Brennan Decima
I help retirees and near-retirees feel confident about their finances so they can enjoy life without stressing about the markets or running out of money.
On this channel, you'll get easy-to-follow advice on income planning, taxes, RMDs, Social Security, investing, and legacy planning — from a CFP® who believes retirement should feel simple, not scary.
Pfizer Open Enrollment 2025: Roth vs Traditional 401(k), Spillover Rules & PSSP Explained
4 Smart Ways to Pass on Your Assets — What you need to know
The Dementia Story that still haunts me. #dementia #eldercare #retirementplanning
Deferred Compensation Explained in 9 Minutes | Save Beyond 401(k) Limits
Coordinating Medicare w/ Pfizer Retiree Medical #pfizer #pfizerrms #pfizerretiree #pfizercolleague
Retiring from Pfizer before Medicare? Understanding HSA vs Retiree PPO #pfizer
Retiring from Pfizer before 65? Understand the PPO options
How does the Pfizer Retiree Medical cover dependents? #pfizer #pfizerRMS #connecticut
How to reduce taxes in retirement #rothconversion #retirementincome
The Rule of 55 Explained: How to Access Your 401k Early Without Penalty#retirementplanning #pfizer
Pfizer Retiree Medical Plan Explained: Eligibility, Subsidy & Medicare (12 min)#pfizer #pfizerRMS
Wondering how to calculate the Pfizer PSSP Trigger? #pfizer #PSSP #deferredcompensation #401k
How a 4 step process maximizes retirement peace of mind #retirementplanning #financialplanning
Work for Pfizer? Understand PSSP enrollment #pfizer #pssp
Are you prepared for Cyber Security Risks?
Retirement Decision: Lump Sum or Monthly Income? #pension #lumpsum #pensionplanning
Why the 4% rule might be hurting your retirement#retirementplanning #retirementincome #4percentrule
How I prepare my wife financially for when I die
How to have the financial conversation with an aging parent
5 Keys to a Successful Retirement Plan
The Widow’s Penalty: How to Use Bracket Topping to Save Your Spouse Thousands in Taxes
High Income Earner? How to supercharge your pre-tax savings.
Why my family chose to do a 529 plan for education
Don't leave a mess behind for your loved ones
Don't make this mistake when doing Roth Conversions
Don’t Claim Social Security Until You Know These Key Facts
Avoid These Mistakes: 5 Key Questions for Choosing a Financial Advisor Wisely
Why money doesn't always buy happiness in retirement
Why I No Longer Dread Mondays — A Real Look at Financial Freedom
Retirees: Stop Sprinting Before the Race Starts