Retire Right With Brad White
Retire Right with Brad White is a San Diego area top radio talk show solely devoted to helping pre-retirees and retirees retire right by sharing their expertise and insights. Join Brad White, host of the radio show “Retire Right with Brad White” every Saturday at 10am on KOGO 600 AM Radio. Tune in as Brad discusses the latest financial tools to help carry you to and through a secure and enjoyable life in retirement. Brad White is the Senior Wealth Advisor and Director of Mercer Advisors, Formerly Epstein & White, a Series 66 Certified Financial Planner, and the host of Retire Right with Brad White Radio Show. Opinions expressed are as of the date of recording and are subject to change. Information contained herein is for informational and illustrative purposes only and general in nature. It should not be considered investment advice or a recommendation to buy or sell any type of securities or insurance products and no investment decision should be made based solely on any information provided herein. All investments carry a risk of loss, including loss of principal amount invested. Different types of investments involve varying degrees of risk. It should not be assumed that diversification or asset allocation protects a portfolio from loss or that such will produce profitable results. Past performance is not a guarantee of future results. Client experiences vary, successful outcomes not guaranteed. Hypothetical examples are for illustrative purposes only. Actual investor results will vary.
Episodes
Some folks who have listened to the show have come in and became clients at Epstein & White and they are still a little puzzled about this thing we call, “financial services." What does this industry do for me or how can you help, and we thought heck, lets unpeel the onion right here on today’s show with Brad White.
We know the presidential election has come and past for 2024, along with all the other elections and there will now be a second President Trump administration. With the election results now in our rearview mirror, Brad gives us his thoughts on the election and as we move forward.
The cost-of-living estimate is now out and it’s no longer an estimate. The government has announced that the Social Security COLA (cost of living adjustment) for 2025 is 2.5%. It’s an important number for retirees who are on social security, and they want to know that number and Brad shares his thoughts with us on today’s show.
We all hear about Risk Tolerance…what’s your score or maybe you take a quiz online and it shoots out a number and that’s your risk tolerance. How subjective is that test and how subjective are you in relating to that risk tolerance? Brad breaks it down for us in today's show.
Well, Brad you wrote kind of a headline to the start of the show and it says, are you averse to feels, but already paying them? I would say probably 99.9% would be 100% yes, but lets dive into this with Brad White because I think we’re going to have some fun with this on todays show.
Considering Moving Out Of California For Retirement? What You Should Consider Before Making The Move
In retirement some people think they might not want to live here anymore, although the tough thing about living in California is you don’t get this weather just anywhere in the country so it’s a hard thing to give up, but if family moves across the country and that’s the pull or maybe you just want to expand your horizons and go find another place in the country to live. There’s a lot to consider and Brad breaks this down for us.
We don’t know how long we’re going to live, which means you don’t know how long you need your money to last. Because we have no idea about this, that makes it very vulnerable, right? Brad offers some helpful tips on how to make your money last in retirement.
When it comes to retirement income planning, the stock market should not be your sole focus. We know people have felt some angst here in the last few weeks because of the stock market, but should the stock market affect our retirement?
You know when you get that new job for the first time and you fill out all the paperwork that HR has you doing? You fill that out and don’t really think about it again. You get another job and you do all the same stuff. Guess what? You’ve got several 401k’s. In this weeks episode Brad gives us some tips on what to do when it comes to those old 401k's.
We all make mistakes, but when it comes to your retirement making mistakes could cost you, not just today but down the road. Brad has a list of common mistakes that people in his industry see over and over that can cost retirees later in life. We go over this list on today's show.
We have hit the halfway point in 2024 and Brad White updates us on the different trends he is seeing and how they compare with years past.
Brad White gives us a real-life example of working with someone who just sells investments goes wrong!
Opinions expressed are as of the date of recording and are subject to change. Information contained herein is for informational and illustrative purposes only and general in nature. It should not be considered investment advice or a recommendation to buy or sell any type of securities or insurance products and no investment deci...
We work and we get a paycheck. Yes, that’s somewhat why we work. We have a life dream or a goal, but we also want to put money in the bank account to keep a roof over our head, lights on, gas in car, groceries in the fridge. In retirement, are you prepared to replace that paycheck? That’s what we’re going to explore in today’s show.
Opinions expressed are as of the date of recording and are subject to change. Information contain...
How come some people are in great shape with 200k and some are in bad shape with 2 million dollars? Well, Brad White is here to explain.
Opinions expressed are as of the date of recording and are subject to change. Information contained herein is for informational and illustrative purposes only and general in nature. It should not be considered investment advice or a recommendation to buy or sell any type of securities or insura...
Brad White breaks down the biggest industry red flags in today's show.
Opinions expressed are as of the date of recording and are subject to change. Information contained herein is for informational and illustrative purposes only and general in nature. It should not be considered investment advice or a recommendation to buy or sell any type of securities or insurance products and no investment decision should be made based solely...
Fed Chairman, Jerome Powell he said before the start of this year that we could see three rate droppings of the interest rate, but things haven’t worked out like they’ve planned. In fact, they may have to back things up a bit, because inflation isn’t under control. So, did the hikes we did over that period of 18 or 20 months spark the US economic boom that we’re having right now?
Opinions expressed are as of the date of recordin...
If you’re nearing retirement and you’re thinking of going somewhere else for retirement than California, the question is, what does it look like to do that? Brad White breaks the numbers down for us.
How much money in retirement can I generate? That’s always a good question, but let’s say you have a million dollars. When Brad is painting this scenario to someone sitting across from him, how much income can we generate from a million dollars? That’s the Million Dollar Question that we ask Brad on today's show.
Over half of investors surveyed by Investopedia say they’re worried about the 2024 U.S. Presidential election affecting their portfolios. Should we be?
A lot of people hear stock prices, Dow Jones industrial average, S&P 500…they hear all these things, but do you really know them? Brad takes a deep dive with us today after a recent historic mark for the S&P 500.
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