Epstein & White



Podcast by Epstein & White


  • Strategies to Consider to Protect Your Savings From Higher Taxes in the Future

    04/10/2021 Duración: 46min

    Brad gives us an outline of what to expect on all the tax increases that are up for debate in Congress, and some strategies to consider to protect your savings from higher taxes in the future. If you’re wondering if you’ve saved enough for retirement, you might be surprised to know the size of the average nest egg. Brad shares the truth about how much people are saving and what that number really means.

  • Get the Facts on Social Security

    23/09/2021 Duración: 46min

    Social Security is always something that Epstein and White have spent a lot of time on as it relates to educating people making sure they know what's going on with their benefits, but with the program in general, Brad talks a little bit about what's going on with Social Security right now because of the pandemic and some of the changes we might be seeing here in the future.

  • Making the Most Out of What You Worked So Hard to Save

    02/09/2021 Duración: 46min

    You’ve worked hard for your money for years, but when you get to retirement, that’s when the tables turn and your money works hard for you. So it’s important that you make the most out of what you have, so you are getting the most out of those dollars you worked so hard to save. Plus, Brad explains what happens when you shift from saving for retirement to focusing on preserving and protecting your assets, and what we can expect with increases in Social Security payments in the near future.

  • Can Congress Really Change Tax Laws Retroactively?

    23/08/2021 Duración: 45min

    The U.S. Supreme Court has reaffirmed that both income and transfer tax (e.g., estate and gift taxes) changes may be implemented retroactively, "Provided that the retroactive application of a statute is supported by a legitimate legislative purpose furthered by rational means..."

  • Common Investor Questions

    06/08/2021 Duración: 46min

    How do we know if we're making the right decisions heading into retirement? Am I on track? Am I buying high? Am I following a trend?

  • How a Retirement Plan Actually Works

    03/08/2021 Duración: 45min

    We talk all the time on this show about plans, but do we really know how a retirement plan actually works? Brad offers us some tips for planning a retirement.

  • What You Need For a Solid Retirement Plan

    03/08/2021 Duración: 45min

    How much do you need to be happy or to live comfortably in retirement?

  • Variable Annuities and What You Need To Know

    03/08/2021 Duración: 44min

    Dalbar released a study recently showing that people had better emotional reactions using a variable annuity. Brad discusses the pros and cons of a variable annuity.

  • The Difference Between Learning About Something & Living Something

    03/08/2021 Duración: 45min

    There is just something about that real life experience when it comes to some of these significant things that we've seen lately.

  • Breaking Down Some of the Financial Social Media Ads Out There

    03/08/2021 Duración: 45min

    Just about everybody has a smart phone so you can't ever get away from the pop-up ads, the social media ads. You hear things on TV, you read headlines...so much financial advertising is out there and today, Brad sifts through some of this information and find out what we really need to take away from some of these financial ads.

  • Should You Be Building Up The Balance in Your 401k?

    03/08/2021 Duración: 45min

    Most people are so focused on how they want to be growing up their savings for retirement...building up the balance in their 401k, but building up that balance is probably not the focus anymore for retirement and certainly not the way to be getting income.

  • Lessons of Retirements Pasts and Present

    04/05/2021 Duración: 57min

    We have adapted to the changes that we've experienced over the past 12 months and the way we've handled things and the level of complexity when it comes to how we interact with each other, but in general it seems like things just keep getting more and more complicated. Nothing is getting easier when it comes to things like investments and taxes.

  • Annuities! What You Need To Know About Them

    16/04/2021 Duración: 58min

    For most retirees who don't want to have all of their money in aggressive portfolios who can't have too much of their money in things like CD's, cash or bonds. What could be an alternative for safely growing your money? Brad talks about three types of annuities!

  • Should We Be Managing Our Own Money?

    02/04/2021 Duración: 01h57s

    What can happen if we feel too positive or too over confident when it comes to managing our money and handling these decisions ourselves. Is that something that we want to be a little bit mindful of? Maybe being too over confident if we're trying to manage our own money? Should we even be managing our own money? Plus, The Medicare Man, Steve Lujan stops by to talk Medicare!

  • Risks In Retirement

    19/03/2021 Duración: 58min

    When you plan for retirement, you need to consider all the risks your money may face… Because if you don’t take steps to help protect your money from risk, your retirement could be at risk.

  • Retirement Planning Myths

    05/03/2021 Duración: 55min

    There are a lot of headlines and little snippets of advice that get thrown out there so much that we start to just blindly follow them or take them at face value and the reality is it's not quite as simple as all that and that's why we talk about the need for customized advice rather than some of these blanket statements. Brad does a little Mythbusting on the show today!

  • Travel Experience Expert Jeff Lavender Joins the Show

    05/03/2021 Duración: 55min

    Jeff Lavender is an expert at travel and is an official travel partner of Epstein and White. He's been helping people travel and travel right for over 30 years. So now all of our clients with their travel dreams in retirement, we can not only help them with the finances to go make those plans we can send them to Jeff to help them design and make these dreams come to reality.

  • What Our Behavior Can Do To Us From A Financial Perspective

    08/02/2021 Duración: 57min

    How our behavior as investors can trip us up, we get in our own way. It's one thing to be mindful of our own behavior, but we also can't control the behavior of others and that's the other human element of all these things.

  • Managing Your Portfolio In Retirement

    22/01/2021 Duración: 57min

    Just what does change when you get into retirement that makes you need to think differently about how your managing your money and managing your portfolio? Brad offers his tips in todays show!

  • How To Prepare Yourself Financially In 2021

    12/01/2021 Duración: 57min

    2021 is here and we want to make sure that we understand whats going on in the world of taxes and the world of the markets. Brad talks about some of the challenges and some of the good and some of the bad of investing when we have the markets at all time highs.

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