Insights & Strategies

Brad outlines a smart, tax-efficient withdrawal strategy that can help retirees make their money last longer while minimizing taxes.

Brad Pistole explains effective strategies to reduce Required Minimum Distributions (RMDs) and minimize taxes in retirement.

We’re taken behind the scenes of the inaugural 2025 Horizons Conference hosted by the American College of Financial Services, where host Brad Pistole interviews several top financial experts about retirement planning.

Retirement income expert Brad Pistole outlines four compelling reasons not to claim Social Security benefits early, making a strong case for delaying until full retirement age or even age 70.

Brad introduces The Retirement Course by the American College of Financial Services, a free, comprehensive, non-credit program designed to enhance financial literacy with a strong focus on retirement planning.

In this video, Brad attends the first-ever Horizons Conference by the American College of Financial Services, interviewing the top financial experts on retirement planning.

Brad and real estate expert Tonya Murfin explore the critical role of real estate in retirement planning.

In this video, Brad and Joseph Jordan discuss key aspects of financial planning, longevity risk, and retirement security.

Brad and Paul discuss the impact of Income-Related Monthly Adjustment Amounts (IRMAA) on retirees, highlighting how unexpected financial events—such as selling a business, receiving an inheritance, or required minimum distributions (RMDs)—can push individuals into higher Medicare premium brackets, even if they are not wealthy.