Worried about the stock market roller coaster as retirement approaches? In this episode, Brooks shares strategies for building stability without sacrificing growth, including how fixed index annuities can protect your principal while capturing upside potential. We also dive into the “great wealth transfer,” why much of it will go sideways to surviving spouses, and the steps women should take to prepare for managing significant assets. Plus, Brooks breaks down common inheritance pitfalls and how to avoid turning a windfall into a burden.

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!

Worried about the stock market roller coaster as retirement approaches? In this episode, Brooks shares strategies for building stability without sacrificing growth, including how fixed index annuities can protect your principal while capturing upside potential. We also dive into the &ldquo;great wealth transfer,&rdquo; why much of it will go sideways to surviving spouses, and the steps women should take to prepare for managing significant assets. Plus, Brooks breaks down common inheritance pitfalls and how to avoid turning a windfall into a burden.
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!

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