Retirement Plan is Affected
Are you curious about how your retirement plan is affected by the Secure Act 2.0? The Secure Act 2.0 was just passed at the end of the ca...
Jan 23
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