Successfully Retired
Join Financial Advisor Hamilton Brandenburg and Guests as they talk all things retirement planning. Subscribe today and learn more about my firm at https://brandenburgfs.com
Episodes
In this episode of Successfully Retired, I sit down with Scott MacKillop, — a true adventurer in both life and work. Scott started his career as a securities lawyer in Washington D.C., went on to lead five TAMPs, and founded First Ascent Asset Management, the first flat-fee investment platform in the industry.
We talk about what happens after the climb — when you’ve built, led, and achieved so much, and then step away to ask, What’...
In this home-grown edition of the podcast, I do the unthinkable: Talk about politics! Now before you get excited, know that we won't be talking about partisan politics or D.C. powerbrokers. Instead, I sit down with Woodstock entrepreneur and community-builder Dan Thrailkill to talk about a topic that’s hitting home for a lot of us: why housing feels so out of reach—and what we can actually do about it right here in Cherokee Cou...
In this episode, I talk about retirement mindset—why happiness in retirement isn’t about money but about curiosity, creativity, and purpose.
I share personal examples, read an excerpt from a book, and leave with a story of some of my clients who reinvented their lives in retirement. All that and more on successfully retired.
Rick advertises his Feng Shui episode.
I scour the corners of LinkedIn for rage bait.
We ask the question you've all been wondering, what's a good reason you should keep working with your financial advisor? All that and more on Successfully Retired.
"If you don't know where you're going, any road will get you there." Today Rick and I unpack a case study of some new families he's met with who were doing a great job investing and capturing the growth of the market.
The problem? They had never checked to see when they personally could retire. The answer shocked them.
Tune in to hear the whole conversation.
Ever heard of looking for a needle in a haystack? It's what stock pickers do day in and day out, trying to find the best performing investment.
But is it a good strategy? Tune in as Rick Luchini and I discuss a study that digs into the answer to this question, with shocking results, even for passive investors.
It's no surprise to most of us that work is a big part of our identity. Whether it's at a networking event, a little league game, or the neighborhood BBQ people's first question is often "What do you do for work?" Many of our clients are very successful as employees who've climbed the ladder. When they retire, it's up to them to reinvent some part of who they are.
Listen in as Rick and I share stories of clients who have succes...
One of the cruel ironies of money is that if you're a really good saver, spending down your investments is a tough mental switch. In today's episode Rick and I unpack some of our thoughts on why the middle-class millionaire retiree often times spend less than they could afford to - even if there are things they want to spend on!
"Money is fuel, it only serves it's purpose when it's burnt."
Listen in on real-life stories fro...
It's the thing they're not making any more of - and no I don't mean bitcoin. Real estate.
Adding real estate to your investment portfolio is, for many people, a huge way to accelerate their wealth. I'm saying that and I don't even have a course I can sell you on how to 10x leverage yourself into an early AirBnb retirement.
But should you own real estate in a self-directed IRA? It's a less commonly known but completely legal wa...
In this episode Hamilton and Rick break down the best ways to save for a child’s future—comparing 529 plans, UTMA custodial accounts, and joint brokerage accounts. They cover the pros, cons, and recent 529 rule changes that add flexibility, including Roth IRA rollovers. The takeaway: don’t default to a 529—match the account type to your goals, control needs, and tax situation.
In this episode, Rick and I break down the critical difference between a tax preparer who records the past and a tax planner who shapes your future. Learn how proactive planning can eliminate tax surprises, keep more money in your pocket over your lifetime, and align your tax strategy with what matters most to you.
Many people plan for retirement under the assumption that their tax bill will drop once they stop working — but what if that’s not true? In this episode, Rick Luchini and I break down why taxes could actually be higher in retirement, from shifting income sources to changing tax laws. You’ll learn how using "rules of thumb" instead of personalized tax planning can lead to surprise tax bills throughout retirement. We’ll also share st...
With everyone talking about a fed rate cut in September home buyers and mortgage holders are hoping they can see more favorable interest rates on 30 year mortgages soon. But will a lower fed funds rate actually lead to lower mortgage rates? Maybe not. In this episode Austin Preece and I tackle some common misconceptions around interest rates. We get into the 2 jobs the Fed has, why mortgages are more closely related to the 10 year...
Many retirees are shocked when a smart tax strategy—like a Roth conversion—requires them to write one of the biggest checks of their lives to the IRS. On this episode of Successfully Retired, Rick Luchini and I dig into why that upfront cost can actually save hundreds of thousands in lifetime taxes, protect your heirs from higher tax brackets, and give you more spending flexibility in retirement. They explore why “do nothing” is of...
Cryptocurrency, possibly best performing asset class over the past 15 years, has made a lot of smart people look dumb. But is it the new "gold," or just another fool's gold? Join Austin Preece of Preece Financial planning as we discuss why and how some more traditional investors are adding crypto to their portfolio, as well as why even serious retired investors likely need to take on more risk in retirement than they did in prior...
Many investors understand the advantages a Roth IRA or 401(k) can give you for tax planning in retirement, but it's easy to hear a strategy from your neighbor or an internet personality and make a misstep on applying it to your situation.
Today Rick and I talk about some of the most common Roth mistakes we run into, from conversions, to the pro-rata rule, to the differences between a Roth IRA and Roth 401(k).
Many couples are blessed to enjoy decades together in retirement enjoying life's golden years.
But what happens if one spouse concludes their retirement much sooner than the other?
Tune in as Rick Luchini and I talk about how this affects tax, investment and income plans, as well as how people can be prepared for the worst, which has the effect of helping us actually think about worst-case scenarios less and enjoy guilt-free th...
Recently I came across a retirement study that found that American's fear running out of money in retirement even more than death.
Looks like Public Speaking has been unseated as a #2 spot, at least for now.
In today's episode I talk about 3 steps that families in or near retirement should take now to ensure that they do not run out of money in retirement, and how I use these steps in my practice.
If you follow these steps ...
One of the big "aha" moments for many families planning for their retirement is when they see how much they specifically are able to spend and withdraw from investments in retirement.
A big shock to many is that when you study the spending habits of retirees, you see that retirement spending is seldom flat or linear.
Instead, retirees often want to (and do) front-load spending and consume more in their first 10 years of retirem...
Today's episode is a little more topical to the time.
I'm walking through a few parts of my down-market playbook, for 7 things I am doing at work when the market is down, and 3 things I am not doing.
My business is obsessed with pushing "risk tolerance questionnaires" in front of client's faces. I personally can't stand that. I don't think there's any way to actually prepare yourself for how you're going to feel when your invest...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Paper Ghosts: The Texas Teen Murders takes you back to 1983, when two teenagers were found murdered, execution-style, on a quiet Texas hill. What followed was decades of rumors, false leads, and a case that law enforcement could never seem to close. Now, veteran investigative journalist M. William Phelps reopens the file — uncovering new witnesses, hidden evidence, and a shocking web of deaths that may all be connected. Over nine gripping episodes, Paper Ghosts: The Texas Teen Murders unravels a story 42 years in the making… and asks the question: who’s really been hiding the truth?
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!