Retire Right With Brad White

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

July 22, 2024 38 mins

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.

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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.

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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...

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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...

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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...

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June 17, 2024 38 mins

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...

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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...

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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.

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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.

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June 17, 2024 40 mins

Over half of investors surveyed by Investopedia say they’re worried about the 2024 U.S. Presidential election affecting their portfolios.  Should we be?  

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June 17, 2024 38 mins

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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For the better part of a decade from 2011 to 2020, we weren’t worried about this thing called inflation.  But since the end of 2021 moving forward, inflation has been a part of our lives and we’ve noticed it at the grocery store and different things that we do in life and in times like these, well you need to probably step back and take an overview and that’s what Brad wants to do with us on today's show.

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 Understanding what someone is selling in the investment world is key and then the question is, should you buy?  The two main questions when it comes to retirement is, have I saved enough money?  And is this money going to last, but understanding what you have and what you want to accomplish and where you want to go, there’s a lot of questions that they need to answer so that you can give them some realistic expectation of if they’...

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On January 11th, 2024, the SEC approved Spot Bitcoin ETF’s.  Maybe one of the first questions is “why” or at least “why now?”  Brad fills us in with all the details.

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June 17, 2024 41 mins

We start a new year and resolutions are always on people’s docket.  Brad gives us some tips on how to be financially ready for the new year.

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Understanding what someone is selling in the investment world is key & then the question is, should you buy? The two main questions when it comes to retirement are, have I saved enough money? And is this money going to last? Understanding what you have, what you want to accomplish & where you want to go, there's a lot of questions that they need to answer so that you can give them realistic expectations of if they've saved ...

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On January 11th, 2024 the SEC approved Spot Bitcoin ETF’s. Maybe one of the first questions is “why” or at least “why now?” Brad fills us in with all the details.
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March 5, 2024 38 mins
We start a new year and resolutions are always on people’s docket. Brad gives us some tips on how to be financially ready for the new year.
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We can often hear stories and the story can sound similar on two perspectives yet there are two different outcomes that come from that story. That can also happen when it comes to retirement income planning and it happens all the time because we’re all different. We all have our own scenarios, we all have how much money we’ve come to the finish line with and the question is, do I have enough and is it going to last?
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We talk about taxes quite a bit on the show because they’re pretty important, especially when it comes to retirement, and Brad posed the question, “are you paying other peoples taxes with your mutual funds?” Brad explains through this for us on todays show.
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