What do ketchup, TSA, and Roth conversions have in common? Retirement risks. In this episode, Brooks Bernhagen breaks down how to navigate economic uncertainty, avoid hidden portfolio hazards, and approach Roth conversions without triggering costly Medicare surprises. From the “bucket strategy” to the “IRMAA trap,” learn how to spot and manage the financial fire risks that could derail your retirement game plan.

 

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

What do ketchup, TSA, and Roth conversions have in common? Retirement risks. In this episode, Brooks Bernhagen breaks down how to navigate economic uncertainty, avoid hidden portfolio hazards, and approach Roth conversions without triggering costly Medicare surprises. From the &ldquo;bucket strategy&rdquo; to the &ldquo;IRMAA trap,&rdquo; learn how to spot and manage the financial fire risks that could derail your retirement game plan.
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Ready to build your retirement plan? Visit&nbsp;<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!