Retire Right With Brad White

Retire Right With Brad White


Latest Episodes

Are You Averse To Fees, But Already Paying Them?
September 30, 2024

Well, Brad you wrote kind of a headline to the start of the show and it says, are you averse to feels, but already paying them?  I would say probably 99.9% would be 100% yes, but lets dive into this with Brad White because I think we’re going to have some

Considering Moving Out Of California For Retirement? What You Should Consider Before Making The Move
September 16, 2024

In retirement some people think they might not want to live here anymore, although the tough thing about living in California is you dont get this weather just anywhere in the country so its a hard thing to give up, but if family moves across the countr

Balancing The Concept Of “Not Wasting Your Money By Not Enjoying It” vs “Not Spending Too Much And Finding Out Later You Are Now Going To Run Out”
September 04, 2024

We dont know how long were going to live, which means you dont know how long you need your money to last. Because we have no idea about this, that makes it very vulnerable, right? Brad offers some helpful tips on how to make your money last in retire

Should The Stock Market Affect Your Retirement?
August 19, 2024

When it comes to retirement income planning, the stock market should not be your sole focus. We know people have felt some angst here in the last few weeks because of the stock market, but should the stock market affect our retirement?   

401k Rollover Mistake That Costs Retirement Savers Billions
August 06, 2024

You know when you get that new job for the first time and you fill out all the paperwork that HR has you doing? You fill that out and dont really think about it again. You get another job and you do all the same stuff. Guess what? Youve got several 4

Mistakes We See People Make Going Into Retirement
July 22, 2024

We all make mistakes, but when it comes to your retirement making mistakes could cost you, not just today but down the road. Brad has a list of common mistakes that people in his industry see over and over that can cost retirees later in life. We go over

First Half of the Year Summary
July 12, 2024

We have hit the halfway point in 2024 and Brad White updates us on the different trends he is seeing and how they compare with years past.

When Selling An Investment Could Go Wrong
June 24, 2024

Brad White gives us a real-life example of working with someone who just sells investments goes wrong!Opinions expressed are as of the date of recording and are subject to change. Information contained herein is for informational and illustrative purpo

What is the Best Way to Get Income in Retirement?
June 17, 2024

We work and we get a paycheck. Yes, thats somewhat why we work. We have a life dream or a goal, but we also want to put money in the bank account to keep a roof over our head, lights on, gas in car, groceries in the fridge. In retirement, are you prepare

How Much Is Enough Saved Heading Into Retirement?
June 17, 2024

How come some people are in great shape with 200k and some are in bad shape with 2 million dollars? Well, Brad White is here to explain.Opinions expressed are as of the date of recording and are subject to change. Information contained herein is for i