Blog

Thursday, April 11, 2024

Becky is an author and the CEO of Stonewood Financial in Louisville Kentucky. With Becky’s unique background in government prior to joining Stonewood Financial, she brings incredible insight into what all of that ‘government speak’...

Tuesday, April 2, 2024

There’s no better time than now to stop “dripping nickels!” Here Are Just a Handful of the Things That We'll Discuss: Take inventory of your household finances. Double check automatic payments to make sure they are still ok. There are...

Thursday, March 21, 2024

When creating your retirement plan, are you approaching it like a space engineer designs a rocket? Or are you swinging wildly from strategy to strategy unsure what to do next? What you do, and how you do it, really matters! Here Are...

Tuesday, March 19, 2024

The fear of outliving your savings and other stresses have caused nearly half of retirees to believe that they will outlive their savings. How can you help ensure that your savings will stretch through potentially decades of retirement...

Tuesday, March 12, 2024

Rollercoasters might have been thrilling when you were younger, but do you really want all of your life savings on a similar ride today? And, when you’re close to or you may already be on your retirement journey, that can be an...

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Wednesday, March 6, 2024

If you’re a woman have you taken the right steps to achieve financial security throughout your lifetime? We’ll explore some steps you can take today to achieve your own financial security. Here Are Just a Handful of the...

Wednesday, February 28, 2024

Planning for your retirement income may not be rocket science, but it’s certainly not a walk in the park either! Making sure you plan in the right order is just as critical as checking all the boxes, with Joel Cavaliere...

Thursday, February 22, 2024

Are the ups and downs of the investment markets getting you down? Causing you sleepless nights? Wondering where to invest? One choice to avoid market losses can be using certain kinds of annuities – but are they right for you?...

Thursday, February 15, 2024

With so many complicated changes to the rules, potentially affecting your retirement savings, we've invited author and speaker, CPA Ed Slott. Ed is known as the ‘best source of IRA Advice’ in the country and he will guide...

Wednesday, February 7, 2024

High inflation is a big topic, and it affects everyone in different ways. However, there are some practical day-to-day things you can do to help ease the pain, and we’ll share some of those with you! Here Are Just a Handful of...

Friday, January 26, 2024

Many employers can’t find workers while others are implementing massive layoffs. If you or someone you know has had an unexpected layoff this could have you asking: “How will a layoff impact my chances to retire?”

Wednesday, January 24, 2024

One of the most common concerns for retirees is the fear of running out of money in retirement. While some advisors may suggest loading up on stocks or investing in riskier investments, chasing higher returns, that’s not the...

Thursday, January 18, 2024

The markets have had a challenging year! But, just like the weather, this too shall pass! The question is when that will happen. We’ll share some thoughts on historical market corrections and some ways that can help you sleep...

Wednesday, January 10, 2024

Critical tax planning is an important part of retirement planning! QCD’s and Roth Conversions are some easy strategies to use. We’ll talk about those and a couple of other strategies that could help you keep a lot more of...

Thursday, December 28, 2023

Have you seen the videos of incredible mazes of dominos that create amazing images when they fall down in a carefully predesigned manner? It takes years of study and practice to get it just right. But, with the slightest bump,...

Wednesday, December 13, 2023

If there was one perfect investment, we’d all be in it! Since there’s not, it’s important to understand the trade-offs involved with any investment. So let’s keep it simple and explore the bucket strategy to...

Tuesday, December 5, 2023

When you save well for your retirement, you’re in a better position to choose when you want to retire. However, sometimes working longer can yield benefits more valuable than...

Tuesday, November 28, 2023

If you’ve saved for your retirement in tax-deferred retirement accounts like IRAs and 401ks, you’ll have to take Required Minimum Distributions when you reach age 72 and the distributions are taxable the moment you take...

Monday, November 13, 2023

Does your advisor ever ask to look at your tax return? Does your advisor ask you about your potential for longevity, your health and your retirement goals? And, does your advisor explain things like sequence of returns and how that...

Friday, November 3, 2023

As you put your retirement planning into place, an important question becomes how should you invest? Under the mattress? In the bank? Out on the skinny branches full of high risk while you try to capture big returns? Or is there...

Tuesday, October 31, 2023

Are you living a Just-in-Case retirement? With inflation, market volatility and a looming recession it’s difficult to relax and enjoy retirement when there are so many doubts about the future. Sound like you? Find out how to...

