『Safer Retirement Radio』のカバーアート

Safer Retirement Radio

Safer Retirement Radio

著者： Brian Decker - Owner and Founder - Decker Retirement Planning
無料で聴く

このコンテンツについて

 Safer Retirement Radio is where you can get the transparency you deserve®. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.All rights reserved 経済学
エピソード
  • Planning for Surviving Spouses: Estate Documents, Income Shifts, and Avoiding Costly Mistakes | Episode 138

    Planning for Surviving Spouses: Estate Documents, Income Shifts, and Avoiding Costly Mistakes | Episode 138
    2025/08/30
    What really happens when one spouse passes away? In this episode of Safer Retirement Radio, Brian Decker and Arrin Wray break down one of retirement’s most difficult—but essential—topics: preparing financially and legally for the loss of a spouse. You’ll learn: - The must-have estate documents (wills, trusts, powers of attorney, and healthcare directives) - The “pour-over” provision that helps families avoid probate nightmares - How Social Security, pensions, and taxes change for a surviving spouse - Why compensation clauses and unclear distribution instructions can tear families apart - Steps to protect income, minimize taxes, and create a smooth transition Planning ahead means your spouse and children are cared for—and your legacy is preserved without unnecessary stress or conflict. 👉 Listen now and discover how math-based planning can give you and your loved ones peace of mind. Learn more at https://deckerretirementplanning.com/ We are financial advisors, not attorneys. Always speak to a qualified attorney for legal advice.
    続きを読む 一部表示
    56 分
  • Smarter Cash: Liquidity, Yield & Lower Volatility | Episode 137

    Smarter Cash: Liquidity, Yield & Lower Volatility | Episode 137
    2025/08/22
    As the Fed flirts with rate cuts, many retirees face shrinking savings and money-market yields. In this episode, Brian Decker and Brad Geddes, CFP(R) break down DRP’s Cash Plus portfolio—built for 0–5 year dollars that need liquidity and low volatility, yet can aim higher than plain cash. They also cover how AI is changing principal-guaranteed indexes and the timing inside momentum models, plus a simple checklist for a rock-solid retirement plan. What you’ll learn Why falling rates can punish “safe” cash—and what to do about it How a diversified cash sleeve (short-term Treasuries, market-neutral, dividend equities) targets steadier yield with 100% liquidity “Upside/Downside capture”: keeping more of the good, less of the bad Where AI already fits: principal-guaranteed index designs and trade-timing in momentum strategies Six keys to a resilient retirement plan (taxes, risk control, income optimization, fees, and more) Call us: 833-707-3030 More resources: DeckerRetirementPlanning.com → Safer Retirement Education (free downloads)
    続きを読む 一部表示
    56 分
  • Sequence of Risk: Why Retirement Timing Can Make or Break Your Future | Episode 136

    Sequence of Risk: Why Retirement Timing Can Make or Break Your Future | Episode 136
    2025/07/26
    In this week’s episode of Safer Retirement Radio, Brian Decker and Bradley Geddes, CFP(R) break down one of the most overlooked threats to retirement success—sequence of returns risk. What happens if you retire right before a market downturn? What if your portfolio strategy doesn’t account for market flatness or volatility? You’ll learn: Why traditional 60/40 portfolios fall short in today’s environment How drawing from laddered principal-guaranteed accounts can help stabilize income What Monte Carlo simulations get wrong—and how to avoid becoming a statistic Strategic updates from the new One Big Beautiful Bill (OBBB), including major tax credits for retirees Don't let bad timing derail decades of hard work. Tune in to hear how a math-based distribution plan can help you retire with confidence—regardless of what the market does next. 🎧 Listen now and take control of your retirement strategy.
    続きを読む 一部表示
    56 分
まだレビューはありません