Brad Pistole

Trinity Insurance & Financial Services

Articles

Understanding the Annuity Free Look Period

April 26, 2023

You have a legal right to review your annuity risk-free. An annuity is an investment that ...

Read more >

Should You Take Out a Loan From Your 401(k)?

February 23, 2023

A 401(k) loan can be a tempting option when you need quick cash. But it's essential ...

Read more >

 Be A Surgeon, Cut Out The Tax Tumors 

July 6, 2021

Be A Surgeon, Cut The Tax Tumors Out Of Your Retirement Accounts. In 1999, at the ...

Read more >

How To Secure Guaranteed Retirement Income In A Volatile And Chaotic World

July 2, 2021

No one knows how to time the stock market, no one! By Brad Pistole - Certified ...

Read more >

The Stock Market Crash of 2020 – Were you protected?

July 2, 2020

By Brad Pistole – Commentary When it comes to your retirement plan and trying to “time ...

Read more >

The Triple Whammy

February 8, 2019

Have you ever been Whammied?  It is not fun especially when it is tripled! For ...

Read more >

Should You Convert Your IRA To A ROTH IRA

February 1, 2019

If you are considering converting your IRA to a Roth IRA make sure you know the ...

Read more >

Will Your Retirement Accounts Last You To Age 117?

July 31, 2018

By Brad Pistole, Certified Financial Fiduciary® (CFF) On July 22nd, 2018, the world’s oldest person died ...

Read more >

Learn The Secret That Most Affects Your Retirement Success

April 17, 2018

When you consider what it takes to establish a successful retirement plan, what comes to mind? ...

Read more >

10 Solid Reasons To Consider An Annuity For Your Retirement Foundation

April 11, 2023

Need a reason to add an annuity to your retirement portfolio?  Here are 10. Annuities aren’t ...

Read more >

10,000 Baby Boomers Retire Each Day

January 30, 2021

10,000 new baby boomers retire each day. Think about it: Many people don’t get defined ...

Read more >

6 Annuity Misconceptions You Need To Know

January 30, 2019

Here are 6 Annuity Misconceptions You Should Know About When it comes to Your Money and ...

Read more >

7 Financial Tips to Help you Enjoy Life and Reduce Stress

April 6, 2019

 Use these tips to reduce stress 1. Get serious about your retirement: If your employer matches ...

Read more >

A Compelling Story: Fixed Index Annuities

July 21, 2020

How would you like to play poker where the casino told you they would guarantee you ...

Read more >

A Gold Watch And Lifetime Income

March 7, 2019

Pensions have evolved to self directed retirement planning I grew up in steel country in Western ...

Read more >

A La Carte Planning Don't Be A Victim

September 11, 2022

A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...

Read more >

A New Idea That Has Been With Us For Over 200 Years

August 14, 2019

“Only money left over after paying taxes can be spent. For the average person in the ...

Read more >

A Retirement Income Trifecta

May 9, 2022

The Best Practices Used to Create Sustainable Streams of Retirement Income My parents and grandparents both ...

Read more >

A Simple And Successful Approach For Your Nest Egg

September 11, 2022

In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first-ever ...

Read more >

A Time To Give Thanks

November 3, 2021

As Thanksgiving approaches, I think about what I have to be thankful for and the traditions ...

Read more >
Brad Pistole picture

Brad Pistole

Trinity Insurance & Financial Services

551 N. Farmer Branch Rd.

Suite 101

Ozark, Missouri 65721

brad.pistole@retirevillage.com

(417) 581-9222

Sign up for our newsletter.

Safe Money insights and tips sent to your inbox twice a month.

Sign Up Now!