Successfully Retired

Investing in Retirement - What Most Get Wrong

Join Hamilton Brandenburg and fellow Financial Advisor Rick Luchini as they discuss Investing for Retirement, and what most get wrong.
 
Tune in as they discuss how important it is for Retirees to distinguish between risk capacity and risk tolerance, how fear and FOMO can impact a retirement income plan, and more.
 
 

When Life Changes "The Plan"

Join Hamilton Brandenburg and fellow financial planner Rick Luchini as they discuss common ways that "The Financial Plan" can be thrown off track when unexpected changes happen in life. 
 
Learn more about Hamilton and Rick at https://BrandenburgFS.com/ and https://luchinifinancial.com/

Going Beyond The Numbers

In today's episode I host fellow financial planner Thomas Cook CFP®, EA as we discuss why retirement planning is about so much more than just getting the numbers right.
Listen in as we discuss why we think it's so valuable for retirees to have meaningful money conversations before implementing investment or tax plans, and be sure to stay tuned to the end as Thomas and I also discuss what questions we would ask if we were hiring a financial advisor.