Are you ready for Uncle Sam’s holiday surprise? This episode dives into the critical decisions around Required Minimum Distributions (RMDs) and why taking more than the minimum could reshape your retirement future. Brooks explains how tax brackets, account balances, and long-term planning intersect—and why timing matters. Plus, discover strategies like income layering and guaranteed income to weather market uncertainty and extend your financial confidence well into your 80s, 90s, or beyond. If retirement is on your horizon, this conversation is packed with insights you can’t afford to overlook.

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!

Are you ready for Uncle Sam&rsquo;s holiday surprise? This episode dives into the critical decisions around Required Minimum Distributions (RMDs) and why taking more than the minimum could reshape your retirement future. Brooks explains how tax brackets, account balances, and long-term planning intersect&mdash;and why timing matters. Plus, discover strategies like income layering and guaranteed income to weather market uncertainty and extend your financial confidence well into your 80s, 90s, or beyond. If retirement is on your horizon, this conversation is packed with insights you can&rsquo;t afford to overlook.
Listen to Brooks every Saturday at 7 a.m. on <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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