Cruising Through Retirement with Kevin Brucher: Recent Episodes

Kevin Brucher

Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.

In this episode, Kevin Brucher discusses the changes to IRA inheritance rules, the importance of flexible retirement planning, and strategies to optimize tax efficiency in retirement. He also shares insights on government policies, scams targeting seniors, and tips for choosing the right state for retirement.

480-406-3396

Silver Leaf Financial

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Kevin shares insights on retirement planning, tax strategies, and protecting yourself from scams in the digital age. He also covers Roth contributions and the care with which one must use in implementing a Roth conversion. Learn practical tips to maximize your financial security and navigate today's complex financial landscape.

480-406-3396

Silver Leaf Financial

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Kevin addresses the FOMO that comes with the hype, the likes of which we just experienced with Space X. The major topic of this podcast is how to calm your fear of missing out but with a safer and more sound strategic approach. Kevin also discusses rollover strategies that are smart and can help with tax efficiency.

480-406-3396

Silver Leaf Financial

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In this episode, Kevin discusses the future of Social Security, the impact of political decisions, and practical strategies for retirement planning amidst economic challenges.

480-406-3396

Silver Leaf Financial

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Kevin discusses retirement strategies during economic uncertainties, including inflation, interest rates, stock market tips, and legacy planning. He emphasizes diversification, risk management, and long-term planning to secure a stable retirement.

480-406-3396

Silver Leaf Financial

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Kevin takes note of the latest economic news with higher prices and interest rate uncertainty in opening a discussion of a slight erosion of confidence among retirees and soon to be retirees. He also points out that having a plan with risk adjustments, proper income strategies, Social Security claiming strategies, and even long term care considerations can help to boost your retirement confidence.

Reach Kevin at 800-975-6717.

Silver Leaf Financial

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In this episode, Kevin Brucher discusses the impact of social media, political chaos, and economic strategies on retirement planning. They explore signs of cognitive decline in politicians, market trends, and practical advice for managing retirement funds amid inflation and social security uncertainties. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the challenges retirees face in spending their accumulated wealth and offers practical strategies for turning savings into sustainable income. Topics include the psychological barriers to spending, the bucket strategy, Social Security planning, and the importance of diversified income sources.

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Kevin Brucher shares insights on market volatility, investment strategies, and retirement planning amidst economic uncertainties. Learn how to navigate market swings, optimize your portfolio, and plan for a secure retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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When conflict overseas drives up oil prices, retirees can feel it fast at the pump, the grocery store, and in their long-term plans. In this episode, Kevin Brucher breaks down how geopolitical tension can fuel inflation, pressure interest rates, and create new risks for Social Security, Medicare, and retirement income. More importantly, he shares practical steps to help you protect your savings and build a steadier retirement plan.

Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the current economic climate, retirement planning, and the impact of political and global events on personal finances. He shares insights on market trends, risk management, international retirement options, and strategies for protecting wealth.

Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the evolving landscape of retirement, emphasizing that it is no longer seen as an end but rather a new beginning. He highlights the importance of longevity, the implications for social security, and the necessity of planning for a comfortable retirement through various income sources, including annuities. The conversation also delves into the risks associated with retirement investments, particularly sequence risk, and the need for strategic financial planning to ensure a secure future. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Retirement in 2026 looks more like a Netflix original than a Norman Rockwell painting. With longer lifespans, smarter tech, and a shrinking attention span for traditional portfolios, today’s retirees are rewriting the script—and some forgot to include an intermission. Kevin Brucher breaks it all down.

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Kevin Brucher discusses the habits and strategies that wealthy individuals use to glide into retirement with confidence. He emphasizes the importance of starting early with investments, maximizing tax-advantaged accounts, and utilizing health savings accounts. Kevin also highlights the role of financial advisors, the significance of managing taxes in retirement, and the necessity of diversification in investment portfolios. The conversation wraps up with insights on automating financial processes and preparing for future market fluctuations. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the multifaceted aspects of retirement planning, emphasizing the importance of consolidating retirement accounts, maximizing tax-free income, and ensuring financial security for spouses. He also highlights the necessity of maintaining updated beneficiaries and the value of having emergency and fun accounts to enhance the retirement experience. The conversation encourages listeners to embrace the adventure of retirement and plan proactively for a secure financial future. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brooker discusses the implications of the Tax Cut and Jobs Act, which is set to remain in effect, and emphasizes the importance of proactive retirement tax planning. He highlights strategies such as Roth conversions and managing different types of accounts to minimize tax liabilities. Kevin explains how income levels can affect Medicare premiums and social security benefits, urging listeners to be aware of potential surcharges and the long-term consequences of early social security claims. He also touches on the importance of understanding Medicare options and planning for healthcare costs in retirement, which can significantly impact financial stability. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the overlooked advantages of bear markets and how they can be leveraged for financial growth. He emphasizes the importance of understanding market dynamics, the necessity of financial planning, and strategies for managing debt. Kevin also provides insights into investment strategies during downturns, the significance of healthcare planning in retirement, and the potential future challenges with Social Security. Overall, the conversation aims to equip listeners with knowledge to strengthen their financial future amidst market fluctuations. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the evolution of retirement strategies, emphasizing the need to adapt to modern investment opportunities. He critiques outdated advice, particularly the traditional 60-40 stock split, and highlights the importance of private investments and gold as a hedge against inflation and currency devaluation. Brooker also warns about the dangers of national debt and advocates for a debt-free retirement approach. He encourages listeners to examine their spending habits and consider frugality as a means to enhance their financial security in retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the intricacies of retirement income planning, emphasizing the importance of understanding income streams, the impact of inflation, and the role of annuities. He highlights the need for a comprehensive financial strategy to ensure long-term financial security, especially in the face of rising costs and economic uncertainty. The discussion also touches on government debt and its implications for future generations, urging listeners to be proactive in their financial planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the emotional challenges retirees face in the stock market, emphasizing the importance of emotional control and strategic investing. He explores various investment strategies, including rules-based approaches and the role of annuities in providing safety. The conversation also covers the significance of creating a comprehensive income plan for retirement, the potential of the AI and tech sector, and the need for investors to manage risk and emotions effectively. Brucher highlights the importance of patience in investing and the inevitability of market volatility, encouraging listeners to prepare for future uncertainties while maintaining a long-term perspective. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the common pitfalls in retirement planning, emphasizing the importance of starting savings early, avoiding debt, and making informed investment choices. He highlights the significance of compounding interest, the potential risks and rewards of cryptocurrency, and the need to prepare for possible cuts in Social Security. Kevin also advocates for the use of annuities as a tool for securing retirement income and encourages listeners to engage in financial discussions with their families. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses essential financial strategies to consider before the year ends. He emphasizes the importance of tax loss harvesting, Roth conversions, and understanding required minimum distributions (RMDs). Kevin also highlights the significance of protecting personal finances amidst rising national debt and offers insights into health savings accounts and charitable giving. The conversation covers maximizing retirement contributions and the need for progressive tax reforms to address wealth inequality. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the evolving landscape of retirement, highlighting the challenges retirees face today, including inflation, healthcare costs, and social security concerns. He emphasizes the importance of strategic financial planning, investment in hard assets, and the potential benefits of annuities for ensuring financial security in retirement. The conversation also touches on the broader economic implications of government spending and debt, urging listeners to take proactive steps in their financial planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the evolution of retirement strategies, emphasizing the need to adapt to modern investment opportunities. He critiques outdated advice, particularly the traditional 60-40 stock split, and highlights the importance of private investments and gold as a hedge against inflation and currency devaluation. Brooker also warns about the dangers of national debt and advocates for a debt-free retirement approach. He encourages listeners to examine their spending habits and consider frugality as a means to enhance their financial security in retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the common emotional barriers retirees face when it comes to spending their hard-earned savings. He emphasizes the importance of creating separate funds for different purposes, including a 'fun bucket' for discretionary spending. The conversation also covers the benefits of annuities as a source of guaranteed income, the significance of working with a fiduciary advisor, and the need for clear communication about long-term care options. Kevin shares personal anecdotes to illustrate the value of building trusting relationships with clients and the importance of understanding financial products thoroughly. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the essential elements of retirement planning, focusing on the five pillars that ensure a successful and stress-free retirement. He emphasizes the importance of understanding social security timing, the implications of national debt on retirement income, and the bucket strategy for managing retirement funds. Additionally, he explores the role of annuities in providing guaranteed income and shares insights on current market trends and investment strategies. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the intricacies of retirement income planning, emphasizing the importance of understanding income streams, the impact of inflation, and the role of annuities. He highlights the need for a comprehensive financial strategy to ensure long-term financial security, especially in the face of rising costs and economic uncertainty. The discussion also touches on government debt and its implications for future generations, urging listeners to be proactive in their financial planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the significance of Social Security, the flaws in current retirement planning, and the economic implications of immigration and inflation. He emphasizes the need for reform in Social Security and taxation, while also exploring investment strategies and the potential of cryptocurrency as a hedge against economic instability. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the various aspects of retirement planning, emphasizing the importance of intentional planning for the first decade of retirement, maintaining physical health, understanding financial implications such as inflation and taxes, and the significance of choosing the right retirement facility. He also highlights the need for contingency planning to prepare for unexpected events that may arise during retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the significance of Social Security, the flaws in current retirement planning, and the economic implications of immigration and inflation. He emphasizes the need for reform in Social Security and taxation, while also exploring investment strategies and the potential of cryptocurrency as a hedge against economic instability. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the importance of mindset in making better financial decisions. He emphasizes how stress can negatively impact financial choices and suggests strategies for managing stress. The conversation also covers the significance of long-term thinking in financial planning and the current concerns regarding national debt and its implications for retirement. Brucher provides insights into investment strategies and the necessity of having a solid retirement income plan. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses common financial mistakes that baby boomers make, particularly regarding Social Security, healthcare costs, and retirement planning. He emphasizes the importance of understanding Social Security benefits, the timing of claims, and the need for adequate healthcare coverage in retirement. Additionally, he addresses the impact of national debt on retirement security and suggests investing in digital currencies and gold as a hedge against economic uncertainty. The conversation also highlights the significance of starting retirement contributions early and utilizing Health Savings Accounts for tax-free medical expenses. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the impact of inflation on retirement planning, strategies for managing rising costs, and the importance of investment growth and risk management. They emphasize the role of financial advisors in creating personalized retirement plans and navigating the complexities of homeowners associations. Additionally, they explore the financial support grandparents often provide to their grandchildren and the importance of maintaining a comfortable retirement lifestyle without jeopardizing financial independence. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the impact of inflation on retirement planning, strategies for managing rising costs, and the importance of investment growth and risk management. They emphasize the role of financial advisors in creating personalized retirement plans and navigating the complexities of homeowners associations. Additionally, they explore the financial support grandparents often provide to their grandchildren and the importance of maintaining a comfortable retirement lifestyle without jeopardizing financial independence. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the critical balance between saving and investing for retirement. He emphasizes the importance of having an emergency fund, understanding sequence risk, and the role of guaranteed income in retirement planning. The conversation also delves into the evaluation of annuities and investment strategies, providing insights on how to navigate the complexities of financial planning for a secure retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the significance of Social Security, the flaws in current retirement planning, and the economic implications of immigration and inflation. He emphasizes the need for reform in Social Security and taxation, while also exploring investment strategies and the potential of cryptocurrency as a hedge against economic instability. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses common misconceptions about retirement planning, emphasizing the importance of preparing for potential cuts in Social Security and understanding Medicare. He highlights the benefits of Health Savings Accounts (HSAs) and the necessity of updating beneficiary designations. The conversation also covers budgeting for a comfortable retirement lifestyle and generating additional income during retirement to ensure financial stability. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the impact of inflation on retirement planning, strategies for managing rising costs, and the importance of investment growth and risk management. They emphasize the role of financial advisors in creating personalized retirement plans and navigating the complexities of homeowners associations. Additionally, they explore the financial support grandparents often provide to their grandchildren and the importance of maintaining a comfortable retirement lifestyle without jeopardizing financial independence. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses common financial mistakes that baby boomers make, particularly regarding Social Security, healthcare costs, and retirement planning. He emphasizes the importance of understanding Social Security benefits, the timing of claims, and the need for adequate healthcare coverage in retirement. Additionally, he addresses the impact of national debt on retirement security and suggests investing in digital currencies and gold as a hedge against economic uncertainty. The conversation also highlights the significance of starting retirement contributions early and utilizing Health Savings Accounts for tax-free medical expenses. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the financial surprises that can arise during retirement, emphasizing that expenses may not remain fixed. He explores the current market turbulence, the implications of national debt, and the importance of having a solid financial plan. The conversation also covers healthcare costs, Medicare options, long-term care considerations, and strategies for managing retirement expenses. Kevin stresses the need for retirees to be proactive in their financial planning to ensure a stable and secure retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

This originally posted May 30, 2025.

