There seems to be an underlying assumption that investing in bonds is a safe and full proof strategy to add to your financial plan, but what many advisors won’t tell you is that unfortunately that isn’t always the case. In the day and age we are living it with interest…

Different strokes for different folks. Everyone has their own convictions and ideas when it comes to what they need to focus on during retirement planning. Some people envision a future with as little taxation as possible, some want to rely solely on investment income, and some believe that…

Avoiding planning for future healthcare costs and just focusing on portfolio proliferation could result in a financial future fraught with out-of-pocket expenses and minimal retirement income. That’s why the eleventh episode of Retirement Planning Made Easy is a MUST watch for anyone who wants insights and strategies to…

Whether you’re single or married, Social Security can play a major role in the comfortability of your retirement. Avoiding common mistakes that happen far too often could be the difference between penalization and gratification. That’s why on the tenth episode of Retirement Planning Made Easy, Brian P. Nauman,…

A retirement plan should be personalized, flexible, and built to evolve over time! Brian P. Nauman, Brad N. Nauman, and Lucas G. Dengler see far too often how “one-size-fits all” financial planning and trying to avoid paying taxes in the present ends up backfiring on retirees when it’s time to…

A “one-size-fits all” approach to financial planning is never the answer. That’s why on the eighth episode of Retirement Planning Made Easy, Brian P. Nauman, Brad N. Nauman, and Lucas G. Dengler wanted to elaborate on some of the topics they had touched on in previous episodes beginning…

Pre-retirees and retirees around the country are becoming increasingly concerned about rising taxation and how it could affect their futures, which is why the seventh episode of Retirement Planning Made Easy focused heavily on how to prep for potential tax hikes and strategies you can implement that’ll hopefully…

When you hear the statistic that over half of all American retirees will need some sort of long-term care during their lifetime, you should immediately get on the phone with your financial team to see how you can add it to your portfolio. Long-term care shouldn’t be something you implement…

Americans are currently dealing with inflation, increased taxation, Social Security uncertainty, rising healthcare costs, and no guarantee that their retirement income will sustain them. So, on the fifth episode of Retirement Planning Made Easy, Brian P. Nauman, Brad N. Nauman, and Lucas G. Dengler discussed how to navigate…

Rome wasn’t built in a day, and neither should your financial plan! On the fourth episode of Retirement Planning Made Easy, Brian P. Nauman, Brad N. Nauman, and Lucas G. Dengler discussed how to set one’s’ self-up for a secure financial future by planning earlier rather than later….

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…

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…

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…