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Broadway Benefits Group Retirement Solutions | Business Owner Financial Strategies

13/10/2026

⛳ Retirement has three phases, and each one needs a different club:
🏌️ The tee shot: build long-term growth, plus a tax-free bucket for later.
🚩 The red zone: the 10 years on either side of retirement, where sequence-of-returns risk is real.
⛳ The putt: income that lasts as long as you do. A recent study suggests 60% of married couples will have at least one spouse live past 90.
Wrong tool at the wrong phase can cost you. Not sure which phase you're in? Comment "GROW" in the comments below and I'll send you a link to a one-on-one consultation. Educational only, not tax or legal advice.


Thank you Logie Joe's Golf for the hats

13/10/2026

What if the next market downturn didn't cost you a dime? There's a little-known retirement strategy that helps reduce your taxable liability and your market exposure. It uses other people's money to cover much of the tax side. It also puts your account in a place where it grows with the market without being in the market, so you get market-like returns without the losses. Curious if it's a fit for you? Comment "GROW" in the comments below and I'll send you a link for a one-on-one consultation. Educational only, not tax or legal advice.

23/09/2026

Not considered financial advice and is for educational purposes only.

Medicare doesn't cover everything. Even after age 65, Parts A and B leave real gaps — you need a supplement or Medicare Advantage plan, or you're looking at real costs people consistently underestimate.

Tax diversification. If all your retirement money sits in one tax bucket, you're missing opportunities — like converting old 401(k) dollars so you're not stuck worrying about RMDs later.

The biggest fear of all: running out of money. Not because people aren't disciplined — because they want to maintain the same lifestyle they've always had, and nobody showed them the math on how long that money actually needs to last.

None of these are reasons to panic. They're reasons to plan.

👉 Comment "RETIRE" below and let's set up a consultation.

22/09/2026

Tony Robbins says something most people miss about investing.

The goal isn't just growing a big number. The goal is turning that number into income — money that shows up every month in retirement, whether the market's up or down.

That's the shift most people never make. They spend decades accumulating, then get to retirement with no real plan for turning savings into steady income.

Growth is step one. Income is the actual finish line.

👉 Comment "LEGACY" below and let's talk about turning what you've built into real retirement income.

21/09/2026

1. Diversify your tax brackets. If all your money is taxed the same way, you have zero flexibility when tax rates change — and they will.

2. Know your fees. Most people have never actually looked at what they're paying inside their accounts. It compounds against you for decades.

3. Have a plan for when the market drops. Not if — when. If you don't know your move before it happens, you'll make the wrong one when it does.

None of this requires more money. It requires a better structure.

👉 Comment "Grow" below and let's look at where your plan stands on these three.

This is not considered financial advice and used for educational purposes only.

Ps. Shoutout to Logie Joe's Golf for the awesome hats, thanks guys

24/08/2026

very interesting take and I think a lot of people agree. But my clients don’t pay attention to the hype or information that may cause other people to panic because their money is fully protected from a market downturn.

21/08/2026

The man who invented the 401(k) has a warning for you.

In 1980, a pension consultant named Ted Benna was reading a boring page-and-a-half tax law nobody cared about — Section 401(k). He realized it let employees save pre-tax money with an employer match. So he built the first 401(k) plan, in his own small company.

It almost died in obscurity. Then Wall Street saw millions of paychecks about to flow in automatically — and mutual fund companies turned it into a multi-trillion-dollar industry.

But fees got buried. Investment options ballooned. In 2008, everyday workers lost up to 40% of their savings — while fund managers still collected their fees.

Benna himself came out and said it: "This monster is out of control."

He's not saying quit your 401(k). He's saying know your fees. Know what you're actually invested in. The man who built the system is the one warning you it wasn't built for you.

👉 Comment "LEGACY" below and let's find out what you're actually paying.

19/08/2026

Hedge funds just built the largest Nasdaq short position in history. Not a rumor — this is breaking across every finance corner of the internet right now.

$20 billion in short positions. Insiders near a 15-year high in buying. Everyone’s asking the same question: what do the hedge funds know that we don’t?

I’m not here to tell you the market’s about to crash. I’m not here to tell you it’s not. I’ll let you draw your own conclusion.

What I will say: if headlines like this make your stomach drop even a little, that’s worth paying attention to.

👉 Comment “LEGACY” below and let’s talk about protecting what you’ve built either way.

18/08/2026

Zero percent means you never lose money.

Not “less risk.” Not “should recover eventually.” Zero.

Even if the market absolutely goes to heck in a handbasket — bull markets, bear markets, full-blown crashes — your principal doesn’t move. That’s what a real floor looks like in a retirement plan.

Most people have never had that explained to them clearly. Now you have.

👉 Comment “LEGACY” below and let’s talk about what your floor could look like.

18/08/2026

That’s it. That’s the whole conversation sometimes — once someone actually sees what it means to never lose money to the market again in retirement.

I’ve had that exact moment play out with client after client. Because once you show someone a plan where the downside is off the table completely — not reduced, not managed, eliminated — the decision makes itself.

Protecting hundreds of thousands of retirement dollars from market losses isn’t a sales pitch. It’s peace of mind you can actually hand someone.

👉 Comment “LEGACY” below and let’s find out what that looks like for you.

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