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At Branning Wealth Management, we believe financial education shouldn't be locked behind a meeting. Our podcast and video series are built to help you understand how a real retirement income plan works — so that when you're ready to have a conversation, you already speak the language.
Ten Minutes Wealthier: Essentials
New to retirement income planning? Start here. This nine-episode video series covers the foundational concepts behind how we build retirement income plans — from bond ladders and tax strategy to Social Security timing and portfolio construction. Each episode is under fifteen minutes. Watch them in order, or jump to the topic that matters most to you right now.
Episode 1
Don't Ask the Market for Permission to Retire
Most people build their retirement plan around one assumption: that the market will cooperate when they need it to. This episode explains why that's a fragile foundation — and introduces the Safety-First approach to retirement income that drives everything we do.
Episode 2
The Bond Ladder: The Tool That Takes the Market Out of Your Income
Your mortgage. Your car. That trip you've been planning. What if your retirement income was designed to cover all of it — on a schedule, regardless of what the market does? This episode explains bond ladders, why they're the foundation of a reliable income floor, and why no two ladders look the same.
Episode 3
Are You Saving in the Wrong Tax Bucket?
Most people assume taxes get simpler in retirement. They don't. This episode breaks down tax diversification, the three account types every retiree needs to understand, and why choosing the right bucket can matter far more than choosing the right fund.
Episode 4
Tax Strategies That Can Move the Needle
Knowing the right structure is one thing. Using it is another. This episode covers the specific strategies we use — Roth conversions, charitable giving, inherited IRA planning, and more — and why proactive tax planning looks very different from filing a return once a year.
Episode 5
The Social Security Decision You Can't Undo
When should you claim Social Security? The answer depends on far more than a break-even calculation. This episode walks through the factors that actually drive the decision — and why getting it right can mean $100,000 or more in lifetime benefits.
Episode 6
What Your Portfolio Is Actually Supposed to Do
In retirement, your portfolio has a different job than it did during accumulation. This episode explains what that job is, why it changes how you build the portfolio, and what it feels like when the structure is working the way it should.
Episode 7
Built for the Best Case. Protected for the Worst.
How do we actually build the portfolio? This episode covers the academic research behind our investment decisions — factor investing, global diversification, and a framework for thinking about risk that goes well beyond a questionnaire.
Episode 8
When All the Pieces Come Together
The income floor. The tax strategy. Social Security. The growth portfolio. This episode pulls it all together — and answers the question every retiree is really asking: am I going to be okay?
Episode 9
Is This the Right Fit for You?
Meet the team behind the plan. This episode introduces the BWM advisors, explains what makes our approach different, and helps you figure out whether we might be the right fit for your situation.
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Permission to Retire
Ready to go deeper? Permission to Retire is our ongoing podcast — longer conversations, more topics, and the full BWM team. We'll cover everything from pensions and long-term care to business exit planning, athlete finances, and the financial side of major life transitions.
New episodes drop regularly. Subscribe now so you don't miss the launch.
Already a Ten Minutes Wealthier: Essentials listener? Permission to Retire picks up where the Essentials series leaves off — same philosophy, more depth, more voices
The information shared in this podcast and video series is for educational purposes only and does not constitute investment, tax, or legal advice. Opinions expressed are those of the speaker and may not reflect the views of Branning Wealth Management or its associates. Investing involves risk, including the potential loss of principal. This content is not a solicitation to invest. Branning Wealth Management provides investment advisory services under Asset Dedication, LLC, an SEC-registered investment adviser. For additional information, including our ADV Part 2A and Part 3 disclosures, visit branwealth.com.