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Epstein & White, proudly a part of Mercer Advisors, operate a comprehensive wealth management firm and offer a full range of financial products and services. They help guide their clients...
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Epstein & White, proudly a part of Mercer Advisors, operate a comprehensive wealth management firm and offer a full range of financial products and services. They help guide their clients through a tailored retirement planning process for a financially sound and enjoyable retirement. For additional information, disclosures and descriptions of professional designations references, please visit www.epsteinandwhite.com.
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10 MAY. 2024 · Fed Chairman, Jerome Powell he said before the start of this year that we could see three rate droppings of the interest rate, but things haven’t worked out like they’ve planned. In fact they may have to back things up a bit, because inflation isn’t under control, so did the hikes we did over that period of 18 or 20 months spark the US economic boom that we’re having right now?
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5 MAR. 2024 · Understanding what someone is selling in the investment world is key and then the question is, should you buy? The two main questions when it comes to retirement is, have I saved enough money? And is this money going to last, but understanding what you have and what you want to accomplish and where you want to go, there’s a lot of questions that they need to answer so that you can give them some realistic expectation of if they’ve saved enough and is it going to get them through the rest of their life?
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5 MAR. 2024 · On January 11th, 2024 the SEC approved Spot Bitcoin ETF’s. Maybe one of the first questions is “why” or at least “why now?” Brad fills us in with all the details.
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5 MAR. 2024 · We start a new year and resolutions are always on people’s docket. Brad gives us some tips on how to be financially ready for the new year.
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5 MAR. 2024 · We can often hear stories and the story can sound similar on two perspectives yet there are two different outcomes that come from that story. That can also happen when it comes to retirement income planning and it happens all the time because we’re all different. We all have our own scenarios, we all have how much money we’ve come to the finish line with and the question is, do I have enough and is it going to last?
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5 MAR. 2024 · We talk about taxes quite a bit on the show because they’re pretty important, especially when it comes to retirement, and Brad posed the question, “are you paying other peoples taxes with your mutual funds?” Brad explains through this for us on todays show.
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5 MAR. 2024 · The 2023 federal budget defect surged this year by 23%. In dollars and cents that’s 1.7 trillion dollars! Our debt is now over 33 trillion and continuing to grow. What are we going to do to address this? Brad unveils it to us.
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5 MAR. 2024 · We come across articles all the time and there’s an article in Financial Planning Magazine and people always want to know how in the world do people get paid especially when it’s related to “I’m going to give you my money to help manage it. I understand that I owe you something for that, but what is too much, how do you get paid all those kinds of things” and we talk through this article with Brad on todays show.
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4 MAR. 2024 · Knowing yourself, you need to know who you are and what do you need, and if you’re married what your spouse needs. This is something we need to know heading into retirement. What do we need? What do we want to do and where do we want to go. We spend a lot of time in our work life saying, “I’ll do that in retirement.” Well, you get to retirement and are you going to do that? Is it something you need? Is it a want or a desire? Brad helps us spell all of those out.
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4 MAR. 2024 · For the better part of a decade from 2011 to 2020, we weren’t worried about this thing called inflation. But since the end of 2021 moving forward, inflation has been a part of our lives and we’ve noticed it at the grocery store and different things that we do in life and in times like these, well you need to probably step back and take an overview and that’s what Brad wants to do with us on todays show.
Epstein & White, proudly a part of Mercer Advisors, operate a comprehensive wealth management firm and offer a full range of financial products and services. They help guide their clients...
mostra más
Epstein & White, proudly a part of Mercer Advisors, operate a comprehensive wealth management firm and offer a full range of financial products and services. They help guide their clients through a tailored retirement planning process for a financially sound and enjoyable retirement. For additional information, disclosures and descriptions of professional designations references, please visit www.epsteinandwhite.com.
mostra menos
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