Unfiltered Retirement with Gregg Berrian

Greg speaks to the approach to appropriating assets for someone's retirement plan factoring in risk for growth, income you can count on, and liquidity for emergencies.  He also stresses the considerations that go with this equation such as when you will retire and if there is another person with skin in the game. Reach Greg at 800-940-9616.See omnystudio.com/listener for privacy information.

Greg discusses the many decisions around Social Security, Medicare, and health coverage pre-Medicare.  He looks at the factors that have to be considered in your Social Security and Medicare choices.  He also cuts through the challenges that exist in health insurance coverage for those not yet eligible for Medicare.See omnystudio.com/listener for privacy information.

Greg continues to focus on what we all need to know so we can properly prepare for retirement.  He focuses heavily in this podcast on tax strategies since taxes are still fresh on our minds.  He cautions that tax strategies like Roth conversions need to be highly strategic and take into account tax brackets and possible Medicare premium implications.  Reach Greg at 800-940-9616.See omnystudio.com/listener for privacy information.

Greg and Connor stress the time to retirement is what is the right time for you.  Howevery, they do run down a checklist of items to make sure you’ve covered before launching.  Reach out to Greg and Connor at 800-940-9616.See omnystudio.com/listener for privacy information.

Greg and Connor take an extensive look at proper estate planning for today.  They cover what is needed, how to avoid probate, and the vital importance of reviewing your estate plan.  You may be surprised to learn that in many or most cases, you need more than a will. Reach Greg at 800-940-9616. Unfiltered Retirement  See omnystudio.com/listener for privacy information.

On this week's Unfiltered Retirement, Connor and the team discuss predictable income in retirement!  Have you ever considered an IUL?  What is it and how does it help your money grow! Call 800-940-9616 to book a sit-down with the experienced team.  Or text PLUS to 600-700.  See omnystudio.com/listener for privacy information.

This week, Gregg and the team uncover some startling cost of retirement and cost of living statistics. Gregg invites everyone to consider a personal pension in retirement to protect assets and provide income...guarenteed.  The conversation moves into the Affordable Care Act and subsidies.  The importnce of a budget in retirement is also discussed.  Gregg is an expert in long-term care planning, so strategies to fund this is also discussed. Call Gregg Berrian to schedule a free visit at 800-940-9616.  Or click here.  See omnystudio.com/listener for privacy information.

On this show, Gregg and Connor talk about the need for a legacy plan that includes a trust.  And Connor can prepare your documents at a very low cost if you are clients of Unflitered Retirement.  Call 800-940-9616 or text PLUS to 600-700.  See omnystudio.com/listener for privacy information.

It's really never to late to plan for your retirement!  Get your medical plan worked out!  Get with the team at Unfiltered Retirement by calling 800-940-9616 or text PLUS to 600-700.See omnystudio.com/listener for privacy information.

On this episode of Unfiltered Retirement, Gregg eplains the intricacies of Social Security claiming strategies.  This is a must hear!  Another point the team addresses is creating a lifetime income.  Call Gregg at 800-940-9616.  Or text PLUS to 600-700.  See omnystudio.com/listener for privacy information.

On this episode of Unfiltered Retirement with Gregg Berrian, the discussion covers various aspects of retirement planning, focusing on health insurance, Medicare, ACA, income strategies, estate planning, and long-term care considerations. They emphasize the nuances of navigating health insurance options, and the necessity of proper estate planning through trusts. The conversation is candid and informative, providing listeners with practical insights for a secure retirement covering a lot of territory, so buckle up.  If you are ready to connect with a caring team to get you retired smoothly and effortlessly, then call Gregg and Connor at Capital Financial, at 800-940-9616. Or click here!See omnystudio.com/listener for privacy information.

In this episode of Unfiltered Retirement, Gregg Berrian and the team cut through the noise on the planning decisions that make or break a secure retirement. They dig into the rising cost of health insurance, why guaranteed income matters more than ever, and how to map out your cash flow before you leave the workforce. The conversation also unpacks the real role of wills and trusts, the growing urgency of long-term care planning, and how tools like irrevocable life insurance trusts can help guard your estate from unnecessary taxes. Whether you’re six months from retirement or already in it, this episode lays out practical, unfiltered guidance to help you choose the right healthcare path, build a solid income strategy, and protect what you’ve worked for. Personalized planning isn’t optional... it’s the whole game.See omnystudio.com/listener for privacy information.