All Episodes
Displaying 101 - 120 of 657 in total
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.
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.