In this 2-minute episode, Brian discusses making gifts to children.
Sep 05, 2023•2 min•Ep. 473
In this episode Brian discusses What you need to know about today’s new market and why real estate investors need to know what a 1031 exchange is and what a 1033 involuntary conversion is.
Sep 02, 2023•50 min•Ep. 472
In this episode Brian discusses 4 things to do before retirement so your house is in order. Also the difference between Private REITS and Public REITS, and why you may want to avoid the latter.
Aug 26, 2023•53 min•Ep. 471
In this episode Brian welcomes Hamilton Morales from Financial Independence Group to talk about the ins and outs of social security.
Aug 19, 2023•53 min•Ep. 465
In this 2-minute episode Brian discusses creating a retirement plan for small businesses.
Aug 18, 2023•2 min•Ep. 470
In this 2-minute episode Brian discusses the liquidity charges and fees associated with annuities.
Aug 17, 2023•2 min•Ep. 469
In this 2-minute episode Brian discusses the option of selling your business to internal employees and associates.
Aug 16, 2023•2 min•Ep. 468
In this 2-minute episode Brian discusses the different types of annuities.
Aug 15, 2023•2 min•Ep. 467
In this 2-minute episode Brian discusses the strategy of safe investments.
Aug 14, 2023•2 min•Ep. 466
In this episode Brian discusses his take on the strength of the market from a CPAs standpoint. Also the three phases of a real estate investor and why the last stage matters.
Aug 12, 2023•53 min•Ep. 464
In this episode Brian discusses moving money to different times to affect the tax rate.
Aug 11, 2023•2 min•Ep. 463
In this episode Brian discusses the different ways you can own real estate.
Aug 10, 2023•2 min•Ep. 462
In this episode Brian discusses the difference between tax deductions, credits, deferrals, and tax free.
Aug 09, 2023•2 min•Ep. 461
In this episode Brian discusses whether you should pay off your mortgage before retirement.
Aug 08, 2023•2 min•Ep. 460
In this episode Brian discusses the differences between the ROTH and the traditional IRA.
Aug 07, 2023•2 min•Ep. 459
In this episode Brian discusses stock and portfolio risks, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade.
Aug 07, 2023•53 min•Ep. 458
In this 2-minute episode Brian discusses important milestone ages leading up to and in retirement.
Aug 04, 2023•2 min•Ep. 457
In this 2-minute episode Brian discusses what you need to know about moving to a state with no state tax.
Aug 03, 2023•2 min•Ep. 456
In this 2-minute episode Brian discusses cash and cash equivalents.
Aug 02, 2023•2 min•Ep. 455
In this 2-minute episode Brian discusses annuity payout options.
Aug 01, 2023•2 min•Ep. 454
In this 2-minute episode Brian discusses annuity crediting options.
Jul 31, 2023•2 min•Ep. 453
In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement.
Jul 30, 2023•53 min•Ep. 452
In this 2-minute segment, Brian discusses how a CPA should not be giving investment advice unless they're also licensed to do that.
Jul 28, 2023•2 min•Ep. 451
In this 2-minute episode, Brian discusses the size of the different segments of the market.
Jul 27, 2023•2 min•Ep. 450
In this 2-minute episode, Brian discusses what you need to know about RMDs, or required minimum distributions.
Jul 26, 2023•2 min•Ep. 449
In this 2-minute episode, Brian discusses decisions you're faced with when taking your pension
Jul 25, 2023•2 min•Ep. 448
In this 2-minute feature, Brian discusses the true meaning of a fiduciary.
Jul 24, 2023•2 min•Ep. 447
In this episode Brian discusses how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement.
Jul 22, 2023•53 min•Ep. 446
In this 2-minute episode, Brian discusses the options you have in taking a pension payout.
Jul 21, 2023•2 min•Ep. 445
In this 2-minute episode, Brian discusses what it means to be a true fiduciary advisor.
Jul 20, 2023•2 min•Ep. 444
