Episode 4

Published on:

27th Oct 2021

Rate My Retirement - Episode 4 (Brian and Julie Evans Case Study)

In the latest installment of Rate My Retirement, Dan Casey is joined by a Director of Marketing and Michigan resident, Brian Evans, to discuss Brian's current retirement planning efforts and offer suggestions to bolster the effectiveness of the plan overall.

While Brian's current strategy contains a lot of successful elements, Dan explored the need for a trust and why this could only reinforce his retirement plan moving forward.

This case study features another great dive into the world of retirement planning that's sure to leave you with insights that could be applied to your own retirement strategy!


0:05 - Welcome to the show and an overview on Dan's work in retirement planning

1:19 - Welcoming Brian Evans to the show

1:58 - Overview on Brian and Julie's assets and income

4:30 - Dan's issues and concerns with Brian and Julie's current retirement strategy

6:45 - What Brian and Julie's retirement rate of return needs to be

11:28 - The process of putting funds into a Roth 401K

15:28 - Discussing the need for a trust and why it might be the right strategy for Brian and Julie

25:34 - Dan's recommend actions to take

32:00 - The advantages of putting money into a Roth

37:44 - Closing remarks

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Show artwork for Rate My Retirement

About the Podcast

Rate My Retirement
How good is your retirement strategy?
Welcome to Rate My Retirement, where we provide an in-depth analysis into various retirement planning strategies and offer suggestions to enhance the plan itself.

Hosted by Dan Casey, President of Bridgeriver Advisors and best-selling author, our show highlights unique case studies in each episode to showcase the best and worst retirement planning decisions you can make.

Dan brings a unique perspective to the retirement planning industry. He simplifies the financial landscape, so clients understand exactly where their money is and how it's effectively working for them with the lowest fees possible.

Join us for each episode that's full of lessons to be learned. Remember, at the end of the day, it's not what you make - it's what you keep!