Retirement X-Ray: Spotting Financial Fires Before They Burn

The Retirement Referee with Brooks Bernhagen
17/06/2025 15 min
Retirement X-Ray: Spotting Financial Fires Before They Burn

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Episode Synopsis

What do ketchup, TSA, and Roth conversions have in common? Retirement risks. In this episode, Brooks Bernhagen breaks down how to navigate economic uncertainty, avoid hidden portfolio hazards, and approach Roth conversions without triggering costly Medicare surprises. From the “bucket strategy” to the “IRMAA trap,” learn how to spot and manage the financial fire risks that could derail your retirement game plan.   Ready to build your retirement plan? Visit https://brooksfg.com/ to connect with Brooks and his team today!See omnystudio.com/listener for privacy information.

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