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  • Best of Retire Financially Fit - Episode 117

    Best of Retire Financially Fit - Episode 117
    2025/05/22
    The IRS tax code is full of thousands of sections, each with its own specific definitions, rules, and fees. And guess what? Taxpayers are legally bound to follow all of them.

    Learn more at SF Financial Services

    Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
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    13 分
  • Best of Retire Financially Fit - Episode 116

    Best of Retire Financially Fit - Episode 116
    2025/05/12
    Feeling nervous when the markets drop? Worried you might be missing out when they’re climbing? You’re not alone—these ups and downs can be stressful for anyone, no matter how experienced.Today, we’ll talk about how to help protect your savings and even find ways to make the most out of a shaky market.


    Learn more at SF Financial Services

    Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
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    14 分
  • Best of Retire Financially Fit - Episode 115

    Best of Retire Financially Fit - Episode 115
    2025/05/05
    Many of us are creatures of habit. We have our usual order at our favorite restaurant. We take our coffee a certain way. We don’t like to switch banks, accountants or doctors because we’re comfortable with how things are done. But if you’re getting close to retirement, you should seriously consider changing things up.

    Learn more at SF Financial Services

    Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
    続きを読む 一部表示
    14 分
  • Best of Retire Financially Fit - Episode 114

    Best of Retire Financially Fit - Episode 114
    2025/04/28
    According to an Axios/Ipsos poll, one in five Americans believe they’ll never retire, 62 percent of people who aren't retired yet believe Social Security won't even cover half their expenses and only 33 percent of Americans have a written financial plan. This means nearly 70 percent of us don’t have a written strategy for our money. But there are some simple steps you can take to gauge your preparedness for retirement … it’s as easy as checking off the boxes on our retirement checklist.

    Learn more at SF Financial Services

    Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
    続きを読む 一部表示
    14 分
  • Best of Retire Financially Fit - Episode 113

    Best of Retire Financially Fit - Episode 113
    2025/04/21
    Tariff and Trade Wars this week… Could we be headed toward a recession? Some economists say that we have a 40% chance of an economic downturn.

    Learn more at SF Financial Services

    Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
    続きを読む 一部表示
    14 分
  • Best of Retire Financially Fit - Episode 112

    Best of Retire Financially Fit - Episode 112
    2025/04/14
    For years, annuities have gotten a bum rap. Too expensive. Too many strings attached. Your money is locked up forever. You’ve heard all the “cons” of annuities for years. But with private company pensions dying out, the tide is starting to turn. Annuities sales have had record years recently.

    Learn more at SF Financial Services

    Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
    続きを読む 一部表示
    13 分
  • Best of Retire Financially Fit - Episode 111

    Best of Retire Financially Fit - Episode 111
    2025/04/07
    We've heard a lot about trade wars and tariffs in the news lately. All this talk has been really shaking up the markets. Barb Swiatek has some simple tips to help protect your retirement savings from the ups and downs of the market.

    Learn more at SF Financial Services

    Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
    続きを読む 一部表示
    14 分
  • Best of Retire Financially Fit - Episode 110

    Best of Retire Financially Fit - Episode 110
    2025/03/31
    Think you know how much you'll need for the retirement you deserve? Today, Barb will show us what the true costs of retirement could be – and ways to possibly preserve the lifestyle you've earned.

    Learn more at SF Financial Services

    Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
    続きを読む 一部表示
    13 分