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Articles

Read about key financial topics from Trinity Insurance and Financial Services

Wall Street Journal – Americans’ Required Retirement Income Has Never Been Higher

Wall Street Journal – Americans’ Required Retirement Income Has Never Been Higher

Indirect Taxes Can Be Double Trouble for Seniors

Indirect Taxes Can Be Double Trouble for Seniors

Give Yourself a Raise

Give Yourself a Raise

Owning Land in Your Portfolio

Owning Land in Your Portfolio

The Missing Ingredient in Most Retirement Plans

The Missing Ingredient in Most Retirement Plans

Check Your Beneficiary Forms

Check Your Beneficiary Forms

Tax Issues and Distributions from Qualified Accounts

Tax Issues and Distributions from Qualified Accounts

Six Reasons to Consider an Age 59 ½ In-Service Withdrawal

Six Reasons to Consider an Age 59 ½ In-Service Withdrawal

Why You Need to Check for Retirement Account ‘Tax Tumors’

Why You Need to Check for Retirement Account ‘Tax Tumors’

Unconventional IRA Planning

Unconventional IRA Planning

How to Create Tax-Free Income from ‘Tax-Infested’ Retirement Accounts

How to Create Tax-Free Income from ‘Tax-Infested’ Retirement Accounts

Beating Uncle Sam to the Punch

Beating Uncle Sam to the Punch

Learning to Lean on Life Insurance

Learning to Lean on Life Insurance

Which Retirement Plan Would You Choose?

Which Retirement Plan Would You Choose?

Why You Need to Have Purpose in your Daily Life Even When You Retire

Why You Need to Have Purpose in your Daily Life Even When You Retire

Were Your Clients Protected in The Stock Market Crash of 2020?

Were Your Clients Protected in The Stock Market Crash of 2020?

Is your retirement SAFE?

Is your retirement SAFE?

How To Secure Guaranteed Retirement Income in a Volatile and Chaotic World

How To Secure Guaranteed Retirement Income in a Volatile and Chaotic World

Maslow’s Hierarchy and Your Retirement Income Plan

Maslow’s Hierarchy and Your Retirement Income Plan

A Stress-Free Retirement Income Plan

A Stress-Free Retirement Income Plan

Videos

Brad Interviews World-Renowned Economist, Tom Hegna

World Renowned Economist Tom Hegna joins Brad for an episode of Safe Money Radio to talk about risk control, diversification, sequence of returns risk, long term care, guaranteed lifetime income, the stock market, and even more! For those nearing retirement, this video is one you will want to bookmark.

Brad goes on KOLR to discuss the importance of life insurance

Most people wait until “someday” to think about a life insurance policy, but “someday” may be too late. Brad Pistole talked with KOLR about the importance of life insurance and how it can be used as a helpful retirement tool.

Inflation Is In Full Force

Brad is invited on KY3 to share his experience with inflation and share ways to help guard against inflation for a more secure financial future.

Is 401K really the best option? A look into retirement savings

401(k) are one the most popular ways to save for retirement, but other investments options could be a better fit for you.

Cash Stuffing, 2022 KOLR

Old-school can be good! Cash stuffing is once again gaining popularity as an effective budgeting method. Brad Pistole spoke with KOLR about the pros and cons of cash stuffing.

4 financial tips for marriage and relationships you should do right now

Happily ever after is everybody’s goal when getting married. But when it comes to money, that fairy-tale ending may be out of reach. Local financial professional Brad Pistole from Trinity Insurance & Financial Services has four financial vows to make with your significant other before walking down the aisle

Why budgeting for holidays now is a good idea, here’s how

Summer is coming to a close, which means the holidays will be here before we know it. Brad Pistole spoke with KOLR about the importance of planning ahead and how to stay on budget.

Back to school Budget

For college students and children alike, back-to-school shopping can get expensive. Financial professional Brad Pistole met with KY3 to share what families can do to help keep costs down.

4 crucial tips for Financial Freedom

Between crippling student loans, credit card debt and overspending, achieving financial independence may seem out of reach for some. Brad Pistole met with KOLR to discuss three ways to make your dream of financial freedom a reality.

Four Steps to Boost Retirement Savings

Saving for retirement can feel overwhelming, especially for those who got a late start. Brad Pistole spoke with KOLR about how you can boost your savings and set yourself up for a successful retirement.

Save some money! 4 tips on how to combat increased inflation

Inflation may be strong, but rising prices don’t have to break your budget. Brad Pistole met with KOLR to share money-saving tips to help combat rising costs. #inflation #budget #financialtips

Cost of Kids Being Home 2022, KYTV

School’s out, and inflation has families bracing for a more expensive summer with the kids at home all day. Financial professional Brad Pistole joined KY3 to share his tips to budget some fun in the sun.

Brad Pistole’s Interview with Robert Powell

Maslow’s Heirarchy and Your Retirement Income Plan

A big factor in investing is ensuring that your money will keep you safe in the future. How can you ensure financial security?

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