Unfiltered Retirement with Gregg Berrian
Real talk on what retirement really means. Host Gregg Berrian draws on 15 years as a retirement & insurance advisor at Capital Financial Advisory Group to give no-fluff guidance on retirement income, healthcare, Social Security, and legacy planning. Each episode walks you through a different piece of the retirement puzzle — from how to squeeze every eligible dollar out of Social Security, to structuring income in a way that lasts, to safeguarding your nest-egg from taxes, market swings, and health costs. If you’re tired of vague retirement advice and want personalized strategies that reflect real life, this show speaks your language. Tune in for honest insights, practical steps, and a bit of tough love — because retirement isn’t a vacation, it’s the rest of your life.
Episodes
Greg and Connor discuss the importance of understanding retirement planning, asking the right questions, and avoiding product-centric conversations. They emphasize the value of personalized strategies, transparency, and the significance of proper estate planning.
800-940-9616
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Greg Berrian and Connor Murphy discuss essential retirement planning topics including income floors, bridging the income gap, and the importance of emotional control in financial decisions. They also cover Medicare planning and strategies to ensure a secure and stress-free retirement.
800-940-9616
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This episode of Unfiltered Retirement features Greg Berrian and Connor Murphy discussing essential strategies for retirement planning, estate planning, and avoiding common pitfalls. They share insights on trusts, IRAs, Medicare, and how to prepare for early retirement, providing valuable advice for those approaching or in retirement.
800-940-9616
Text Plan to 600-700
See omnystudio.com/listener for privac...
Greg Berrien and Connor Murphy discuss the importance of insured and protected money, the power of compound interest, and strategies for securing a stable retirement. They share personal stories, practical tips, and insights on managing income gaps, long-term care, and legacy planning.
800-940-9616
See omnystudio.com/listener for privacy information.
Greg and Connor use building metaphors to discuss structuring your retirement financial foundation and that is income. They also address necessary inflation adjusted components.
800-940-9616
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This lively panel discussion explores the challenges of retirement confidence, the importance of planning, and the impact of economic factors like inflation and market volatility.
Reach Greg and Connor at 800-940-9616.
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A lively panel discussion covering education, career prospects, the impact of AI, and financial wisdom for young adults. The conversation offers insights into making smart decisions about college, careers, and of course retirement. Coach Pete’s daughter Carrie joins the podcast.
800-940-9616
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Greg and Connor explore the five pillars of retirement planning, highlighting common pitfalls and strategies to safeguard your future. They use wine and vineyard analogies to illustrate how mismanagement can ruin your retirement grapes.
Schedule your retirement review at 800-940-9616.
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Greg speaks to the approach to appropriating assets for someone's retirement plan factoring in risk for growth, income you can count on, and liquidity for emergencies. He also stresses the considerations that go with this equation such as when you will retire and if there is another person with skin in the game.
Reach Greg at 800-940-9616.
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Greg discusses the many decisions around Social Security, Medicare, and health coverage pre-Medicare. He looks at the factors that have to be considered in your Social Security and Medicare choices. He also cuts through the challenges that exist in health insurance coverage for those not yet eligible for Medicare.
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Greg continues to focus on what we all need to know so we can properly prepare for retirement. He focuses heavily in this podcast on tax strategies since taxes are still fresh on our minds. He cautions that tax strategies like Roth conversions need to be highly strategic and take into account tax brackets and possible Medicare premium implications.
Reach Greg at 800-940-9616.
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Greg and Connor stress the time to retirement is what is the right time for you. Howevery, they do run down a checklist of items to make sure you’ve covered before launching.
Reach out to Greg and Connor at 800-940-9616.
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Greg and Connor take an extensive look at proper estate planning for today. They cover what is needed, how to avoid probate, and the vital importance of reviewing your estate plan. You may be surprised to learn that in many or most cases, you need more than a will.
Reach Greg at 800-940-9616.
See omnystudio.com/listener for privacy information.
On this week's Unfiltered Retirement, Connor and the team discuss predictable income in retirement! Have you ever considered an IUL? What is it and how does it help your money grow! Call 800-940-9616 to book a sit-down with the experienced team. Or text PLUS to 600-700.
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This week, Gregg and the team uncover some startling cost of retirement and cost of living statistics. Gregg invites everyone to consider a personal pension in retirement to protect assets and provide income...guarenteed. The conversation moves into the Affordable Care Act and subsidies. The importnce of a budget in retirement is also discussed. Gregg is an expert in long-term care planning, so strategies to fund ...
On this show, Gregg and Connor talk about the need for a legacy plan that includes a trust. And Connor can prepare your documents at a very low cost if you are clients of Unflitered Retirement. Call 800-940-9616 or text PLUS to 600-700.
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It's really never to late to plan for your retirement! Get your medical plan worked out! Get with the team at Unfiltered Retirement by calling 800-940-9616 or text PLUS to 600-700.
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On this episode of Unfiltered Retirement, Gregg eplains the intricacies of Social Security claiming strategies. This is a must hear! Another point the team addresses is creating a lifetime income. Call Gregg at 800-940-9616. Or text PLUS to 600-700.
See omnystudio.com/listener for privacy information.
On this episode of Unfiltered Retirement with Gregg Berrian, the discussion covers various aspects of retirement planning, focusing on health insurance, Medicare, ACA, income strategies, estate planning, and long-term care considerations. They emphasize the nuances of navigating health insurance options, and the necessity of proper estate planning through trusts. The conversation is candid and informative, providing listeners with ...
In this episode of Unfiltered Retirement, Gregg Berrian and the team cut through the noise on the planning decisions that make or break a secure retirement. They dig into the rising cost of health insurance, why guaranteed income matters more than ever, and how to map out your cash flow before you leave the workforce. The conversation also unpacks the real role ...
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