All Episodes
Displaying 361 - 390 of 653 in total
What's Your Number
In this 2-minute episode Brian discusses spending as part of your financial planning process.
Longevity Risk
In this 2-minute episode Brian discusses the risk of outliving your money.
The Definition of Retirement
In this 2-minute episode Brian discusses what your retirement is going to look like in order to plan for it.
Listen To Your Inner Voice
In this 2-minute episode Brian discusses listening to your own voice when it comes to thigs that are too good to be true.
Investment Diversification
In this 2-minute episode Brian discusses diversifying your investments.
The 5 Components Of Any Investment
In this 2-minute episode Brian discusses 5 different components of any investment.
Dollar Cost Averaging
In this 2-minute episode Brian discusses dollar cost averaging and how to use it.
Investing In Precious Metals
In this 2-minute episode Brian discusses investing in gold and silver.
1040 Tax Form Treasure Hunt
In this 2-minute episode Brian discusses what a CPA can see on your tax return that a preparer won’t
2025 Tax Cuts Sunset
In this episode Brian discusses the evolution of Growing Your Wealth, the 2025 sunset of the 2017 tax cuts, should you sell or rent your house when you retire, how Med...
The Best Investment You Can Make
In this 2-minute feature Brian discusses an overlooked investment that is the best one you can make.
The 7 Legged Retirement Stool
In this 2-minute feature Brian discusses having 7 legs to your retirement stool.
Year End Tax Planning
In this 2-minute feature Brian discusses things to consider at year's end when planning taxes.
Life Insurance On Both Spouses
In this 2-minute feature Brian discusses the reasoning behind life insurance on both spouses.
Tax Efficient Investment Strategies
In this 2-minute feature Brian discusses investment strategies that are tax efficient.
Estate Planning Advice
In this episode Brian discusses his new book, "The 7 Steps To A Successful Retirement" and Paul Grant, estate planning attorney is Brian's special guest.
Older You Talking To Younger You
In this 2-minute episode Brian discusses what the older, wiser you would say to the younger, more inexperienced you about investing.
Staying Invested
In this 2-minute episode Brian discusses the importance of continuing to invest during all times.
The Challenges of Retiring Early
In this 2-minute episode Brian discusses the reality of retiring early and the things you need to be aware of.
Pension Alternatives
In this 2-minute episode Brian discusses alternatives to receiving a monthly pension.
Non-Taxable Income
In this 2-minute episode Brian discusses income sources that are non-taxable
Year-End Tax Planning and The Solvency of Social Security and Medicare.
In this episode Brian discusses the state of the market, year-end tax planning, the solvency of Social Security and Medicare.
30 Important Decisions
In this 2-minute episode Brian discusses that there are about 30 decisions you'll make in life that will affect your financial success.
Tax Free Investing In Retirement
In this 2-minute episode Brian discusses investments in retirement that are tax free.
The Definition Of Retirement
In this 2-minute episode Brian discusses the changing definition of retirement.
Being Too Conservative With Your Investments
In this 2-minute episode Brian discusses not taking enough risk with your investments.
Estate Planning
In this 2-minute episode Brian discusses passing on your legacy financially.
Client Concerns
In this episode, Brian discusses questions and concerns his clients have.
Sources of Investment Advice
In this 2-minute episode Brian discusses where you get your investment advice and considering the source.
Investment Diversification
In this 2-minute episode Brian discusses the importance of portfolio diversification.