The Retirement Fingerprint® Minute
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 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.