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Brian Kuhn

Video Transcripts

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My Philosophy - Brian Kuhn

Hi. My name is Brian Kuhn, financial planner with PSG Clarity, a division of Planning Solutions Group. I am a financial planner, not a wealth...

Hi. My name is Brian Kuhn, financial planner with PSG Clarity, a division of Planning Solutions Group. I am a financial planner, not a wealth manager. There is a distinction between those terms, as the industry I am in has graduated more towards helping wealthier and wealthier clients.

There isn't anything wrong with this practice, however, I decided to devote my business to helping people regardless of their current financial circumstances.

If you are trying to accomplish a goal or you've had a bad experience with a prior person in this role, feel free to reach out and we'll have a conversation and see where it goes from there.

Thanks very much and I look forward to it.


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Federal Benefits - Brian Kuhn

Hi. My name is Brian Kuhn, financial planner with PSG Clarity, a division of Planning Solutions Group.

I've been in this business for 13 years...

Hi. My name is Brian Kuhn, financial planner with PSG Clarity, a division of Planning Solutions Group.

I've been in this business for 13 years and I'm a CFP, which stands for Certified Financial Planner. A while ago, being in the DC/Baltimore area, I realized there were many federal employees who needed to try to accomplish their goals of maximizing their benefits and retirement. So I decided to write a book that's called "Total Compensation: A Practical Guide to Federal Employee Benefits".

Each chapter of the book talks about a main category of benefits they have to navigate, like social security, pensions, retirement investment, health insurance and so on.

A copy of the book is available. If any of this resonates with you and you are trying to accomplish your goals, feel free to reach out and we'll have a conversation. Thanks very much.


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Working with Young Families - Brian Kuhn

Hi, my name is Brian Kuhn, financial planner with PSG Clarity, a division of Planning Solutions Group. I've been in this business for 13 years....

Hi, my name is Brian Kuhn, financial planner with PSG Clarity, a division of Planning Solutions Group. I've been in this business for 13 years. Being a younger adviser, one of my areas of focus is helping young families accomplish their goals.

They have a variety of decisions that are important they have to make as their family grows. Anything from insurance protection, to helping their children get ready for college, and many other things.

Often times, I find that these families are very busy, and may treat some of these goals as errands. That isn't necessarily a bad thing. We set up our practice to help them get these items accomplished as quickly and efficiently as we can, so they can get back to focusing on their lives.

If any of this resonates with you, or you have a question to make sure you are doing the best you can for your family, feel free to reach out and we'll have a conversation. Thanks very much.


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Human Nature of Retirement - Brian Kuhn

Hi. My name is Brian Kuhn, financial planner with PSG Clarity, a division of Planning Solutions Group. I've been in this business for 13 years...

Hi. My name is Brian Kuhn, financial planner with PSG Clarity, a division of Planning Solutions Group. I've been in this business for 13 years and I've had the opportunity to help a lot of families plan for their retirement.

When you talk about retirement, there is the investing side, but then there's also the human nature of planning the rest of your life. A lot of things that have nothing to do with investment allocation or retirement income techniques as it relates to your money. Very important decisions, like are you going to downsize? Will you move to a different state? Where will you live in relation to the children and grandchildren?

If you'd like to make sure these topics are included in the conversation you're having with your financial planner, feel free to reach out and we'll have a conversation. Thanks very much.


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Long Term Care - Brian Kuhn

Hi, my name is Brian Kuhn, financial planner with PSG Clarity, a division of Planning Solutions Group.

One of the topics that comes up a...

Hi, my name is Brian Kuhn, financial planner with PSG Clarity, a division of Planning Solutions Group.

One of the topics that comes up a lot when I work with clients is long term care. Long term care is a concept that can mean a variety of things. Either skilled care in a nursing home or the form of insurance one can buy or just generally the concept of planning out the rest of your life and the aging process.

Long term care statistically doesn't happen overnight. It's typically something where someone comes into the home to assist with day to day activities for a period of time and it graduates from there.

A personal story I have regarding this topic is my grandmother. When she was in her early 90s her assets consisted of just three things, her Social Security check, the clothes on her back, and a $5,000 insurance policy with a little bit of cash value inside of it.

Medicaid, a government program, came in and said she could enter the facility that she needed care from provided she would cash out that policy and turn over the cash value. That's how low in assets one needs to have to qualify for this type of benefit.

Chances are you're going to have to make some important decisions to plan for your family's future if you have assets that you want to protect and ensure that you have the standard of living you've had in the past.

If you'd like to have a conversation about this, feel free to reach out and we'll look forward to it. Thank you very much.


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Bio - Brian Kuhn

Hi, my name is Brian Kuhn, financial planner with PSG Clarity, a division of Planning Solutions Group. My background is I've been in this business...

Hi, my name is Brian Kuhn, financial planner with PSG Clarity, a division of Planning Solutions Group. My background is I've been in this business for 13 years. I'm what's called a CFP. It stands for Certified Financial Planner.

One of my areas of focus, but not the only, is federal employees. I offer a book called, "Total Compensation: A Practical Guide to Federal Employee Benefits," which is available if you'd like a copy.

I've had the opportunity to speak regarding that topic at the Library of Congress and at an FPA event for other planners.

I'm a member of the West County Chamber of Commerce, a board member of the Baltimore chapter of Financial Service Professionals, and of the Maryland FPA.

I work with clients regardless of their net worth and do not apply a minimum to the individuals I can have a conversation with.

If this resonates with you and you'd like to have a conversation feel free to reach out. I look forward to it.

Thanks very much.

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