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WEBINAR REPLAY: Making Your Money Last: A Guide to Retirement Income Planning

Brian Taylor, CTFA

Bryn Mawr Trust

July 17, 2025

< 1 min read

A man and a woman looking at a laptop

Retirement is more than just saving—it’s about knowing how to turn those savings into steady, lasting income. In this webinar, we explored how sources like IRAs, 401(k)s, and Social Security can work together to fund your lifestyle. We also discussed how to estimate your monthly and annual income needs while planning for healthcare and other essentials. Watch the replay to start building a retirement income strategy with clarity and confidence.

Key Topics:

Key considerations such as Medicare, life insurance and beneficiary designations
How to shift from a saving to a spending mindset in retirement
Tax-efficient strategies to structure retirement income

Speakers:

Brian J. Taylor, CTFA, Wealth Director, Bryn Mawr Trust
Brandon McFadden, CWS®, AIF®, MBA, Wealth Director, Bryn Mawr Trust Advisors, LLC

Brian Taylor, CTFA

Bryn Mawr Trust

Brian Taylor leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2021.

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