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Bradley White, CFP™, IAR

Vice President, Epstein and White Retirement Income Solutions

Phone: 858-564-8036
E-mail: info@epsteinwhite.com
www.epsteinandwhite.com

Bradley White is vice president of Epstein and White. He's a Certified Financial Planner™ and has a bachelor's degree in finance from San Diego State University. He's an Investment Advisor Representative (IAR) with his Series 66 license and an insurance professional. He has appeared on local television, Fox News and CBS, the Big Biz Radio Show with Dave Sully and as the cohost every weekend of Retire Right with Epstein and White on KOGO/600 and KFMB/760.

Latest Features

Building Wealth
September 2018

5 Important Questions to Ask Before You Take Your Pension

Should you take your pension as a lump sum? That's the first thing people tend to ask, but it shouldn't be the last. Here are five important points to consider before making any moves.

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Building Wealth
February 2018

How to Keep Your Taxes Down in Retirement

Unlike working people, retirees have a lot of options to determine how much they'll pay in taxes. Knowing which income buckets to pull from can mean a difference of thousands on your tax bill.

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Building Wealth
February 2017

When to Take Social Security Sooner Rather Than Later

The longer you wait to start receiving payments, the bigger your monthly check. But here are other factors you’ll want to consider.

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Building Wealth
July 2016

6 Easy Steps to Figure Out How Much You Need to Retire

Before you can reach your lump sum goal, estimate the income required to support the retirement you want.

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