All Episodes
Displaying 451 - 480 of 615 in total
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.
When To Take Social Security
In this 2-minute show, Brian discusses the options of when to take social security and why to take one over the other.
How Much Should I Contribute To My 401K
In this 2-minute show, Brian discusses how much you should contribute to your 401K plan and Roth 401Ks.
What Is A Retirement Plan
In this episode Brian discusses what a financial/wealth/retirement plan is, sequence of return risk, and understanding what happens when you go from the accumulation t...
Medicare Part B and Supplement Costs
In this 2-minute show Brian talks about Medicare part B premiums and how they increase as income does.
The Seven Different Kinds of IRAs.
In this 2-minute show, Brian discusses the 7 different types of IRAs.
Required Minimum Distributions
In this 2-minute show, Brian talks about RMDs and what they are.
Passive Investing
In this 2-miinute show, Brain talks about index as it relates to passive investing - pros and cons.
Dollar Cost Averaging
In this 2-minute show, Brian discusses what dollar cost averaging is and how you may use this strategy.
Solving For Income
In this episode, Brian talks about finding the income target, taking an annuity-type income or getting a lump sum payment, different types of annuities and their uses,...
Paying Tax on Your Social Security
In this episode Brian discusses taxation rates on social security payments.
Real Estate Investment Trusts
In this episode Brian discusses what a REIT is and the two different types.
Prioritizing Your Wealth
In this episode Brian discusses prioritizing your wealth so it fulfills it's purpose.
Investing In Precious Metals
In this episode Brian discusses investing in precious metals from a historical perspective.
What Does It Mean To Be Diversified In Your Investments
In this episode Brian discusses the ways to keep your portfolio diversified and why it's important.
How To Protect Your Wealth
In this episode Brian discusses how you should be adjusting your portfolio to protect your wealth, protection from lawsuits, preparing your wealth so it supports your ...
Growing Your Wealth in 120 Seconds - Financial Creative Destruction
In this episode Brian discusses what creative destruction is in finance. If you don't keep up you may be left behind.
Growing Your Wealth in 120 Seconds - Capital Gains Taxes
In this episode Brian discusses capital gains taxes and how much you would pay.
Growing Your Wealth in 120 Seconds - The IRS Tax Form 1040 Treasure Hunt
In this episode Brian discusses what you should look at on your IRS form 1040 and adjust.