Episodes
100
Latest episode
Oct 2026
Language
EN-US
Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
In this episode, Kevin shares insights on how to plan for an unexpected early retirement, focusing on healthcare costs, insurance options, and the importance of contingency planning to ensure financial security and peace of mind. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information.
In this episode, Kevin discusses the future of Social Security, Medicare, and the importance of financial planning for retirement. He shares insights on policy changes, personal finance strategies, and how to prepare for potential benefits cuts. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information.
Kevin explains how a healthy cash reserve could turn into a retirement plan problem. He explains how the challenges of a cash drag and how talks about that sweet spot in determining the balance of cash and proper growth in retirement. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information.
Kevin focuses on opportunities that exist during the financial red zone years before retirement. Some of those include higher contribution limits for those 50 and older and even higher for those between the ages of 60 and 63. He also discusses Roth conversions and how HSAs can be a triple tax benefit for those who quality. Kevin defines the financial red zone and the few years before retirement and the first few years of one’s retirement. He offered a good warning on avoiding sequence of returns risk during that period. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information.
In this episode, Kevin Brucher discusses the changes to IRA inheritance rules, the importance of flexible retirement planning, and strategies to optimize tax efficiency in retirement. He also shares insights on government policies, scams targeting seniors, and tips for choosing the right state for retirement. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information.
Kevin shares insights on retirement planning, tax strategies, and protecting yourself from scams in the digital age. He also covers Roth contributions and the care with which one must use in implementing a Roth conversion. Learn practical tips to maximize your financial security and navigate today's complex financial landscape. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information.
Kevin addresses the FOMO that comes with the hype, the likes of which we just experienced with Space X. The major topic of this podcast is how to calm your fear of missing out but with a safer and more sound strategic approach. Kevin also discusses rollover strategies that are smart and can help with tax efficiency. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information.
In this episode, Kevin discusses the future of Social Security, the impact of political decisions, and practical strategies for retirement planning amidst economic challenges. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information.
Kevin discusses retirement strategies during economic uncertainties, including inflation, interest rates, stock market tips, and legacy planning. He emphasizes diversification, risk management, and long-term planning to secure a stable retirement. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information.
Kevin takes note of the latest economic news with higher prices and interest rate uncertainty in opening a discussion of a slight erosion of confidence among retirees and soon to be retirees. He also points out that having a plan with risk adjustments, proper income strategies, Social Security claiming strategies, and even long term care considerations can help to boost your retirement confidence. Reach Kevin at 800-975-6717. Silver Leaf Financial See omnystudio.com/listener for privacy information.
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