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.
Understanding What Someone is Selling in the Investment World, and Should You Be Buying?
The SEC Approves Spot Bitcoin ETF’s and What That Means?
On January 11th, 2024 the SEC approved Spot Bitcoin ETF’s. Maybe one of the first questions is “why” or at least “why now?” Brad fills us in with all the details.
New Year's Resolutions
We start a new year and resolutions are always on people’s docket. Brad gives us some tips on how to be financially ready for the new year.
How Two Different People's Situations Can Cause One To Give the Exact Opposite Advice to Each of Them
We can often hear stories and the story can sound similar on two perspectives yet there are two different outcomes that come from that story. That can also happen when it comes to retirement income planning and it happens all the time because we’re all different. We all have our own scenarios, we all have how much money we’ve come to the finish line with and the question is, do I have enough and is it going to last?
Are You Paying Other Peoples Taxes with Your Mutual Funds?
We talk about taxes quite a bit on the show because they’re pretty important, especially when it comes to retirement, and Brad posed the question, “are you paying other peoples taxes with your mutual funds?” Brad explains through this for us on todays show.
The Federal Budget Deficit is Surging!
The 2023 federal budget defect surged this year by 23%. In dollars and cents that’s 1.7 trillion dollars! Our debt is now over 33 trillion and continuing to grow. What are we going to do to address this? Brad unveils it to us.
How the Largest Wealth Management Firms do Revenue Sharing
We come across articles all the time and there’s an article in Financial Planning Magazine and people always want to know how in the world do people get paid especially when it’s related to “I’m going to give you my money to help manage it. I understand that I owe you something for that, but what is too much, how do you get paid all those kinds of things” and we talk through this article with Brad on todays show.
Knowing Your Retirement Plan Needs vs. What You Independently Want
Knowing yourself, you need to know who you are and what do you need, and if you’re married what your spouse needs. This is something we need to know heading into retirement. What do we need? What do we want to do and where do we want to go. We spend a lot of time in our work life saying, “I’ll do that in retirement.” Well, you get to retirement and are you going to do that? Is it something you need? Is it a want or a desire? Brad helps us spell all of those out.
How Does Inflation Impact Your Retirement?
For the better part of a decade from 2011 to 2020, we weren’t worried about this thing called inflation. But since the end of 2021 moving forward, inflation has been a part of our lives and we’ve noticed it at the grocery store and different things that we do in life and in times like these, well you need to probably step back and take an overview and that’s what Brad wants to do with us on todays show.
Knowing Your Retirement Plan Needs vs. What You Independently Want
Knowing yourself, you need to know who you are and what do you need, and if you’re married what your spouse needs. This is something we need to know heading into retirement. What do we need? What do we want to do and where do we want to go. We spend a lot of time in our work life saying, “I’ll do that in retirement.” Well, you get to retirement and are you going to do that? Is it something you need? Is it a want or a desire? Brad helps us spell all of those out.