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Kevin Brucher discusses the critical balance between saving and investing for retirement. He emphasizes the importance of having an emergency fund, understanding sequence risk, and the role of guaranteed income in retirement planning. The conversation also delves into the evaluation of annuities and investment strategies, providing insights on how to navigate the complexities of financial planning for a secure retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the concept of financial independence, emphasizing that it is not merely about wealth accumulation but about having the freedom to live life on one's own terms. He explores the importance of creating multiple income streams, managing debt, and understanding the future of social security. Additionally, he highlights the significance of investing in assets like Bitcoin and gold as hedges against inflation and discusses the importance of catch-up contributions for retirement savings. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses common financial mistakes that baby boomers make, particularly regarding Social Security, healthcare costs, and retirement planning. He emphasizes the importance of understanding Social Security benefits, the timing of claims, and the need for adequate healthcare coverage in retirement. Additionally, he addresses the impact of national debt on retirement security and suggests investing in digital currencies and gold as a hedge against economic uncertainty. The conversation also highlights the significance of starting retirement contributions early and utilizing Health Savings Accounts for tax-free medical expenses. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the importance of mindset in making better financial decisions. He emphasizes how stress can negatively impact financial choices and suggests strategies for managing stress. The conversation also covers the significance of long-term thinking in financial planning and the current concerns regarding national debt and its implications for retirement. Brucher provides insights into investment strategies and the necessity of having a solid retirement income plan. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the challenges of navigating financial mistakes and market volatility, emphasizing the importance of learning from setbacks. He explores the rise of Bitcoin and its institutional acceptance, the tax implications of investing in cryptocurrencies, and the critical role of financial advisors in planning for retirement. Brucher encourages listeners to consider alternative investments like gold and Bitcoin while being mindful of their risk tolerance and financial goals. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the complexities of retirement spending, market analysis, and the importance of planning for various financial scenarios. He emphasizes the need for retirees to understand their spending patterns, the psychological barriers to spending, and the creation of a 'fun fund' to enjoy retirement without financial anxiety. The conversation also touches on the impact of healthcare costs, inflation, and the current market uncertainties, urging listeners to consider risk management strategies. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the financial surprises that can arise during retirement, emphasizing that expenses may not remain fixed. He explores the current market turbulence, the implications of national debt, and the importance of having a solid financial plan. The conversation also covers healthcare costs, Medicare options, long-term care considerations, and strategies for managing retirement expenses. Kevin stresses the need for retirees to be proactive in their financial planning to ensure a stable and secure retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the various stages of retirement and how to navigate them effectively. He shares personal anecdotes about his long-standing client relationships and emphasizes the importance of planning for living situations in retirement. The conversation also covers financial planning, including the significance of debt management and the peace of mind that comes from eliminating debt. Kevin encourages listeners to engage with their financial advisors and family members to ensure a comfortable retirement experience. The speakers also touch on the significance of tracking expenses and maintaining social connections, as well as the current economic landscape and investment strategies, particularly in cryptocurrencies. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses various aspects of retirement planning, including the importance of multiple income sources, the role of annuities, and the impact of market trends and tariffs on the economy. They also explore the performance of gold and cryptocurrencies as investment options, the future of social security benefits, and the necessity of planning for inflation in retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses various economic indicators that can inform retirement planning, including quirky signs of economic health. He emphasizes the importance of understanding consumer behavior during economic downturns and provides insights into market analysis and technical indicators. The conversation also touches on the current state of the economy, potential recession indicators, and investment strategies in uncertain times. Additionally, Kevin highlights the role of annuities in retirement planning and addresses political and economic concerns affecting the market. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the current economic climate and its impact on financial planning. He emphasizes the importance of having a robust financial plan that can withstand market volatility. The conversation covers recent market rebounds, the significance of earnings reports, and the risks associated with margin calls. Kevin also explores the influence of political events on financial markets, the concept of a bear market rally, and the implications of consumer confidence on economic predictions. He provides insights into investment strategies, including the role of gold and alternative investments like Bitcoin, while encouraging listeners to assess their portfolio risk and make informed decisions. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the common assumptions that can jeopardize retirement planning, the current economic climate's impact on investments, and strategies for ensuring a stable income during retirement. He emphasizes the importance of understanding market volatility, sequence risk, and the need for guaranteed income sources. Additionally, he touches on the significance of charitable giving and the complexities of long-term care planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the current market turbulence and its implications for retirement planning. He emphasizes the importance of understanding tariffs and their impact on the economy, the necessity of maintaining cash reserves, and the potential benefits of annuities as a safe investment option. Kevin provides insights into navigating the stock market during uncertain times and encourages listeners to take a long-term view of their investments. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the current economic climate, focusing on recession fears, the impact of tariffs and trade wars, and strategies for navigating investment in uncertain times. They emphasize the importance of understanding market dynamics, consumer confidence, and the potential for inflation and unemployment to rise. The discussion also covers investment strategies, including the benefits of Roth conversions and the implications of future tax changes on estate planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the importance of tax efficiency in retirement planning, the recent market downturn, and strategies for navigating economic uncertainty. He explains the concept of the 'death cross' as a warning sign for investors and emphasizes the need for caution in the current market environment. Brucher also shares insights on investment strategies, including the benefits of bonds versus stocks, and offers tax strategies to maximize retirement accounts, particularly the advantages of Roth IRAs. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the importance of proactive retirement planning, addressing potential financial instability, healthcare costs, tax strategies, housing market trends, and estate planning essentials. He emphasizes the need for continuous monitoring of financial plans and the significance of having open discussions with family about financial matters. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the significant impact of tariffs on retirement planning, market volatility, and consumer behavior. He explores the current economic landscape, including concerns about stagflation and government spending, while providing insights into investment strategies during uncertain times. The conversation emphasizes the importance of understanding market indicators and the potential effects of tariffs on consumer prices and retirement income. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the current state of the stock market, drawing on insights from Warren Buffett. He emphasizes the importance of patience in investing, especially during volatile times. The conversation covers economic indicators, the impact of tariffs on inflation, and the potential for stagflation. Brucher advises listeners on strategies for long-term investment, including reallocating portfolios to bonds and being cautious in the face of market uncertainty. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the complexities of transitioning into retirement, the current state of the stock market, and the importance of financial planning. He emphasizes the need for preparation, understanding market indicators, and managing economic uncertainty. The conversation also covers debt management, income planning, healthcare considerations, and the future of Medicare, providing listeners with valuable insights for navigating their retirement journey. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the importance of having a well-thought-out recovery plan during market volatility, emphasizing the need for a solid investment strategy and the role of an independent advisor in navigating financial decisions. He highlights the significance of understanding risk versus reward in retirement planning and the current market trends, providing insights into how to manage investments effectively while keeping emotions in check. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the significant milestone of 'Peak 65', where a large number of baby boomers are retiring. He emphasizes the importance of being financially prepared for retirement, the challenges posed by Social Security, and the need for diversified income streams. The discussion also covers investment strategies, the role of annuities, and the importance of personalized financial advice. Additionally, they touch on government debt and fiscal responsibility, urging listeners to avoid debt traps and prioritize financial discipline. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the essential aspects of retirement planning, focusing on determining your retirement number, preparing for inflation, managing debt, navigating Medicare, and understanding health savings accounts. He emphasizes the importance of having a comprehensive financial plan and being proactive in managing expenses and investments to ensure a comfortable retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses essential strategies for protecting retirement portfolios from potential market crashes. He emphasizes the importance of balancing risk and reward, understanding various investment strategies, and the role of annuities in retirement planning. The conversation also highlights the significance of experience in investing, managing market volatility, and the necessity of adapting to changing financial landscapes. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the recent volatility in the stock market, emphasizing the importance of understanding behavioral finance and the emotional factors that influence investment decisions. He highlights the impact of AI on market dynamics and the necessity of maintaining a rational approach to investing, especially during turbulent times. The conversation also touches on the significance of diversification, risk management, and the need for investor awareness regarding scams and fraudulent activities in the financial sector. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the complexities of the retirement investment landscape in 2025, emphasizing the importance of active risk management strategies, the role of dividends, and the challenges facing Social Security. He also explores the future of retirement planning, the impact of inflation, and the potential of Bitcoin as an investment option. The conversation highlights the need for individuals to stay informed and consider various strategies to protect their retirement savings. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the importance of having a well-thought-out recovery plan during market volatility, emphasizing the need for a solid investment strategy and the role of an independent advisor in navigating financial decisions. He highlights the significance of understanding risk versus reward in retirement planning and the current market trends, providing insights into how to manage investments effectively while keeping emotions in check. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the impact of American values on retirement planning, emphasizing self-reliance and the importance of being proactive in saving for retirement. He raises concerns about the future of Social Security and the potential for benefit cuts, urging listeners to consider their retirement income strategies. The conversation also covers the current interest rate environment and the shift towards alternative investments as a way to diversify portfolios. Brucher highlights the changing investment strategies of wealthy individuals and the importance of having multiple income streams in retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the complexities of retirement planning, emphasizing the importance of understanding expenses, the role of financial advisors, and strategies for maximizing income through investments and Social Security. He highlights the often underestimated costs of retirement, the need for personalized financial advice, and the impact of corporate taxation on the economy. Additionally, he addresses healthcare costs and the significance of planning for unexpected expenses, while providing insights into investment strategies and market trends. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses essential aspects of retirement planning, including the importance of life insurance, navigating taxes, income planning, and investment strategies. He emphasizes the need for personalized financial advice and the potential benefits of health savings accounts and speculative investments like Bitcoin. The conversation provides valuable insights for those preparing for retirement, highlighting the importance of understanding one's financial situation and making informed decisions. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the importance of setting realistic financial goals as the new year approaches. He emphasizes the need for consistency in saving and budgeting, the significance of having an emergency fund, and the dangers of financial scams. Additionally, he provides insights into the current market conditions and investment strategies, encouraging listeners to stay informed and proactive about their financial health. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the latest developments affecting retirement planning, including changes in retirement rules, market trends, investment strategies for the upcoming year, updates on social security benefits, healthcare challenges, and year-end tax planning strategies. He emphasizes the importance of staying informed about rule changes, understanding market dynamics, and setting clear financial goals for a successful retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the complexities of mortgage management as individuals approach retirement. He explores whether paying off a mortgage is beneficial, emphasizing the importance of personal feelings and financial situations. The conversation delves into cash flow management, the significance of health insurance, and planning for Social Security benefits. Additionally, Kevin highlights the new retirement contribution limits and encourages listeners to maximize their savings for a secure retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the financial habits and strategies of wealthy individuals, emphasizing the importance of long-term planning, budgeting, and investment strategies. He highlights a recent study showing that millionaires are more knowledgeable about their finances compared to the general population. The conversation also touches on the significance of managing insurance costs, understanding cryptocurrency investments, and preparing for potential cuts in social security benefits. Kevin encourages listeners to take control of their financial future by planning and making informed decisions. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses significant changes to 401k plans coming in 2025, including increased contribution limits and automatic enrollment. He emphasizes the importance of maximizing retirement savings, understanding required minimum distributions (RMDs), and the benefits of Roth 401k contributions. The conversation also covers health savings accounts (HSAs), annuities, charitable giving strategies, and estate planning for blended families, providing listeners with valuable insights for their financial futures. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses essential aspects of retirement planning, including the importance of life insurance, navigating taxes, income planning, and investment strategies. He emphasizes the need for personalized financial advice and the potential benefits of health savings accounts and speculative investments like Bitcoin. The conversation provides valuable insights for those preparing for retirement, highlighting the importance of understanding one's financial situation and making informed decisions. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the realities of retirement, emphasizing the importance of financial planning amidst economic uncertainties. They explore investment strategies, the volatility of the stock market, and the significance of health in retirement. The conversation also delves into the future of Social Security and the necessity of preparing for potential cuts in benefits. Listeners are encouraged to adopt a proactive approach to their retirement planning, focusing on diversification and long-term strategies to ensure financial stability. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the complexities of retirement planning, emphasizing the importance of understanding expenses, the role of financial advisors, and strategies for maximizing income through investments and Social Security. He highlights the often underestimated costs of retirement, the need for personalized financial advice, and the impact of corporate taxation on the economy. Additionally, he addresses healthcare costs and the significance of planning for unexpected expenses, while providing insights into investment strategies and market trends. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brooker and Steve Sedahl discuss the challenges facing retirees in America, including the alarming statistics on retirement savings and the importance of financial literacy. They explore strategies for supporting children's education without jeopardizing retirement savings, the significance of shopping around for insurance, and the implications of national debt on future financial stability. The conversation also delves into the complexities of Medicare and healthcare costs, emphasizing the need for informed decision-making in retirement planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses proactive strategies to secure a comfortable and stress-free retirement. They emphasize the importance of staying in the market and not panicking during market fluctuations. They also discuss the increasing risk of data breaches and provide tips on how to protect personal information. Additionally, they highlight the significance of early retirement planning and the benefits of eliminating debt. The conversation concludes with a discussion on the current state of the economy and the positive outlook for investments. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

