On Course Financial - Charting your Financial Future

About On Course Financial - Charting your Financial Future

On Course Financial: Charting Your Financial Future is a practical, planning-focused podcast for small business owners and individuals who want clarity, confidence, and direction in their financial decisions. Hosted by Chris Brumlow, partner at The BAB Group, the show explores the real-world intersection of business finances, tax strategy, retirement planning, and long-term wealth management. Each episode breaks down complex financial topics into clear, relatable conversations — helping listeners move from reacting to their numbers to planning with intention. This podcast is not about chasing market headlines or quick wins. It’s about understanding where you are financially, identifying what matters most, and building a plan that adapts as your life, business, and goals change. Whether you’re growing a business, preparing for retirement, or navigating major financial transitions, On Course Financial helps you stay informed, stay flexible, and stay on course

Publisher

Chris Brumlow

Category

business

Language

en

Explicit

No

First episode

15 Dec 2025

Latest episode

21 Oct 2026

Latest episodes

20 of 27 episodes have a transcript.

1. 

   21 Oct 2026TRANSCRIPT

   8 Questions to Ask Before You Build a Retirement Plan

   Chris Brumlow, MBA, WMS, shares eight foundational questions to ask before building a retirement plan, guiding listeners to prioritize values over numbers for a more meaningful future.

2. 

   14 Oct 2026TRANSCRIPT

   EP 26 - Chasing the Zero Percent Bracker

   Host [Host Name] interviews Financial Advisor [Guest Name] about achieving the 0% tax bracket in retirement through strategic planning and tax bucket management.

3. 

   7 Oct 2026TRANSCRIPT

   EP 25 -Retirement Planning by Life Stage: Roth Conversions, Protection & Income

   Host [Host Name] interviews financial expert [Guest Name] about strategically timing retirement planning through Roth conversions, protection, and income management across life stages.

Inside a recent episode

8 Questions to Ask Before You Build a Retirement Plan

Published 21 Oct 2026 · Transcript excerpt

[…] Do you have family members who depend on you financially or might in the future? Is there anyone that you're planning to leave a legacy or inheritance with? Third question, what you'll you want to be able to fund? How do you plan to spend your time? What's going to fill your day? What satisfies your brain? What actually makes you thrive rather than just occupies the hours? What does a typical week look like once you've stopped working? Do you plan to work part-time, consult, maybe start something new? Is there a project that you've been putting off in retirement that you would like to finally pursue? […]

Contact On Course Financial - Charting your Financial Future

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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