The Retirement Cafe: With Dan Reese and Brent Oliver

For many years, people have put the majority of what they saved for retirement into a 401k account. This can create some complications down the road because it is a pre-tax investment vehicle. Dan and Brent talk to us today on why you may want to consider other types of investments to avoid a huge tax bill in the future.

We will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the final part, which is protecting your plan.

We will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the second part, which is building your plan.

Over the next three episodes we will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the first part, which is designing your plan.

Dan and Brent typically hear four key questions from people that are deciding whether or not to work with a financial advisor. On this episode, we’ll address one of the most important questions that gets asked by explaining how fees are structured, different costs you could incur, and how to find out the exact answer.

Dan and Brent typically hear four key questions from people that are deciding whether or not to work with a financial advisor. On this episode, we’ll talk about how you determine if an advisor is something you need for your retirement.

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