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
Aug 19, 2021
Aug 19, 2021
45 min
the U.S. Supreme Court has reaffirmed that both income and transfer tax changes may be implemented retroactively, “Provided that the retroactive application of a statute is supported by a legitimate legislative purpose furthered by rational means…”
Aug 10, 2021
Aug 10, 2021
44 min
Congress is making some changes to the US retirement system. What do we need to be watching for if Congress is going to be making more changes?
Aug 10, 2021
Aug 10, 2021
46 min
How do we know if we're making the right decisions heading into retirement? Am I on track? Am I buying high? Am I following a trend?
Jul 22, 2021
Jul 22, 2021
45 min
We talk all the time on this show about plans, but do we really know how a retirement plan actually works? Brad offers us some tips for planning a retirement.
Jul 16, 2021
Jul 16, 2021
45 min
There is just something about that real life experience when it comes to some of these significant things that we've seen lately.
Jul 16, 2021
Jul 16, 2021
45 min
How much do you need to be happy or comfortable in retirement? The answer will likely be different for everyone. Listen to Retire Right with Epstein & White’s latest podcast where Brad White discusses the core elements to a retirement plan. Think about things like your income, investments, taxes, healthcare, and estate planning. They will lay the foundation for your retirement plan and must be unique to you and your goals for the future.
Jul 16, 2021
Jul 16, 2021
45 min
Just about everyone has a smart phone these days. So, you really can't ever get away from the pop-ups and the social media ads out there. You hear things on the radio, watch TV stories, read article headlines...and almost everyone seems to be telling (or selling) you a different story. Listen as Brad White, Founder and CEO of Epstein & White, shares his thoughts on how you can help break through the clutter and find out what you truly need to take away from all the different messages in today’s world.
Oct 14, 2020
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.