This episode was originally posted August 16, 2024

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Kevin Brucher discusses retirement planning and the five basic steps to help individuals reach their retirement goals. He emphasizes the importance of discipline and long-term commitment to building savings and creating a reliable stream of income in retirement. Kevin also provides insights on income planning, including the optimal time to claim Social Security benefits and the benefits of diversifying investments. He highlights the value of working with a fiduciary advisor who can provide unbiased advice and help individuals navigate the complexities of retirement planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

This episode originally posted July 26, 2024.

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Kevin Brucher discusses the evolving landscape of retirement planning, focusing on the implications of the 4% rule, the challenges posed by national debt, and the importance of understanding Social Security and Medicare options. He emphasizes the need for responsible tax policies and the impact of wealth disparity on retirement security. The conversation also highlights the significance of maintaining effective communication with financial advisors to ensure a successful retirement strategy. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the complexities of retirement planning, emphasizing the importance of saving, understanding economic influences, and the role of financial advisors. They explore current market trends, the impact of tariffs and economic policies, and provide insights on smart investing strategies. The conversation encourages listeners to prioritize their financial future and seek guidance from trusted advisors to navigate their retirement journey effectively.

To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Kevin Brucher discusses the complexities of retirement planning, emphasizing the importance of advanced planning, the role of AI in financial education, the impact of interest rates on financial products, tax-efficient strategies for retirement, and navigating market volatility. He highlights the significance of diversification, the benefits of annuities, and the need to prepare for healthcare costs in retirement. Kevin encourages listeners to maintain a long-term investment perspective and to seek professional advice for personalized financial planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the current state of financial markets, the impact of political events on investments, and the importance of healthcare planning in retirement. He highlights the generational disconnect regarding retirement expectations, the tax implications of retirement accounts, and the complexities of Medicare options. The conversation also touches on common financial regrets among Americans and the significance of guaranteed income in retirement planning. Kevin emphasizes the need for strategic investment approaches and the value of annuities for long-term financial security. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the importance of avoiding financial diseases in retirement. He compares long-term risks to heart disease and emphasizes the need to account for factors like longevity and inflation. He also highlights the importance of updating financial plans as circumstances change, drawing a parallel to Alzheimer's disease. Mismanaging cash flow is compared to diabetes, while accumulating too much debt is likened to obesity. Brooker provides tips for managing debt and emphasizes the need for diversification and risk mitigation in investment portfolios. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses the topic of Roth conversions and its implications for retirement planning. They highlight the factors to consider when deciding whether to do a Roth conversion, such as tax brackets, time horizon, and the potential for tax-free growth. They also discuss the benefits of Roth conversions for estate planning, including the ability to pass on tax-free wealth to beneficiaries and the avoidance of required minimum distributions (RMDs) for the original owner. The conversation also touches on the importance of estate planning documents and the role of life insurance in offsetting tax liabilities. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher explores the intersection of the presidential race and economic policies and how they can affect one's financial future, particularly in retirement. The discussion touches on the importance of considering Congress and not just the president when it comes to changing laws and policies. He also delves into the impact of different administrations on the economy and stock market performance. The topics of Social Security, Medicare, corporate taxes, and the national debt are also discussed, highlighting the need for sound economic and financial policies. The conversation concludes with a discussion on protecting personal information and freezing credit to prevent identity theft.

Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses proactive strategies to secure a comfortable and stress-free retirement. They emphasize the importance of staying in the market and not panicking during market fluctuations. They also discuss the increasing risk of data breaches and provide tips on how to protect personal information. Additionally, they highlight the significance of early retirement planning and the benefits of eliminating debt. The conversation concludes with a discussion on the current state of the economy and the positive outlook for investments. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this episode, Kevin Brucher discusses the recent market volatility and the importance of being prepared for retirement. He explains the concept of the Japanese yen carry trade and how it impacted the market. Kevin also emphasizes the need for a diversified portfolio and the role of bonds in balancing risk. He advises listeners to be cautious when making investment decisions and to consider the three-day rule. Kevin also highlights the importance of managing debt and planning for healthcare costs in retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this conversation, Kevin Brucher and Steve Sedahl discuss the topic of Roth conversions and its implications for retirement planning. They highlight the factors to consider when deciding whether to do a Roth conversion, such as tax brackets, time horizon, and the potential for tax-free growth. They also discuss the benefits of Roth conversions for estate planning, including the ability to pass on tax-free wealth to beneficiaries and the avoidance of required minimum distributions (RMDs) for the original owner. The conversation also touches on the importance of estate planning documents and the role of life insurance in offsetting tax liabilities. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses retirement planning and the five basic steps to help individuals reach their retirement goals. He emphasizes the importance of discipline and long-term commitment to building savings and creating a reliable stream of income in retirement. Kevin also provides insights on income planning, including the optimal time to claim Social Security benefits and the benefits of diversifying investments. He highlights the value of working with a fiduciary advisor who can provide unbiased advice and help individuals navigate the complexities of retirement planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this episode of Cruising Through Retirement, Kevin Brucher discusses low-risk investments for boosting income and profitability in retirement. He emphasizes the importance of managing risk and making rational decisions in volatile markets. Kevin explores the benefits and risks of real estate investments, including rental properties and real estate investment trusts (REITs). He also explains the difference between bond funds and individual bonds, and highlights the advantages of municipal bonds for high-income earners. Finally, Kevin introduces a revolutionary annuity product that offers a guaranteed minimum return and the potential for market gains. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this conversation, Kevin Brucher discusses the importance of finding the right financial advisor and shares tips on how to do so. He emphasizes the need for trust, a fiduciary standard, and proper licensing. He also highlights the benefits of getting a second opinion and the value of experience in making sound investment decisions. Kevin provides insights into the stock market's performance, inflation rates, and upcoming earnings announcements. He concludes by offering his expertise in low volatility investments and risk mitigation strategies. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this episode, Kevin Brucher discusses the recent Federal Reserve meeting and its impact on the economy. He explains how interest rates affect inflation and the overall strength of the US economy. Kevin also explores the 4% rule in retirement planning and the concept of sequence risk. He highlights proposed cuts to Social Security and Medicare, as well as a Democratic proposal to eliminate taxes on Social Security. Kevin emphasizes the importance of the upcoming election for the future of these programs. He concludes by sharing his market outlook and advising investors to stick with their plans. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this conversation, Kevin Brucher discusses important retirement planning questions and provides answers to them. The topics covered include retirement age, drawing down savings, claiming Social Security, investment strategies, and the importance of working with a personalized advisor. Kevin emphasizes the need for open communication, mutual respect, and a customized approach to retirement planning. He also highlights the potential impact of government policies on Social Security benefits and encourages listeners to consider their longevity when making retirement decisions. The conversation concludes with a discussion on the current market outlook. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Retirement planning in the current economic climate is more challenging than ever. With the baby boomer generation retiring and fewer people contributing to Social Security, it's important to have a solid retirement plan in place. Annuities can be a valuable tool for generating guaranteed income in retirement, especially for those who don't have a pension plan. Annuities provide a steady stream of income that can supplement Social Security and help cover expenses. It's important to work with an independent fiduciary advisor who can help determine if an annuity is the right option for your specific situation. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this episode, Kevin Brucher discusses the recent Federal Reserve meeting and its impact on the economy. He explains how interest rates affect inflation and the overall strength of the US economy. Kevin also explores the 4% rule in retirement planning and the concept of sequence risk. He highlights proposed cuts to Social Security and Medicare, as well as a Democratic proposal to eliminate taxes on Social Security. Kevin emphasizes the importance of the upcoming election for the future of these programs. He concludes by sharing his market outlook and advising investors to stick with their plans. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Retirement planning has seen significant changes over the past 20 years due to shifts in the economy, demographics, technology, and regulations. The conversation covers topics such as the transition from defined benefit plans to 401(k)s, the importance of Social Security and Medicare, the need for increased revenue and reduced debt, the benefits of Roth 401(k)s and health savings accounts (HSAs), and the impact of financial technology (fintech) on the industry. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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The conversation covers a range of topics related to retirement planning, financial regrets, investment strategies, market insights, and economic trends. It delves into the impact of inflation, interest rates, and the role of the Federal Reserve. The discussion also explores the volatility of the stock market, the importance of managing risk, and the potential benefits of index annuities as a retirement investment option. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this conversation, Kevin Brucher discusses the certainty and uncertainty in retirement. They talk about the success of Nvidia and the potential risks of investing in AI stocks. They also discuss the importance of investing in the stock market to stay ahead of inflation and the benefits of having a Health Savings Account (HSA). The conversation then shifts to the role of financial advisors in retirement planning and the importance of education in making informed financial decisions. They also touch on the topics of unexpected expenses, taxes, and the role of annuities in retirement planning. The conversation concludes with a discussion on BlackRock's new plan to include annuities in 401(k) plans and the importance of Social Security and Medicare in retirement planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this episode of Cruising Through Retirement, Kevin Brucher discusses the recent report from the Social Security and Medicare trustees, which shows that the depletion dates for these programs have been pushed back. He emphasizes that these numbers can change every year based on the economy and the funding from payroll taxes. Kevin also addresses the topic of inflation and argues that the current rates are normal when viewed from a historical perspective. He advises listeners to be mindful of their spending and to focus on saving money. Additionally, he highlights the importance of getting a second opinion on investment portfolios to ensure diversification and avoid potential pitfalls. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this conversation, Kevin Brucher discusses common financial planning misconceptions in retirement. He covers topics such as the current state of the economy, the recommended withdrawal rate for retirement, the misconception of spending less in retirement, and the importance of planning for inflation. They also touch on the dangers of following financial influencers on social media and the benefits of considering annuities as part of a retirement plan. Overall, the conversation emphasizes the need for personalized retirement planning and the importance of working with a trusted advisor. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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The conversation covers various topics related to the current economic and financial landscape. It starts with a discussion on the recent news, including the Federal Reserve's stance on interest rates and inflation. The conversation then moves on to the performance of companies during the earnings season and the overall state of the economy. It touches on the topics of job market trends, consumer wealth, and the impact of debt on individuals. The conversation concludes with a positive outlook on the market and the importance of managing debt. The conversation provides insights into investment opportunities and strategies to protect and grow wealth. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this episode of Cruising Through Retirement, Kevin Brucher discusses low-risk investments for boosting income and profitability in retirement. He emphasizes the importance of managing risk and making rational decisions in volatile markets. Kevin explores the benefits and risks of real estate investments, including rental properties and real estate investment trusts (REITs). He also explains the difference between bond funds and individual bonds, and highlights the advantages of municipal bonds for high-income earners. Finally, Kevin introduces a revolutionary annuity product that offers a guaranteed minimum return and the potential for market gains. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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On this episode of Cruising Through Retirement, Kevin Burcher and Steve Sedahl discuss the evolution of Social Security and the importance of understanding its history and future changes. They highlight the creation of Social Security in 1935 as a response to the Great Depression and the first check being issued in 1940. They also discuss the changes that have been made to the program over the years, such as the introduction of benefits for children and spouses and the increase in the full retirement age. They emphasize the importance of voting for candidates who will support and strengthen Social Security and Medicare. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this conversation, Kevin Brucher and Steve Sedahl discuss common retirement blunders and provide suggestions on how to avoid them. They cover topics such as trying to beat the market, keeping money in cash, lack of diversification, feeling trapped by real estate, and not spending savings. They also touch on the importance of timing when claiming Social Security and the potential repeal of the federal tax on Social Security. Overall, they emphasize the need for careful planning, diversification, and seeking professional advice. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this episode of Cruising Through Retirement, Kevin Brucher discusses financial planning strategies for retirement using golf analogies. He emphasizes the importance of avoiding hazards such as inflation and taxes, and the need to manage emotions and learn from past mistakes. Kevin also touches on topics like early retirement, retirement age, and saving for retirement. Kevin offers a complimentary financial plan review for listeners and highlights the importance of ongoing education and a strong advisor-client relationship. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this episode, Kevin Brucher exposes the dangers of financial advice on social media and highlights the importance of financial literacy. He discusses the performance of the S&P 500 and emphasizes the need for individuals to plan for retirement. Kevin challenges misleading information about 401(k)s and encourages listeners to seek advice from reputable sources. He also cautions against the risks of cryptocurrency and the fallacy of using other people's money to get rich. The key takeaways include staying informed, being cautious of social media influencers, and prioritizing financial responsibility. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this episode, Kevin Brucher discusses the recent Federal Reserve meeting and its impact on the economy. He explains how interest rates affect inflation and the overall strength of the US economy. Kevin also explores the 4% rule in retirement planning and the concept of sequence risk. He highlights proposed cuts to Social Security and Medicare, as well as a Democratic proposal to eliminate taxes on Social Security. Kevin emphasizes the importance of the upcoming election for the future of these programs. He concludes by sharing his market outlook and advising investors to stick with their plans. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher discusses important considerations before retiring early. He emphasizes the importance of achieving debt-free status and finding honest mechanics to avoid unnecessary expenses. Kevin also highlights the need to understand risk tolerance and diversify investment portfolios. He cautions against early withdrawals from retirement accounts and discusses the challenges of supporting adult children financially. Kevin also addresses the issue of financial exploitation of seniors and provides tips for protecting against it. Lastly, he emphasizes the importance of preparing for long-term care and maintaining mental and physical health in retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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On this episode, Kevin Brucher discusses various signs that indicate a person may not be able to retire successfully. He starts by talking about the risks associated with investing in certain stocks, such as New York Community Bank. He emphasizes the importance of FDIC insurance and advises against keeping large amounts of money in one bank. Kevin also warns about the risks of regional banks and commercial real estate. He discusses the dangers of carrying high-interest debt and encourages listeners to create a budget and spend wisely. Kevin also shares his thoughts on cryptocurrencies and the importance of paying off debt and building a reliable monthly income. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this episode, Kevin Brucher discusses the best way to clarify your retirement saving strategy. He explains the differences between Roth IRAs and Roth 401(k)s, emphasizing the benefits of tax-free income in retirement. Kevin also highlights the importance of long-term growth and tax planning when choosing between Roth and traditional accounts. He encourages listeners to consider factors such as expected growth and future tax rates. Additionally, Kevin discusses the You Earned It, You Keep It Act, which aims to repeal federal income tax on Social Security benefits. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brooker discusses various topics related to retirement planning and taxation. He starts by talking about the stock market and investing, particularly in high-flying stocks and the potential of artificial intelligence. He emphasizes the importance of long-term investing and the need to be comfortable with market volatility. Kevin also highlights the value of working with a financial advisor in retirement and the need for ongoing financial planning. He discusses the taxation of Social Security benefits and advocates for the repeal of the federal tax on these benefits. He concludes by emphasizing the importance of tax strategies in retirement planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this episode, Kevin Brucher discusses the importance of estate planning and highlights the You Earned It, You Keep It bill, which aims to repeal the federal tax on Social Security benefits. He emphasizes the need to update beneficiary designations and provides insights into managing online accounts. Kevin also stresses the significance of tax planning and the benefits of Roth IRAs and HSAs. He encourages listeners to take advantage of the resources available on his website and to contact their representatives to support the You Earned It, You Keep It bill. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this episode, Kevin Brucher discusses important topics related to retirement planning. He starts by highlighting a bill called the 'You Earned, You Keep It Act' that aims to repeal the federal tax on Social Security benefits and eliminate the cap on the payroll tax. Kevin emphasizes the need for individuals to support this bill and reach out to their representatives. He then emphasizes the importance of having a comprehensive retirement plan that covers all aspects of income, assets, expenses, and liabilities. Kevin also provides tips on reviewing insurance policies and saving money. Lastly, he discusses the significance of tax planning in retirement and the benefits of utilizing tax-free accounts like Roth IRAs. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this episode, Kevin Brucher discusses the correlation between football and retirement planning. He emphasizes the importance of the red zone in retirement planning, which refers to the five to ten years before retirement. Kevin advises diversification as a defensive strategy and highlights the significance of sequence risk in retirement. He also discusses the importance of tax planning, Social Security claiming strategies, and having a customized portfolio. Kevin shares motivational quotes and emphasizes the importance of putting in the work for financial success. He concludes by discussing the current market outlook and investment strategies. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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The conversation explores the evolution of retirement planning and the need to adapt to the changing landscape. Kevin Brucher emphasizes the importance of recognizing the shift from traditional pensions to personal savings and the need to replace the income previously provided by pensions. The discussion also highlights the risks of relying solely on the stock market for retirement income and suggests alternative strategies such as guaranteed interest investments. The conversation concludes with a market outlook and the reminder to take a cautious and informed approach to retirement planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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In this episode, Kevin Brucher discusses the un-bucket list for retirement, which includes avoiding financial planning mistakes, dealing with loneliness, working part-time, and planning for different stages of retirement. He emphasizes the importance of creating a detailed financial plan, considering individual circumstances and lifestyle preferences. Kevin also highlights the need for regular communication with a financial advisor and adjusting the plan as circumstances change. He advises against letting the market dictate one's budget and suggests using guaranteed income sources for retirement. Additionally, Kevin emphasizes the importance of estate planning and avoiding the financial support of capable adult children. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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A big week in crypto currency. The SEC approved rule changes that will allow the creation of bitcoin exchange traded funds. Eleven of them in all. Kevin Brucher weighs in and offers some thoughts on what it could mean for the average investor heading into retirement. He also talks a bit about New Year's resolutions. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

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What lies ahead in the financial world in 2024? No one knows for sure but Kevin Brucher is happy to talk about the year ahead and how things could play out. From retiring early to annuities Kevin digs into all and how it could impact retirement planning. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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A successful retirement plan has multiple income streams. There are plenty of strategies to achieve the cash flow you need in retirement. One way is an annuity. Love them or despise them they are a solid tool in the retirement tool box. We’ll unpack annuities pros and cons this week on Cruising Through Retirement.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

This episode originally posted September 21, 2023

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You know about what it costs to run your household on a monthly basis and you know you should be padding that emergency fund. But are you? It’s the little things that can cause the biggest problems in retirement. Kevin Brucher outlines how to avoid costly mistakes and get your financial health in order for 2024. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more

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As we enter 2024, it's crucial to assess your budget, debt, and investments in alignment with your financial objectives. To help kickstart the process Kevin Brucher has put together steps to help you get started. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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The holiday season is upon us,and with that in mind, we thought we would visit a few moments from beloved holiday movies and sitcoms and explore the financial planning missteps made by some of our favorite fictional characters. Kevin Brucher uses Cousin Eddy from “National Lampoon’s Christmas Vacation” and George Bailey from “It’s a Wonderful Life” as examples of what they did then still applies to us today. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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There are a few “harsh truths” about retirement planning, and financial planning in general, that a simple google search won’t answer for you—with that in mind, we have decided to tackle five major harsh truths about planning for the financial future you want, so you can enjoy the kind of financial future you both want and deserve. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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The new year is around the corner and that means now is a great time to make sure your retirement and income plan are where they need to be. Kevin Brucher has some great suggestions including remembering to take RMD’s to tax mitigating strategies to help wrap up 2023 and get ready for 2024. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher outlines some of the changes the SECURE Act 2.0 will affect retirement planning in 2024. Then he goes through some of the most asked questions people ask about retirement, including how much do I need to retire and when is the best time to take Social Security. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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The state of the economic union has folks across the country worried about what the future holds. For those in the financial red zone approaching retirement, these economic conditions could change the trajectory of their retirement. Then Kevin Brucher tackles Social Security and offers some suggestions to help fix the problem. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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A new report graded the retirement systems of countries across the world and America earned a C+. Today, how you can build an A+ retirement plan. Kevin Brucher outlines ten keys that can help you achieve an A+ through out your retirement.
Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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There are many reasons why folks forgo working with a financial professional. Kevin Brucher breaks down 10 of the most common reasons folks resist professional help while building their financial plans and explains exactly how a financial advisor would be able to help. Plus, we've got some tips to help you stash away more savings. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Getting to retirement involves many decisions, some big and others not so much. It doesn’t take long for the ‘peanut gallery’ to weigh in either. Kevin Brucher breaks down some do’s, some maybe not and one you should never forget. The show winds up with questions from listeners. Plus, we've got some tips to help you stash away more savings. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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This podcast was originally released July 6, 2023.

It’s called the retirement income replacement rate. This week Kevin Brucher takes a look at just what that is and how, with proper planning, you can achieve it in your retirement and income plan. Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit Silver Leaf Financial.

