In this episode Brian discusses where you should pull income from in retirement and why.
Jul 19, 2022•2 min•Ep. 171
In this episode Brian discusses what you can roll over your old 401K plan and why to do it.
Jul 18, 2022•2 min•Ep. 170
In this episode Brian discusses good alternative investments that combat inflation, real estate investing, other less risky investments besides annuities and bonds, and how you can tell if you have a good or bad annuity.
Jul 16, 2022•53 min•Ep. 169
In this episode Brian discusses how you can grow your wealth without investing in risky assets.
Jul 15, 2022•2 min•Ep. 168
In this episode Brian discusses investing in the stock market and why it can be difficult.
Jul 14, 2022•2 min•Ep. 167
In this episode Brian discusses required minimum distributions and tax consequences.
Jul 13, 2022•2 min•Ep. 166
In this episode Brian discusses what to do with excess cash right now.
Jul 12, 2022•2 min•Ep. 165
In this episode Brian discusses the difference between dollar cost averaging is and sequence of return risk.
Jul 11, 2022•2 min•Ep. 164
In this episode Brian discusses good alternative investments to combat inflation, how to tell if you have a good or bad annuity, other less risky investments besides bonds, and investment real estate.
Jul 09, 2022•51 min•Ep. 163
In this episode Brain discusses what a retirement portfolio looks like, the principles of a portfolio, what causes inflation and how it affects the design of your portfolio, and planning your wealth so the odds are in your favor.
Jul 02, 2022•51 min•Ep. 162
In this episode Brian discusses why it's important to combine investing advice with the oversight of a CPA.
Jul 01, 2022•2 min•Ep. 161
In this episode Brian discusses when you should start adjusting your retirement portfolio.
Jun 30, 2022•2 min•Ep. 160
In this episode Brian discusses age 59 1/2 and why that's important to the control you have over your retirement investments.
Jun 29, 2022•2 min•Ep. 159
In this episode Brian discusses the pros and cons of using variable annuities.
Jun 28, 2022•2 min•Ep. 158
In this episode Brian discusses a tax planning tip - using Roth accounts.
Jun 27, 2022•2 min•Ep. 157
In this 2-minute show, Brian discusses the ins and outs of long term care insurance policies.
Jun 24, 2022•2 min•Ep. 156
In this 2-minute show, Brian discusses different type of business structures such as a C-Corp, S-Corp, and an LLC.
Jun 23, 2022•2 min•Ep. 155
In this 2-minute show, Brian discusses alternative investments such as Equity REITS, Debt REITS, and Fixed Index annuities.
Jun 22, 2022•2 min•Ep. 154
In this 2-minute show, Brian discusses the options of when to take social security and why to take one over the other.
Jun 21, 2022•2 min•Ep. 153
In this 2-minute show, Brian discusses how much you should contribute to your 401K plan and Roth 401Ks.
Jun 20, 2022•2 min•Ep. 152
In this episode Brian discusses what a financial/wealth/retirement plan is, sequence of return risk, and understanding what happens when you go from the accumulation to the distribution phase of life.
Jun 18, 2022•50 min•Ep. 151
In this 2-minute show Brian talks about Medicare part B premiums and how they increase as income does.
Jun 17, 2022•2 min•Ep. 149
In this 2-minute show, Brian discusses the 7 different types of IRAs.
Jun 16, 2022•2 min•Ep. 148
In this 2-minute show, Brian talks about RMDs and what they are.
Jun 15, 2022•2 min•Ep. 147
In this 2-miinute show, Brain talks about index as it relates to passive investing - pros and cons.
Jun 14, 2022•2 min•Ep. 146
In this 2-minute show, Brian discusses what dollar cost averaging is and how you may use this strategy.
Jun 13, 2022•2 min•Ep. 145
In this episode, Brian talks about finding the income target, taking an annuity-type income or getting a lump sum payment, different types of annuities and their uses, and generational income.
Jun 11, 2022•48 min•Ep. 150
In this episode Brian discusses taxation rates on social security payments.
Jun 10, 2022•2 min•Ep. 144
In this episode Brian discusses what a REIT is and the two different types.
Jun 09, 2022•2 min•Ep. 143
In this episode Brian discusses prioritizing your wealth so it fulfills it's purpose.
Jun 08, 2022•2 min•Ep. 142
