What do Shohei Ohtani’s contract and your retirement plan have in common? In this episode, Brooks Bernhagen breaks down how income deferment strategies—like annuities, Roth conversions, and delayed Social Security—can create flexibility and reduce tax burdens. From Medicare premiums to market risk, Brooks shares how to build a retirement game plan that balances growth and protection. Whether you're 50 or already retired, it's all about knowing when to ease off the gas and shift into safer assets.

Listen to Brooks every Saturday at 7 a.m. on KOTA.

Ready to build your retirement plan? Visit https://brooksfg.com/ to connect with Brooks and his team today!

What do Shohei Ohtani&rsquo;s contract and your retirement plan have in common? In this episode, Brooks Bernhagen breaks down how income deferment strategies&mdash;like annuities, Roth conversions, and delayed Social Security&mdash;can create flexibility and reduce tax burdens. From Medicare premiums to market risk, Brooks shares how to build a retirement game plan that balances growth and protection. Whether you're 50 or already retired, it's all about knowing when to ease off the gas and shift into safer assets.
Listen to Brooks every Saturday at 7 a.m. on&nbsp;<a href="https://www.kotaradio.com/">KOTA</a>.
Ready to build your retirement plan? Visit <a href="https://brooksfg.com/">https://brooksfg.com/</a> to connect with Brooks and his team today!

When your retirement gets down to game time, who do you want making the calls? Don’t settle for second-best – get the advisor that knows the rules.

The Retirement Referee, hosted by Brooks Financial Group founder Brooks Bernhagen, shows how to go by the rulebook and get the most out of your retirement. With experienced insights, weekly deep dives into the financial trends of the day, and the retirement tips you’re looking for, the Retirement Referee is always a podcast instant replay. Listen and subscribe today!

When your retirement gets down to game time, who do you want making the calls? Don’t settle for second-best – get the advisor that knows the rules.
The Retirement Referee, hosted by Brooks Financial Group founder Brooks Bernhagen, shows how to go by the rulebook and get the most out of your retirement. With experienced insights, weekly deep dives into the financial trends of the day, and the retirement tips you’re looking for, the Retirement Referee is always a podcast instant replay. Listen and subscribe today!

The Retirement Referee with Brooks Bernhagen

The Retirement Referee

Shohei Ohtani’s Paycheck Strategy Meets Retirement Planning | Defer Now, Gain Later: Retirement Lessons from the Ballpark | How to De-Risk Without Slamming the Brakes

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