To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Have you ever heard that saying about assumptions? Well, when it comes to retirement, making certain assumptions can really mess things up, and it's not easy to bounce back from. Today, Kevin Brucher dives into six financial planning assumptions that you definitely want to steer clear of on your way to and through retirement. Plus, we've got some tips to help you stash away more savings. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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A successful retirement plan has multiple income streams. There are plenty of strategies to achieve the cash flow you need in retirement. One way is an annuity. Love them or despise them they are a solid tool in the retirement tool box. We’ll unpack annuities pros and cons this week on Cruising Through Retirement.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher starts by talking about taxes in retirement and suggests there are ways to have a nearly tax free retirement. It starts with a plan and then strategy. One option is to consider a partial in-service rollover from your 401(k) plan. Roth conversions are another way to minimize your tax bill later by paying the taxes up front. Index Universal Life Insurance is another strategy. You can build income by using fixed index annuities.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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This week Kevin Brucher helps define what is fact, fiction or somewhere inbetween when it comes to retirement planning. From Robo advisors to defining the difference between risk tolerance and risk exposure. Then Kevin outlines a case study of a couple in their mid-60’s, with a nice nest egg. Kevin put a plan together that will give them consistent income throughout retirement.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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This show originally posted May 19, 2023

Among the topics that spark disagreements among couples, money tops the list. A recent survey found that nearly 7 in 10 Americans married or living with a partner have had a disagreement with their partner about finances within the last year alone. So, in an effort to help ease the tension surrounding conversations about money with your partner, Kevin Brucher covers the fundamentals of financial planning.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free, just visit Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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This show originally posted July 6, 2023

It’s called the retirement income replacement rate. This week Kevin Brucher takes a look a just what that is and how, with proper planning you can achieve it in your retirement and income plan.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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There are plenty of questions about retirement planning. Like how much income do I need, or will it really cost 300-thousand dollars in healthcare when I retire. Kevin Brucher answers some of the most common questions pre-retirees ask advisors on today’s episode of Cruising Through Retirement.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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The newest edition of Cruising Through Retirement kicks off with tips to help you improve your position on the financial football field, whether you are in the financial red zone or starting your journey, these strategies will help you get into the retirement endzone with your nest egg intact. Kevin Brucher shares X's & O's of a winning retirement playbook.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Saving for retirement takes discipline and sacrifice. This week Kevin Brucher explores a number of quotes that could inspire you to keep the discipline and embrace the sacrifice. The quotes are coming from unexpected sources.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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The Federal Reserve raised the interest rates by a quarter point lifting interest rates to their highest level in 22 years. What does that mean for your nest egg? Coming up today, we explore what that means for your retirement savings, retirement risks to avoid & more.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Today Kevin Brucher highlights the most common questions folks have about retirement. Then bring on the bells and whistles as we play “Who Wants to be A Retirement Millionaire”. Kevin is in the hot seat and answers questions in hopes of walking away with a million bucks…at least in theory. Did he use his lifelines? You don’t want to miss this. That and more on this episode of Cruising Through Retirement with Kevin Brucher.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Cruising Through Retirement host Kevin Brucher offers some tips to help you maximize your savings for retirement. This week he uses classic sit-coms to help define what those tips and tricks might be. You’ll hear from the likes of Fred Sanford, Jerry Seinfeld, Archie Bunker and more. You don’t want to miss this.

That and more on this episode of Cruising Through Retirement with Kevin Brucher Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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High interest rates, volatile markets and recession talks could be standing between you and the retirement you planned for. Some easy adjustments could make all the difference. That and more on this episode of Cruising Through Retirement with Kevin Brucher.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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It’s called the retirement income replacement rate. This week Kevin Brucher takes a look a just what that is and how, with proper planning you can achieve it in your retirement and income plan.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Managing risk in retirement can be tricky. Today Kevin Brucher tackles the various kinds of risk and how to navigate through them. He starts by asking a question that encourages self-awareness and self-reflection about your individual investment style can help guide the conversation.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Understanding your risk tolerance is important, particularly as you get closer to retirement. Some folks may in fact have a high tolerance for risk, but their capacity for risk is lower. Some people get so caught up in accumulating money that they forget to protect what they have as they approach retirement. Kevin Brucher takes a deep dive.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Now is the time to figure out how to create a tax-efficient retirement where you can maximize deductions and credits while minimizing taxes. Kevin Brucher has four strategies to help you position yourself for tax efficiency in retirement.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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There are a variety of reasons folks hesitate to speak with a professional financial advisor about their financial situation. Today, Kevin Brucher dives into some of the common concerns, misconceptions and myths preventing folks from creating that lifetime income plan with a retirement coach.

A discussion on Trusts and estate planning winds up the show.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Some of the more common questions about retirement planning start with what, when and how–and in an effort to bring some clarity to the transition into retirement, we have a few pointers that you can incorporate into your plan a decade before the big day. Kevin then talks about the debt ceiling and how it can impact retirement and he has some thoughts on AI and wonders if it’s a tool or something more. Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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A new poll conducted by Quinnipiac University has highlighted the top financial concerns facing Americans today. The top concern for those under 65 was saving for retirement. (25%) For those over 65 26% say their top concern is anxious about saving for retirement. Where do you fall? Kevin Brucher digs deep and offers some insight that could ease the stress.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Among the topics that spark disagreements among couples, money tops the list. A recent survey found that nearly 7 in 10 Americans married or living with a partner have had a disagreement with their partner about finances within the last year alone. So, in an effort to help ease the tension surrounding conversations about money with your partner, Kevin Brucher covers the fundamentals of financial planning.

Download Kevin’s book,The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial to learn more.

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Kevin Brucher and host Steve Sedahl have a friendly game of “Financial Feud” in the style of Family Feud. No wrong answers, just some great tips to help you get to retirement. Then he shifts gears and has some suggestions of things you should be doing if you are five to ten years from retirement. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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We’ve all heard ‘cash is king’. In retirement it’s ‘cash flow’ that leads the charge. Kevin Brucher digs into cash flow in retirement and offers some suggestions that could help you maintain your current lifestyle. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit Silver Leaf Financial.

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The answers to retirement questions that start with the word 'when' depend on a variety of factors, including your individual financial situation and personal preferences. Kevin Brucher tackles some of the most common ‘when’ questions. He then digs into current market conditions and offers his thoughts on what’s happening now and how to navigate your retirement.

Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Creating income in retirement is critical. The question becomes; how can we generate regular, dependable income in retirement. Kevin Brucher has some answers to that and more. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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If there is one thing that Hollywood knows, it’s money. On today’s show, we are covering some iconic cinematic examples of what to do, and more importantly, what NOT to do when it comes to your finances. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Shifting gears from saving for retirement to spending in retirement can be a difficult adjustment. I’ve been helping people make that transition for more than 30 years. I’ve got some great tips on decumulation. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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This week Kevin Brucher takes a deep dive into just what ESG is and how it could affect your retirement plan. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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The recent bank failure, along with wild swings in the market and rising interest rates have many pre-retirees and retirees running for the hills. Come on back down. Today we’ll cut through the noise and calm the fears.

Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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The collapse of Silicon Valley Bank made headlines for much of the week. What does it mean and should we be concerned? Kevin Brucher takes a deep dive into what happened, why and what we can do to learn from it. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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In planning for retirement there are many strategies that can help shape your income. If maintaining your current lifestyle is a goal of yours, stick around. On today’s show we’ll outline several ways to find the best retirement income that help you achieve your goals. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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As we drive down the road to retirement, maximizing our savings and continuing to grow the nest egg is always on the mind. This week, places you can stash your savings with some offering guaranteed growth. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial.

To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Saving for retirement is critical. Creating a distribution plan for those hard-earned dollars is equally important. Today Kevin shows us how to design a strategy for maximizing your income for retirement. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Silver Leaf Financial.

To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Retirement distribution strategies can be daunting for many retirees to navigate. This week Kevin offers some guidance to help make sure you don’t run out of money in retirement. It doesn’t happen by accident, it takes a solid plan. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit Silver Leaf Financial to get your copy today.

To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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One of the biggest fears in retirement is running out of money. The good news is there are strategies available to help you get guaranteed income in retirement.

Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Website.

To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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The year 2022 had record breaking inflation combined with volatile markets has many of us looking at our 401(k) and wondering what can I do? Turns out the IRS and the passing of SECURE Act 2.0 has opened at least five ways for us to perhaps recover some losses and may give you a chance to capitalize on the upswing of the market. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Website. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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This week we’ll go over some key ages to consider in the retirement planning process. Given that there have been more changes with the passage of the SECURE Act 2.0, there are a few amendments you don't want to forget to include in your timeline. Plus we’ll hear contrasting views on the economy. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Website. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Planning for retirement is certainly a challenge. A new survey by Natixix of financial advisors asked what are the biggest mistakes they see their clients and potential clients are making. Kevin Brucher breaks them down and offers some ways to avoid the most common mistakes in retirement planning. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Website. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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A brand-new year marks a fresh new beginning. With the New Year comes new resolutions. Yet around 75% of New Year’s resolutions are abandoned by February.

The best way to prevent this phenomenon of resolution fatigue is by using a systematic approach and with that in mind, let’s start with a 2023 financial planning checklist. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Website. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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In case you missed it, the SECURE Act 2.0 was signed into law amidst the holiday season. Coming up on today’s show, we’ll cover the impact for retirees of the past, present, and future. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Website. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Now that 2022 is in the rear view mirror it’s time to get serious about making sure your retirement and income plan is ready to help provide you with a comfortable, secure retirement. We’ve got retirement tips for 2023 and beyond on today’s show. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Website. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Making sure you have enough socked away for retirement is not an easy task because there is no right answer. Using a retirement income replacement rate can help achieve your retirement goals. We’ll tell you just what that is and how it can play an integral part of your retirement and income plan. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Website. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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This week Kevin Brucher talks about what we should be doing to end 2022 and begin 2023 when it comes to retirement planning. The sequence of returns risk is broken down and explained in a straightforward manner. He offers some tips on how to avoid it and have the kind of retirement you want for you and your family. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Website. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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If you’re in the ‘financial red zone’, that’s five to ten years from retirement, it’s more important than ever to make sure your plan is in place. On today’s show we’ve got some tips to help shore up that plan to get you over the ‘goal line’. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. It’s free just visit the Website. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Staying on track money wise is critical in retirement. This week Kevin Brucher outlines some things baby boomers should be doing to make sure their money lasts all the way through retirement. From supporting adult children at the expense of your retirement to blindly paying for life insurance. He’s got some tips to help you stretch your budget. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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No one can tell you how to spend your hard-earned money in retirement, but, and it’s a big but, some of the money decisions you make could make a difference. Some good and some not so good. Kevin shares some ideas to help you stretch your budget. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Reducing taxes in retirement. That’s what Kevin has on his mind this week. He offers some tips on how to accomplish that. He also weighs in on the current ‘crypto crisis’. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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There are no hard and fast rules in getting to retirement. However there are some mistakes that people make that can have a negative impact on their golden years. Kevin digs into five common blunders people make going into retirement and he offers tips to help avoid them. He reacts to this week's election and shares what he thinks it all means from a market perspective.

Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Even with decades of preparation, surprises are likely to come your way that first year of retirement. Before the unexpected hits, Kevin Brucher offers five strategies retirees, and those about to take the plunge, need to put in place today.

Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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There’s no question that life can be stressful at times. Managing it is the key. On today’s show we’ll show you how to diagnose and treat your financial portfolio stress. Kevin also offers some tips on Medicare. Then warns us about the market and its volatility and what we can expect going into 2023. Download Kevin’s book, The Millionaires Guide to Long Term Care at Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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From accumulation to decumulation, getting to retirement involves both. Saving money is the relatively easy part. When it comes time to spend it and in what order, well that’s when it gets tricky. Kevin Brucher takes us on that path from saving to a solid spending and income plan as you enter retirement. hat and much more on Cruising Through Retirement. Download Kevin’s book, The Millionaires Guide to Long Term Care at Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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From wild market swings to persistent inflation, Kevin Brucher addresses it all. Then he gets into detail about the unexpected expenses in retirement covering unexpected healthcare costs to having to replace the HVAC unit. These are the kinds of expenses that can derail even the best retirement plan. Kevin has tips to help you prepare for the unexpected in retirement. That and much more on Cruising Through Retirement. Download Kevin’s book, The Millionaires Guide to Long Term Care at Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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According to a recent Gallup poll 25% of those polled said they would retire by 65. However 39% say they’ll retire after the so-called ‘magic number'. This week Kevin Brucher offers some tips to help you figure out the right time to retire. He also offers his perspective on the current state of the market and how we can navigate our way through it to help get us to retirement. That and much more on Cruising Through Retirement. Download Kevin’s book, The Millionaires Guide to Long Term Care at Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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The current rate of inflation in the US is 8.2 percent, slightly lower than last month but a far cry from the 1.3 percent in August of 2020. We’ve put together some strategies to help you navigate the highest inflation in 40 years while in retirement. That and much more on Cruising Through Retirement. Download Kevin’s book, The Millionaires Guide to Long Term Care at Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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This week Kevin Brucher talks about some of the highlights of the proposed SECURE Act 2.0. Then he offers his thoughts on how to make sure your hard earned money lasts all the way through retirement. He covers in part, what to do about long term care, how living longer can complicate a retirement plan and making sure you have the right asset allocation. That and much more on Cruising Through Retirement. Download Kevin’s book, The Millionaires Guide to Long Term Care at Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Just what is a safe withdrawal rate of your retirement savings? Do rising interest rates and inflation have an impact? This week Kevin Brucher tackles that and much more on Cruising through retirement. That and much more on Cruising Through Retirement. Download Kevin’s book, The Millionaires Guide to Long Term Care at Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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You’ve been a good saver socking money away in that 401(k) or IRA. The tax break at the time was great but now that you’re getting close to retirement it’s time to pay. Some call it the “lump sum tax time bomb”. This week Kevin Brucher offers some tips to help minimize some taxes. That and much more on Cruising Through Retirement. Download Kevin’s book, The Millionaires Guide for Long Term Care at Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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A recent Fidelity Investments survey shows that 71% of Americans are concerned about inflation and potential recession. This week Kevin Brucher has some ideas to help you avoid some of the risks as you head toward retirement. Download Kevin’s book, The Millionaires Guide to Long Term Care at Silver Leaf Financial. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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There are plenty of questions about retirement planning. This week Kevin Brucher tackles some of the most asked questions he gets including will it really cost $300,000 in healthcare costs through my retirement? Then he talks in depth about long term care and what options are available for retirees today. He highlights what’s found in his book The Millionaires Guide to Long Term Care. The book is available at no cost on his Website. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Keeping your retirement nest egg safe and still working for you is always a challenge. This week Kevin Brucher offers some tips to help you do just that. One way is using an annuity. He breaks down the differences in a variety of annuities. Some better than others but still can make a positive difference in getting you through retirement. That and much more on Cruising Through Retirement with Kevin Brucher. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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It’s expensive to grow older in this day and age, even more now than ever before. A recent survey of both pre retirees and financial professionals found they share some of the same concerns. Kevin Brucher digs into the numbers as well as offering some tips to help you get to where you need to be for retirement. That and much more on Cruising Through Retirement with Kevin Brucher. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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This week Kevin Brucher analyzes the market today and has some interesting observations about now versus similar situations in years past. We shift into an in depth discussion of long term care. He talks about what motivated him to write his book The Millionaires Guide to Tax Free Money for Long Term Care. Really great information here. You can get your free copy of the book by visiting SilverLeafFinancial.com To learn more call 800-975-6717.

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We heard a lot about the ‘Great Resignation’ in 2021. This year it’s all about the ‘Great Unretirement’. In fact, some 1.5 million retirees have returned to the workforce in the first half of the year. This week Kevin Brucher addresses the impact and financial factors that we all have had to adjust to. That and much more on Cruising Through Retirement with Kevin Brucher. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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When getting ready for retirement we have to dig into a lot of numbers. The question becomes what numbers do we really have to pay attention to as your retirement date nears. This week Kevin Brucher digs into the numbers and offers his insight to achieving a successful retirement. That and much more on Cruising Through Retirement with Kevin Brucher. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Getting ready for retirement is a process that has very few absolutes. The good news is there are some guideposts that can help you save for retirement and help make sure your money takes you all the way through that next phase of life called retirement. Kevin assesses the current market as well as the latest inflation numbers. That and much more on Cruising Through Retirement with Kevin Brucher. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Coming up on today’s show...Kevin outlines the worst retirement savings killers, how to make a big difference with small changes in your retirement and solutions to help avoid making a costly mistake. We’ll also highlight the second quarter results in the Pure Growth Fund. All in all it was a pretty good quarter. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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How many times have you said, “woulda, coulda, shoulda”. Or maybe it’s if I only knew now what I didn’t know then. Either way we’ve all got regrets. This week Kevin Brucher digs into some of the most common regrets he hears from those entering retirement. That and much more on Cruising Through Retirement. Plus an update on Kevin’s Pure Growth Fund. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Just getting to retirement is a major accomplishment. You’ve saved, planned and now it’s time for the fun stuff. However statistics show that the first few years of retirement can be surprisingly tense. Today Kevin Brucher has some tips to help you minimize risk, preserve your wealth and your sanity. Plus a Pure Growth update and some thoughts on the market and where it’s headed. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Dealing with change is often difficult. This week Kevin Brucher digs into how planning for retirement has evolved over the past twenty years or so. The top ten changes in getting to that next phase of life called retirement. Plus an update on Kevin’s Pure Growth Fund. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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It’s beginning to feel like the worst of the pandemic is behind us. In moving forward some of the old retirement rules need a bit of revision. Kevin Brucher has some “new rules” for your post pandemic retirement plan. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Running out of money is every retirees worst nightmare. This week Kevin Brucher outlines some strategies to help make sure you avoid that fate. Don’t let a roller coaster market and rising inflation ruin your retirement. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Crypto is making headlines regularly, for record highs and record lows. The question is should you have crypto in your 401(k) or IRA? This week Kevin Brucher takes a deep dive into cryptocurrency and offers some tips to navigate what is being called the “new wild west”. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Financial literacy is key when it comes to building wealth and retiring comfortably. However, just because a person successfully reaches their retirement years with a solid nest egg, doesn’t mean the learning is over. Kevin Brucher shows the importance of financial education even after retirement. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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A rough week in the market and if you are retired or heading into retirement it’s a little nerve wracking. This week Kevin Brucher offers some tips to help you navigate a volatile market. Investment allocation, yes, but there has to be more. Then he gives us an update on the Pure Growth Fund and how one of the stocks is still on the rise. That and more on Cruising Through Retirement. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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This week Kevin Brucher talks taxes that can sneak up on you as you go through retirement. It’s best to take a good look at what federal income taxes you will likely face on multiple sources of retirement income. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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When is the best time to retire? There is no right or wrong answer. This week Kevin Brucher highlights some things you can do now to help insure you and your finances are ready when you take that big step into retirement. To learn more call 800-975-6717. Visit SilverLeafFinancial.com.

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There are many outside forces influencing your portfolio. The pandemic, geopolitical events and certainly inflation. If you’re feeling a little anxious about your pending retirement stick around, we’ve got some tips to help bring that anxiety down. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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Don't let taxes derail your retirement and estate planning. This week Kevin Brucher outlines several strategies that could help keep more of your retirement dollars where they belong – with you. Plus a Pure Growth Fund update and more. To learn more call 800-975-6717. Visit SilverLeafFinancial.com

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This week Kevin Brucher tackles two obstacles regarding inflation: 1, rising prices put stress on fixed income and 2, investing in a retirement plan to keep up with a higher cost of living. Kevin offers several potential solutions to help avoid the pain. He then shifts into his Pure Growth Fund and announces its up for the quarter. To learn more call 800-975-6717. Visit SilverLeafFinancial.com.

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The show starts with Kevin talking about taxes in retirement and some things you can do legally to help mitigate what you have to pay the IRS. He’s happy to talk about his Pure Growth Fund. At the moment it is beating the market and up 3%. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Kevin Brucher has crypto on his mind. He digs into what it is and what it isn’t. Should you have some crypto in your retirement plan? Is it worth the risk? Kevin has some thoughts on just who might benefit from having cryptocurrency in their portfolio. Then he gets into detail about his Pure Growth Fund and talks about the current winners. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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This week Kevin Brucher talks about what’s going on in the market and offers some tips to help you survive as you head into retirement. He then breaks down a recent survey that says many Americans are confused about how much income growth is needed to offset inflation and offers some tips to help. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Another volatile week in the market and Kevin shares his insight. He talks about his Pure Growth fund and how it’s faring with an up and down market. Spoiler alert, it’s doing well. Then he shifts gears and talks about a survey that finds most seniors are a bit on edge and the number one concern is inflation. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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What a week in the market. That’s what Kevin Brucher has on his mind to open the show. Kevin offers insight as to what could be driving the ups and downs. Then he talks about the importance of Social Security and knowing what your benefit is and how you can find out. He continues to focus on income in retirement and outlines some sources. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Planning for retirement is far a far better move than just winging it. But in the course of your planning, you may come across certain pieces of advice that could end up leading you seriously astray. This week Kevin Brucher digs into that. We also have an interesting discussion on the current state of Social Security. Stick around when Kevin spills the beans on ZIM. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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A market update opens the show. Kevin Brucher then gets into a discussion about his fund, Pure Growth and how a couple of stocks are really outperforming the market despite all the volatility we’ve experienced this week. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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This week Kevin Brucher digs into the current market and what’s going on and how it can affect your retirement. He addresses inflation and a potential income tax increase. He says if you are in or near retirement the year ahead could be a bit of a bumpy ride. Kevin gives us an update on his Pure Growth fund and how the market has impacted it. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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It was a rough and tumble week in the market and Kevin Brucher has some thoughts on what is happening and why. He talks about how tech stocks are taking a hit and how he believes bio tech could make a play. He analyzes inflation and its lasting impact and offers some tips to keep your retirement plan heading in the right direction no matter what inflation or the market does. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Kevin Brucher starts the show talking about his Pure Growth Fund and its performance so far this year. He really breaks down his strategy for buying the stocks he does for the fund as well as his philosophy for selling when he does. He says the shipping industry looks good this year. He mentions a couple different stocks he’s holding right now. Then we get into a discussion about inflation and its impact on not only the stock market but on retirement accounts too. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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This week we look ahead at what 2022 could bring in the world of retirement and income planning. We also reflect on 2021 and ponder lessons learned. Kevin Brucher goes into detail on how the HSA is one of the best yet underutilized retirement savings tools. What about Pure Growth? Kevin breaks down the numbers for the year, and it’s pretty good. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Kevin Brucher winds up the year with a look ahead at 2022. He offers some tips and insights to help you get to and through retirement. He also has some feelings about EV’s and if they are really worth it. He winds up the show talking about his Pure Growth fund that has done very well in 2021. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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This week Kevin Brucher talks about current market conditions with an eye on 2022. He explains what TIPS (Treasury Inflation-Protected Securities) are and how they can be one hedge against inflation. Another is dividend paying stocks. He asks the question: is inflation here to stay? He’s got some thoughts on that and much more. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Some great financial nuggets this week from Kevin Brucher. He weighs in on the Fed meeting this week and offers his thoughts. We learn what the Santa Clause rally is and the January effect. He offers his thoughts on shipping companies and how some could be poised for growth. We end up with a brief overview of his Pure Growth fund. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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The earlier we start saving for retirement the better. The reality is a lot of us put it off until we hit about the age of 50. Good news, it's not too late. This week Kevin Brucher outlines some things you can do to punch up your plan to get you to and through retirement even if you started a little late. Then, he digs into year end deadlines when it comes to retirement plans. There is also a quick update on the Pure Growth Fund. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Rising inflation continues to dominate headlines, coupled with a volatile market and it can have investors on edge. There are steps you can take to protect your nest egg and still maintain your lifestyle. This week Kevin Brucher outlines strategies to help keep us on the right track for retirement. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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The summer was mostly calm in the markets. Now, according to a new survey by Allianz found that people are more worried that a big market crash is on the horizon than they have been all year. This week Kevin Brucher has some ideas to help safeguard your retirement nest egg. He digs into market trends and offers his opinions. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Kevin Brucher begins the conversation talking about all the potential changes coming to Social Security. From the 5.9% COLA to the proposed repeal of the windfall elimination provision. Kevin shares his thoughts on all of that and more. Then the topic switches to the market and what impact it’s had on his Pure Growth Fund. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Baby Boomers are retiring with more money saved than any previous generation. This week Kevin Brucher digs into how that could affect income taxes in your golden years. He explores some ways to help minimize the tax hit while creating multiple income streams all the way through retirement. He gives an update on his Pure Growth fund and how this weeks market activity influenced his decisions. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Sometimes retirement advice does not age well. Things like the 4% rule and the classic 60/40 bond mix. This week Kevin Brucher breaks down some of old rules of thumb and updates us on what we can do to preserve and grow our retirement funds. Then he gives us an update on the Pure Growth fund.

