Retirement Planning Made Easy: Protection From Market Crashes & High Taxes
Retirees and pre-retirees have a lot to consider today, especially when it comes to protecting their nest eggs. On the third episode of Retirement Planning Made Easy, Brian P. Nauman, Brad N. Nauman, and Lucas G. Dengler discussed the importance of mitigating risk in financial planning. These risks can come in many shapes and sizes, such as market volatility and changing tax rates, which is why understanding how to best protect oneself is more important than ever to assure a fruitful financial future. Brian, Brad, and Lucas’ biggest goal in their practice is to make sure that clients aren’t […]
Retirement Planning Made Easy: Legacy Planning Explained
On the second episode of Retirement Planning Made Easy, Brian P. Nauman, Brad N. Nauman, and Lucas G. Dengler discussed the importance of legacy planning and how to protect one’s wealth, reduce taxes, and create financial security for generations to come. From Brian, Brad, and Lucas’ perspective, not having a proper plan in place to leave behind your assets is a one-way ticket to legacy limbo. Protecting your family’s financial future starts with working with a well-rounded financial team dedicated to making sure your beneficiaries receive everything they need. Throughout the show the team emphasizes the value of constantly […]
Retirement Planning Made Easy: Income Strategies & Portfolio Diversification
On the series premiere of Retirement Planning Made Easy, Brian P. Nauman, Brad N. Nauman, and Lucas G. Dengler discussed important and essential strategies every pre-retiree and retiree should be aware of, so that they can secure a sound financial future. From Brian, Brad, and Lucas’ experience, one of the biggest challenges they see clients facing is the over-reliance on 401(k)s and IRAs. These accounts are paramount early in life during what experts call “the accumulation phase”, but without the proper strategies in place can have drastic consequences down the line. The Advisory Group urges all its clients to […]
