What Is Your Money Really For?

Taxes, finance, investments, OH MY! Taxes are a complex subject and Tyler Braun, Financial Advisor (NOT A CPA), talks about taxes and what the ideal outcome you would want. 

What is your time horizon? This is based on your goals, retirement, social security and income. Tyler can help you stager smaller time horizon goals to help you achieve you bigger and better. We can help you establish what is truly important to you, and then we can help determine a time horizon for this goal. 

8 Things I Wish I Knew Before Retirement is a book on the journey of retirement. In retirement, everyday is a Saturday, and what are you going to do with that day? Many people associate money -- how much money do I need to retire? Everyone will focus on money, but you don't work for 40+ years to have money and then not know what the next step in? You are more than a number, you are finding happiness and purpose in retirement. As financial advisors, we are here to help you find what truly defines your happiness, especially in retirement. The Tranel Financial Group is here to help you find your purpose in retirement. 

Roch Tranel, CEO and Founder of The Tranel Financial Group, talks about his journey to developing 8 Things I wish I Knew Before I Retired. Roch has authored 3 books around Financial Advising, Retirement, and Investing. Roch's has a unique ability to help people retire.  

Do you know how much money you need to retire and stay comfortably retired? 

We are talking about the importance of cash flow, liquid assets, and interest rates. Tyler Braun, financial advisor, talks about paychecks in retirement. 

Qualified Plan Vs Non-Qualified Plan and how each plan plays into taxes. What is your money really for and how do (non)qualified plans relate to your retirement?

The very first episode of What Is Your Money Really For?! Tyler Braun, Financial Advisor, gives insight to some of the 567 ways there are to take Social Security.