All Episodes

Displaying episodes 1 - 30 of 582 in total

Income Sources The IRS Does Not Tax

In this episode Brian discusses 8 things to know about annuities before you buy and income sources the IRS does not tax. 

5 Good Strategies That Many People Implement Incorrectly

In this episode Brian discusses 5 financial strategies that people use incorrectly and the difference between a standard plan and a comprehensive plan. 

Dividend Investments - Are They All They're Cracked Up To Be?

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. 

Prioritizing Your Wealth

I this episode Brian discusses prioritizing your wealth. 

Maintaining Principal Balance In Retirement

In this episode Brian discusses Maintaining Principal Balance In Retirement.

Long Term Care Insurance

In this episode Brian discusses long term care insurance policies. 

The 1035 Exchange - Exchanging One Insurance Product For Another

In this episode Brian discusses the 1035 Exchange. 

5 Financial To- Do's Before You Retire

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. 

Cash Flow or Income - Which Is More Important?

In this episode Brian discusses whether cash flow or income is more important in retirement and ways to protect your nest egg. 

How Much Do You Need To Have Saved To Retire?

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 ass...

How To Structure Income In Retirement

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. 

Catch 22 Mistakes You May Make In Retirement

In this episode Brian discusses 4 Catch 22 mistakes you may make in retirement and 5 tax mistakes retires make. 

Are You Ready For The Trump Tax Cuts To Expire?

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 obligat...

Seven Mistakes Landlords Make When It Comes To Their Portfolio

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. 

Mentoring With Wisdom

In this 2-minute episode, Brian discusses using your many years experience to mentor others with your wisdom. 

A Place For All Assets

In this 2-minute episode, Brian discusses that there's a place for all different asset classes. 

Tax Efficient Investment Strategies

In this 2-minute episode, Brian discusses strategies used to minimize tax obligations in the future. 

Older You Talking To Younger You

In this 2-minute episode, Brian discusses what the older, wiser you would say to the younger, less experienced you if given the opportunity. 

Listen To Your Inner Voice

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. 

Luck and Losses - An Overview On Emotional Investing

In this episode Brian discusses emotional investing and the problems it can cause. Also what landlords need to know before selling. 

The Perfect Portfolio

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

Minimizing Income Tax

In this 2-minute episode Brian discusses strategies to minimize your federal income tax. 

DIY Investing

In this 2-minute episode Brian discusses why DIY investing may not yield the best results. 

CPA's Can't Give Investment Advice

In this 2-minute episode Brian discusses why CPAs can't give investment advice. 

You Can't Take It With You

In this 2-minute episode Brian discusses estate planning. 

Conversations To Have With Your Loved Ones

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. 

Portfolio Diversification

In this 2-minute episode Brian discusses diversification in your portfolio. 

Know What Your Invested In

In this 2-minute episode Brian discusses knowing the areas your invested in. 

Income Distribution Strategies

In this 2-minute episode Brian discusses strategies for income distribution. 

Annuity Crediting Strategies Part 2

In this 2-minute episode Brian continues his discussion on annuity crediting strategies. 

Broadcast by