Tag: Risk Management
WEALTH TRANSFERS: 4 Key Questions About Your Financial Health (Ep. 11)

WEALTH TRANSFERS: 4 Key Questions About Your Financial Health (Ep. 11)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Are you unknowingly giving away your hard-earned wealth?

In this episode, Bryan Repple uncovers the hidden dangers of “wealth transfers”—financial leaks that could quietly erode your future wealth. From tax inefficiencies to unnoticed everyday expenses, Bryan shows you how to identify and plug these leaks to protect your financial future. By asking four critical questions about your financial health, you can take control of your retirement planning and avoid unintentional losses.

Key Highlights:

  • Identify Wealth Transfers: Uncover how unnoticed financial leaks, like tax inefficiencies and excessive loan interest, can erode your wealth over time
  • Examine Everyday Expenses: Learn how small, habitual costs can accumulate over time and how redirecting them can significantly boost your financial health
  • Implement Tax Strategies: Understand the difference between simply preparing taxes and implementing proactive strategies to minimize tax liabilities
  • Ask the Four Essential Financial Questions: Evaluate your rate of return, savings needs, potential lifestyle adjustments, and retirement timeline.
  • And much more!

Resources:

Connect with Bryan Repple: 

 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Bryan Repple. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Bryan Repple is a registered representative and investment advisor for G.A. Repple & Company, member of FINRA, SIPC.
From Growth to Stability: Financial Moves You Need to Make Now (Ep. 10)

From Growth to Stability: Financial Moves You Need to Make Now (Ep. 10)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

As you approach retirement, how ready are you to shift from accumulating wealth to confidently managing it? 

Listen in as Bryan Repple outlines the essential strategies required for transitioning from the accumulation phase of life into the distribution phase. Drawing insightful parallels between endurance sports and financial planning, Bryan emphasizes the critical mindset shifts and strategies necessary to plan for a fulfilling retirement.

Key Highlights:

  • The Power of Perseverance: Bryan shares his journey of overcoming setbacks in ultra-endurance events, highlighting the importance of perseverance and preparation in both life and financial success
  • The Accumulation vs. Distribution Phases: Explore the unique strategies necessary for transitioning from wealth accumulation during your career to effectively managing and distributing it in retirement
  • Navigating Market Volatility: Uncover investment strategies for navigating a volatile interest rate landscape, striking the right balance between growth potential and financial stability
  • Diversification and Risk Management: Bryan stresses the crucial need for portfolio diversification, including the strategic use of money markets and annuities to shield against market risks
  • Practical Financial Guidance: Gain actionable insights on avoiding the traps of low-yield accounts and the critical need for regular portfolio reviews to evaluate risk, fees, and overall strategy
  • And much more!

Resources:

Connect with Bryan Repple: 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Bryan Repple. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice.

Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Bryan Repple is a registered representative and investment advisor for G.A. Repple & Company, member of FINRA, SIPC.