Videos
Insights & Strategies
Explore our latest articles and expert insights on financial planning, retirement strategies, and smart investing. Watch our YouTube videos for deeper discussions on key topics.
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Tax-Free Retirement
10 Must-Read Retirement Books for Financial Freedom!
Brad Pistole shares an insightful and motivational breakdown of the must-read books that can transform your financial future and overall mindset.


The Stress-Free Retirement Income Plan
How IRMAA Impacts Your Medicare and Social Security Benefits - Paul Morrison IRMAA Expert
Brad Pistole and Paul Morrison delve into the often-overlooked topic of IRMAA (Income Related Monthly Adjustment Amount) and its significant impact on retirement planning.


IRAs & Tax Planning
How Financial Planning Helps Families Affected by Substance Abuse - Autumn Newman Interview
Brad Pistole sits down with Autumn Brooke Newman, to explore the intersection of financial planning and drug prevention.


The Stress-Free Retirement Income Plan
How to Use Annuities for Lifetime Income - Wade Pfau & Michael Finke
Brad Pistole hosts Dr. Michael Finke and Dr. Wade Pfau to discuss how annuities optimize retirement income by providing guaranteed lifetime payouts, reducing sequence of returns risk, and replacing bonds in portfolios.


IRAs & Tax Planning
How to Use Annuities for Lifetime Income - Sheryl J. Moore, Annuity Expert
Sheryl Moore, author of 'Why I Bought Indexed Annuities', discusses the benefits and misconceptions surrounding indexed annuities.


The Stress-Free Retirement Income Plan
How Reverse Mortgages Boost Retirement Income - Don Graves Interview
Brad Pistole hosts Don Graves, a reverse mortgage expert, to discuss how home equity can be a powerful tool in retirement planning.


IRAs & Tax Planning
How to Maximize Your IRA for Tax-Free Wealth - Ed Slott Interview
Brad Pistole interviews Ed Slott, America's IRA expert, about his new book 'The Retirement Savings Time Bomb Ticks Louder.'


Tax-Free Retirement
6 Safe Money Strategies for a Worry-Free Retirement - Kevin Lynch Interview
Brad Pistole and Kevin Lynch discuss various topics related to retirement planning, including required minimum distributions (RMDs) and the benefits of annuities and reverse mortgages.


IRAs & Tax Planning
Retirement’s Biggest Tax Trap and How to Avoid it? - Paul Morrison and Mark Annese
Brad Pistole, alongside guests Paul Morrison and Mark Annese, delivers a crucial discussion on the impact of Income-Related Monthly Adjustment Amounts (IRMAA) on retirement income.
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