Jan 27, 2022
Investments with Inflation
Retire Right With Brad White
Retire Right with Brad White is a San Diego area top radio talk show solely devoted to helping pre-retirees and retirees retire right by sharing their expertise and insights. Join Brad White, host of the radio show “Retire Right with Brad White” every Saturday at 10am on KOGO 600 AM Radio. Tune in as Brad discusses the latest financial tools to help carry you to and through a secure and enjoyable life in retirement. Brad White is the Senior Wealth Advisor and Director of Mercer Advisors, Formerly Epstein & White, a Series 66 Certified Financial Planner, and the host of Retire Right with Brad White Radio Show. Opinions expressed are as of the date of recording and are subject to change. Information contained herein is for informational and illustrative purposes only and general in nature. It should not be considered investment advice or a recommendation to buy or sell any type of securities or insurance products and no investment decision should be made based solely on any information provided herein. All investments carry a risk of loss, including loss of principal amount invested. Different types of investments involve varying degrees of risk. It should not be assumed that diversification or asset allocation protects a portfolio from loss or that such will produce profitable results. Past performance is not a guarantee of future results. Client experiences vary, successful outcomes not guaranteed. Hypothetical examples are for illustrative purposes only. Actual investor results will vary.
Episodes
Episodes
Jan 20, 2022
Jan 20, 2022
43 min
What do you have saved now, how far away you are – will tell you how much you need to save and what r.o.r you need to be in track!!!
Jan 19, 2022
Jan 19, 2022
46 min
New research suggests that if you aren’t an average investor—and most people aren’t—the one-size-fits-all approach isn’t the way to go.
Dec 22, 2021
Dec 22, 2021
46 min
Congratulations year 2021, between 2020 and you the bar has been set at an all time low! So first resolution is no new global pandemics and were off to a good start!
Dec 10, 2021
Dec 10, 2021
47 min
What's going on with inflation? What's causing it and just how bad could it get? Brad has the answers on this week's episode. Plus, healthcare is a major concern for retirees and Brad covers ways to address it. All that and much, much more on Retire Right with Epstein and White!
Nov 11, 2021
Nov 11, 2021
46 min
You’ve heard of Generation X and Gen Z … but Generation U? This week Brad explain who makes up Generation U and what they need to think about in terms of their retirement plan. Plus, ‘tis the season for charitable giving and Brad has plenty of tips for how to make smart charitable contributions.
Oct 28, 2021
Oct 28, 2021
46 min
Not updating your beneficiary information, failing to have a durable power of attorney, not having a plan for long-term care … these things can become a financial horror story if they aren’t addressed in your financial plan. Don’t miss this weekend’s episode of Retire Right with Epstein and White!
Oct 14, 2021
Oct 14, 2021
45 min
In real estate, it’s all about location, location, location. In retirement, the big idea is income, income, income. But how do you create an income plan when you don’t know how long you’ll live, what taxes will look like, what inflation will be, and what surprise expenses will pop up? Brad has the answers for us. Plus, we’ll cover the basics of estate and legacy planning, and how to approach planning for long-term care.
Sep 24, 2021
Sep 24, 2021
46 min
Things look a little different around the office of Epstein and White, so on this week’s show Brad fills us in on some exciting changes. Plus, Brad has an update on what’s going on with Social Security and what changes might be made with that program. He’ll also share some tips on how to think about where you’re keeping your retirement savings, and how to keep things in perspective when you’re trying to make good financial decisions in a chaotic world.
Retire Right with Brad White is a San Diego area top radio talk show solely devoted to helping pre-retirees and retirees retire right by sharing their expertise and insights. Join Brad White, host of the radio show “Retire Right with Brad White” every Saturday at 10am on KOGO 600 AM Radio. Tune in as Brad discusses the latest financial tools to help carry you to and through a secure and enjoyable life in retirement.
Brad White is the Senior Wealth Advisor and Director of Mercer Advisors, Formerly Epstein & White, a Series 66 Certified Financial Planner, and the host of Retire Right with Brad White Radio Show.
Opinions expressed are as of the date of recording and are subject to change. Information contained herein is for informational and illustrative purposes only and general in nature. It should not be considered investment advice or a recommendation to buy or sell any type of securities or insurance products and no investment decision should be made based solely on any information provided herein. All investments carry a risk of loss, including loss of principal amount invested. Different types of investments involve varying degrees of risk. It should not be assumed that diversification or asset allocation protects a portfolio from loss or that such will produce profitable results. Past performance is not a guarantee of future results.
Client experiences vary, successful outcomes not guaranteed. Hypothetical examples are for illustrative purposes only. Actual investor results will vary.