The Perfect Portfolio
In this 2-minute episode Brian discusses the perfect portfolio.

In this 2-minute episode Brian discusses the perfect portfolio.
In this 2-minute episode Brian discusses strategies to minimize your federal income tax.
In this 2-minute episode Brian discusses why DIY investing may not yield the best results.
In this 2-minute episode Brian discusses why CPAs can't give investment advice.
In this 2-minute episode Brian discusses estate planning.
In this episode Brian discusses conversations to have with your loved ones about your final wishes. Also end-of-year deadlines you need you need to know.
In this 2-minute episode Brian discusses diversification in your portfolio.
In this 2-minute episode Brian discusses knowing the areas your invested in.
In this 2-minute episode Brian discusses strategies for income distribution.
In this 2-minute episode Brian continues his discussion on annuity crediting strategies.
In this 2-minute episode Brian discusses annuity crediting strategies.
I this episode Brian discusses common retirement regrets and how to diversify for uncertain times. Also
In this 2-minute episode, Brian discusses the details of estate planning.
In this 2-minute episode, Brian discusses how to diversify the investments in your portfolio.
In this 2-minute episode, Brian discusses how different sources of income are taxed.
In this 2-minute episode, Brian discusses how to turn investments into cash flow in retirement.
In this 2-minute episode, Brian discusses what a CPA sees on a 1040 tax return that a tax preparer does not.
In this 2-minute episode, Brian discusses why it's important to have life insurance on both spouses.
In this 2-minute episode, Brian discusses when to pay taxes to get the most benefit.
In this 2-minute episode, Brian discusses things some tax pros may miss on a tax return that a CPA catches.
In this 2-minute episode, Brian discusses what lazy money is and how to put it to work for you.
In this 2-minute episode, Brian discusses whether it's good time to pay taxes now rather than later.
In this episode Brian discusses the various levels of risk in 13 investments and 2 taxable events that could blindside your retirement plans.
In this 2-minute episode Brian discusses tax-free investing in retirement.
In this 2-minute episode Brian discusses sources of investment advice.
In this 2-minute episode Brian discusses income that is not subject to income tax.
In this 2-minute episode Brian discusses things you need to consider of you plan to retire early.
In this 2-minute episode Brian discusses 30 different decisions you'll need to make in your life.
In this episode Brian discusses 5 financial news headlines and what's really going on and how to increase the value of your business before you sell it.
In this 2-minute episode, Brian discusses the importance of staying invested in a down market.