All Episodes
Displaying 61 - 90 of 631 in total
Catch 22 Mistakes You May Make In Retirement
In this episode Brian discusses 4 Catch 22 mistakes you may make in retirement and 5 tax mistakes retires make.
Are You Ready For The Trump Tax Cuts To Expire?
In this episode Brian discusses how to prepare for the Trump tax cuts expiring at the end of 2025 and how when you file for social security can affect your tax obligat...
Seven Mistakes Landlords Make When It Comes To Their Portfolio
In this episode Brian discusses how far your money will go in today's economy and the 7 mistakes landlords make when it comes to their real estate portfolio.
Mentoring With Wisdom
In this 2-minute episode, Brian discusses using your many years experience to mentor others with your wisdom.
A Place For All Assets
In this 2-minute episode, Brian discusses that there's a place for all different asset classes.
Tax Efficient Investment Strategies
In this 2-minute episode, Brian discusses strategies used to minimize tax obligations in the future.
Older You Talking To Younger You
In this 2-minute episode, Brian discusses what the older, wiser you would say to the younger, less experienced you if given the opportunity.
Listen To Your Inner Voice
In this 2-minute episode, Brian discusses listening to your own voice above others. Don't fall for deals that are too good to be true.
Luck and Losses - An Overview On Emotional Investing
In this episode Brian discusses emotional investing and the problems it can cause. Also what landlords need to know before selling.
The Perfect Portfolio
In this 2-minute episode Brian discusses the perfect portfolio.
Minimizing Income Tax
In this 2-minute episode Brian discusses strategies to minimize your federal income tax.
DIY Investing
In this 2-minute episode Brian discusses why DIY investing may not yield the best results.
CPA's Can't Give Investment Advice
In this 2-minute episode Brian discusses why CPAs can't give investment advice.
You Can't Take It With You
In this 2-minute episode Brian discusses estate planning.
Conversations To Have With Your Loved Ones
In this episode Brian discusses conversations to have with your loved ones about your final wishes. Also end-of-year deadlines you need you need to know.
Portfolio Diversification
In this 2-minute episode Brian discusses diversification in your portfolio.
Know What Your Invested In
In this 2-minute episode Brian discusses knowing the areas your invested in.
Income Distribution Strategies
In this 2-minute episode Brian discusses strategies for income distribution.
Annuity Crediting Strategies Part 2
In this 2-minute episode Brian continues his discussion on annuity crediting strategies.
Annuity Crediting Strategies
In this 2-minute episode Brian discusses annuity crediting strategies.
Common Retirement Regrets
I this episode Brian discusses common retirement regrets and how to diversify for uncertain times. Also
Estate Planning
In this 2-minute episode, Brian discusses the details of estate planning.
Diversification Of Your Portfolio
In this 2-minute episode, Brian discusses how to diversify the investments in your portfolio.
Tax According To Source Of Income
In this 2-minute episode, Brian discusses how different sources of income are taxed.
Cash Flow In Retirement
In this 2-minute episode, Brian discusses how to turn investments into cash flow in retirement.
The 1040 Treasure Hunt
In this 2-minute episode, Brian discusses what a CPA sees on a 1040 tax return that a tax preparer does not.
Life Insurance On Both Spouses
In this 2-minute episode, Brian discusses why it's important to have life insurance on both spouses.
When To Pay Taxes
In this 2-minute episode, Brian discusses when to pay taxes to get the most benefit.
Things Not Seen On A Tax Return
In this 2-minute episode, Brian discusses things some tax pros may miss on a tax return that a CPA catches.
Lazy Money
In this 2-minute episode, Brian discusses what lazy money is and how to put it to work for you.