Videos
Education is one of the most important aspects of how we serve our clients. We hope these complimentary video resources will bring you greater financial awareness on your journey toward your ideal retirement lifestyle.
David McKnight Endorses Brian Hanson
David McKnight, best selling author of the Power of Zero, endorses Elite Power of Zero Advisor, Brian Hanson.
We Support Fathers for the Fatherless
Brian Hanson: FATHERS FOR THE FATHERLESS changes lives by exposing men to a cause beyond themselves. They are propelled to challenge themselves, cycling 100 miles, in response to our Heavenly Father’s heart for the Fatherless.
Retirement Planning Risk: Provisional Income
Brian Hanson: The risk of your social security income being taxed at high levels.
Retirement Planning Risk: Sequence of Returns
Brian Hanson: The importance of sequencing your returns in retirement.
Brian Hanson Credentials
Brian Hanson reviews the licenses and credentials that uniquely qualify him to provide holistic and comprehensive planning.
More Resources
Why a Financial Check-Up Matters—Even in Retirement
Just because you’ve retired doesn’t mean your financial planning is complete. In fact, retirement often brings about new variables that require ongoing attention. A regular financial check-up in retirement can help you stay aligned with your goals, adjust to changing market conditions, and evaluate your current income, spending, and tax strategies. Unlike the accumulation phase, retirement is a time of distribution and preservation. That shift demands thoughtful monitoring—not just to track investment performance, but also to help ensure that income sources remain sustainable and tax-efficient.
How Behavioral Biases Influence Your Financial Choices
When making financial decisions, logic and rational analysis should ideally guide the way. However, human psychology often plays an unexpected role in how people manage their investments, savings, and retirement plans. Behavioral biases in financial decision-making can lead to choices that may not align with long-term goals. Understanding these biases can help you take a more strategic approach to your financial future.
How to Avoid the Biggest Investment Mistakes Retirees Make
Retirement investing requires a different approach than wealth accumulation. The transition from growing assets to withdrawing income introduces new risks and potential pitfalls. Many retirees make mistakes that can impact their financial stability, often without realizing it until it’s too late. By understanding how to avoid the biggest investment mistakes retirees make, you can develop a retirement strategy that balances income, risk, and longevity.
The Role of Insurance in a Comprehensive Retirement Plan
A well-structured retirement plan isn’t just about savings and investments—it also includes insurance to help manage risks that could disrupt your financial security. While many focus on growing their retirement accounts, fewer consider how insurance can protect their assets and provide financial stability in unexpected situations. Understanding the role of insurance in a comprehensive retirement plan can help you build a strategy that not only grows your wealth but also safeguards it against potential risks.
Why Investing for Retirement is Different from Accumulation Investing
During your working years, your investment strategy focuses on accumulating assets. You contribute to retirement accounts, invest in growth-oriented assets, and rely on time to build wealth. However, once you transition into retirement, your approach must change. Instead of accumulating wealth, the focus shifts to preserving assets and generating income that can last throughout your lifetime. Understanding why investing for retirement is different from accumulation investing can help you make informed financial decisions as you approach this critical transition.
Balancing Growth and Stability in Your Retirement Portfolio
Retirement planning is about more than just accumulating assets—it’s about managing those assets in a way that provides both growth and stability. While investing in higher-growth assets can help sustain long-term financial needs, excessive risk could lead to losses that are difficult to recover from later in life. Balancing growth and stability in your retirement portfolio requires a strategic approach that adapts to market conditions, inflation, and evolving financial goals. The right mix of investments can help you build a resilient retirement plan that provides income, mitigates risks, and maintains purchasing power over time.
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