All Episodes
Displaying 91 - 120 of 632 in total
Lazy Money
In this 2-minute episode, Brian discusses what lazy money is and how to put it to work for you.
Is It A Good Time To Pay More In Tax?
In this 2-minute episode, Brian discusses whether it's good time to pay taxes now rather than later.
How Much Risk Is In Your Investments
In this episode Brian discusses the various levels of risk in 13 investments and 2 taxable events that could blindside your retirement plans.
Tax Free Investing In Retirement
In this 2-minute episode Brian discusses tax-free investing in retirement.
Sources of Investment Advice
In this 2-minute episode Brian discusses sources of investment advice.
Non Taxable Income
In this 2-minute episode Brian discusses income that is not subject to income tax.
The Challenges of Retiring Early
In this 2-minute episode Brian discusses things you need to consider of you plan to retire early.
30 Important Decisions
In this 2-minute episode Brian discusses 30 different decisions you'll need to make in your life.
The Truth Behind The Headlines and Increasing The Value Of Your Business.
In this episode Brian discusses 5 financial news headlines and what's really going on and how to increase the value of your business before you sell it.
Staying Invested In A Down Market
In this 2-minute episode, Brian discusses the importance of staying invested in a down market.
Where To Pull Income From In Retirement
In this 2-minute episode, Brian discusses where you should take income from in retirement.
Passive Investing
In this 2-minute episode, Brian discusses passive investments.
Gifting to Children
In this 2-minute episode, Brian discusses what you need to know about gifting to children.
Dollar Cost Averaging
In this 2-minute episode, Brian discusses dollar cost averaging and sequence of return risk.
The Good, The Bad, And The Ugly of Life Insurance
In this episode Brian discusses the good, the bad, and the ugly of life insurance, and problems few understand about their 401Ks.
Things Not Seen On A Tax Return
In this 2-minute episode, Brian discusses things not seen on a tax return.
Do You Really Need A Financial Planner?
In this 2-minute episode, Brian discusses whether you really need a financial planner.
Lifestyle Planning
In this 2-minute episode, Brian discusses financial planning designed to fit the lifestyle you plan to live in retirement.
Where Your 401K Is Held
In this 2-minute episode, Brian discusses where your 401K is held.
Estate Planning
In this 2-minute episode, Brian discusses estate planning.
How Would A CPA Suggest You Take Income In Retirement
I this episode Brian discusses how a CPA would suggest you take income in retirement and what is private equity and private debt, and whether you should include it in ...
Tax Free Investing In Retirement
In this episode Brian discusses tax-free retirement investments.
The Perfect Portfolio
In this episode Brian discusses the fact that there is no perfect portfolio because we don't know the future.
Outside The Box Investments
In this episode Brian discusses out-of-the-norm investments and how they can diversify a portfolio.
Fixed Index Annuities
In this episode Brian discusses fixed index annuities and how they are used.
You Can't It With You
In this episode Brian discusses how a proper financial plan can show you that you may not have to work as hard to have a secure retirement.
End Of Year Tax Planning Checklist
In this episode Brian discusses what you need to know if you want to leave a charitable legacy and your year-end tax planning checklist.
Required Minimum Distributions
In this 2-minute episode Brian discusses required minimum distributions, or RMDs.
Private Non-Traded Equity REITS
In this episode Brian discusses private non-traded equity REITS.
Risk Tolerance
In this 2-minute episode Brian discusses risk tolerance.