Eric Berner - Financial Advisor at Rock Castle Wealth Advisors

10/29/2026

Lessons From the Announcer’s Booth
I spent 15 years behind the microphone as the stadium announcer for the Nashville Sounds, and a lot of what made that job work applies to financial planning too. Preparation matters. Consistency matters. And one tough inning doesn’t define the whole game.
Know what you’re working toward, stay disciplined and adjust when life changes. What’s one lesson from your own career that has carried into the rest of your life?

10/28/2026

With the end of the year approaching, now is a good time to take another look at your investments. Did you know that investments that have lost value could actually help reduce your tax bill? A strategy called tax-loss harvesting may help offset gains, lower taxable income, and even provide tax benefits in future years. But there are a few important rules to keep in mind.

Read the full article to see how this strategy works and why planning now could make a difference in 2027.

Learn how tax loss harvesting can reduce your capital gains taxes, offset ordinary income and position your portfolio for long-term growth entering 2027.

10/26/2026

Still need to pick up Halloween candy? Before you grab the usual Reese’s and M&Ms, you might want to take a look at this list. Some newer treats are giving the classics a run for their money, and a few might surprise you.

The Wall Street Journal rounded up some interesting alternatives to Halloween favorites. See which ones made the list before your last-minute candy run!

Viral gummies, gourmet caramels and artisanal peanut butter cups to replace your regular drugstore assortment handed out at Halloween.

10/22/2026

There are plenty of things that should be scary in October. Your finances probably shouldn’t be one of them. 🎃 An old 401(k), outdated beneficiaries, no clear retirement income strategy, or estate documents you haven’t reviewed can all create unnecessary uncertainty.
A lot of those “financial scaries” become much less intimidating once you know where you stand and what your next step should be.
Before the year starts moving even faster, take a look at the financial tasks you’ve been putting off. A little clarity now can make year-end feel a lot less stressful.

10/21/2026

Healthcare costs can be one of the biggest surprises in retirement. While Medicare provides valuable coverage, premiums, deductibles, and out-of-pocket expenses can add up quickly. With Medicare Open Enrollment now underway (October 15–December 7), it’s a great time to review your coverage, understand potential gaps, and make sure healthcare costs are factored into your retirement plan.

Read the full article to learn what expenses retirees often overlook and how to better prepare.

During retirement planning, many people underestimate how much they will pay for Medicare.

10/20/2026

“How much do I need to retire?”
It’s a good question, but the account balance is only part of the answer. What will your expenses look like? Will you travel? When will you take Social Security? What about healthcare or helping family?
Retirement planning is about connecting the resources you’ve built with the life you want to live. If retirement is starting to feel closer, let’s talk about what you actually want it to look like.

10/19/2026

How do your savings compare to others your age? According to the Federal Reserve, the median bank account balance for Americans ages 55–64 was $8,000 in 2022. But retirement readiness is about more than one number. From maximizing contributions to making smart decisions about Social Security and investments, there are still opportunities to strengthen your financial future.

Curious how your retirement savings stack up? Read the full article to learn more.

If you’re in your 50s or 60s, you may find that you have more financial flexibility than in previous years. With fewer obligations like paying for college tuition or raising children, you might be in a good position to focus on boosting your retirement savings.

10/16/2026

Taking a break from financial planning for an important fall question. 🍂
What does your perfect Saturday look like?
🏈 Football all day
🎃 Pumpkin patch
🔥 Firepit and nowhere to be
🥾 Hiking and enjoying the weather
☕ Coffee and a slow morning at home
Or are you the type who somehow tries to fit all five into one Saturday?
Tell us your pick below—we want to hear it.

10/15/2026

Finances can feel overwhelming when the person who always handled them is suddenly no longer there. There may be accounts to locate, bills to understand, insurance to review and decisions that need to be made.
You don’t have to figure everything out at once. If you’re unsure where to begin, I can help you sort through what matters first!

10/12/2026

What would your 80-year-old self wish you worried less about—and made more time for? You don’t have to wait decades to find out.