Best of Retire Financially Fit

Learn more at SF Financial Services

Learn more at SF Financial Services

Learn more at SF Financial Services

With Social Security and “Trump Accounts” in the news, those who've saved well are looking at how Social Security can boost their retirement plans. In this segment, we'll explore the ins and outs of these options and invite listeners to a session to make Social Security work for their financial goals.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

According to the saying, nothing is certain except death and taxes. And that tax impact is something you just can’t escape, even in retirement. But, there are steps you can take to help reduce the impact of taxes on your retirement savings.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Are changing interest rates an opportunity—or a potential risk—for your retirement?Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

According to a new Axios/Ipsos poll, one in five Americans believe they’ll never retire, 62 percent of people who aren't retired yet believe Social Security won't even cover half their expenses and only 33 percent of Americans have a written financial plan. Of course, there are some simple steps you can take to gauge your preparedness for retirement and it’s as easy as checking off the boxes on our retirement checklist.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

With everything that’s been going on, we know many of you have questions about the market, and how your portfolio is doing. So today you’ll hear a lot about Barb’s Retire Financially Fit Toolkit and how it could help you get some answers.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

For years, annuities have gotten a bum rap. Too expensive. Too many strings attached. Your money is locked up forever. You’ve heard all the “cons” of annuities for years. But with private company pensions dying out, the tide is starting to turn. Annuities sales have had record years recently.  Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

The IRS tax code is full of thousands of sections, each with its own specific definitions, rules, and fees. And guess what? Taxpayers are legally bound to follow all of them.  Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

What happens if Social Security doesn’t stretch as far as you thought? A recent report suggests this could become a reality sooner than expected… Barb will help us break it all down and, most importantly, share steps you can take to stay ahead.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Could one new law rewrite the rules for your wealth and retirement? President Trump’s “Big Beautiful Bill” could transform the way you protect, grow, and pass on your assets.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

It seems like the world is on edge right now. Global conflicts are dominating the news headlines, and the ripple effects could reach you and your wealth. Today, we’re tackling how global instability could impact your retirement future.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Between up-and-down markets, the risk of inflation, and rising prices, planning for retirement can feel like an endurance test. Can your retirement plan stand up to the stress? Today, Barb will break down some of the biggest stressors on your retirement plan and share actionable steps to help you stay on track.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

According to a new Axios/Ipsos poll, one in five Americans believe they’ll never retire, 62 percent of people who aren't retired yet believe Social Security won't even cover half their expenses and only 33 percent of Americans have a written financial plan. This means nearly 70 percent of us don’t have a written strategy for our money. But there are some simple steps you can take to gauge your preparedness for retirement … it’s as easy as checking off the boxes on our retirement checklist.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Do you think you’d make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scored low marks when it comes to a retirement income literacy quiz, according to The American College of Financial Services.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

No doubt, this is a top concern for just about everybody getting ready to retire: making sure your wealth lasts and works for you. This week, Barb explain why this concern exists, even for successful people. And we’ll also share practical strategies for helping build confidence in your financial future.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Join us as Barb discusses this week's market news.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

For years, annuities have gotten a bum rap. Too expensive. Too many strings attached. Your money is locked up forever. You’ve heard all the “cons” of annuities for years. But with private company pensions dying out, the tide is starting to turn. Annuities sales have had record years recently.  Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

According to the saying, nothing is certain except death and taxes. And that tax impact is something you just can’t escape, even in retirement. But, there are steps you can take to help reduce the impact of taxes on your retirement savings.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Do you think you’d make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scored low marks when it comes to a retirement income literacy quiz, according to The American College of Financial Services.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

The stock market’s been on a wild ride lately—from steep drops to record-breaking gains, all in the span of a week. For retirees, these swings can feel nerve-wracking. But what if there’s a way to help make sense of it all? Today, we’re talking about savvy strategies to preserve your savings and help keep your retirement on track, no matter what the market throws your way.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

The IRS tax code is full of thousands of sections, each with its own specific definitions, rules, and fees. And guess what? Taxpayers are legally bound to follow all of them.  Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Feeling nervous when the markets drop? Worried you might be missing out when they’re climbing? You’re not alone—these ups and downs can be stressful for anyone, no matter how experienced.Today, we’ll talk about how to help protect your savings and even find ways to make the most out of a shaky market.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Many of us are creatures of habit. We have our usual order at our favorite restaurant. We take our coffee a certain way. We don’t like to switch banks, accountants or doctors because we’re comfortable with how things are done. But if you’re getting close to retirement, you should seriously consider changing things up.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

According to an Axios/Ipsos poll, one in five Americans believe they’ll never retire, 62 percent of people who aren't retired yet believe Social Security won't even cover half their expenses and only 33 percent of Americans have a written financial plan. This means nearly 70 percent of us don’t have a written strategy for our money. But there are some simple steps you can take to gauge your preparedness for retirement … it’s as easy as checking off the boxes on our retirement checklist.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Tariff and Trade Wars this week… Could we be headed toward a recession? Some economists say that we have a 40% chance of an economic downturn. Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

For years, annuities have gotten a bum rap. Too expensive. Too many strings attached. Your money is locked up forever. You’ve heard all the “cons” of annuities for years. But with private company pensions dying out, the tide is starting to turn. Annuities sales have had record years recently.  Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

We've heard a lot about trade wars and tariffs in the news lately. All this talk has been really shaking up the markets. Barb Swiatek has some simple tips to help protect your retirement savings from the ups and downs of the market. Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Think you know how much you'll need for the retirement you deserve? Today, Barb will show us what the true costs of retirement could be – and ways to possibly preserve the lifestyle you've earned.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

When exactly is the best time to take Social Security?  We’re calling on Barb Swiatek to go through some of the important factors you may want to consider when deciding the right time for you to collect.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

The IRS tax code is full of thousands of sections, each with its own specific definitions, rules, and fees. And guess what? Taxpayers are legally bound to follow all of them.  Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Nobody likes having regrets – but, unfortunately, we all do. Today, Barb Swiatek of SF Financial will walk us through some of the biggest regrets people have when it comes to their retirement, and, hopefully, we can learn something from these mistakes.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

With everything that’s been going on, we know many of you have questions about the market, and how your portfolio is doing.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Resolutions are easy to make and even easier to break. It’s time to look ahead and think about practical goals for the new year.Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

44% of Americans worry they will never be able to retire, and that's an all-time high. There are some simple steps you can do to gauge you're preparedness to be retired - as easy as checking off the boxes on our retirement checklist!Learn more at SF Financial ServicesInvestment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.