Your Retirement Solutions: Recent Episodes
Brad Bertrand
Welcome to “Your Retirement Solutions” – The Podcast! Join Brad and Carrie Bertrand and Chayce St. John every week for strategies you can use to address the retirement planning concerns that keep you up at night. Discover how you can have added financial confidence today. Listen to Your Retirement Solutions Saturdays at 6 p.m. on KTOK!
On this episode, Brad and Carrie tell a story of a man who came in for a visit with just one question about his retirement. He left the meeting with lots more questions answered that he had anticipated. Hear about his reaction. Thus showing how important a financial advisor is.
With the rise of inflation and the interest rates, how can you make up for this in your portfolio? On this episode, Brand and Carrie explain how you can make up for this and develop strategies to ease your mind through the market instability.
With the rise and interest in Cryptocurrency, should you be an investor, especially in your retirement plan? On this episode, Brad and Carrie may surprise you with their answer, even with the opinion of Warren Buffet.
Retirement can be a long journey. Do you have enough "fuel" to get you through it? On this episode, Brad and Carrie walk you though ways to keep the trip going as long as you live with one simple strategy. To have one.
On this episode, Brad and Carrie explain how to make your nest egg work for you. How is this possible? Yes, an annuity. But beware, not all annuities are good. They'll explain how to choose the right one for you and your future.
Things are a little tense in the stock market. But where is it heading this year? Financial analysists certainly have their views and opinions. Most are predicting a correction. On this episode Carrie will explain what is going on and how to react to what could happen.
On this episode Brad and Carrie discuss what you should consider about investing right now. What plan should you consider and how to gauge that with the current interest rates.
Inflation is one of the biggest topics of conversation of those who are thinking about retirement. Inflation is inevitable, so how are you preparing? Brad and Carrie explain the details and how to get you on the right path to handle inflation in your retirement account. And, are Ibonds a good alternative? What are they? They will give you all the details.
Many economists are predicting a coming market correction. And this one may be big. What should you be doing about your retirement? On this episode, Brad and Carrie offer solutions and talk about Market Guard, the product that helps protect from a market correction.
With the pandemic still affection the economy, being cautious with your portfolio isn't always good. Especially when preparing for retirement. How protecting your money and inflation all come into the picture in retirement planning.
Yes, there will always be a market correction. So you need to be prepared. But it doesn't have to be that scary. On this episode you'll learn how to be prepared. Also, there's a new product called "Market Guard." What does it do? Find out now.
What reasonable expectations should you have with your 401k? Is it 5%, 10% or even higher? Brad and Carrie will explain what you should expect and let you know how to take the best advantage of a 401k. Also, they'll go into detail about what you do on your own to fully take advantage of this.
On this episode, Brad chats with former Tennessee Titan and Hall of Fame running back Eddie George about his accomplishments on and off the field. Also, what questions are being asked to clients about their estate plans. And they'll talk about what happens with your taxes once your spouse or partner passes away.
Every thought about how inflation is going to affect your retirement plan? Probably not. The Bertrand's explain how they help with dealing with inflation as you progress thru your retirement. Also, now that you're thinking about retiring, do you have a plan yet? And get to know how you should be tracking your retirement.
If you're a veteran, do you know what benefits you have in retirement? Most veterans don't know this. Brad tells about what you're missing out on that could affect your retirement. Also, what's the importance of having a will and trust, and should you have one?
Brad and Carrie Bertrand and Chayce St. John discuss why you need a written retirement plan.