Special Holiday Interview - Trisha Yearwood

Brigette Engstrom sits down with the award-winning Trisha Yearwood to reflect on her journey of personal growth, the importance of authenticity, and the balance between her music career and family life. She shares insights on how her experiences have shaped her music and her approach to life, empha…

Five Red Flags That Could Derail Your Retirement

Think you’re ready to retire? Think again. In this episode of Retirement Readiness, Brigette Engstrom dives into the often-overlooked details that can make or break your retirement plans. From understanding your financial numbers to planning for healthcare costs, Bridget explains why alignment betw…

Retirement Came Early—Now What?

What happens when retirement comes sooner than expected?  Brigette Engstrom of Blue Monarch Financial dives into the realities of navigating an unplanned exit from the workforce. From understanding Social Security and budgeting wisely to evaluating health insurance options, this conversation offer…

Is Your Portfolio Ready for the Next Chapter?

Are you ready for the financial reality of retirement? This episode, Brigette Engstom dives into why regular reviews of your investment accounts and asset allocation aren’t just smart, they’re essential. As retirement approaches, small oversights can lead to big consequences. We’ll explore practic…

Why Your Tax Bracket Isn’t What You Think

Think retirement means lower taxes? Think again. In this episode, Brigette Engstrom reveals how common income sources—like Social Security, pensions, and investments—can unexpectedly impact your tax bracket. She explains why tax-free income strategies and ongoing planning matter more than one-time …

Inflation, Income & the Retirement Puzzle

What if your retirement income isn’t as reliable as you think? In this episode of Retirement Readiness, Bridget Engstrom breaks down the essentials of crafting a personalized retirement plan. She explores how to build dependable income streams, the role Social Security plays, and how fixed income i…

IRA Rules You Can’t Afford to Ignore

Are your retirement plans overlooking a silent tax trap? In this episode of Retirement Readiness, Bridget Engstrom unpacks the often-misunderstood world of retirement tax planning. From juggling multiple retirement accounts to navigating IRA contribution and distribution rules, she sheds light on t…

Retirement’s Hidden Cost: Taxes

What if your retirement plan is quietly leaking money through taxes you didn’t plan for? In this episode, Brigette Engstrom dives into the often-overlooked but critical role of tax planning in retirement. The conversation explores how proactive strategies can help reduce tax burdens, from choosing …

Tax-Free Isn’t Always Free: What Retirees Miss

Think you know how taxes work in retirement? Think again. In this episode, Brigette Engstrom unpacks the often-misunderstood world of retirement taxation—where tax brackets aren’t always what they seem, and income sources like Social Security, pensions, and investments can trigger unexpected conseq…

Is Your Retirement Plan Missing Something?

What if your retirement plan is missing the most critical pieces? In this episode of Retirement Readiness, Brigette Engstrom dives into the overlooked essentials of retirement planning—from understanding annuities to navigating year-end financial moves and preparing for long-term care. She highligh…