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The daily drama of money and work from the BBC.
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What if retirement isn’t the finish line—it’s the riskiest part of the journey?
Erik Brenner is a 30-year financial veteran who’s helped thousands of clients navigate the second half of wealth: how to safely come down the financial mountain. As CEO of Hilltop Wealth & Tax Solutions, Erik serves as a “Personal CFO” for successful individuals— integrating investment, tax, and legacy planning under one roof.
Today, he’s here to talk about why your parents’ retirement won’t work for you—and what to do instead. Erik Brenner, CFP®, is the President and CEO of Hilltop Wealth & Tax Solutions, a fiduciary firm that integrates advanced financial planning with in-house tax strategy. With over 30 years of experience, Erik specializes in helping high-net-worth individuals—including pre- retirees, business owners, and medical professionals—transition from saving and building to preserving and distributing wealth with confidence. Through his firm’s “Personal CFO” approach, Erik delivers the simplicity, clarity, and strategic guidance clients need to navigate complex financial decisions. He and his team act as the central hub for clients’ retirement income planning, tax mitigation, and wealth preservation, so clients can focus on what matters most.
Erik's upcoming book, The Personal CFO Revolution: A Comprehensive Guide to Navigating Your Retirement, reflects the heart of his mission—to be the trusted guide when the stakes are highest.
Business: Hilltop Wealth & Tax Solutions
Website: https://hilltopwealthtax.com/
Free Book: https://hilltopwealthtax.com/podcast
Social Media:
LinkedIN - https://www.linkedin.com/in/erikbrenner/
Facebook - https://www.facebook.com/hilltopwealthtax/
Instagram - https://www.instagram.com/hilltopwealthtax/
Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.
Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services.
…
continue reading
Erik Brenner is a 30-year financial veteran who’s helped thousands of clients navigate the second half of wealth: how to safely come down the financial mountain. As CEO of Hilltop Wealth & Tax Solutions, Erik serves as a “Personal CFO” for successful individuals— integrating investment, tax, and legacy planning under one roof.
Today, he’s here to talk about why your parents’ retirement won’t work for you—and what to do instead. Erik Brenner, CFP®, is the President and CEO of Hilltop Wealth & Tax Solutions, a fiduciary firm that integrates advanced financial planning with in-house tax strategy. With over 30 years of experience, Erik specializes in helping high-net-worth individuals—including pre- retirees, business owners, and medical professionals—transition from saving and building to preserving and distributing wealth with confidence. Through his firm’s “Personal CFO” approach, Erik delivers the simplicity, clarity, and strategic guidance clients need to navigate complex financial decisions. He and his team act as the central hub for clients’ retirement income planning, tax mitigation, and wealth preservation, so clients can focus on what matters most.
Erik's upcoming book, The Personal CFO Revolution: A Comprehensive Guide to Navigating Your Retirement, reflects the heart of his mission—to be the trusted guide when the stakes are highest.
Business: Hilltop Wealth & Tax Solutions
Website: https://hilltopwealthtax.com/
Free Book: https://hilltopwealthtax.com/podcast
Social Media:
LinkedIN - https://www.linkedin.com/in/erikbrenner/
Facebook - https://www.facebook.com/hilltopwealthtax/
Instagram - https://www.instagram.com/hilltopwealthtax/
Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.
Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services.
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