Beacon Capital Management’s Videos

Retirement Planning: Breaking Down The Basics

Beacon Capital Management’s Jon Maxson, Pete Benson, and Dan Benson break down the basics of retirement planning to help you understand what it takes to create a comprehensive retirement plan.

The last thing you want to do is reach retirement and be flat broke. Overlooking or underestimating one thing in your retirement plan could have drastic financial consequences. Check out these videos to learn more.

The 3 Thieves of Retirement Planning: Fees, Taxes, and Market Loss

You may be surprised to find out just how many hidden fees can be found in things like advisor costs, mutual funds, investments, taxes, and the amount of risk you could be facing if you experience market losses. Certified Financial Planner, Dan Benson, discusses the Three Thieves of Retirement Planning.

4 Ways That Could Help Protect Your IRA & 401k

If you or someone you know has loss their job due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be wondering, “What should I be doing with my 401(k)?

The Three Roads to Retirement and How to Know Which Is Right For You

There are three different roads you can take to reach retirement, but how do you know which one is right for you? Beacon Capital Management’s Dan Benson will discuss three different paths and what that means for your retirement.

1. Investment Interstate

2. Balanced Bike Path

3. Slow Growth and Low Risk Walking Trail

Will the path you’re on get you to retirement and help you sustain the lifestyle you want?

Download our FREE ULTIMATE RETIREMENT PLANNING CHECKLIST to see which areas you need to cover to have a comprehensive retirement plan.

Schedule a complimentary consultation with a Beacon financial advisor today,, or give us a call at (615) 716-2061.

The Five Retirement Blind Spots

The 5 retirement blind spots and what’s at stake for you if you miss these blind spots in retirement planning.

1) Knowing how much money you need to retire

2) Factoring in a longer life expectancy

3) Relying on old strategies in today’s environment

4) Having the wrong advisor

5) Waiting too long to create a retirement plan

Now is the time to make sure there aren’t any gaps in your retirement plan that could cost you big in retirement.

What is Asset Class Diversification?

Beacon Capital Management’s Jon Maxson discusses asset class diversification and why it’s important for your retirement. If you already have investments, you should understand how you’re assets are allocated, and what that allocation means for your retirement time frame, and risk tolerance.

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