September 18, 202554 min
The Retirement Golf Course
What can the game of golf teach us about retirement planning? Get Additional Information: https://financialplanningva.com/podcast/
Episodes
100
Latest episode
Sep 2025
Language
EN
About the show
Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.
Listen to episodes
September 4, 202554 min
The First Year of Retirement
Well, you're retired. Now what? Some people subscribe to the "first year rule," which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially? Get Additional Information: https://financialplanningva.com/podcast/
August 28, 202554 min
Road Trip!
If you're heading out on a road trip, there's a long checklist of items that you want to be sure you haven't forgotten. And in retirement planning, some of those exact same items need to be addressed. Let's look at some of the items that should appear on both your road trip checklist and your retirement planning checklist… Get Additional Information: https://financialplanningva.com/podcast/
August 21, 202554 min
Beatlemania: Lyrics with Financial Wisdom
Let's take a look at some of these classic Beatles lyrics from approximately sixty years ago and see if they might relate to your financial plan today… Get Additional Information: https://financialplanningva.com/podcast/
August 14, 202554 min
Financial Book Club: I Will Teach You to be Rich by Ramit Sethi
Let's take a look at another best-selling book to see how many of these principles align with what a financial advisor has to say. Ramit Sethi, a Stanford grad who claims most money advice is outdated, wrote the book, "I Will Teach You to Be Rich" and then went on to host the Netflix show, "How to Get Rich." Let's explore a few of his concepts… Get Additional Information: https://financialplanningva.com/podcast/
July 24, 202554 min
Age 62: An Important Retirement Milestone
When most people think of milestone ages, they think of ages like 50, 60, 65, or 70. But turning 62 can also be a big milestone, and the decisions you make in that year can set the stage for many of your retirement plans. Let's talk about some of the reasons it can be a milestone and questions you need to have answers to… Get Additional Information: https://financialplanningva.com/podcast/
June 26, 202554 min
Protecting What Matters: Legal Insights with Daniel Crandall Esq.
Today on Retire with Integrity, Brian welcomes a special in-studio guest, attorney Daniel Crandall Esq.- a respected personal injury lawyer with over 45 years of experience in Roanoke Valley. They discuss how legal expertise and thoughtful planning can protect your assets, especially when dealing with injury settlements and tax considerations. Plus, Daniel shares his inspiring journey to owning a successful law firm that's helped countless families over the decades. Get Additional Information: https://financialplanningva.com/podcast/
May 8, 202554 min
Building Success: Zach Shaffer's Path to Business Ownership
We have another in-studio guest with us today! Zach Shaffer joins Brian to share his journey from learning and growing in business to owning multiple successful ventures, including an AAMCO Transmissions franchise. Get Additional Information: https://financialplanningva.com/podcast/
April 25, 202554 min
The Wrong Questions
A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions… Get Additional Information: https://financialplanningva.com/podcast/
April 17, 202554 min
Chatting with Ty Walker of Smoke In Chimneys
Today, Brian sits down to chat with Ty Walker of Smoke In Chimneys, an abandoned 1930s trout hatchery reborn in the hills of the Appalachia. Get Additional Information: https://financialplanningva.com/podcast/
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