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Your Money Your Retirement Podcast

Aug 30, 2023

When you’re on Medicare, if your health begins to fail, will Medicare pick up all of the costs? And, what about long-term care? Does Medicare pay for that? Who will take care of you?

Aug 23, 2023

Do you have your employer’s stock in your 401(k)? Has it increased over time? Or, has it recently declined in value? Have heard of the Net Unrealized Appreciation strategy to help lower your future tax burden? This could be an opportunity to use this tax strategy and save taxes.

Aug 16, 2023

While you’ve worked hard and saved well, rising taxes could become one of the biggest threats to your retirement. If you’re not carefully planning, the lifetime you’ve put in to saving for your retirement years could be subject to much higher taxes than you expected.

Aug 9, 2023

We explore one of the most important chapters in Linda’s book, Your Money Your Retirement, as we focus on the number one question the BHC team is asked so often – Will your money last as long as you do?

Aug 1, 2023

Strategic retirement planning is all about using the right strategies for the right purpose. With markets as volatile as they are right now, BHC Advisor Zach Roberts joins us to explore some strategies that could make all the difference in your retirement planning: What they can do for you, when are they right for...