Podcast

Advised Podcast Ep 016: Should You Own Stocks? | with Hamilton Brandenburg

The challenges of owning individual stocks, and how we invest for our clients. Whether you’re a DIY investor, or a client of a traditional firm, this episode is a MUST listen. Check out more from Hamilton: https://brandenburgfs.com/ Rick Luchini (00:00): So I’ve got these people that are like, I say, why do you hold this? Well, […]

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Advised Podcast Ep 015: When to Take Social Security | More Than Just Math

Today’s discussion covers the factors to consider before taking your social security.  Listen to how we help clients choose the right age to claim social security benefits. Subscribe on YouTube: https://www.youtube.com/channel/UCbXaSLydoMX7P_kDc5tYmyQ Check out more from Hamilton: https://brandenburgfs.com/ Rick Luchini (00:00): I break even at 78 and if I took it later, I start receiving more money over

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Advised Podcast Ep 014: How to Afford Health Insurance In Retirement – Before & After 65 | with Jocelyn Wolf

Thinking of retiring before 65? Don’t Miss This One! Today I shed light on Health Insurance in retirement with the help of insurance expert Jocelyn Wolf. We cover how to get affordable coverage before 65, and some pitfalls to avoid now, and after switching to Medicare. Although we mention our local state’s exchange, most of

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Advised Podcast Ep 013: Taking Control Of Your Financial Journey | with Brandon Lovingier

Today is an important discussion around mindset for any stage of your financial journey. Listen as we discuss finding balance between saving and living, and defining success on your own terms. Enjoy! My guest, Brandon Lovingier, ChFC®, MQFP® aka The Enlisted Money Guy™, has served over 18 years in the Army – including deployments to

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Advised Podcast Ep 012: Stop Living Paycheck to Paycheck | with Ohan the Money Doctor

Ohan “The Money Doctor” is a certified financial planner who helps beginner investors navigate their financial challenges. In this episode, he passionately dispels financial myths and underscores the importance of accessible financial education. Listen in as he offers practical tips to those earning six-figure salaries but living paycheck to paycheck, encouraging them to transform their

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Advised Podcast Ep 011: How To Spend In Retirement | with Hamilton Brandenburg

Today’s episode is all about retirement income planning. I chop it up with Hamilton Brandenburg, a virtual financial planner focusing on helping retirees spend money and save on taxes. If you’re doing your own napkin math and considering retirement, this episode will give you a lot to start thinking about. Check out more from Hamilton:

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Advised Podcast Ep 010: Maximizing Happiness, Not Just Wealth | A Modern Approach to Financial Advice

Exploring an unconventional approach to financial advice with Aaron Buchner, Financial Planner and owner of Cactus . Aaron discusses balancing living in the moment with future planning. We challenge the traditional emphasis on retirement and building wealth, suggesting that you should prioritize happiness and fulfillment in your work and personal lives. We highlight the importance

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Advised Podcast Ep 009: Ex-NFL Player Talks Mindset & How to Win in Business

From walking-on at Penn State to being drafted by the St. Louis Rams and now turned CEO, Central Pa’s Josh Hull refuses to take no for an answer. Get inspired by this humble, small town guy who continues to overcome adversity by leaning on Family, Mindset and Faith. Listen as we discuss the dangers of

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Advised Podcast Ep 008: 401K Essentials | Take control of your biggest asset

Your #401k does not manage itself. Sure, there are some automation buttons you can choose from, and it’s easy to let 2, 3 maybe even 10 years slip by without giving it another thought. Your 401k will likely become (if not already) your biggest asset. It’s what you will rely on to fund the majority of your

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Advised Podcast Ep 007: The Modern Way to Retire Early | Get to the good stuff sooner

The world has changed, yet the traditional cold turkey retirement is still mainstream…WHY? What if you could get to the good stuff sooner? How much energy would you have? Would your health improve? Would your relationship with your spouse and children get stronger? Would you, just simply be happier? For many the answer to all

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