14 MAY. 2021 · Brett & Patcharles are joined by a very special guest this week, Professor Terrance Odean, Professor of Finance at the Haas School of Business at the University of California, Berkley. They discuss many aspects of human investment behavior, like the “Disposition Effect” which can be disastrous on one’s retirement plans. If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us. Want to learn more? Go to Deservemagazine.com Please like, subscribe, and leave a review. We greatly appreciate it!

7 MAY. 2021 · Brett shares an old story of how his investment behavior made him ride the 2000 crash ALL THE WAY to the bottom! He explains why people think this way and why you should start thinking about things differently when you start to near retirement. If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us. Want to learn more? Go to Deservemagazine.com Please like, subscribe, and leave a review. We greatly appreciate it!

30 ABR. 2021 · Brett is joined by special guests Josh Breitmaier & Joe Violetta and they share some stories of their earlier days when they worked together. They also discuss Roth Conversions, the concepts behind them and why it's important to make sure you do your research when looking into these strategies. If the information is free, why not take all you can get? If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us. Want to learn more? Go to Deservemagazine.com Please like, subscribe, and leave a review. We greatly appreciate it!

23 ABR. 2021 · Brett, Pat, & Anthony talk about Deserve Magazine. They also talk about why Deserve Magazine was started, and how important it is to know what your "why" is in retirement. You work hard your entire life for these years, YOU DESERVE AN AMAZING RETIREMENT! If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us. Want to learn more? Go to Deservemagazine.com

7 ABR. 2021 · Brett & Patcharles have a conversation with Matt Repass who is the Director of Advanced Planning at Key Financial Services in Maryland. They talk about what a fiduciary is and why these people are so important when planning for your retirement. If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us. Want to learn more? Go to Deservemagazine.com

26 MAR. 2021 · Brett, Patcharles, & Special Guest Bryan Nicolaysen get technical this week and talk about the living benefits of life insurance. They also discuss our amazing network of Safe Money Experts at Retirement Architecture and how people should have an open mind when setting up their retirement Plan. Having an open mind will get you a dream retirement and so much more! If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us. Want to learn more? Go to Deservemagazine.com

19 MAR. 2021 · Brett & Patcharles have a conversation with Ed Guanill, who is the Founder & President of Guanill Wealth Management. They talk about Ed's book "Navigating the Tides of Retirement". They also discuss one of the most important pages in the Blueprint, The "Dream Board", and why it's critical to know what activities you plan on doing in retirement. In the end, You DESERVE an Amazing Retirement! If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us. Want to learn more? Go to Deservemagazine.com

17 MAR. 2021 · Brett and Patcharles talk about the "Why". Why have thousands of Americans facing retirement have reached out to us to get a blueprint? What do these Blueprints really do? What are these pre-retirees/retirees looking for? We summed it up in one word...Visibility. If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us. Want to learn more? Go to Deservemagazine.com

6 MAR. 2021 · Brett & Patcharles have a conversation with special guest Gary Sickles, who is Founder and CEO of Safe Harbor Retirement Group, LLC and Safe Harbor Wealth Management, LLC,. Gary is just one of the 700 amazing advisors that work with Retirement Architecture. If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.

27 FEB. 2021 · Arguably, the stock market will always be somewhat of a “game of chance”, but when it comes to retirement planning, the sure bet we all should be trying to avoid is higher taxation. By 2030, the interest-only payment on the national debt will be more than $900,000,000,000… yes, that’s $900 Billion! On average, the federal income tax collected from taxpayers in 2018 was a little more than $15,000. By the year 2030, it will take 60,000,000 taxpayers, or 42% of all taxpayers, just to pay the interest on the national debt! Like it or not, we all have to prepare for much higher taxes...or do we? If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.