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OLD FASHIONED VALUES.
EXPERT KNOWLEDGE.
GENUINE UNDERSTANDING.

At Brogan Financial, we pursue excellence in the delivery of wealth management and comprehensive retirement planning. Our client relationships are at the core of everything we do.

OLD FASHIONED VALUES. EXPERT KNOWLEDGE.
GENUINE UNDERSTANDING.

At Brogan Financial, we pursue excellence in the delivery of wealth management and comprehensive retirement planning. Our client relationships are at the core of everything we do.

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the top financial insights
from Brogan Financial.

Listen to the latest episode of More Living with Jim Brogan, Jim’s Dollars & Sense and Retirement Minute segments, from the Brogan Financial Studios on Newstalk 98.7.

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our latest insightful
and topical blogs.

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Upcoming Financial Classes

If you are retired or getting close to retiring, do you have a clear financial plan that will help you live the lifestyle in retirement you’ve always dreamed of? Several times a year, Jim teaches financial education classes at the University of Tennessee and Pellissippi State Community College to teach adults the fundamental principles of financial planning in retirement.

Want to be the first to know about upcoming educational classes? Sign up HERE for real-time alerts! We will send you a message as soon as a new date and registration link are added to our website.

Pellissippi State Community College

Income Planning for Retirement

 

Tuesday,
August 29th, 2023

Now Offering In-Person Classes

Thrive Financially in
Retirement

 

Thursdays, March 2nd and March 9th, 2023
Tuesdays, October 17th and October 24th, 2023

Now Offering In-Person Classes

Tax Planning and Your Retirement

 

Tuesday,
April 11th, 2023

Now Offering In-Person Classes

The University of Tennessee Knoxville

Financial Survival for
Retirement

 

Thursday, February 2nd and
Febraury 9th, 2023
Tuesdays, September 12th
and September 19th, 2023

Now Offering In-Person Classes

Retirement Income
Planning

 

Tuesday,
May 2nd, 2023

Now Offering In-Person Classes

Tax Planning
In The New Age

 

