Episodes
In this episode Brian and Jeff discuss the purpose of diversification and how to hedge against inflation.
Published 05/18/24
Published 05/18/24
In this episode Brain and Jeff discuss how to prepare for a market crash and planning for tax increase in an unknown future.
Published 05/11/24
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 attention.
Published 04/27/24
In this episode Brian discusses the Entrepreneur and Landlord retirement dilemma and the problem with 401Ks today.
Published 04/20/24
In this episode Brian and Jeff discuss what women need to know about retirement and what it means to be a fiduciary.
Published 04/13/24
In this episode Brian discusses the 4 phases of retirement and why the 60/40 stock/bond fund spit should go away.
Published 04/06/24
In this episode Brian and Jeff discuss common mistakes made with an IRA and tax planning for different seasons of life.
Published 04/01/24
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.
Published 04/01/24
In this episode Brian discusses 8 things to know about annuities before you buy and income sources the IRS does not tax.
Published 03/16/24
In this episode Brian discusses 5 financial strategies that people use incorrectly and the difference between a standard plan and a comprehensive plan.
Published 03/09/24
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.
Published 03/03/24
I this episode Brian discusses prioritizing your wealth.
Published 03/01/24
In this episode Brian discusses Maintaining Principal Balance In Retirement.
Published 02/28/24
In this episode Brian discusses long term care insurance policies.
Published 02/27/24
In this episode Brian discusses the 1035 Exchange.
Published 02/26/24
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.
Published 02/24/24
In this episode Brian discusses whether cash flow or income is more important in retirement and ways to protect your nest egg.
Published 02/17/24
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.
Published 02/10/24
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.
Published 02/03/24
In this episode Brian discusses 4 Catch 22 mistakes you may make in retirement and 5 tax mistakes retires make.
Published 01/27/24
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.
Published 01/20/24
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.
Published 01/13/24
In this 2-minute episode, Brian discusses using your many years experience to mentor others with your wisdom.
Published 01/12/24
In this 2-minute episode, Brian discusses that there's a place for all different asset classes.
Published 01/11/24
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