Power of Estate Planning
Your Money Your Retirement Podcast
Estate planning isn’t fun, however it’s vital. A little preparation now can prevent confusion, conflict, and costly mistakes later. Listen, learn and update your plan.
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Financial House
Your Money Your Retirement Podcast
Designing your dream home? It starts with a blueprint. The same goes for your financial life! Add structure, personalize it, and build your financial house that truly fits you.
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The Big Beautiful Bill: Special Guest Steven Chau, CPA
Your Money Your Retirement Podcast
Steven is a Certified Public Accountant with more than ten years of experience helping individuals and business owners be tax-efficient through proactive planning and strategy implementation.
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Helping Safeguard Your Retirement from Hidden Pitfalls
Your Money Your Retirement Podcast
You’ve worked hard to build your nest egg. Saving alone isn’t enough. Just like a well-built home needs a solid foundation to weather any storm, your retirement plan needs the right structure to withstand market swings, rising taxes, and unexpected life changes.
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Creating Dependable Retirement Income
Your Money Your Retirement Podcast
In your working years, a steady paycheck provided peace of mind. In retirement, that sense of predictability can disappear, and is sometimes subject to market ups and downs. In this episode, we explore how to build reliable income streams, so your retirement feels less like a rollercoaster and more like smooth sailing.
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The Client Experience
Your Money Your Retirement Podcast
Some people might put off planning because they don’t know what the process is like or how hard it might be. What can potential clients expect when they come in to meet with the BHC team?
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How’s Your Financial Health?
Your Money Your Retirement Podcast
We all know the basics of physical wellness - eat well, stay active, get enough rest. But when it comes to your finances, how do you know if you're truly healthy? In this episode, we break down what financial wellness looks like and how to spot areas that may need attention - especially as you approach retirement.
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Retirement for Small Business Owners
Your Money Your Retirement Podcast
Did you know that if you're running your own business then you've got a few extra twists and turns on the road to retirement? No 401(k)? No problem. We're digging into how you can get retirement-ready when a corporate 401(k) isn't part of the picture.
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Twin Threats to Your Retirement
Your Money Your Retirement Podcast
Market crashes get the headlines, but two quiet threats - rising taxes and persistent inflation - could do even more damage to your retirement. In this episode, we break down how these risks can erode your savings and what steps you can take now to protect your financial future.
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Estate & Legacy Planning
Your Money Your Retirement Podcast
You might think estate, or legacy, planning is just for people with big mansions and even bigger bank accounts but think again. Estate planning is about preparing for life's curveballs, preserving your wishes, and having a plan for you and your loved ones, no matter your bank account size.
info_outlineA recent survey of U.S. workers shows many Americans are not confident about the state of their finances. Credit card debt, costs of homeownership, and inflation, were cited as main struggles according to Edelman Financial Engines, who conducted the survey.