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.
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How Much Does One Million Dollars Get You in Retirement?
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Common Mistakes People Make When Doing Their Own Retirements
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Take Advantage of Interest Rates While You Can
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The Value of a Financial Advisor
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Should You Trade in Your Old Annuity?
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Advisors Say Clients Have Unrealistic View Of Retirement
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Common Mistakes People Make When Doing Their Own Retirements
How often is it that you want to do something around the house and you figure hey this is a do-it-yourself project, I can get it done. Three trips to the hardware store later you’re finally getting it done and probably spent more than you would if you would have just hired a professional to do it. Brad shares some common mistakes he sees do-it-yourselfers doing.
Lessons from Silicon Valley Bank (SVB)
March is known for madness, but 2023 that madness might mean something else in the banking industry. Brad breaks it down for us in todays show.
Impact of Rising Interest Rates on Your Retirement Plan
We all have felt the impact of rising interest rates. Last year, the fed raised rates by 50 basis points a number of times. Already this year, they’ve taken a 25 basis points rise to the interest rate. So how does this effect your retirement income plan? Brad dives into this on todays show.