All Episodes
Displaying 221 - 240 of 659 in total
Using A Corporate Trustee
In this 2-minute episode, Brian discusses the reasons you may want to use a corporate trustee as opposed to a friend or family member.
How To Determine Which Stocks Are Right For You
In this episode Brian discusses how to determine which stocks are right for you and the 4 flavors of tax and what you can expect when you retire.
CRUTS and CRATS
In this 2-minute episode, Brian discusses CRUT's being annual distributions defined as a percentage of the trust's assets, measured that year, whereas a CRAT's annual ...
Step Up In Basis
In this 2-minute episode, Brian discusses the step up in basis and how it affects appreciated real estate.
Donating Your RMD To Charity
In this 2-minute episode, Brian discusses donating your required minimum distribution to charity.
Your Financial Plan And Charitable Gifting
In this 2-minute episode, Brian discusses incorporating charitable gifting into your financial plan.
Financial Planning And Your Legacy
In this 2-minute episode, Brian discusses financial planning and how it relates to your legacy.
5 Financial Pitfalls Your Estate Planning Attorney May Have Missed
In this episode Brian discusses 5 pitfalls your estate planning attorney may have missed and how to get into real estate if you're looking to retire and you want out o...
A Charitable Gifting Plan
In this 2-minute episode Brian talks about how to create a charitable gifting plan.
The Importance Of A Financial Plan
In this 2-minute episode Brian talks about the importance of a financial plan.
Your Financial Plan And Your Legacy
In this 2-minute episode Brian talks about including your legacy in your financial plan.
The Sale Of Your Business
In this 2-minute episode Brian talks about the sale of your business.
What Is Premium Finance Life Insurance?
In this 2-minute episode Brian talks about premium finance life insurance and how it may benefit certain investors.
Overlooked Tax Breaks For Retirees
In this episode Brian discusses 5 financial pitfalls your estate planning attorney may have missed and how to get into real estate if you're about to retire and want o...
Planning A Legacy
In this 2-minute episode Brian talks about a financial plan that includes your legacy.
The Importance Of A Financial Plan
In this 2-minute episode Brian talks about the importance of having a financial plan.
Charitable Gifting Strategies
In this 2-minute episode Brian talks about how to gift to a charity as part of a financial plan.
Donate An RMD To Charity
In this 2-minute episode Brian talks about how to donate a required minimum distribution to charity.
Put A Charity In Your Will
In this 2-minute episode Brian talks about how to name a charity in your will.
The Problem With After-Tax Funds and Retirement
In this episode Brian discusses the problem with after tax funds and retirement that on one is talking about and if CPAs could give investment advice, what would they ...