Unfiltered Retirement with Gregg Berrian
Unfiltered Retirement with Gregg Berrian
Real talk on what retirement really means. Host Gregg Berrian draws on 15 years as a retirement & insurance advisor at Capital Financial Advisory Group to give no-fluff guidance on retirement income, healthcare, Social Security, and legacy planning. Each episode walks you through a different piece of the retirement puzzle — from how to squeeze every eligible dollar out of Social Security, to struc…Social links:
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Strategies for Income and Care
In this episode, Greg Berrian and Connor Murphy discuss essential strategies for retirement planning, including income guarantees, Medicare options, long-term care, and the importance of proactive planning to ensure financial security in later years. 800-940-9616 or text Plus to 600-700 Unfilte…
50:16
Asking the Right Retirement Questions
Greg and Connor discuss the importance of understanding retirement planning, asking the right questions, and avoiding product-centric conversations. They emphasize the value of personalized strategies, transparency, and the significance of proper estate planning. 800-940-9616 Unfiltered Retirement
49:47
How to Bridge the Retirement Income Gap
Greg Berrian and Connor Murphy discuss essential retirement planning topics including income floors, bridging the income gap, and the importance of emotional control in financial decisions. They also cover Medicare planning and strategies to ensure a secure and stress-free retirement. 800-940-961…
50:15
Estate Planning & Medicare Decisions
This episode of Unfiltered Retirement features Greg Berrian and Connor Murphy discussing essential strategies for retirement planning, estate planning, and avoiding common pitfalls. They share insights on trusts, IRAs, Medicare, and how to prepare for early retirement, providing valuable advice for…
50:17
Close Your Income Gap in Retirement
Greg Berrien and Connor Murphy discuss the importance of insured and protected money, the power of compound interest, and strategies for securing a stable retirement. They share personal stories, practical tips, and insights on managing income gaps, long-term care, and legacy planning. 800-940-961…
31:55
The Foundation of Retirement: Income
Greg and Connor use building metaphors to discuss structuring your retirement financial foundation and that is income. They also address necessary inflation adjusted components. 800-940-9616 Unfiltered Retirement
31:42
Confidence in Your Retirement
This lively panel discussion explores the challenges of retirement confidence, the importance of planning, and the impact of economic factors like inflation and market volatility. Reach Greg and Connor at 800-940-9616. Unfiltered Retirement
31:49
Planning for the Future
A lively panel discussion covering education, career prospects, the impact of AI, and financial wisdom for young adults. The conversation offers insights into making smart decisions about college, careers, and of course retirement. Coach Pete’s daughter Carrie joins the podcast. 800-940-9616 Unf…
31:02
5 Pillars of Retirement You Must Protect
Greg and Connor explore the five pillars of retirement planning, highlighting common pitfalls and strategies to safeguard your future. They use wine and vineyard analogies to illustrate how mismanagement can ruin your retirement grapes. Schedule your retirement review at 800-940-9616.
32:00
The Buckets of Retirement
Greg speaks to the approach to appropriating assets for someone's retirement plan factoring in risk for growth, income you can count on, and liquidity for emergencies. He also stresses the considerations that go with this equation such as when you will retire and if there is another person with sk…
31:10