Episodes

In this third part of their three-part podcast, Michael Clark and Austin Braun talk about retirement income and the complexities involved with it. Michael reveals that the most common question he hears from clients is about from which account you should start taking distributions.

Michael and Austin speak to some of the many components that come in to play with retirement income, such as Social Security and tax implications.

They then suggest that meeting with a trusted advisor is necessary when phasing into retirement in making these important decisions about money.

In this second part of a three-part podcast series, Michael Clark and Austin Braun talk about a growing, relatively new topic related to planning in retirement: longevity.

Michael and Austin speak to the importance of having these conversations early, both with trusted advisors and with family members to ensure that you are best prepared for retirement.

Michael and Austin also talk about an in-house tool provided to Raymond James clients, the vault, that is incredibly helpful in this process of planning for longevity.

In this first part of a three-part podcast series, Michael Clark and Austin Braun speak to understanding health care, specifically Medicare, as an integral aspect of planning in retirement. It can be confusing to sift through all the noise that is out there, so it is important to have someone guide you through it that you trust.

Michael and Austin address how financial planners have not always provided the best service to their clients in giving hands-on guidance to Medicare. They talk about the resource they have at Keiron Partners, an in-house expert, Greg Roessler, that sets their firm apart from other planners in their ability to meet client’s needs regarding Medicare.