Tuesday, October 24, 2023

Your Mother told you not to believe everything you hear or read, and that still rings true, maybe even more so today! There’s a big risk in retirement planning that nearly everyone can fall prey to...

Tuesday, October 17, 2023

Each year, over a million American women face the challenges of widowhood. This Podcast provides insights to help widows navigate their transition, offering guidance to bypass potential pitfalls and...

Monday, October 9, 2023

When it comes to planning for your retirement are you worrying about the wrong things? A recent report says that just might be the case!

Tuesday, October 3, 2023

Climbing famous 14ers may not be for everyone - but climbing up Mount Retirement is a journey everyone takes. When you retire, you’ve reached the summit. Now the question is: how do you get down? Free fall?

Monday, September 25, 2023

Does the 80% rule really work for your retirement income strategy? What about the 70% rule? Do you want to fit into somone’s guesstimate, or is there a better way? Here Are Just a Handful of the Things That We'll Discuss:...

Wednesday, September 20, 2023

If you’re like many Americans, wondering if or when you’ll be able to retire is a major concern. In fact, many people, who despite saving well for retirement, feel completely unprepared for their next phase of life. If retiring worries...

Monday, September 11, 2023

Estate planning is usually associated with your wishes after you’ve passed on, but there’s a lot more to it than just that. We’ll talk about why certain estate planning documents can be very important for you while...

Wednesday, September 6, 2023

It’s Roth Conversion season! With the end of the year fast approaching, now is the time to get serious about making Roth conversions. But before you do, make sure you’re informed about the ins and outs of this great...

Wednesday, August 30, 2023

When you’re on Medicare, if your health begins to fail, will Medicare pick up all of the costs? And, what about long-term care? Does Medicare pay for that? Who will take care of you? Here Are Just a Handful of the Things That...

Wednesday, August 23, 2023

Do you have a lot of your employer’s stock in your 401(k)? Has it increased a lot over time? Or, has it recently declined in value? You may have heard of the Net Unrealized Appreciation strategy to help lower your future tax...

Monday, August 14, 2023

While you’ve worked hard and saved well, rising taxes could become one of the biggest threats to your retirement. If you’re not carefully planning, the lifetime you’ve put in to saving for your retirement years could...

Wednesday, August 9, 2023

We explore one of the most important chapters in Linda’s book, Your Money Your Retirement, as we focus on the number one question the BHC team is asked so often – Will your money last as long as you do?

Tuesday, August 1, 2023

Strategic retirement planning is all about using the right strategies for the right purpose. With markets as volatile as they are right now, BHC Advisor Zach Roberts joins us to explore some strategies that could make all the...

Thursday, July 27, 2023

In today’s changing, and seemingly out of control world, taking charge of anything sometimes seems out of reach. It often becomes easier to ask questions like: ‘Who dropped the ball?’, ‘Why doesn’t...

Thursday, July 20, 2023

Retirement without tax planning? You could be in for a surprise!Taxes could be your biggest expense in retirement. Do you have a tax preparer and a tax planner? A tax preparer calculates taxes for the current year. A tax planner...

Thursday, July 13, 2023

Planning for your finances in retirement is important. Planning how you will live your retirement is also important. Joining us is the man who wrote the book:LIVING AN EXTRAORDINARY LIFE. Robert White shares his life and story as well...

Friday, June 30, 2023

You hope you never need it, but if you do, how will you pay for Long-Term Care? Maybe you can self-fund using up your retirement savings. However, what happens to your spouse if you use up all you have saved to pay for your Long-term...

Monday, June 26, 2023

Many professionals call themselves “Financial Advisors”… But what does that really mean? This title is used by a wide variety of financial professionals from insurance to investments – but the services they provide are definitely not all...

Wednesday, June 21, 2023

Many Americans are trapped in the Sandwich Generation. They are balancing careers, providing for children (including adult children), caring for aging parents and other relatives. In some cases, it’s more than one person can handle...

Wednesday, June 14, 2023

Retiring early is a dream for many, but before you take that leap, you need to consider things like taxes, health care, and income sources. Can you successfully retire early? Maybe, but before making that decision, a written retirement...

Tuesday, June 6, 2023

Although the basics of retirement planning may be the same for everyone, there can be some unique considerations for women. Statistics show that women typically live longer than men, and more often than not, wives outlive husbands....