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Silver Leaf Financial

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This week Kevin Brucher takes us through what happens with market ups and downs. He breaks down whether a market correction could really impact your retirement and offers some tips to help us get through it and still have the kind of retirement we’ve always wanted. He then explains what a fiduciary is and how that designation can help give you the confidence to tackle retirement planning.

To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Kevin Brucher opens the show with a discussion on withdrawal strategies from your retirement accounts. He says there are a number of ways to take the money out but if you do it wrong it can cost you thousands over time. We then talk about the market this week and how it really turned around and even set records. He takes some listener questions to wrap things up. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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The economy is recovering and inflation is on the rise. This week Kevin Brucher digs into what higher inflation could do to your retirement plan. He points out that we haven’t seen inflation this high in nearly 13 years. There’s a great analogy of what $60,000 saved for retirement today would be worth in twenty years. Then he shifts into ways to hedge against inflation and still have increasing income throughout retirement. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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The market has been on a roller coaster for what seems like ever. This week Kevin Brucher digs into what makes the market do what it does and more importantly how the ups and downs can affect our retirement plans. He offers some things you can do to prepare for the next market ‘whoops’. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Time to break down SECURE Act 2.0. There are many pieces to this and Kevin Brucher digs into what will likely be in the final version. From automatic enrollment in a 401(k) to ending the “back door Roth” Kevin has thoughts on it all and holds nothing back. He winds up the show talking about the roller coaster in the market this week and what effect it can have on retirement planning. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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The rules for inherited IRA’s and 401(k)’s have changed and it could affect your current retirement plan from a legacy standpoint. Kevin Brucher breaks it all down and offers some solutions to help preserve your money while mitigating taxes. He then talks about annuities and how the right annuity can be a solid addition to your retirement income plan. Then a brief update on Pure Growth. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Bitcoin and other cryptocurrencies have become mainstream. Should you have some crypto in your retirement portfolio. This week Kevin Brucher digs into cryptocurrencies, and how they could work in your retirement plan. Then he gets into a discussion about Medicare and how complicated it can be. Open enrollment is around the corner and he can help you get ready. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Kevin Brucher has inflation on his mind. He starts the show offering some ways to hedge against inflation in your retirement portfolio. He gets into indexed annuities and how they can be a positive tool in your retirement. Then he goes to the mail bag and answers some listener questions. He finishes with a brief update on his Pure Growth fund. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Kevin Brucher breaks down how decumuilation works in a retirement plan. From changing your mindset from saving to spending to segmenting your portfolio to give you income for life. He then shifts to annuities and how they can really play a key role in your retirement income. He winds up the show with a Pure Growth fund update. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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This week Kevin Brucher defines the difference between a transfer and a rollover. A great tip for sure. He talks about dollar cost averaging and how that can impact your retirement and income plan. He shifts gears and goes over some scams that target seniors. From the virus checking that pops up on your computer to sending money to someone claiming to be a stranded relative. He winds up with a little bit about his Pure Growth Fund. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Kevin Brucher digs into what you need to do to round up those orphan 401(k) plans. He points out that there’s over one-trillion dollars untouched in old 401(k)’s. Are you among them? Kevin offers tips to help reign it in and add it to your retirement plan. Then he shifts into a great discussion about long term care and his book “The Millionaires Guide to Tax Free Money for Long Term Care”. Then we get an update on his Pure Growth Fund. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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This week Kevin Brucher talks about Baby Boomers retiring to the tune of 10,000 per day with no end in sight. He outlines some things they can do to smooth the transition from working to retirement. He also talks about the HSA and how that can be a powerful tool in the retirement tool box. We also get an update on his Pure Growth fund. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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This week Kevin Brucher opens the show talking about tax planning in retirement. He explains why a Roth IRA and a Roth conversion could be a boon to your retirement income. He takes a deep dive into HSA’s and how they can be utilized throughout retirement. Annuities are also discussed both good and not so good. He ends the show with a Pure Gold update. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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This week Kevin Brucher starts the show by talking about reducing taxes in retirement. He outlines several strategies to accomplish that and more. Then the conversation shifts to annuities. He addresses the concept of getting a ‘bonus’ for getting into certain annuities. Should you take it or would it be better in the long run to take a pass. You might be surprised by what he says. He ends the show with an update on his Pure Growth fund. Here’s a link to the debt clock referenced in the show.

To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Kevin Brucher opens the show with a retirement readiness checklist. He says we need to nail down a date, figure out what income we need and how we will generate it. He goes into some detail on how annuities and life insurance can be a key part of our retirement income. Then he shifts into an update on Pure Growth. He explains how Monday’s down market affected the fund and how quickly it recovered. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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This week Kevin Brucher breaks down the first year of his fund called Pure Growth. Grow it did. The fund is all stocks and he uses rules based strategies. He says he takes the emotion out of the equation and uses objective, repeatable rules. Then he talks about the Robinhood app how they use order flow in their process. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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On today’s show Kevin Brucher digs into the differences between a Roth IRA and a Roth 401(k). Which one is best? Is one right for you? Stick around as we take a deep dive. Then we get an update on Kevin’s fund called Pure Growth. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Some great information this week. Kevin Brucher takes us through three major steps to a successful retirement. He explains why we need a clear vision of what our retirement should be. Income is key and Kevin points out several ways to make sure your distribution plan is solid. We can’t forget about taxes in retirement. Kevin says the right strategy is critical. Then he tells a great story about an annuity and what it’s done to solidify someone's retirement. He also has an update on his Pure Growth Fund. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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This week Kevin Brucher breaks down five key areas that make up a solid retirement and income plan. They include Income Distribution, Tax Mitigation, Rebalancing, Health Care Planning and Estate Planning. Then he goes into a lot of detail about his Pure Growth Fund. We wind up talking about his new book The Millionaires Guide to Tax Free Money for Long Term Care. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Kevin Brucher digs into a number of potential retirement planning errors to avoid. Topics include making sure you have a written plan, knowing how much you need to retire, what role should Social Security play in your overall plan. Then he shifts into a discussion about annuities and how they can be a solid piece of your retirement and income plan. Plus we get an update on his Pure Growth fund. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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This week is all about retirement related milestones. Kevin Brucher takes us through what we should be doing and what to expect as we cruise through our 50’s, 60’s and 70’s. From catch up provisions to required minimum distributions Kevin breaks it all down. He shares a story about one of his clients who told his son no to his stock pick and instead with Kevins recommendations. Guess who did better. We also got an update on Kevin’s Pure Growth fund. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Kevin Brucher has plenty to talk about this week. He starts with his take on Meme stocks like this week's hot button AMC. He explains what ‘big short’ positions are and says the main thing is if you want to play make sure it’s with money you can afford to lose. We get an update on his fund called Pure Growth. He talks about his new book The Millionaires Guide to Tax Free Money for Long Term Care. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Kevin Brucher talks about his new book The Millionaires Guide to Tax Free Money for Long Term Care. Then he shifts into managing your expenses in retirement. Knowing what funds to pull from what account is critical to a successful retirement. He winds up going into detail about his fund called Pure Growth. He outlines what he does and how he arrives at picking stocks for the fund. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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Kevin Brucher officially launches his new book, The Millionaires Guide to Tax Free Money for Long Term Care. He outlines what it covers and offers a unique understanding of just what long term care is and what it isn’t. He also talks about risk in retirement. Longevity risk, inflation risk and others. It’s a fascinating conversation. To learn more call 800-975-6717. Visit SilverLeafFinanical.com.

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This week Kevin Brucher really breaks down annuities. What they are and what they aren’t. He outlines just how they can be effectively used in a retirement portfolio and not just for income. He spends a little time talking about his fund called Pure Growth and how since he started it last July it’s up 68%. Then he turns to listener questions and offers some common sense answers. To learn more call or text 800-975-6717. Visit SilverLeafFinanical.com.

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This week, Kevin Brucher digs into how your living costs might not go down much once you reach retirement. In fact he says they could easily go up. He then talks about Social Security and how much of a role it can play in your retirement and offers some suggestions on how to keep taxes on it to a minimum. Then he shifts gears and really gets into his Pure Growth fund. He shares a couple of stocks that he’s included in his fund and why he chose them. The growth in ten months is amazing. To learn more call or text 800-975-6717. Visit SilverLeafFinanical.com.

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Kevin Brucher tackles keeping your tax bill to a minimum in retirement and offers some ways to accomplish just that. Then he really digs into HSA’s, (Health Savings Account). He breaks down how they are a win, win, win when it comes to taxes and he explains how you can get reimbursement for past medical expenses even in retirement. In the final segment he talks about his Pure Growth fund. How it works and how it’s doing. The growth to date is phenomenal. To learn more call or text 800-975-6717. Visit SilverLeafFinanical.com.

