Advised | with Rick Luchini

Jan 21 2025 19 ep. 29 mins 1
Advised | with Rick Luchini Podcast artwork

The Advised podcast is hosted by Financial Planner and entrepreneur Rick Luchini. On this podcast you’ll find interviews and insights on a wide range of financial topics. Rick’s mission is to lift the veil on personal finance and help you make better decisions.

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Simple Estate Plan Mistakes (And How to Fix Them)

Jan 21 2025 14 mins  
In this episode of #advisedpodcast we dive deep into essential retirement planning tips to help pre-retirees avoid costly mistakes. Learn about the importance of **estate planning**, why every family needs a **will** or a **trust**, and how to fix common gaps like outdated documents and incorrect beneficiaries. Key Take Aways: ✔️ Why 60-70% of families don't have an estate pla

Investing In Retirement | What Most Get Wrong

Jan 14 2025 34 mins  
Today Hamilton and I discuss the ways investing during your retirement should be different, and the many ways it may be similar to how your invested now. We go over the big mistakes we see people make in this area, and bust some of the old schools of thought around this topic that you might still be subscribing to.

Changing Retirement Plans Last Minute

Jan 07 2025 17 mins  
Listen as Hamilton and I discuss real client scenarios that result in changes to their plans and how we handled them. Life WILL throw you curve balls. The only question is, do you know how to hit them.

Should You Own Stocks? | with Hamilton Brandenburg

Apr 30 2024 36 mins  
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.

When to Take Social Security | More Than Just Math

Apr 09 2024 32 mins  
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/

How to Afford Health Insurance In Retirement - Before & After 65 | with Jocelyn Wolf

Apr 02 2024 31 mins  
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 these same techniques and concepts will apply to you anywh

Taking Control Of Your Financial Journey | with Brandon Lovingier

Mar 26 2024 36 mins  
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 Iraq and Afghanistan. He established Enlist

Stop Living Paycheck to Paycheck | with Ohan the Money Doctor

Mar 19 2024 34 mins  
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

How To Spend In Retirement | with Hamilton Brandenburg

Mar 12 2024 49 mins  
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: https://brandenburgfs.com/ Key Takeaways:

Maximizing Happiness, Not Just Wealth | A Modern Approach to Financial Advice

Mar 05 2024 35 mins  
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