Wednesday, May 31, 2023

We’ll explore important questions about Social Security that most Americans get wrong! You can test your knowledge as we go, as we play our version of “Social Security Trivia”!Here Are Just a Handful of the Things...

Monday, May 22, 2023

As the country’s debt swells to higher peaks with no end in sight, the handwriting is on the wall – Somehow, some way that bill will come due. If you haven’t planned for higher taxes in your financial and retirement...

Wednesday, May 17, 2023

You’ve saved well, mapped out your retirement goals, clocked out for the last time, and now you’re settled into your retirement! But what happens if life throws you a curve ball and you suddenly become a primary caregiver?...

Tuesday, May 9, 2023

Robo-Advisors have been gaining popularity as many savers like the fact that they are inexpensive and efficient, but are you losing out in other areas that could cost you a whole lot more? BHC Financial Advisor Zach Roberts joins us...

Monday, May 8, 2023

With everything that’s happened in the world over the last few years, the most surprising and least expected is what’s now known as the “Great Resignation.” Younger and older alike, quit their jobs...

Tuesday, May 2, 2023

Sharing your planning and saving focus with your family will potentially strengthen the financial lives of your children and their children. It's a priceless gift! Joel Cavaliere, CFP® experienced this gift growing up...

Thursday, April 20, 2023

Tax planning for your retirement future isn’t a luxury – It’s a necessity. Whether you’re retired or not, the type of investments and accounts you use, or actions you take, can end up creating some unexpected...

Wednesday, April 19, 2023

Roth IRA’s and Roth 401(k)’s are built on a similar foundation, but have a few key differences that’s important to know. Both accounts help create future tax-free income for your retirement, so should you have one or the other?

Thursday, April 6, 2023

When creating your retirement plan, are you approaching it like a space engineer designing a rocket? Or are you swinging wildly from strategy to strategy unsure what to do next? What you do, and how you do it, matters! 

Thursday, March 30, 2023

Do you really need to work with a financial advisor when it comes to planning for your retirement? How do you know who’s right for you, and what questions should you consider when you look for an advisor?

Thursday, March 23, 2023

Retirement planning might not be as cut and dry as A, B, C, but could it be as easy as 1, 2, 3… 4? We’ll cover 4 steps that are often misunderstood that can help you put together a more secure, confident retirement. Blue...

Wednesday, March 15, 2023

It’s quite common for working couples to plan to retire at the same time, but that’s not always what happens. If one spouse is offered an early out, can you afford to take it, and how will that potentially impact your...

Wednesday, March 8, 2023

Without a written retirement plan, it’s just a wish list. Knowing how to invest and which accounts to draw from first are important items in a retirement plan.

Wednesday, March 1, 2023

If you’re one of the fortunate few who have a pension available to you, and if you have the choice of taking lifetime payments or taking a lump sum payout, there are some incredibly important questions to consider before you decide!

Wednesday, February 22, 2023

As Benjamin Franklin so wisely stated: “If you fail to plan, you are planning to fail.” Well, when it comes to your future and taxes, that saying may be even truer than you think!

Wednesday, February 15, 2023

You might think you work well under pressure, but just-in-time estate planning is the last thing you’ll want to do. It’s critically important for both when you are alive and when you pass, so you want to get it right!

Tuesday, February 7, 2023

How do you balance growth with protection in your retirement portfolio? Too much in growth can be risky, yet too much in protection may not last long enough! Can you design a retirement plan that allows you to do both?

Tuesday, January 31, 2023

Wondering if or when you can retire? We hear this concern often. Listen to the story of “Nervous Bill”, who saved well, yet feels completely unprepared for retirement. If retiring worries you, listen now!

Monday, January 23, 2023

You've worked your entire career building up the nest egg, but when it comes time to crack it, are you ready? We’ll discuss how you can turn that hard-earned nest egg into a retirement souffle and not a sloppy mess!

Tuesday, December 13, 2022

Retirement is essentially 20 to 30 years of Planned Unemployment. Making the right choices during the final third of your life is absolutely critical! We’ll cover 7 retirement threats and mistakes to avoid, some of which could be costly!

Tuesday, December 6, 2022

The “money stuff” is an important piece but choosing how you spend your time is just as important. Whether you are already retired or planning to be, don’t miss the secrets we’ve learned over the years so you can enjoy a happy retirement!