Tuesday,
November 2nd, 2023

Now Offering In-Person Classes

More Living with Jim BroganAlzheimer's Awareness
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More Living with Jim BroganBody Farm Crime Novelist Jon Jefferson
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More Living with Jim BroganMarket Volatility, Inflation, Interest Rates, and Your Retirement
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More Living with Jim BroganI Said This, You Heard That
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More Living with Jim BroganSeeing the Forest Through the Trees in 2023
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More Living with Jim BroganGetting a Head Start on 2023
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More Living with Jim BroganCombating Mental Illness
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More Living with Jim BroganServices as We Age
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More Living with Jim BroganUT Athletics and Championship Resources
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More Living with Jim BroganHow Politics Affect Our Portfolios, and What to Do About It
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More Living with Jim BroganReflecting on This Summer and Your Finances
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More Living with Jim BroganProtect the People with Knoxville Police Chief Paul Noel
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More Living with Jim BroganIs Your Financial Plan Built to Last?
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More Living with Jim BroganWBIR’s Appalachian Unsolved
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More Living with Jim Brogan2022 Knoxville Economic Outlook with Knoxville Chamber’s Doug Lawyer
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More Living with Jim BroganCombat Diaries from WWII
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More Living with Jim BroganHow to Get Your Retirement Engine Running
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More Living with Jim Brogan3D Printing the Future
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More Living with Jim BroganThe Economic Impacts of Federal Reserve Policy and Weathering a Recession
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More Living with Jim BroganThe Endless Summer of Retirement
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More Living with Jim BroganZoo Knoxville
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More Living with Jim BroganMarket Volatility, Inflation, & the Economy
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More Living with Jim BroganThe Secret City
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More Living with Jim BroganWill Inflation Lead to a Recession?
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More Living with Jim BroganKnoxville on Foot
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More Living with Jim BroganTaxes and Inflation
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More Living with Jim BroganYour Health: Better Sleep & Colon Awareness Month
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More Living with Jim BroganKnoxville History Project
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More Living with Jim BroganPart 2 – Former Ambassador Victor Ashe
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More Living with Jim BroganPart 1 – Your Investment Strategy in a Volatile Market
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More Living with Jim BroganHeart Health
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More Living with Jim BroganThe Love Kitchen
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More Living with Jim BroganMarket Fluctuations and Retirement Myths
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More Living with Jim BroganFocus on Washington D.C.
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More Living with Jim BroganThe Economics of Inflation in Retirement with Dr. Wade Pfau
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More Living with Jim Brogan2022 Outlook
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More Living with Jim Brogan2022 State of Knox County with Mayor Glenn Jacobs
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More Living with Jim Brogan4 Major Items That Should Be on Your Retirement Checklist
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More Living with Jim BroganWhy Retirement is Different Today
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More Living with Jim BroganDomestic Violence Prevention
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More Living with Jim BroganWomen’s Health
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More Living with Jim BroganInflation Headlines: Is it Temporary or Here to Stay?
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More Living with Jim BroganThe Power of Giving
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More Living with Jim BroganHow Could Retirement Planning Change in 2022
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More Living with Jim BroganChasing History
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More Living with Jim BroganHow Will Current Economic Conditions Affect Your Ability to Retire?
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More Living with Jim BroganYour Health: Diabetes
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More Living with Jim Brogan9-11: Twenty Years Later
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More Living with Jim BroganClimate and the Weather
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More Living with Jim BroganDealing with Uncertainty: Market Volatility, Taxes, Pension Decisions and Potential Medicare Changes
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More Living with Jim BroganHealthy Aging
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More Living with Jim BroganThe Basics of a Comprehensive Retirement Plan
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More Living with Jim BroganKnoxville Olympians
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More Living with Jim BroganRetirement Curveballs
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More Living with Jim BroganTeam Rubicon
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More Living with Jim BroganThe Future of Law Schools and the American Justice System
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More Living with Jim BroganInflation Predictions
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More Living with Jim BroganBucket List Vacations & Living Abroad
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More Living with Jim BroganOn the Water
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More Living with Jim BroganInflation Predictions
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More Living with Jim BroganKnoxville’s Food Scene with JC Holdway’s Jospeh Lenn
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More Living with Jim BroganToday’s Economy with Dr. Bill Fox
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More Living with Jim BroganInflation, Divorce and Taxes
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More Living with Jim BroganEast Tennessee Fireflies
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More Living with Jim BroganInnovations and Trends for the Next Decade
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More Living with Jim BroganEstate Planning Basics and Strategies
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More Living with Jim BroganFrom the Farm to Your Table
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More Living with Jim BroganSpring Allergies and Spring Cleaning
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More Living with Jim BroganHow to Prepare for your Financial Future in the Current Environment
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More Living with Jim BroganDogwood Arts
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More Living with Jim BroganStrategies to Minimize Your Tax Burden Now and in Retirement
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More Living with Jim BroganYour Health: Food, Fitness and Heart Health
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More Living with Jim Brogan2021 State of Knox County with Mayor Glenn Jacobs
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More Living with Jim BroganKnoxville 2021 with Mayor Indya Kincannon
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More Living with Jim BroganYour Health: The COVID Vaccine & Blood Donation
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More Living with Jim BroganWhat Does a New President Mean for You and Your Money
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More Living with Jim BroganFire Safety with the City of Knoxville Fire Department
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More Living with Jim BroganEconomic Stimulus, the National Debt, and the Future of Taxes
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More Living with Jim BroganHoliday Traditions with WVLT’s Brittany Tarwater
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More Living with Jim Brogan3 Retirement Risks to Address in 2021
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More Living with Jim BroganThe Navy SEAL Foundation and The Power Of Giving
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More Living with Jim BroganOn and Off the Court with Coach Rick Barnes
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More Living with Jim BroganWashington: Post Election with Insider Ken Kies
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More Living with Jim BroganUnderstanding Income Taxes: The Past, Present and Future
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More Living with Jim BroganReal Estate Investing 101
