Newsworthy Topics

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.

Begin your journey

Have questions?

Speak with an financial expert.

Recent Articles

Investment Management, Market Insights, Market Volatility, Newsworthy Topics

Government Shutdown: Short-Term Disruption, Limited Financial Long-Term Impact

Washington is once again in a government shutdown. Investors may be asking, does this really matter for the economy and…
Newsworthy Topics

Tax-Smart Retirement Planning

Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss tax-smart…
Private Banking

Leveraging Commercial Real Estate Financing through a Private Bank

Commercial real estate (CRE) has long been one of the most attractive avenues for building and preserving wealth. For investors,…

View All resources

Recent Insights

Government Shutdown: Short-Term Disruption, Limited Financial Long-Term Impact

Washington is once again in a government shutdown. Investors may be asking, does this really matter for the economy and markets? History provides a valuable perspective. What History…
Tax-Smart Retirement Planning

Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss tax-smart retirement planning.

View All Insights

Bryn Mawr Trust | A WSFS Company Your Journey. Our Commitment.

Built on a foundation of trust, Bryn Mawr Trust has been helping individuals, families, and nonprofits achieve their financial goals for more than 130 years.

Cookie Preferences

© 2025 Bryn Mawr Trust

Equal Housing Lender

Accessibility Tools

Disclosures

© 2025 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Private Banking is a division of WSFS Bank.
Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s registration as an investment advisor does not imply a certain level of skill or training.

Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.

It remains a client’s responsibility to advise Bryn Mawr Trust (BMT) and Bryn Mawr Trust Advisors (BMTA), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMTA reviewing, evaluating, and/or revising its previous recommendations and/or services, or if a client would like to impose, add, or modify any reasonable restrictions to BMT or BMTA services.

All opinions expressed by the Associate(s) on television, radio, internet, or any other medium are merely opinions. You should not treat any opinion expressed as an inducement to make a particular investment or follow a particular strategy. Opinions expressed are based upon information that the Associate(s) considered reliable at the time spoken, but there is no guarantee of completeness or accuracy, and it should not be relied upon as such. The opinions do not represent the opinions of WSFS Financial Corporation or its subsidiaries. The Associate(s) and the listed entities have no duty to update or correct any information that was provided. Past performance is not indicative of future results, and as such, neither the Associate(s) nor any of the above-listed entities guarantee any specific outcome, performance, or profit. Before acting on any information from the Associate(s), consider suitability for your personal financial situation and seek the advice of your own financial professional.

Any third-party trademarks, and products or services related thereto, mentioned are for discussion purposes only. Third-party trademarks mentioned are not commercially related to, or affiliated in any way with, Bryn Mawr Trust products or services. Third-party trademarks mentioned are also not endorsed by Bryn Mawr Trust in any way. Bryn Mawr Trust may have agreements in place with third-party trademark owners that would render this trademark disclaimer not relevant.

INVESTMENTS: NOT A DEPOSIT. NOT FDIC – INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.