Epstein & White, Now Proudly Part of Mercer Advisors TV Appearances

When it comes to your financial future, knowledge is the critical first step.

Brad White is featured regularly on TV with the “Retire Right with Epstein & White” show, along with his other appearances that are aired on FOX and The CW, San Diego. Brad aims to educate the viewers on the changing economic and retirement landscapes. Click on the most recent episodes below to watch Brad’s share ways with how the market can impact your plan for the future, and what you can do today to help prepare yourself for the long road ahead.

Your Money: Stock Market Trends

Following the recent tumultuous day on Wall Street, as the Dow fell over 1,000 points1, Brad explains the following key points to be mindful of regarding the stock market in this Your Money segment, including:

    • How the stock market is a leading indicator of the economy
    • The price of the stock market is not the value of the stock market
    • The importance of interest rates when assessing the state of the economy
    • And how to be a long-term investor

Opinions expressed are as of the date of recording and are subject to change. Information contained herein is for informational and illustrative purposes only and general in nature. It should not be considered investment advice or a recommendation to buy or sell any type of securities or insurance products and no investment decision should be made based solely on any information provided herein. All investments carry a risk of loss, including loss of principal amount invested. Different types of investments involve varying degrees of risk. It should not be assumed that diversification or asset allocation protects a portfolio from loss or that such will produce profitable results.

SCHEDULE A COMPLIMENTARY FINANCIAL REVIEW

Your Money: SECURE Act 2.0

On March 29, 2022, the House passed the SECURE Act 2.0, a new retirement savings legislation, which is expected to be passed by the Senate in 2022. In this Your Money segment, Brad breaks down the implications of the SECURE Act 2.0 and explains that this is stemming from most people in our country being woefully underprepared for retirement.

Opinions expressed are as of the date of recording and are subject to change. Information contained herein is for informational and illustrative purposes only and general in nature. It should not be considered investment advice or a recommendation to buy or sell any type of securities or insurance products and no investment decision should be made based solely on any information provided herein. All investments carry a risk of loss, including loss of principal amount invested. Different types of investments involve varying degrees of risk. It should not be assumed that diversification or asset allocation protects a portfolio from loss or that such will produce profitable results.

More Featured Videos

Community organizations that Epstein & White, Now Proudly Part of Mercer Advisors supports:

At Epstein & White, Now Proudly Part of Mercer Advisors,
our sole focus is YOU.

Let us help!

SCHEDULE YOUR COMPLIMENTARY INTRODUCTORY CALL TODAY!

Creating sound financial strategies for the days ahead starts with one call.