Bradley White is the host of the “Retire Right with Epstein & White” radio show heard every Sunday morning at 10 AM on KOGO. Bradley is a Certified Financial Planner and Senior Wealth Advisor at Epstein & White Retirement Income Solutions, LLC, Proudly Part of Mercer Advisors. The team at Epstein & White strives to help guide their clients through a tailored retirement planning process for a financially sound and enjoyable retirement. Epstein & White specifically concentrates on the needs of the pre-retiree and recently retired throughout the San Diego area. As your independent financial advisor, Epstein & White takes a comprehensive approach when developing a custom retirement financial strategy specifically for your future, and act as your "personal CFO" by designing a custom income plan that is centered around your wants, needs, and goals. You can schedule your complimentary, no obligation helpful introductory meeting by visiting https://calendly.com/epsteinandwhite.
Epstein & White is a tradename. All services provided by Epstein & White investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Epstein & White. For additional information, disclosures and descriptions of professional designations references, please visit them online at www.epsteinandwhite.com.
What’s The Difference Between Risk & Volatility?
Thinking About Inflation In A Different Way In Retirement
Well once again inflation makes the big headline this past Friday the 28th of March. The core PCE price index showed a .4% increase in February putting the 12-month inflation rate at 2.8% - and both of those were higher than we expected which promptly caused a strong sell off on Friday.
What If the Market Rose Daily? Exploring Hypothetical Financial Growth
Well, back in 1989, the band Queen opined the song “I Want It All and I Want It Now.” That’s kind of American society; we want it all and we want it now. But what if we had the wish that the market went up 0.032% every day, forevermore? Would we be satisfied? Some would; some would not. Brad is here to lay it all out.
Balancing the Fear of Running Out of Money with the Idea of Not Enjoying Your Money Before You Pass Away
The word fear gets thrown around a lot. Balancing fear of running out of money in retirement, that’s pretty real for a lot of people and it’s not an idea you probably enjoy thinking about, but Brad White is here to talk through balancing that fear of running out of money with the idea of not enjoying your money before you leave this earth.
Market Concentration at 50 Year Highs!
So many people think that they are diversified because they have some stocks in the stock market, but the question is how many of those stocks are correlated with one another and they do basically the same thing. Brad White helps talk us through this on todays show.
Tariffs – What They Are And What They Mean
On February 1st, President Donald Trump announced that he was going ahead with 25% tariffs on Mexican and Canadian imports, and a 10% import tax on Chinese goods. We welcome Brad White in today to discuss what tariffs are and what they mean for you.
President Trump's Policies And What It Means For Retirees
On this episode of Retire Right With Brad White, Brad White explores the potential impact of a Republican-led Congress and Presidency on those approaching or in retirement. Brad also highlights key areas retirees should focus on, including the effects of taxes and inflation as we enter Trump’s second term.
2025 New Year’s Resolutions
Well, it’s a new year and time for resolutions. Many of us make them, very few of us ever expect to get through an entire year and live up to it. Let’s talk about it as it relates to the financial side of things with Brad White on today’s show.
Year End Planning List!
Let’s face it, adulting and taking care of all of our finances is hard and no matter how we set things up, things change, and we need to make adjustments. Brad is here today to make it an easy list so you can help do this – because there’s certain things that need to be done by year end and much better to cross them off the list so you can enjoy the holidays and spend all that panic budget of yours on gifts, not financial stuff to remember.
Being On Track For Retirement Is More Subjective Than You Think
There’s an age-old question, am I on track for retirement? Well, there’s subjective opinions that are out there and Brad White is here to discuss what we’re talking about being truly on-track for retirement