by Brian Preston | Jul 6, 2018 | Featured, Podcasts
If there was a way for you to become a tax-free millionaire, do you think that would be something you’d want to know about? The good news is that there is a retirement vehicle that was designed to incentivize Americans to save toward retirement by allowing...
by Brian Preston | Aug 11, 2017 | Featured, Podcasts
If you ever wondered what would happen if you dipped into your retirement savings before turning fifty-nine and half years old, this episode is for you. This is a cautionary tale about when it *might* make sense to withdraw retirement funds before you retire. Likely...
by Brian Preston | Dec 30, 2016 | Featured, Podcasts
It’s the end of 2016 and the beginning of a New Year. Now is the perfect time to look forward to opportunities that are going to best help you reach your long-term financial goals. What better tools do we have to prepare for our future than retirement savings...
by Brian Preston | Mar 25, 2016 | Podcasts
How much do you really know about IRAs? We all know that saving for retirement is important, but with Traditional, Roth, SEP, SIMPLE, and more IRA options available, it’s easy to get confused. How can you be sure that you’re choosing the right one? If you’re not...
by Brian Preston | May 8, 2015 | Podcasts
Individual Retirement Accounts (IRAs) are critical in securing financial independence in retirement. Because of this, Brian and Bo took the opportunity to discuss what mistakes they see clients make — and how you can avoid them. This episode was inspired by an...
