In this 2-minute episode, Brian discusses the 1031 exchange in the t ax code and how it can be used.
Jun 13, 2023•2 min•Ep. 412
In this 2-minute episode, Brian discusses gifting using an FIUL.
Jun 12, 2023•2 min•Ep. 415
In this 2-minute episode, Brian discusses two types of fixed annuities - one for accumulation and the other for lifetime cash flow.
Jun 12, 2023•2 min•Ep. 411
In this episode, Brian discusses 4 ways your 1040 tax form may be able to expose inefficiencies in your portfolio, what CPAs think of annuities, how bonds may have lost their purpose in your portfolio, and diversification blind spots.
Jun 12, 2023•53 min•Ep. 410
In this 2-minute episode, Brian discusses required minimum distributions from your portfolio.
Jun 12, 2023•2 min•Ep. 409
In this 2-minute episode, Brian discusses how to minimize income tax liability.
Jun 12, 2023•2 min•Ep. 408
In this 2-minute episode, Brian discusses financial products used to invest tax-free in retirement.
Jun 12, 2023•2 min•Ep. 407
In this 2-minute episode, Brian discusses what lifestyle planning is and how it's used.
Jun 12, 2023•2 min•Ep. 406
In this 2-minute episode, Brian discusses why it's a bad idea to take investment advice from a CPA.
Jun 12, 2023•2 min•Ep. 405
In this episode, Brian talks about what advisors often get wrong about tax planning, how to invest in real estate without being an active landlord, when to file for social security, and how to handle the cost of health insurance.
Jun 12, 2023•52 min•Ep. 404
In this 2-minure episode Brian discusses the fact that no matter what the investment, there is usually a place for it in your portfolio.
Jun 02, 2023•2 min•Ep. 403
In this 2-minure episode Brian discusses how you can be missing out by being too conservative with your investments..
Jun 01, 2023•2 min•Ep. 402
In this 2-minure episode Brian discusses why you should have life insurance on both spouses.
May 31, 2023•2 min•Ep. 401
In this 2-minure episode Brian discusses the best investment you can make that can pay huge dividends for your whole life.
May 30, 2023•2 min•Ep. 400
In this 2-minute episode Brian adds 4 more legs to the traditional 3 legged retirement stool.
May 29, 2023•2 min•Ep. 399
In this episode Brian talks about income from your stock/bond portfolio and the risks involved, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade.
May 28, 2023•53 min•Ep. 398
In this 2-minute episode Brian discusses client's concerns about tax planning.
May 26, 2023•2 min•Ep. 397
In this 2-minute episode Brian discusses client's concerns about cash and cash equivalents.
May 25, 2023•2 min•Ep. 396
In this 2-minute episode Brian discusses client's concerns about 401K Plans.
May 24, 2023•2 min•Ep. 395
In this 2-minute episode Brian discusses client's concerns about portfolio diversification.
May 23, 2023•2 min•Ep. 394
In this 2-minute episode Brian discusses client's concerns about inflation.
May 22, 2023•2 min•Ep. 393
In this episode Brian discusses 3 common mistakes people make that can leave the surviving spouse up a creek without a paddle. He’ll also share a unique way to prepare for potential healthcare costs to help ensure that one spouse doesn’t bankrupt the other spouse. Lastly, Brian discuses how to determine how much it costs to be you while implementing strategies to help you keep up with inflation.
May 20, 2023•52 min•Ep. 392
In this 2-minue episode Brian discusses how an active landlord of investment property can retire and postpone or eliminate capital gains taxes.
May 19, 2023•2 min•Ep. 391
In this 2-minue episode Brian discusses what a truly diversified portfolio looks like.
May 18, 2023•2 min•Ep. 390
In this 2-minue episode Brian discusses how an advisor and your CPA can work together.
May 17, 2023•2 min•Ep. 389
In this 2-minue episode Brian discusses how to create cash flow in retirement.
May 16, 2023•2 min•Ep. 388
In this 2-minute episode Brian discusses the 1033 exchange - the tax code that apples when you lose your property by imminent domain or natural disaster.
May 15, 2023•2 min•Ep. 387
In this episode Brian discusses what options you have for your 401K and how to gift to charity with taxes in mind.
May 14, 2023•52 min•Ep. 386
In this episode Brian discusses the tax rate according to the source of the income.
May 12, 2023•2 min•Ep. 385
In this episode Brian discusses the 5 components of investments.
May 11, 2023•2 min•Ep. 384
