John Bohnsack, CFP®
John is a valued member of the Briaud team, providing exceptional client service and mentoring new staff members. Since joining Briaud, John has become an expert in university retirement and benefit plans and works with many active and retired academics from universities across the country. In addition to his expertise in assisting academics, John is also an authority on charitable giving and tax planning.
He is active within the financial planning profession; John has served on several national committees within the National Association of Personal Financial Advisors (NAPFA). In 2019, he was recognized by NAPFA with the New Professional Award for his exceptional influence in his professional and volunteer roles within the Fee-Only Financial Planning community. John continues to influence the profession as a speaker at industry events and as a guest lecturer in the Financial Planning program at Texas A&M University.
John is also involved in the Bryan/College Station community, serving as a board member for the Brazos Valley Symphony.
Prior to joining Briaud, John worked in the banking industry. He received his B.S. in Business Administration and an M.S. in Family Financial Planning from North Dakota State University in Fargo, North Dakota.
John is married and has two daughters. He is an avid reader, (who always welcomes a book recommendation), a competitor in several triathlons each year, and enjoys cooking for his family and friends.
John's Latest Blog Posts
Required Minimum Distribution Suspension: What it Means
July 27, 2020
In a recent post, we covered the CARES Act and how that impacts taxpayers in 2020. In this article, we want to do a deep dive into one of the most significant tax benefits for the retirees, the suspension of Required Minimum Distributions (RMD) in 2020. For those over 70 ½ and retired (the Secure Act […]
Follow These Steps to Avoid Paying Tax Penalties
August 23, 2019
As part of Briaud Financial Advisors’ comprehensive financial planning process, we spend a considerable amount of time reducing our clients’ tax liabilities. One cost that can be easily avoided is an “Underpayment Penalty.” This penalty arises when you underpay or underwithhold in a given tax year. The penalty is imposed on the amount you should […]
TRS Options: The Importance of Choosing a Beneficiary
July 30, 2019
A career in one of the public Texas universities is bookended by two important decisions. At the beginning, one must decide between the ORP defined contribution and the TRS defined benefit retirement plans. For those who choose TRS, naming a beneficiary is one of the most important things you can do. Death benefits are part […]