Archive for May 2023
Recognizing Fraud
Dana and Brad discuss a few different forms of elder fraud as well as some of the ins and outs of Social Security.
Read MoreCombatting a Recession
Dana and Brad discuss creating a Sustainable Retirement Plan and the potential effects of a recession.
Read MoreInflation and Social Security Tips
Dana and Brad discuss the effects of inflation and different ways to draw social security.
Read MoreYour Tax Plan in Retirement
Dana and Brad discuss Strategic Roth Conversions and tax liability reduction strategies.
Read MoreThe Effects of Inflation
Dana and Brad discuss how inflation can affect your retirement plan.
Read More