10. How Proactive Tax Planning Can Rescue Your Retirement

Today we are talking about all things insurance and I'm joined by Broc Buckles. Broc is the co-founder of BC Brokerage, an independent insurance brokerage that focuses on serving the families of fee-only financial planners, like Atomic Planning. Broc and his co-founder, Peter, help families across the country accomplish their insurance needs, and get the correct life, disability, long-term care, and annuity coverage required to safeguard their financial goals. They also review insurance policies already in place, and help me understand the current insurance market and whether a policy is still the best fit for the changes needs of the people I serve. What I love most about the movement they've started is they always put their client's interests first and lead with education, not products. They refuse to upsell and push insurance policies that people just don't need. If you have questions about life insurance, disability insurance, long-term care insurance or annuities, I think you're going to get a lot of value out of our conversation. I hope you enjoy this episode of The Atomic Retirement Podcast.

Resources Mentioned

• Follow Broc Buckles on Twitter
• Follow Broc Buckles on LinkedIn
• Learn More about BC Brokerage

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