In this 2-minute episode, Brian discusses where you should take income from in retirement.
Nov 16, 2023•2 min•Ep. 534
In this 2-minute episode, Brian discusses passive investments.
Nov 15, 2023•2 min•Ep. 533
In this 2-minute episode, Brian discusses what you need to know about gifting to children.
Nov 14, 2023•2 min•Ep. 532
In this 2-minute episode, Brian discusses dollar cost averaging and sequence of return risk.
Nov 13, 2023•2 min•Ep. 531
In this episode Brian discusses the good, the bad, and the ugly of life insurance, and problems few understand about their 401Ks.
Nov 13, 2023•52 min•Ep. 530
In this 2-minute episode, Brian discusses things not seen on a tax return.
Nov 10, 2023•2 min•Ep. 529
In this 2-minute episode, Brian discusses whether you really need a financial planner.
Nov 09, 2023•2 min•Ep. 528
In this 2-minute episode, Brian discusses financial planning designed to fit the lifestyle you plan to live in retirement.
Nov 08, 2023•2 min•Ep. 527
In this 2-minute episode, Brian discusses where your 401K is held.
Nov 07, 2023•2 min•Ep. 526
In this 2-minute episode, Brian discusses estate planning.
Nov 06, 2023•2 min•Ep. 525
I this episode Brian discusses how a CPA would suggest you take income in retirement and what is private equity and private debt, and whether you should include it in your income plan.
Nov 06, 2023•51 min•Ep. 524
In this episode Brian discusses tax-free retirement investments.
Nov 03, 2023•2 min•Ep. 523
In this episode Brian discusses the fact that there is no perfect portfolio because we don't know the future.
Nov 02, 2023•2 min•Ep. 522
In this episode Brian discusses out-of-the-norm investments and how they can diversify a portfolio.
Nov 01, 2023•2 min•Ep. 521
In this episode Brian discusses fixed index annuities and how they are used.
Oct 31, 2023•2 min•Ep. 520
In this episode Brian discusses how a proper financial plan can show you that you may not have to work as hard to have a secure retirement.
Oct 30, 2023•2 min•Ep. 519
In this episode Brian discusses what you need to know if you want to leave a charitable legacy and your year-end tax planning checklist.
Oct 29, 2023•52 min•Ep. 518
In this 2-minute episode Brian discusses required minimum distributions, or RMDs.
Oct 27, 2023•2 min•Ep. 517
In this episode Brian discusses private non-traded equity REITS.
Oct 26, 2023•2 min•Ep. 516
In this 2-minute episode Brian discusses risk tolerance.
Oct 25, 2023•2 min•Ep. 515
In this 2-minute episode Brian discusses the strategy behind safe investments.
Oct 24, 2023•2 min•Ep. 514
In this 2-minute episode Brian discusses what you need to know about when to pay income taxes.
Oct 23, 2023•2 min•Ep. 513
In this episode Brian discusses what you need to know if you want to leave a charitable legacy, and he goes over your end-of-year tax planning checklist.
Oct 23, 2023•51 min•Ep. 512
In this 2-minute episode Brian discusses what a revocable living trust is and how it's used.
Oct 20, 2023•2 min•Ep. 511
In this 2-minute episode Brian discusses whether or not it makes sense to pay off your mortgage.
Oct 19, 2023•2 min•Ep. 510
In this 2-minute episode Brian discusses having a plan for charitable gifting.
Oct 18, 2023•2 min•Ep. 509
In this 2-minute episode Brian discusses including your legacy into your financial plan.
Oct 17, 2023•2 min•Ep. 508
In this 2-minute episode Brian discusses why CPAs should not give investment advice.
Oct 16, 2023•2 min•Ep. 507
In this episode Brian discusses 5 strategies you need to know if we enter into a recession and the difference between privately traded equity and debt REITS and the role they can play in your portfolio.
Oct 15, 2023•52 min•Ep. 506
In this 2-minute episode Brian discusses what you need to know about taking required minimum distributions.
Oct 13, 2023•2 min•Ep. 505
