All Episodes
Displaying 451 - 480 of 633 in total
Cash and Cash Equivalents
In this 2-minute episode, Brian discusses money markets, CDS, and fixed annuities.
Adjusting Your Retirement Portfolio
In this 2-minute episode, Brian discusses when you should start adjusting your retirement portfolio.
Am I OK To Retire?
In this episode Brian discusses investment choices considering the down market, when you can retire, the emotional loss of retirement, and when it makes sense to get f...
How To Handle Risk Tolerance Among Couples
In this episode Brian discusses handling risk tolerance when couples have different thresholds.
What Investments Can Combat Inflation
In this episode Brian discusses investment that can combat inflation.
Selling Your Principal Residence or Renting It Out
In this episode Brian discusses a client who wanted to know whether they should rent out their house in retirement or sell it.
Pulling From Your Principal In Retirement or Passive Income
In this episode Brian discusses whether you should you should pull money from your principal or use passive income sources in retirement.
Maintaining The Balance Of Your Principal In Retirement
In this episode Brian discusses maintaining the balance of your principal in retirement.
How Inflation Affects Different Investments
In this episode Brian discusses the current state of inflation and the markets along with how different investments are affected by inflation and answers to listener q...
CPA Advice
In this episode Brian discusses the importance of having a CPA involved in your investment planning.
Tax Free, Tax Deductions, Tax Deferrals and Tax Credits
In this episode Brian defines and explains different tax savings terms and what they mean.
When Can You Retire?
In this episode Brian discusses an often asked question about retirement timing.
Where You Should Pull Income From In Retirement
In this episode Brian discusses where you should pull income from in retirement and why.
When Can I Roll Over My 401K?
In this episode Brian discusses what you can roll over your old 401K plan and why to do it.
Understanding Alternative Investments
In this episode Brian discusses good alternative investments that combat inflation, real estate investing, other less risky investments besides annuities and bonds, an...
Grow Your Wealth Without Risky Investments
In this episode Brian discusses how you can grow your wealth without investing in risky assets.
Stock Market Investing
In this episode Brian discusses investing in the stock market and why it can be difficult.
Required Minimum Distributions
In this episode Brian discusses required minimum distributions and tax consequences.
What To Do With Excess Cash
In this episode Brian discusses what to do with excess cash right now.
Dollar Cost Averaging
In this episode Brian discusses the difference between dollar cost averaging is and sequence of return risk.
Understanding Alternative Investments
In this episode Brian discusses good alternative investments to combat inflation, how to tell if you have a good or bad annuity, other less risky investments besides b...
How To Build A Portfolio For Retirement While Combatting Inflation
In this episode Brain discusses what a retirement portfolio looks like, the principles of a portfolio, what causes inflation and how it affects the design of your port...
The Importance of Investing Combined with CPA Advice
In this episode Brian discusses why it's important to combine investing advice with the oversight of a CPA.
Adjusting Your Retirement Portfolio
In this episode Brian discusses when you should start adjusting your retirement portfolio.
59 1/2 - An Important Age To Consider
In this episode Brian discusses age 59 1/2 and why that's important to the control you have over your retirement investments.
Variable Annuities
In this episode Brian discusses the pros and cons of using variable annuities.
Using Roth Accounts
In this episode Brian discusses a tax planning tip - using Roth accounts.
Long Term Care Insurance Policies
In this 2-minute show, Brian discusses the ins and outs of long term care insurance policies.
Small Business Structures
In this 2-minute show, Brian discusses different type of business structures such as a C-Corp, S-Corp, and an LLC.
Alternative Investments
In this 2-minute show, Brian discusses alternative investments such as Equity REITS, Debt REITS, and Fixed Index annuities.