INSURANCE AUDIOS

RETIREMENT PLANS

Terms and concepts to help you pass your state exam on your first attempt

Insurance Terms for Success

10 Retirement Plans

Every single one of BIF's Monte Carlo simulation machines crashed when we fed them the data from our most recent CFP Snake Draft round. Here are the highlights...

• Adam’s bold first pick earns him the awful nickname “Vanilla ISO”
• Jerry shocks the crew with a sneaky move-up in the draft order
• Mike reminds us that ‘eligible designated beneficiary’ is not a status on your dating app

Listen in and enjoy!

CFP Snake Draft - Retirement Planning

Adults with ADHD often experience difficulties with navigating post-retirement life without the structure and the support offered by their workplace. Many find estate planning especially challenging. 
  
In this episode, Rick Webster, the founder and CEO of Rena-Fi, shares his expertise on how you can organize and manage your wealth-building journey and retirement life. He outlines ways to avoid the pitfalls of financial planning and discusses how to build a professional and peer support network, handle the estate planning process, and create an ideal post-retirement lifestyle. 
 
Learn more about how to holistically manage your finances and ADHD here: https://www.renafi.com/

Retirement and Estate Planning for Adults with ADHD

The Definitive Guide To Retirement Income

Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review. In our newest BIF Bites podcast mini-series “CFP® Questions & Misconceptions” we’ll share these FAQs, plus, the concepts that are most likely to cause confusion.

This week, Mike shared some common misconceptions in Retirement Planning that he noted during the recently concluded November 2023 CFP Exam.

Listen in for CFP® enlightenment.

CFP® Questions & Misconceptions: Retirement Planning

About Brooklynn Chandler Willy

For a dedicated and knowledgable partner in investment and insurance, look no further than Brooklynn Chandler Willy – JD RFC CDFA – a financial services professional specializing in Retirement Planning. Operating in San Antonio, Texas, Brooklynn is the President of Texas Financial Advisory, which she founded in 2008.

Brooklynn Chandler Willy | San Antonio, Texas | Managing Debt In Retirement

Retirement is often seen as a time to relax, enjoy life, and reap the rewards of years of hard work. However, for many retirees, managing debt can be a significant source of stress and financial burden. Whether it’s lingering mortgage payments, credit card debt, or other financial obligations, carrying debt into retirement can impact your financial confidence and quality of life.

https://brooklynnchandlerwilly.com/managing-debt-in-retirement/

Brooklynn Chandler Willy | San Antonio, Texas | Managing Debt In Retirement

Episode #47: Where People Go Wrong When Planning For Retirement

Life Insurance

Retirement Plans

In this episode of A Safer Market Commentary Brian and Scott talk about a Buy & Hold Strategy and why they advise against using it during retirement.

SMC S1 E2 Are You Using a Buy & Hold Strategy For Your Retirement?

Based in San Antonio, Texas, Brooklynn Chandler Willy is the radio host for Texas Financial Radio. Additionally, she's the CEO and founder of Texas Financial Advisory with over ten years of experience in the field.

At Texas Financial Advisory, Brooklynn Chandler Willy and the entire team understand and appreciate how hard their clients work and the nest eggs that they’ve saved throughout their lives. The team will work with each client as a fiduciary and help take the uncertainty and stress out of retirement planning to create holistic plans that extend beyond the numbers. To learn more about if Texas Financial Advisory is right for you, please visit their website.
Alongside her job as the Host of the “Texas Financial Advisory Show,” Brooklynn Chandler Willy hosts the “Texas Financial Advisory Show,” airing weekends on WOAI 1200 AM and KTSA 550 AM. Through her show, Brooklynn shares the knowledge, insight, and expertise that she’s accumulated across her career. Listeners tune in to hear examples of how a retirement income plan can help reduce income taxes, provide a legacy for heirs, and assure a steady income through the rest of life. 

Alongside her work in finance, Brooklyn Chandler Willy is also the Co-Founder of SHMILY: Gifts From Above, which she helped establish with her sisters in 2014. The 501(c)(3) nonprofit mission is to provide college students who lose a parent while enrolled with the financial assistance and emotional support they need. 

Brooklynn’s career began building when she enrolled at Baylor University in Waco, Texas, for her post-secondary education. While studying three different subjects, Brooklynn Chandler Willy was also an involved member of campus life. She graduated in 2002 with her Bachelor of Arts degree in Political Science, Business, and Spanish. Brooklynn then enrolled at St. Mary’s University School of Law, where she graduated in 2005 with her Juris Doctorate in Law. She is also CDFA (Certified Divorce Financial Analyst) designated with a focus on Financial Planning and Services.

Brooklynn Chandler Willy | San Antonio, Texas | Managing Debt In Retirement

BrooklynnChandlerWilly

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