In this 2-minute episode Brian discusses what your retirement is going to look like in order to plan for it.
Dec 26, 2022•2 min•Ep. 293
In this 2-minute episode Brian discusses listening to your own voice when it comes to thigs that are too good to be true.
Dec 26, 2022•2 min•Ep. 292
In this 2-minute episode Brian discusses diversifying your investments.
Dec 17, 2022•1 min•Ep. 291
In this 2-minute episode Brian discusses 5 different components of any investment.
Dec 15, 2022•2 min•Ep. 290
In this 2-minute episode Brian discusses dollar cost averaging and how to use it.
Dec 14, 2022•2 min•Ep. 289
In this 2-minute episode Brian discusses investing in gold and silver.
Dec 13, 2022•2 min•Ep. 288
In this 2-minute episode Brian discusses what a CPA can see on your tax return that a preparer won’t
Dec 12, 2022•2 min•Ep. 287
In this episode Brian discusses the evolution of Growing Your Wealth, the 2025 sunset of the 2017 tax cuts, should you sell or rent your house when you retire, how Medicare premiums are affected by an inheritance, and buffered ETFs.
Dec 12, 2022•47 min•Ep. 286
In this 2-minute feature Brian discusses an overlooked investment that is the best one you can make.
Dec 09, 2022•2 min•Ep. 285
In this 2-minute feature Brian discusses having 7 legs to your retirement stool.
Dec 08, 2022•2 min•Ep. 284
In this 2-minute feature Brian discusses things to consider at year's end when planning taxes.
Dec 08, 2022•2 min•Ep. 283
In this 2-minute feature Brian discusses the reasoning behind life insurance on both spouses.
Dec 06, 2022•2 min•Ep. 282
In this 2-minute feature Brian discusses investment strategies that are tax efficient.
Dec 05, 2022•2 min•Ep. 281
In this episode Brian discusses his new book, "The 7 Steps To A Successful Retirement" and Paul Grant, estate planning attorney is Brian's special guest.
Dec 03, 2022•56 min•Ep. 280
In this 2-minute episode Brian discusses what the older, wiser you would say to the younger, more inexperienced you about investing.
Dec 02, 2022•2 min•Ep. 279
In this 2-minute episode Brian discusses the importance of continuing to invest during all times.
Dec 01, 2022•2 min•Ep. 278
In this 2-minute episode Brian discusses the reality of retiring early and the things you need to be aware of.
Nov 30, 2022•2 min•Ep. 277
In this 2-minute episode Brian discusses alternatives to receiving a monthly pension.
Nov 29, 2022•2 min•Ep. 276
In this 2-minute episode Brian discusses income sources that are non-taxable
Nov 28, 2022•2 min•Ep. 275
In this episode Brian discusses the state of the market, year-end tax planning, the solvency of Social Security and Medicare.
Nov 28, 2022•53 min•Ep. 274
In this 2-minute episode Brian discusses that there are about 30 decisions you'll make in life that will affect your financial success.
Nov 25, 2022•2 min•Ep. 273
In this 2-minute episode Brian discusses investments in retirement that are tax free.
Nov 24, 2022•2 min•Ep. 272
In this 2-minute episode Brian discusses the changing definition of retirement.
Nov 23, 2022•2 min•Ep. 269
In this 2-minute episode Brian discusses not taking enough risk with your investments.
Nov 22, 2022•2 min•Ep. 271
In this 2-minute episode Brian discusses passing on your legacy financially.
Nov 22, 2022•2 min•Ep. 270
In this episode, Brian discusses questions and concerns his clients have.
Nov 22, 2022•55 min•Ep. 266
In this 2-minute episode Brian discusses where you get your investment advice and considering the source.
Nov 18, 2022•2 min•Ep. 265
In this 2-minute episode Brian discusses the importance of portfolio diversification.
Nov 17, 2022•2 min•Ep. 264
In this 2-minute episode Brian discusses life insurance, death insurance, and estate tax insurance.
Nov 16, 2022•2 min•Ep. 263
In this 2-minute episode Brian discusses the steps you need to take to implement your trust.
Nov 15, 2022•2 min•Ep. 262
