The Retirement Playbook

The Retirement Playbook - Episode 6 (Smart Money Moves to Make While You're Still Mentally Sharp)

As we age, many of us will experience cognitive decline. Sometimes it's minor, but other times it can be major. On the latest episode of The Retirement Playbook, we’re examining some ways to potentially safeguard your assets from wealth-destroying mental money mistakes before that time comes! Timecodes: 0:06 - Introduction and overview on the topic of the day 1:30 - Age isn't a friend of ours 2:51 - You want to make sure you have the proper planning done ahead of time 4:01 - Start financial discussions as early as possible 5:45 - How to begin simplifying your financial world 8:32 - You should be open and honest about your financial situation 10:17 - The legal documents and items you should be considering 13:32 - The mistakes to avoid at this time in your life 15:40 - There is a lot you can be doing right now! 17:30 - How to get in touch with Bryon and his team 18:25 - Closing remarks Connect with Bryon Spicer: LinkedIn [https://www.linkedin.com/in/bryonspicer/] Website [https://spicerwealth.com/]

The Retirement Playbook - Episode 5 (A Wall Around Your Wealth: The Importance of Asset Protection)

Being wealthy and successful is great in many ways, but it can put a target on your back for frivolous lawsuits. Asset protection planning can help you better safeguard your wealth. On the latest episode of The Retirement Playbook, we're exploring some foundational asset protection strategies that you may want to consider for your financial plan. We'll provide an overview into this realm of financial planning, as well as some next-level approaches to maximize asset protection strategies. Timecodes: 0:06 - Introduction and overview on the topic of the day 1:28 - What is asset protection planning and who needs it? 3:28 - It's about building a wall around your wealth 4:45 - Successful people recognize the need for asset protection planning 7:03 - Where to begin with asset protection planning strategies 10:54 - Some next-level asset protection planning strategies to consider 13:39 - You want to align yourself with the right team of professionals 15:26 - The common mistakes made within asset protection planning strategies 17:31 - How to get in touch with Bryon and his team 18:20 - Closing remarks Connect with Bryon Spicer: LinkedIn [https://www.linkedin.com/in/bryonspicer/] Website [https://spicerwealth.com/]

The Retirement Playbook - Episode 4 (Three Reasons Why Life Insurance Should Be Part Of Your Wealth Plan)

On the latest installment of The Retirement Playbook, we're diving deep into life insurance. Yes, this is a topic that doesn't often get people excited in the same way that other financial solutions do, but it's a critically important one to consider for your wealth plan! Join Bryon and Ryan for another great dialogue surrounding the financial opportunities that life insurance can provide for your wealth plan overall, as well as the various needs it can be leveraged to address. Let's jump right in and discuss why this is one of the most flexible and versatile tools within your wealth planning toolkit! Timecodes: 0:06 - Introduction and overview on the topic of the episode 1:28 - Why Bryon is a firm believer in life insurance 2:23 - The importance of wealth planning and having a big picture mentality 4:13 - How you can identify a need for wealth planning in the first place 5:29 - The key role life insurance plays within life planning 6:31 - Why is life insurance so versatile? 8:16 - The goals that life insurance can be leveraged to achieve 9:26 - How life insurance can help address a need when a family member passes 12:33 - Life insurance can provide cash to address a future need 14:03 - How life insurance can help business owners address a business concern 16:18 - How you can get in touch with Bryon and his team to discuss life insurance 17:24 - Closing remarks Connect with Bryon Spicer: LinkedIn [https://www.linkedin.com/in/bryonspicer/] Website [https://spicerwealth.com/]

The Retirement Playbook - Episode 3 (What Makes an Elite Wealth Manager Elite, Exactly?)

Affluent individuals, families, and business owners want to make the best decisions regarding their wealth and the first decision usually deals with selecting a particular wealth manager. They want to make sure they are working with the best of the best, but how can you tell if a wealth manager truly is elite? In the latest installment of The Retirement Playbook, Bryon explores an array of skills and characteristics of an elite wealth manager. Not only do they possess the highest level of financial acumen, but they understand the importance behind connecting with their clients on a human level. So sit back, relax, and enjoy another enlightening conversation that will leave you wondering if your current wealth manager is at the elite level! Timecodes: 0:06 - Introduction and overview on the topic of the day 1:30 - How you can assess if someone is an elite wealth manager 3:09 - How investment management is handled by an elite wealth manager 9:54 - Finding the right wealth manager for you 11:40 - All wealth managers out there are not at the elite level 14:15 - Here's what elite wealth management should look like 16:50 - How you can get in touch with Bryon and his team 17:30 - Closing remarks Connect with Bryon Spicer: LinkedIn [https://www.linkedin.com/in/bryonspicer/] Website [https://spicerwealth.com/]

The Retirement Playbook - Episode 2 (An Overview on Stress Testing)

With everything going on throughout the political and economic landscape, many families, individuals and business owners are worried and wondering if they are making the best decisions about their money. In the latest installment of The Retirement Playbook, we're exploring a comprehensive strategy, known as stress testing, that can bring about financial clarity during uncertain times and allow people to sleep a little easier at night. Join us for another great conversation that's full of beneficial insight for you and your financial portfolio! Timecodes: 0:06 - Introduction and overview on the topic of the day 1:22 - The various levels of uncertainty we've experienced over the last few years 2:15 - What is stress testing? 3:45 - Why stress testing is such a valuable process in the first place 5:00 - How a stress test can be leveraged and utilized overall 7:08 - What prompts people to see Bryon for a stress test? 8:56 - An example of how a stress test was used to benefit someone 11:22 - The keys to ensuring a stress test is done well 13:30 - How a stress test looks from your perspective 16:15 - An action plan is developed 17:16 - How you can get in touch with Bryon and his team for a stress test 18:12 - Closing remarks Connect with Bryon Spicer: LinkedIn [https://www.linkedin.com/in/bryonspicer/] Website [https://spicerwealth.com/]