Beacon Retirement Strategies

Beacon Capital Management
  • 4.0 (4)
  • Investing

We believe peace of mind in retirement requires a plan. When it comes to creating a retirement plan, there are a lot of things to consider. This podcast is dedicated to breaking down some of the more complex parts of retirement to put it into terms that are easier to understand.

  1. 01/14/2021

    Radio Show: 1-2-2021

    Beacon Retirement Strategies

    41 min

  2. 07/31/2020

    Episode 17: Developing A Well-Rounded Estate Plan (with Ryan Knight)

    Beacon Retirement Strategies

    20 min

  3. 07/29/2020

    Episode 17: Tax Planning In Today's Environment (with Patrick Min)

    Beacon Retirement Strategies

    18 min

  4. 07/28/2020

    Episode 16: Getting Started With Estate Planning (with Ryan Knight)

    Beacon Retirement Strategies

    18 min

  5. 05/22/2020

    Episode 15: The Ultimate Retirement Checklist (with Jon Maxson and Dan Benson)

    No one wants to spend retirement worrying about their money but there are a lot of moving part. It's easy to underestimate, or overlook a critical issue. HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS: Step 1: Planning for Taxes Step 2: What is Reliable Income built on Step 3: Dealing with second biggest thief of retirement Step 4: Your plan must address inflation and low interest rates Step 5: What about healthcare and long-term care Step 6: How do you know if you need an estate plan

    18 min

  6. 05/22/2020

    Episode 14: 4 Overlooked Risks That Could Threaten Your Retirement

    HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS: The "silent killer" in retirement   Living in a low interest rate world What could be a BIG win in Taxes What does retiring during a downturn mean

    18 min

  7. 05/22/2020

    Episode 13: 4 Steps to Be Retirement Ready

    HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS: Benefits of proper portfolio diversification How to prepare for the biggest expense in Retirement Maximize your safest source of income In retirement, income is the outcome

    17 min

  8. 04/28/2020

    What You Need to Know About COVID-19 with Dr. Alicia Arbaje

    How to take advantage of the new Stimulus Bill (Cares Act) Opportunities available to save big on taxes What is involved in a properly diversified portfolio The value of lower fees and expenses

    16 min
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About

We believe peace of mind in retirement requires a plan. When it comes to creating a retirement plan, there are a lot of things to consider. This podcast is dedicated to breaking down some of the more complex parts of retirement to put it into terms that are easier to understand.

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