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
In this episode, Greg and Connor from Capital Financial discuss the complexities of Medicare, Medigap plans, and how to navigate healthcare options in retirement. They also cover fraud prevention and the importance of understanding insurance nuances.
800-940-9616
or text Plus to 600-700
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Greg weighs in on the different approaches of Dave Ramsey and Suze Orman on matters of having an emergency fund, paying off debt, and claiming Social Security.
800-940-9616
See omnystudio.com/listener for privacy information.
In this episode, Greg and Connor discuss retirement planning, insurance strategies, long-term care options, and the importance of reviewing your financial and insurance plans regularly. They share insights on avoiding common pitfalls and making informed decisions for a secure retirement.
800-940-9616
See omnystudio.com/listener for privacy information.
In this episode, Greg and Connor discuss retirement planning, Social Security strategies, Medicare options, and a new financial game show. They provide practical advice to help listeners make informed decisions about their financial future.
800-940-9616
See omnystudio.com/listener for privacy information.
In this episode, Greg Berrian and Connor Murphy discuss essential strategies for retirement planning, including income guarantees, Medicare options, long-term care, and the importance of proactive planning to ensure financial security in later years.
800-940-9616
or text Plus to 600-700
See omnystudio.com/listener for privacy information.
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
See omnystudio.com/listener for privacy information.
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
See omnystudio.com/listener for privacy information.
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
See omnystudio.com/listener for privacy information.
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.
See omnystudio.com/listener for privacy information.
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.
See omnystudio.com/listener for privacy information.
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.
See omnystudio.com/listener for privacy...
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.
See omnystudio.com/listener for privacy information.
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.
See omnystudio.com/listener for privacy information.
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 ...
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