All Episodes
Displaying 301 - 330 of 633 in total
Donating RMDs to Charity
In this 2- minute episode Brian talks about donating your RMDs directly to charity.
Roth 401K
In this 2- minute episode Brian talks about the ROTH 401K and tax advantages.
Alternative Assets
In this 2- minute episode Brian talks about alternative investments as opposed to risk assets and protected assets.
Protected Assets
In this 2- minute episode Brian talks about protected assets as opposed to risk assets and alternative investments.
Risk Assetts
In this 2- minute episode Brian talks about risk assets as opposed to alternative and protected investments.
What Will Your Legacy Be?
In this episode Brian talks about the legacy planning - one of the 7 Steps To A Successful Retirement.
Why You Should NOT Be In The Zero Tax Bracket
In this episode Brian discusses why you should not be in the zero tax bracket and ways to minimize your tax liabilities.
Tax Free Investing In Retirement
In this 2-minute episode Brian discusses which investments are tax-free in retirement.
Tax According To Source Of Income
In this 2-minute episode Brian discusses how different sources of income are taxed.
Planning For The Longer Living Spouse
In this 2-minute episode Brian discusses how to financially plan for the surviving spouse.
Cash Flow In Retirement
In this 2-minute episode Brian discusses where cash in retirement may come from.
Do-It-Yourself Investing
In this 2-minute episode Brian discusses why DIY investing may not be beneficial.
Portfolio Diversification
In this 2-minute episode Brian discusses what it means to diversify your portfolio.
What To Do With Your 401K
In this episode Brian discusses tax season, what to do with your 401K when you retire, and ways to minimize taxes in retirement.
Financial Portfolio Diversification
In this episode Brian discusses how to diversify your portfolio.
The Purpose Of Your Investments
In this episode Brian discusses purposeful investing.
Bond Yields
In this episode Brian discusses today's yields on bonds.
Cash and Cash Equivalents In Investing
In this episode Brian discusses safe money such as cash and cash equivalents.
A Flat Stock Market
In this episode Brian discusses a flat stock market.
1040 Tax Form Detective
In this episode Brian discusses things to look for on your 104o tax form that your CPA may miss and how to help your CPA and advisor work together for your benefit.
401 K Plans
In this episode Brian discusses 401K Plans.
The Importance of Tax Planning
In this episode Brian discusses tax planning all year round.
Interest Rates On Your Investments
In this episode Brian discusses interest rates on your investments.
Inflation and Your Money
In this episode Brian discusses the effects of inflation on your investments.
Politics and Your Finances
In this episode Brian discusses how politics and your portfolio are intertwined.
4 Flavors of Taxes
In this episode Brian discusses the 4 flavors of taxes - tax credits, tax deductions, tax deferred, and tax exempt.
Estate Planning
In this 2-minute episode Brian discusses what you need to know about estate planning.
Where Your 401K Is Held
In this 2-minute episode Brian discusses where your 401K funds are held.
Compound Interest
In this 2-minute episode Brian discusses how compound interest works.
1033 Exchange
In this 2-minute episode Brian discusses the 1033 exchange - property that must be exchanged for another real estate asset due to natural disaster, being condemned or...