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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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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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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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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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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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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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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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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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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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_outlineDesigning 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.