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This week Kevin Brucher starts by talking about retiring well during difficult times. He says don’t retire too soon. Working just a couple more years can make a significant difference in your overall retirement. He suggests talking to an advisor about Social Security claiming strategies. Claiming too early can negatively impact retirement. Then he introduces us to his Pure Growth index. The numbers are amazing. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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Kevin Brucher begins by asking if contemplating retirement raises your stress levels. For most the answer is yes. The good news is Kevin breaks down four key stressors and offers advice on how to calm them down. First is the importance of an income plan. That becomes the theme of the podcast. There are other things that can be stressful but as he points out if you have enough income much of that stress melts away. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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Kevin Brucher opens with an analogy comparing retirement planning to the old plate spinner on the Ed Sullivan show. In case you have no clue what either of those things are here’s a link. (Ed Sullivan Plate Spinner). From not planning for longevity to carrying debt into retirement Kevin weighs in with his thoughts and advice. He then gets into a discussion about the value of an advisor and how to make sure you are getting the most value for your money. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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Kevin Brucher opens with a discussion on managing your expenses in retirement all while generating income. He touches on annuities and Social Security. Then he shifts into an overview of Medicare, what it is and what it isn’t. He also digs into the importance of having an HSA (Health Savings Account) if you’re eligible. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information

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Kevin Brucher digs into lifetime income and how to achieve it. First there’s Social Security and he says despite the naysayers it will be around for a long time to come. There may be changes he says but it will be there. Next he dives into Roth IRA’s and Roth conversions before slipping into an interesting discussion of Medicare Part B and D prices. He explains why some could pay more than the standard $148.50 per month. Roth IRA’s come around again in the second half and he outlines some of the rules that govern the tax free vehicle into retirement. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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This week Kevin Brucher opens talking about his soon to be released book, The Millionaires Guide to Tax Free Money for Long Term Care. The book offers insight to how to properly plan for long term care. Something about half of us will have to deal with in our lifetime. Then Kevin shifts gears and outlines what he calls an aggressive growth portfolio. He shows how it has grown 61%, net of fees in the past eight months. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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Kevin Brucher begins talking about the week in the market and how it looks like pretty good news. He does say we still need to be cautious and understand what volatility can do to a retirement portfolio particularly as we get close to the big day. He talks a bit about the just passed stimulus and the positive impact it could have on the economy as a whole. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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Another week of volatility in the market and Kevin Brucher digs in with his own analysis of what that could mean to the average retirement plan. Is your plan set up to withstand the ups and downs of today’s market? Do you need to take some risk off the table? Are you looking for ways to minimize the downside risk and still have a share of the upside? Kevin tackles all this and more in this week's Cruising Through Retirement. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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Kevin Brucher first digs into the crazy week in the market. A record one day and big drop the next. What’s happening with Game Stop and Bitcoin. Then he really gets into a discussion about safe money. He outlines ways to still be in the market and take advantage of the gains without having to sustain any losses. Then he gets into things you can do to make sure you really are ready to retire. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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In this episode Kevin Brucher discusses IRA's, HSA's, the benefits of annuities, how to choose an advisor and more. 800-975-6717 or text Silver to 21000. SilverLeafFinancial.com

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In this episode Kevin Brucher discusses the extra benefits of a Roth IRA. He also explains why pre-retirees should look into a Health Savings Account. Finally Kevin talks about how retirement planning is different for women.

Silver Leaf Financial

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This week Kevin Brucher tackles two potential “stealth” taxes that can impact our retirement. First he reminds us of the 10-year payout rule when it comes to inherited IRA’s and 401(k)’s. He says it’s a big tax grab but we can soften the blow with the right preparation. Then he outlines just how much Medicare Parts B and D can actually cost above the published $148.50. He digs into annuities, the good, the bad and the ugly. He winds up the show talking about his soon to be released book The Millionaires Guide to Tax Free Money for Long Term Care. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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Kevin begins by talking about the craziness around GameStop, shorting stocks and what potentially can happen. Then he shifts gears and digs into questions you should ask yourself to see if you are ready to retire, and it’s not always about money. He asks how much do you have left in the tank, what are you going to do with your time and the elephant in the room, healthcare. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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This week Kevin Brucher takes a look at some lessons learned from 2020 and how to apply them in 2021. Tips include the importance of the emergency fund and getting your affairs in order. Then he digs into 5 Keys to A Successful Retirement. First he says as you get close to retirement you really have to shift your financial perspective. That and more on today’s show. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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Kevin Brucher opens with some thoughts on things to embrace when you turn 65. He also offers some advice on what might not be the best thing to do just because you’ve turned 65. Then he points out why if you have more than one 401(k) our IRA out there it’s best to reign them all in and consolidate. Kevin and Steve discuss various Social Security claiming strategies. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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There’s no question we are living longer and that’s good. Retirement can stretch into 20, 25 even 30 years. It shouldn’t be a problem with the right plan but even with that there are some things to consider. This week Kevin Brucher tackles some risks to avoid and how to do it. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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When it comes to retirement planning it’s important to focus on income rather than saving. That’s even more important for women in retirement. This week Kevin Brucher addresses women in retirement and how to help them be successful in their golden years. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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Making sure you have enough income to get you to and through retirement is at the top of the list for most of us. This week Kevin Brucher runs down a list of things you can do now to help make sure your income keeps pace with your life. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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This week Kevin Brucher takes us through three major retirement savings tools. The 401(k), the IRA and perhaps the most underutilized and misunderstood option available, the HSA (Health Savings Account). The HSA used correctly is one of the only tax free savings tools out there and Kevin breaks it all down for you. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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As this “year of COVID” draws to a close Kevin Brucher with Silver Leaf Financial goes over some things that perhaps we can take advantage of in the world of retirement planning. Did you know the charity deduction rules are different this year? It could help you save big on taxes. He then details something called “the wash sale”. That and much more on today's show. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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A wide ranging conversation this week. Kevin Brucher starts by talking about some of the rules that should be followed going into retirement. He breaks down asset allocation and just how important that is for the overall success of your retirement. Then he shifts into Medicare. It’s a case of alphabet soup for sure and Kevin is able to break it down into something that makes sense. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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This week Kevin Brucher takes an honest look at retirement today and revisits some lessons learned from the past. It’s okay to look back but when it comes to retirement we may be better off today looking to the future. Kevin talks about market conditions, tax planning in retirement and how longevity needs to be considered in your retirement and income plan. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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This week Kevin Brucher digs into tax planning in retirement. He outlines several strategies that can make a difference in your retirement income. He talks about how an HSA, Health Savings Account, can be a win, win, win when it comes to taxes. He weighs in on the market for the week and offers some insight of what we might see in the next few weeks. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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This week Kevin Brucher discusses year end deadlines that could affect your retirement. The last day to make contributions to your 401(k) for 2020 is December 31st. Then he talks to people who own closely held business owners and explains how they can save tens of thousands in taxes and do the same for their retirement accounts. HSA’s are a topic today and just how they can really be a boon to your retirement. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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Kevin Brucher breaks down some market statistics and offers some reasons why working with an advisor can often save you more money than you spend. He says it’s not just about the fee the advisor charges but it ties into their experience coupled with math that can make a difference. He adds that working with a fiduciary advisor can play a key role. In the second half of the show he really gets into HSA’s. What they are, how they can really be a savings tool for pre-retirees before they reach Medicare age. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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Four documents you absolutely should have in place way before you retire. This week Kevin Brucher breaks them all down, from the Durable Power of Attorney to the Healthcare Directive. If you don’t have these any inheritance you leave could be eaten away by taxes or even given to the wrong person. Don’t miss this often overlooked part of retirement planning. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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This week Kevin Brucher really digs into risk in retirement. He focuses on two kinds, longevity risk and market risk. The rsk that someone will outlive their wealth and available income is a real concern. Market risk is making sure your money is where you need when you need it to be there. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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This week Kevin Brucher starts with a conversation about retirement mistakes to avoid in your 60’s. Then he gets into a wide ranging conversation about how the stock market really works from his perspective. He talks about Social Security and what could be done to help keep it afloat a lot longer. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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Kevin Brucher highlights some things that financial advisors can do to really help clients have a successful retirement. Then hang on for an in depth discussion of just what an HSA (Health Savings Account) is and how it may be the most underused savings tool available today. The best part is if used correctly your money is not taxed going in or out and you are not taxed on the gains. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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This week Kevin Brucher outlines why the pandemic could serve as a “dress rehearsal” for retirement. Some interesting analogies for sure. Then he offers some tips on the upcoming Medicare open enrollment period and highlights the importance of making sure you sign up on time. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information

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Join Kevin Brucher on Cruising Through Retirement. This week he digs into ways to keep your lifestyle all the way to and through retirement. He offers some suggestions on how to generate multiple streams of income that you can “turn on” when you need them the most. He talks about what inflation can do to your retirement savings and it’s not pretty. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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This week Kevin Brucher tackles several topics. He outlines some ways to avoid mistakes in retirement that can through your whole plan off track. He helps us stay on the road and arrive safely. The presidential election is just weeks away and Kevin digs into some statistics that show what has happened in the past and how it could influence what might happen in November. Spoiler alert, it doesn’t matter who’s in the White House you still have to have a plan to get to retirement. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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This week Kevin Brucher offers some retirement tax planning tip and mistakes to avoid that could help you keep more of what's yours and out of Uncle Sam's hands. Then we break down what expenses retirees often overlook before retirement. Text SILVER to 21000 or call 800-975-6717 Visit Silver Leaf Financial to learn more.

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Join Kevin Brucher as he details why it might make sense to wait to retire until at least your full retirement age. Then he takes a deep dive into Medicare, what it is, what it isn’t and just how much it can really cost. You might be surprised to know the cost can go up and if you’re not prepared it can have a detrimental effect on your overall retirement. Be sure and keep an eye out for Kevin’s new book, The Millionaires Guide to Tax Free Money for Long Term Care. Text SILVER to 21000. Call 800-975-6717. Visit SilverLeafFinancial.com.

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Kevin Brucher talks about guaranteed income in retirement with the proper tax strategies. He continues his conversation on Health Savings Accounts and promotes his upcoming book:

The Millionaires' Guide To Tax Free Money For Long Term Care

Silver Leaf Financial

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Today Kevin Brucher digs into what most every retiree fears most, running out of money before running out of life. He offers some tips on how to avoid that fate. Then he breaks down why some annuities are a great tool in making your money last in retirement. Text SILVER to 21000 or call 800-975-6717 Visit SilverLeafFinancial.com.

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This week Kevin Brucher outlines some things we can do in our 50's to get ready for retirement in our 60's. From tax planning to Roth conversions Kevin breaks it all down. Call (800) 975-6717. Text SILVER to 21-000.

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This week Kevin Brucher uses quotes from unusual sources to perhaps inspire us to save for retirement. Getting ready for our golden years takes discipline and a fair amount of sacrifice. These quotes could inspire us to do more for our retirement. Be sure and keep an eye out for Kevin’s new book, The Millionaires Guide to Tax Free Money for Long Term Care. Text SILVER to 21000. Call 800-975-6717. Visit SilverLeafFinancial.com.

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This week Kevin Brucher digs into some common myths about retirement planning in an episode we call Myth Busters - Retirement Edition. One of those is that we need to have a certain dollar amount to retire. Truth is there is no one number that suits everyone. Another is that if you max out your 401(k) you will have a successful retirement. Not so much says Kevin, find out what else you need to keep in mind with your hefty 401(k) balance. Then he digs into the Silver Leaf Financial portfolio strategy. Just text SILVER to 21000 to reach Kevin. Call 800-975-6717. Visit SilverLeafFinancial.com.

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This week Kevin Brucher digs into some things that we should avoid when it comes to retirement planning. He explains why not guarding against market decline can negatively impact your portfolio. He really breaks down the bond market, what it is, what it isn’t and how it still could be a great place to put some of your retirement dollars. Long term care planning needs to be a part of your overall plan. Kevin points out just how expensive it can be if you’re not prepared. He also announced his soon to be released book The Millionaires Guide to Tax Free Money for Long Term Care. Text SILVER to 21000. Call 800-975-6717. Visit SilverLeafFinancial.com.

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This week Kevin Brucher answers the question, should we be doing anything differently with our 401(k) now that the country is officially in a recession. Then he takes on annuities. You’ll find out the good, the bad and the ugly about annuities. The take away is there are some really good annuities available if you know what you are looking for. Kevin has the answers. Text SILVER to 21000. Call 800-975-6717. Visit SilverLeafFinancial.com.

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Kevin Brucher takes us on a journey through the stages of retirement from pre-retirement to the Go Go years, the Slow Go Years and the No Go Years. Then we play a game of whack-a-mole to find hidden fees in your retirement portfolio. Cruising Through Retirement with Kevin Brucher from Silver Leaf Financial. Call him at 800-975-6717. Text SILVER to 21000. Visit SilverLeafFinancial.com for more information.

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