News & Events
Brian Hanson Speaks at the Power of Zero Elite Summit 2022
The Power of Zero Elite Summit was held Jan 4 – 7 at the Fairmont in Austin, TX. Each year a gathering of top Power of Zero advisors, led by David McKnight, meet to discuss how they can help their clients achieve a tax-free retirement. Brian Hanson has been a featured speaker at these events for several years providing guidance and motivation for other advisors.
2021 Holiday Dinner Party
Check out these amazing photos from the 2021 Hanson Wealth Management holiday dinner party!
More Resources
The Power of Zero: Aiming for the 0% Tax Bracket in Retirement
Many retirees assume their tax burden will be lower in retirement, but that isn’t always the case. Tax rates fluctuate based on government policy, and if the national debt continues to rise, higher tax rates in the future could impact your retirement income. Aiming for the 0% tax bracket in retirement means structuring your finances so that your taxable income is low enough to avoid federal income taxes altogether. This strategy can help retirees manage tax risk, maintain control over their income, and extend the life of their savings.
Top 5 Financial Myths Perpetuated by Mainstream Gurus
Mainstream financial gurus have built massive followings by offering simplified, easy-to-digest advice on personal finance, investing, and retirement planning. While their guidance may work for some, it often promotes a one-size-fits-all approach that overlooks critical financial nuances. The truth is, some of the most commonly accepted financial myths from mainstream financial gurus can be misleading—or even harmful—to those with more complex financial needs. Let’s take a closer look at five financial myths that are widely accepted but don’t always hold up when applied to real-world financial planning.
Why Risk Isn’t Just About the Stock Market
When most people think about financial risk, they immediately picture the stock market. While market volatility is a significant concern, it’s far from the only factor that can disrupt a retirement plan. Unexpected healthcare costs, tax policy changes, inflation, and longevity risk all pose threats to long-term financial stability. By focusing only on investment risk, investors may leave themselves exposed to other financial challenges that can erode wealth just as quickly—if not more so—than a downturn in the market. Let’s explore the key financial risks beyond the stock market and strategies to help mitigate them.
Why Personalized Financial Planning Outperforms Generic Advice
Financial planning is not a one-size-fits-all process. Yet, many investors rely on generic advice that may not align with their specific goals, risk tolerance, or tax situation. While broad financial guidelines can provide a starting point, they often fail to address the nuances of individual circumstances. Personalized financial planning strategies focus on aligning financial decisions with an investor’s unique needs, providing a tailored approach to managing wealth.
Case Studies: When Following the Crowd Doesn’t Pay Off
Many investors follow conventional financial wisdom, trusting broad, one-size-fits-all guidance to navigate their financial future. While these general recommendations may seem practical, they often overlook personal factors such as risk tolerance, tax implications, and long-term financial objectives. The risks of following generic financial advice can be significant, leading to avoidable missteps that impact retirement savings, tax efficiency, and wealth preservation. Through real-world case studies, we explore instances where individuals followed standard financial advice—only to find themselves facing unexpected challenges. More importantly, we’ll highlight how personalized financial strategies could have helped them avoid these pitfalls.
The Hidden Cost of Following the Crowd in Financial Planning
Financial advice is everywhere—from news outlets to social media influencers to friends and family. While many people believe that following widely accepted guidance is a safe approach, it’s important to consider that these strategies may not align with your unique financial situation. The hidden cost of following the crowd in financial planning can be significant, potentially leading to unnecessary taxes, overlooked risks, and missed opportunities for long-term financial stability.
Why Generic Financial Advice Often Misses the Mark
Many people seeking financial guidance turn to general advice found online, from books, or through media personalities. While these broad strategies can offer a starting point, they often fail to address the complexities of individual financial situations. Generic advice may overlook key factors such as tax planning, income strategies, and market risk—all of which play a crucial role in shaping a sustainable retirement plan. Understanding why generic financial advice often misses the mark can help investors make informed decisions that better align with their long-term financial objectives.
Avoiding the Greatest Retirement Risks: Part One
My mission as a financial advisor is to help each client build a retirement strategy that’s designed to navigate key financial risks. Many people face the very real possibility of running out of money later in life, often due to factors they didn’t anticipate. That’s why I’ve focused my practice on tax-efficient retirement planning, guided by the principles of David McKnight, author of The Power of Zero and a leading voice in tax-free income strategies. His approach has shaped how I help clients prepare for the future with clarity and purpose. Below, I’m sharing a brief passage from David […]
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