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.
Brian Hanson Credentials
Brian Hanson reviews the licenses and credentials that uniquely qualify him to provide holistic and comprehensive planning.
Retirement Planning Risk: Long Term Care
Brian Hanson: The importance of considering Long Term Care provisions in your retirement plan.
Retirement Planning Risk: Market Volatility
Brian Hanson: The importance of considering market volatility in your retirement plan.
Retirement Planning Risk: Income You Can’t Outlive
Brian Hanson: The importance of strategies that provide retirement income.
Hanson Wealth Management Unique Goals
Brian Hanson outlines the unique planning goals that differentiate Hanson Wealth Management.
More Resources
Aligning Your Tax-Free Stars
The following content is adapted from the book Tax-Free Income for Life by David McKnight. If you’ve been reading the Hanson Wealth Management blog for a while, you know that we have previously discussed the advantages of the fixed indexed annuity (FIA). I have also shared two significant disadvantages: tax rate risk and Social Security taxation. Now, I want to look at a potential option for addressing these two risks, which can help you work toward aligning your tax-free stars.
Avoiding the Greatest Retirement Risks: Part One
My goal as a financial advisor is to give each of my clients a step-by-step plan for a well-prepared retirement. In order to do that, I have to help them avoid the two greatest retirement risks. The truth is that roadblocks loom large in retirement, and too many people find themselves living in fear of outliving their money. This is the reason I have dedicated my professional life to tax-free retirement planning through the philosophy of my mentor, David McKnight, a widely recognized voice on tax-free retirement and author of the eye-opening book The Power of Zero. Below, I […]
Tax-Deferred Retirement Plans: A Catch-22?
At Hanson Wealth Management, we believe our commitment to educating our clients is a cornerstone of what we do. The following content on tax-deferred retirement plans is partially excerpted from The Power of Zero, by David McKnight, and we believe you’ll find it eye-opening as you plan for a tax-efficient retirement. So many clients come through our doors having followed advice from voices in the financial world who tell them it’s okay to have all their assets in tax-deferred accounts because they’ll be in a lower tax bracket in retirement. Of course, this is a faulty assumption, and below […]
The FIA: A Tool for Overcoming Perceived SPIA Deficiencies
The following content is adapted from the book Tax-Free Income for Life by David McKnight. In this article, I want to address the topic of single premium immediate annuities (SPIAs). In past writings, I shared how the SPIA is an effective solution to address longevity risk and that it offers multiple benefits around lifetime income in retirement. I’ve also written about why so few Americans take advantage of the SPIA solution: lack of liquidity, lack of an inflation hedge, and the Mack Truck Factor. In this article, though, I’ll share how insurance companies have reacted to these three chief […]
Understanding Sequence-of-Return Risk and Longevity Risk
If you’ve read our previous articles, you know the Hanson Wealth Management team believes strongly in the power of financial education. Our mission with today’s topic is to educate you about several very real risks threatening to undermine your retirement outlook. Of course, we also want to empower you now, in the present, to take control of your financial future. Below, we share more content from David McKnight about a threat lurking in your portfolio — sequence-of-return risk — and the risk multiplier that makes it even more dangerous. As you read, take notes on questions you may have, […]
The Demographic Glitch That May Cause Your Taxes to Double
The Baby Boomer generation is well-known for being the product of the post-World War II baby boom, and for rejecting and redefining traditional values in many ways. However, did you know that the Baby Boomer generation also represents a “demographic glitch” in a way that is important to all of us? Allow me to explain.
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