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Senior Market Advisor

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Jim Brogan, MBA, is a well-known financial educator, author and radio talk-show host. Jim was named the 2011 National Advisor of the Year by Senior Market Advisor Magazine, the industry’s leading publication for advisors specializing in retirement planning services.

25
FEB
2015

Parents are facing fears of Full Nest Syndrome

Are your Retirement Plans at risk? Forget about the empty nest syndrome, parents now fear the cost of a full nest. Pre-retirees whose kids are moving back home after college or after failed careers or marriages are spending so much on their adult children that some are risking...
21
NOV
2014

A Day in the Life of Jim Brogan: 2011 Advisor of the Year

By Daniel D. Williams September 2011 issue of Senior Market Advisor ® Copyright 2011 The late basketball coach, John Wooden, had a philosophy he lived by, “be quick, but don’t hurry.” Although Wooden was the Wizard of Westwood, making his name at UCLA and Jim Brogan bleeds...
16
JUN
2014

Health Care Costs and Your Retirement Income

Hallerin, rising healthcare costs are among the top concerns of retirees today. A recent survey by the Employee Benefit Research Institute shows that more than half of retirees are not confident they have saved enough to pay their medical expenses in retirement. According to the...
21
JAN
2014

3 Common Mistakes in Traditional Retirement Planning

Hallerin, I’m often asked, “Jim, what are the biggest mistakes you see retirees make with their financial plan?” Number one, is not understanding the true risks to your long-term success. Most investors, in my view, are either way too exposed to losing money in bad markets or...
19
NOV
2013

Building Guaranteed Inflation Protected Income

Hallerin, one of the keys to a successful retirement is to develop guaranteed inflation protected income. Begin by identifying your monthly income sources including Social Security and pensions. Next, identify your total income need. If there is a shortfall between this...
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