Safe Money Radio with Brad Pistole

Joined by dynamic duo Paul Morrison and Mark Annese from IRMAA Certified Planner, we dissect the hidden traps of Medicare Surcharge taxes (IRMAA) and how they can sabotage your retirement. Lock arms …

Imagine discovering the secret to a retirement that weathers the storm of market fears and tax tides, turning your golden years into a treasure chest of financial security. That's exactly what we're …

Interviewing Dr. Alex Murguia: We explore the Retirement Income Style Awareness (RISA) questionnaire, a pioneering tool merging personality and psychology with financial planning. Unravel your person…

When it comes to retirement income, one size does not fit all. That's why we dissect various approaches, from annuities to the 'flooring' and 'bucket' strategies, with the goal of crafting a personal…

Navigate the choppy waters of retirement planning with Safe Money Radio as we join forces with Ed Slott, a titan in the realm of retirement tax strategies. Together, we tackle the daunting specter of…

Brad talks about how higher interest rates bring forth the opportunity to potentially "refinance" your current annuity, and how better annuity rates can affect your future growth potential. 

Send us a…

Unlock the secrets to a secure and prosperous retirement with the guidance of Heather Schreiber, a retirement income virtuoso who joined me on Safe Money Radio. Together, we tackle the most critical …

Get ready to turn the tables on market fears and secure your golden years! Join Brad Pistole, and the acclaimed Dr. Wade Pfau, as we unravel the mystery behind safeguarding your retirement income. Im…

Unlock the secrets to weathering financial storms and securing a robust retirement with Tom Hegna, the acclaimed economist and retirement planning maestro. As markets fluctuate and the future seems u…

Brad talks about the importance of how you finish saving and preparing for retirement. 

Send us a text

Brad talks about speaking at the same conference as Peyton Manning, and shares some amazing stories that the ex pro Quarterback had to share. 

Send us a text

Brad shares stories about an industry leading expert, Dr. Wade Pfau, and his what his lifelong commitment to retirement income research says. 

Send us a text

Brad talks about his trip to Long Island to film an episode of Who Wants to be a Millionaire with Tom Hegna and Fox Business. 

Brad also talks about what it means to have TRUE wealth and be a TRUE mil…

Brad talks about the difference between defined benefit and defined contribution plans, "Peak 65", Pensions, 401(k)'s and other investment options available to those nearing retirement in 2024. 

If so…

Brad talks about the great stock market recovery of 2023, the benefits of 'buying low and selling high', and the importance of securing your retirement income before taking risk with the rest of your…

Brad shares a great story about a highly educated financial professor who reached out to him to help him plan his retirement. This episode talks about the reasons why it is extremely important to wor…

Brad talks about the best tax planning weapons in the arsenal for those who are about to retire and start taking distributions from your 401(k)'s and IRA's. 

Send us a text

Brad talks about the slippery slope of the IRS rules when it comes to tax deferred accounts such as IRA's and 401(k)'s, and the additional rules that come along with inheriting them. Brad lays out a …

Kevin Lynch is a highly esteemed finance professor at The American College of Financial Services located in King of Prussia, PA. Kevin has 24 financial designations. Kevin is also a client of Brad an…