About this episode

Brian Wiley and guest Allison Dunn discuss critical thinking in financial decision-making and various retirement strategies.

Brian Wiley is joined by business coach and author Allison Dunn for a conversation about why critical thinking is one of the most valuable financial skills an investor, business owner, or retiree can develop. They discuss how better decision-making applies to retirement planning, leadership, investing, and navigating life's biggest financial choices. The show also answers listener questions on retirement planning, including how to coordinate 401(k)s, Traditional IRAs, HSAs, and Roth conversion strategies to improve tax efficiency. Brian explains why retirement accounts should be viewed both individually and as part of one comprehensive financial plan, while also discussing health insurance planning before Medicare eligibility. Later, the conversation turns to long-term care planning, estate planning, trusts, and the pros and cons of self-funding versus insurance-based solutions. They also explore fiduciary advice, family communication around money, Micron stock and concentrated positions, investor psychology, and why having a thoughtful process often leads to better financial outcomes than simply reacting to markets or emotions. Listen, Watch, Subscribe, Ask…

People in this episode

Host: Brian Wiley

Guest: Allison Dunn

Topics covered

• financial decision-making
• retirement planning
• long-term care planning
• tax efficiency
• fiduciary advice
• investor psychology

Keywords

• financial skills
• 401(k)
• Traditional IRA
• HSA
• Roth conversion
• health insurance
• estate planning
• investor psychology

Sponsors

Ataraxis PEO, Tree City Advisors of Apollon, Apollon Wealth Management

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