The Retirement Fingerprint® Minute

Insights into strategies, topics, and retirement planning questions

Join Brian Levy, founder of BML Wealth Management, as he breaks down important topics relevant to you and your retirement planning.

How Much Do I Need?

Market Volatility

Social Security

Join BML Wealth Management Advisor Anthony Serrano, CFP® as he discusses the top 3 three things that come up when meeting with clients regarding Social Security!

The Rising Inflation Rate

Understanding Taxes in Retirement

How Does an RMD Work?

Learn More About Required Minimum Distributions. Join Brian Levy as he discusses what an RMD is and how they work.

What Policies Have Biden/Harris Shown Support For?

Join Brian Levy as he sits down and talks about Taxes With the Biden Harris Administration and the changes that are being made that could affect you and your retirement.

Why Do I Need a Trust?

Join Brian Levy as he touches on how a trust can help you during your retirement planning.

What is a Roth IRA?

What is the differences between a traditional IRA and a Roth IRA? Which is better? How do we best utilize it? Watch as Brian Levy breaks it down!

How Much is Too Much Risk?

How do you figure out how much risk is too much risk? Watch as Brian Levy discusses age-based investing and how much money you should have in a growth bucket versus a conservative bucket.

What is The Difference Between a Portfolio vs. a Plan?

What is the difference between accumulating assets and protecting those assets? Brian Levy discusses the importance of having an all-encompassing plan for the future, not just for your stock investments.

What Are Some Easy Tax Planning Tips?

Regardless of what time of year it is, what do you need to do by December to get your taxes in order? There are many aspects to keep in mind, watch as Brian Levy outlines some important elements to review throughout the year.

Investment advisory services offered through West Wealth Group, LLC, an SEC Registered Investment Adviser. BML Wealth Management and West Wealth Group, LLC are affiliated entities. Insurance Services are offered through BML Wealth & Insurance Services, California Insurance License #0M15550.

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