The Retirement Salary® Income Strategy

Many of you are familiar with The Retirement Salary®, or may be current clients of the program. This will hopefully serve as a refresher. For those unfamiliar with the strategy, we hope you find this informative and helpful. Read More

Is Your Retirement Planning Matching Up?

 

It’s no secret that the state of retirement readiness in America is lacking. Per a 2016 report by TIAA, nearly 2/3 of American adults surveyed said they were not concerned about running out of money in retirement. Read More

What Are You Retiring To?

Last week, I had the pleasure of meeting Dr. Michael Winters when we both appeared as guests on the Houston Matters radio program. During the program, we talked about both financial and non-financial aspects of transitioning to retirement, topics that are way too expansive to cover in a short radio segment. I asked Dr. Winters to meet with me again yesterday to continue our conversation because his philosophy seemed to be in line with ours when it comes to transitioning to retirement: namely that you must know what you’re retiring to, not just what you’re retiring from.

Read More

“Your long term and my long term are different.”

I recently had a conversation with a client in her early 60s who is about to retire. As we talked about keeping a long term perspective despite recent market pressures, she noted that “Your long term and my long term are different.”

This client’s comment came from the anxiety she feels about retirement, which is perfectly understandable, especially given the tough market conditions we face today. We often hear investors say things like, “I don’t have a long time horizon. I’m retiring in a few years.” Very few people are fortunate enough to retire and then simply take their ball and go home. Almost all of us will have to invest through retirement, not just to retirement. Read More

Hear Bryan Discuss Financial Planning on Houston Matters

On Thursday, October 1st Bryan Zschiesche answered listener calls on 88.7 KUHF for Houston Matters on Retirement and Financial Planning. Listen to the recorded segment by clicking the play button below:

Listen to Bryan on Houston Matters

On Tuesday, June 16th Bryan Zschiesche answered listener calls on 88.7 KUHF for Houston Matters on Financial Planning. Listen to the recorded segment by clicking the play button below:

Budgeting: The Party Pooper of Spending?

Nothing throws a bucket of cold water on a client meeting like a conversation about budgeting. Think about it: topics like investing, planning for retirement, buying a house, and saving …

Read More

The Retirement Salary®

The Financial Synergies Retirement Salary® program is our proprietary retirement income strategy. The objective of the Retirement Salary® program is to produce a steady and predictable income to the retiree, …

Read More

Financial Synergies Pathway

Over the years, clients have asked us if we would be willing to assist their adult children, nieces, nephews, and friends with financial planning and investment management, even though they …

Read More

Page 1 of 3
1 2 3