In this episode Brian and Jeff discuss small decisions that can have big impact on your retirement portfolio and three accounts you may have overfunded.
In this episode Brian and Jeff discuss income streams and taxes in retirement and the feds delicate dance with inflation and interest rates.
In this episode Brian and Jeff discuss the purpose of diversification and how to hedge against inflation.
In this episode Brain and Jeff discuss how to prepare for a market crash and planning for tax increase in an unknown future.
In this episode Brian discusses The Retirement Prep Checklist - What to do as you get closer to retirement, and Unintended tax consequences for those not paying att ention.
In this episode Brian discusses the Entrepreneur and Landlord retirement dilemma and the problem with 401Ks today.
In this episode Brian and Jeff discuss what women need to know about retirement and what it means to be a fiduciary.
In this episode Brian discusses the 4 phases of retirement and why the 60/40 stock/bond fund spit should go away.
In this episode Brian and Jeff discuss common mistakes made with an IRA and tax planning for different seasons of life.
In this episode Brian discusses how the investing in the private markets can play an important role in your portfolio and how to prepare for your future healthcare needs.
In this episode Brian discusses 8 things to know about annuities before you buy and income sources the IRS does not tax.
In this episode Brian discusses 5 financial strategies that people use incorrectly and the difference between a standard plan and a comprehensive plan.
In this episode Brian discusses dividends and why this strategy may not be as good as you think. Also, what a comprehensive investment menu consists of.
I this episode Brian discusses prioritizing your wealth.
In this episode Brian discusses Maintaining Principal Balance In Retirement.
In this episode Brian discusses long term care insurance policies.
In this episode Brian discusses the 1035 Exchange.
In this episode, Brian discusses 5 things to take care of before you decide to retire along with how to add real estate to your portfolio.
In this episode Brian discusses whether cash flow or income is more important in retirement and ways to protect your nest egg.
In this episode Brian discusses How much you need to have saved in order to retire, how to prepare for the upcoming estate tax changes, and strategies to pass your assets to those you love while you are alive.
In this episode Brian discusses how to structure income in retirement and the difference between using a tax program or chain tax preparer and a CPA.
In this episode Brian discusses 4 Catch 22 mistakes you may make in retirement and 5 tax mistakes retires make.
In this episode Brian discusses how to prepare for the Trump tax cuts expiring at the end of 2025 and how when you file for social security can affect your tax obligations.
In this episode Brian discusses how far your money will go in today's economy and the 7 mistakes landlords make when it comes to their real estate portfolio.
In this 2-minute episode, Brian discusses using your many years experience to mentor others with your wisdom.
In this 2-minute episode, Brian discusses that there's a place for all different asset classes.
In this 2-minute episode, Brian discusses strategies used to minimize tax obligations in the future.
In this 2-minute episode, Brian discusses what the older, wiser you would say to the younger, less experienced you if given the opportunity.
In this 2-minute episode, Brian discusses listening to your own voice above others. Don't fall for deals that are too good to be true.
In this episode Brian discusses emotional investing and the problems it can cause. Also what landlords need to know before selling.
