In this 2-minute episode Brian discusses what it means to diversify your portfolio.
Jan 31, 2023•2 min•Ep. 323
In this episode Brian discusses tax season, what to do with your 401K when you retire, and ways to minimize taxes in retirement.
Jan 31, 2023•51 min•Ep. 322
In this episode Brian discusses how to diversify your portfolio.
Jan 20, 2023•2 min•Ep. 321
In this episode Brian discusses purposeful investing.
Jan 19, 2023•2 min•Ep. 320
In this episode Brian discusses today's yields on bonds.
Jan 18, 2023•2 min•Ep. 319
In this episode Brian discusses safe money such as cash and cash equivalents.
Jan 17, 2023•2 min•Ep. 318
In this episode Brian discusses a flat stock market.
Jan 17, 2023•2 min•Ep. 317
In this episode Brian discusses things to look for on your 104o tax form that your CPA may miss and how to help your CPA and advisor work together for your benefit.
Jan 17, 2023•56 min•Ep. 316
In this episode Brian discusses 401K Plans.
Jan 17, 2023•2 min•Ep. 315
In this episode Brian discusses tax planning all year round.
Jan 17, 2023•2 min•Ep. 314
In this episode Brian discusses interest rates on your investments.
Jan 17, 2023•2 min•Ep. 313
In this episode Brian discusses the effects of inflation on your investments.
Jan 17, 2023•2 min•Ep. 312
In this episode Brian discusses how politics and your portfolio are intertwined.
Jan 17, 2023•2 min•Ep. 311
In this episode Brian discusses the 4 flavors of taxes - tax credits, tax deductions, tax deferred, and tax exempt.
Jan 17, 2023•56 min•Ep. 310
In this 2-minute episode Brian discusses what you need to know about estate planning.
Jan 06, 2023•2 min•Ep. 309
In this 2-minute episode Brian discusses where your 401K funds are held.
Jan 05, 2023•2 min•Ep. 308
In this 2-minute episode Brian discusses how compound interest works.
Jan 03, 2023•2 min•Ep. 306
In this 2-minute episode Brian discusses the 1033 exchange - property that must be exchanged for another real estate asset due to natural disaster, being condemned or threat of being condemned, or seizure by eminent domain.
Jan 02, 2023•2 min•Ep. 305
In this 2-minute episode Brian discusses how step up in basis works.
Jan 02, 2023•2 min•Ep. 307
In this episode Brian discusses annuity fees, strategies for safe investing, fixed indexed annuities, and annuity payout options.
Jan 02, 2023•56 min•Ep. 304
In this 2-minute episode Brian discusses investing for the future with target date funds.
Dec 30, 2022•2 min•Ep. 301
In this 2-minute episode Brian discusses the investment opportunities that exist for young people.
Dec 29, 2022•2 min•Ep. 300
In this 2-minute episode Brian discusses how social security factors into your financial plan.
Dec 28, 2022•2 min•Ep. 299
In this 2-minute episode Brian discusses being a mentor using the wisdom you've gained with experience.
Dec 27, 2022•2 min•Ep. 298
In this episode Brian discusses The services and products that have become available over the past 7 years, insurance products are more in demand, annuity rates are up, the Fed raising interest rates, recession, and a 5-year check list for retirement.
Dec 27, 2022•49 min•Ep. 303
In this episode Brian discusses client concerns. Political decisions can indeed affect the economy, inflation, bonds and interest rates, taxes going up, what to do about market crashes, cash equivalents, portfolio adjustment, and the buy/hold strategy.
Dec 27, 2022•56 min•Ep. 302
In this 2-minute episode Brian discusses that there is a place for all different types of asset classes in your portfolio.
Dec 26, 2022•2 min•Ep. 297
In this 2-minute episode Brian discusses not taking on enough risk to make good returns.
Dec 26, 2022•2 min•Ep. 296
In this 2-minute episode Brian discusses spending as part of your financial planning process.
Dec 26, 2022•2 min•Ep. 295
In this 2-minute episode Brian discusses the risk of outliving your money.
Dec 26, 2022•2 min•Ep. 294
