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

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
<a href="https://unfilteredretirement.com">Unfiltered Retirement</a>

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 structuring income in a way that lasts, to safeguarding your nest-egg from taxes, market swings, and health costs. If you’re tired of vague retirement advice and want personalized strategies that reflect real life, this show speaks your language.

Tune in for honest insights, practical steps, and a bit of tough love — because retirement isn’t a vacation, it’s the rest of your life.

Real talk on what retirement really means. Host Gregg Berrian draws on 15 years as a retirement &amp; 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 &mdash; from how to squeeze every eligible dollar out of Social Security, to structuring income in a way that lasts, to safeguarding your nest-egg from taxes, market swings, and health costs. If you&rsquo;re tired of vague retirement advice and want personalized strategies that reflect real life, this show speaks your language.
Tune in for honest insights, practical steps, and a bit of tough love &mdash; because retirement isn&rsquo;t a vacation, it&rsquo;s the rest of your life.

Unfiltered Retirement with Gregg Berrian

Asking the Right Retirement Questions

In this episode, Greg Barrian shares insights on retirement planning, risk management, and the importance of having a financial advocate. He discusses real-life stories, strategies for safeguarding assets, and the significance of proactive planning to ensure a secure retirement.

800-940-9616

Unfiltered Retirement

In this episode, Greg Barrian shares insights on retirement planning, risk management, and the importance of having a financial advocate. He discusses real-life stories, strategies for safeguarding assets, and the significance of proactive planning to ensure a secure retirement.
800-940-9616
<a href="https://unfilteredretirement.com">Unfiltered Retirement</a>

Who Is Your Financial Advocate

In this episode, Greg Barrian and Connor Murphy discuss the intricacies of Medicare, retirement planning, and strategies to optimize healthcare costs and taxes in retirement. They share insights on enrollment periods, premium strategies, and the impact of income on Medicare costs.

800-940-9616

Unfiltered Retirement

In this episode, Greg Barrian and Connor Murphy discuss the intricacies of Medicare, retirement planning, and strategies to optimize healthcare costs and taxes in retirement. They share insights on enrollment periods, premium strategies, and the impact of income on Medicare costs.
800-940-9616
<a href="https://unfilteredretirement.com">Unfiltered Retirement</a>

Medicare Enrollment and Strategies

In this episode, Greg and Connor from Capital Financial discuss the complexities of Medicare, Medigap plans, and how to navigate healthcare options in retirement. They also cover fraud prevention and the importance of understanding insurance nuances.

800-940-9616

or text Plus to 600-700

Unfiltered Retirement

In this episode, Greg and Connor from Capital Financial discuss the complexities of Medicare, Medigap plans, and how to navigate healthcare options in retirement. They also cover fraud prevention and the importance of understanding insurance nuances.
800-940-9616
or text Plus to 600-700
<a href="https://unfilteredretirement.com">Unfiltered Retirement</a>

Asking the Right Retirement Questions

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Unfiltered Retirement with Gregg Berrian

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