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More Living with Jim BroganWomen’s Health with Dr. Nilesh Patel
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More Living with Jim BroganNASA’s Mars 2020 Mission
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More Living with Jim BroganRetirement Planning in an Uncertain World: An Interview with Dr. Wade Pfau
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More Living with Jim BroganA Healthier You: Prostate Health and Alzheimer’s Awareness
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More Living with Jim BroganHow to BBQ Right With Malcom Reed
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More Living with Jim BroganHow Might the Pandemic Affect the Future of Income Taxes and Social Security Retirement Benefits?
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More Living with Jim BroganLessons in Leadership with Antarctic Mike
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More Living with Jim BroganEconomic Development Forecast for East Tennessee
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More Living with Jim BroganPensions and Your Retirement Income
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More Living with Jim BroganRe-Opening Schools During a Pandemic: The 2020-2021 School Year with KCS Superintendent Bob Thomas
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More Living with Jim BroganKnoxville’s Hot Real Estate Market
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More Living with Jim BroganState of the Country & Tennessee with US Senator Marsha Blackburn and Tennessee State Representative Jason Zachary
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More Living with Jim BroganUT Sports Impact on Knoxville with Jimmy Hyams
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More Living with Jim BroganEconomic Recovery and the Long-Term Costs of Government Stimulus
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More Living with Jim BroganHow to BBQ right with Malcom Reed
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More Living with Jim BroganCOVID-19’s Economic Impact with guest Knox County Mayor Glenn Jacobs
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More Living with Jim BroganCoronavirus and the Long-Term Economic Impact with guest Dr. Harold Black
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More Living with Jim BroganThe Economy, the Stock Market and the Future of Social Security
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More Living with Jim BroganHow COVID-19 Has Affected Sports with WBIR’s Louis Fernandez
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More Living with Jim BroganGovernment Action and Current Opportunities
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More Living with Jim BroganFood & Fitness: How to Stay Healthy When Stuck at Home
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More Living with Jim BroganIs it Seasonal Allergies or Something Worse?
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More Living with Jim BroganIs Social Distancing Causing Social Isolation?
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More Living with Jim BroganImportant Highlights of the CARES Act
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More Living with Jim BroganCovid-19: Your Health & Your Wealth
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More Living with Jim BroganFinancial Planning for a Volatile Market
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More Living with Jim BroganYour Ever-Evolving Retirement Planning Picture: New Changes to Social Security, Taxes & More in 2020
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More Living with Jim BroganFrom Couch to Fit with the Knoxville Track Club
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More Living with Jim BroganMatters of the Heart: Physical & Spiritual
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More Living with Jim BroganState of Knox County with Mayor Glenn Jacobs
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More Living with Jim BroganCoronavirus Update & Opioid Crisis
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More Living with Jim BroganHow to Live Life with Joy and “Unmask Your True Potential
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More Living with Jim BroganThe Experiences of Navy SEAL Dan O’Shea
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More Living with Jim BroganJad Abumrad: Dolly Parton’s America
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More Living with Jim BroganThe SECURE Act: What You Need to Know
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More Living with Jim BroganThe History of Oak Ridge National Laboratory & Y-12 with Historian Ray Smith
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More Living with Jim BroganImportant End-of-Year Financial Planning
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More Living with Jim BroganBig Picture Savings Strategies for Retirement
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More Living with Jim BroganForget Spring Cleaning, it’s Time for Fall Cleaning!
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More Living with Jim BroganHow Will Washington Politics Affect Your Pocketbook with Washington Insider Ken Kies
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More Living with Jim BroganWomen & Men's Health : Breast Cancer Awareness Month & Prostate Health
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More Living with Jim BroganTax Planning for Retirement
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More Living with Jim BroganKnoxville History & Stories with Executive Director of the Knoxville History Project Jack Neely
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More Living with Jim BroganFall Is Upon Us! A Discussion on Fall Allergies with Dr. Ty Prince
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More Living with Jim BroganOld Retirement Rules Vs. New Retirement Rules
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More Living with Jim BroganCelebrating Grandparents & National Grandparents Day
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More Living with Jim BroganThe Supreme Court is Under Fire
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More Living with Jim BroganMarket Volatility & Fixing Social Security
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More Living with Jim BroganAging in Place in Your Home
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Social Security
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More Living with Jim BroganFunctional Fitness
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More Living with Jim BroganLife in Washington DC & What It's Like in the US Government with Representative Tim Burchett
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More Living with Jim BroganEstate Planning Show
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More Living with Jim BroganLandscape and Yard Maintenance
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More Living with Jim BroganThe Moon Landing; Milestones in Retirement
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More Living with Jim BroganWhat Are You Retiring To?
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More Living with Jim BroganFreedom & Veterans
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More Living with Jim BroganImpact of Technology on Communication
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More Living with Jim BroganEconomically Driven
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More Living with Jim BroganKnoxville Real Estate Show
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More Living with Jim BroganIf You Live Until ... Can You Afford to Pay For It?
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More Living with Jim BroganCity of Knoxville's Budget, Updates with Mayor Madeline Rogero
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More Living with Jim BroganHow Can You Increase Your Net Return?
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More Living with Jim BroganSpring Allergies
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More Living with Jim BroganAging in Place in Your Home
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More Living with Jim BroganWhy Timing Can Make or Break Your Retirement
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More Living with Jim BroganKnoxville's Food Scene, Food Trends, & Happenings
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More Living with Jim BroganLast Minute Tax Tips, Tax Reform
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More Living with Jim BroganSpring Events in Knoxville
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More Living with Jim Brogan4 Steps to Help You Retire Sooner Than You Thought Possible
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More Living with Jim BroganGeneral Nutrition Guidelines, Trends, Foods as You Age
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More Living with Jim BroganChanges in Health Insurance
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More Living with Jim BroganPopular Travel Destinations, Trends, FAQ
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More Living with Jim Brogan4 Retirement Tax Bombs That Could Cost You a Small Fortune
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More Living with Jim BroganHistory of Knoxville, How the Past Informed the Future
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More Living with Jim BroganLiving A Healthy Life
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More Living with Jim Brogan8 Essential Questions You Must Answer Before You Retire
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More Living with Jim BroganMaximizing Women's Health and Fitness
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