All Episodes
Displaying 151 - 180 of 633 in total
Client Concerns About Diversification
In this 2-minute episode Brian discusses client concerns about diversification.
Client Concerns About Inflation
In this 2-minute episode Brian discusses client concerns about inflation.
The State Of The Economy
In this episode Brian discusses the wild ride we've had with the economy. Also structures notes and buffered exchange traded Funds.
Christians, Mechanics, and 401ks
In this 2-minute episode Brian discusses that just because you go to church doesn't mean you're a Christian, and just because you have tools doesn't make you a mechani...
Financial Planning Protection
In this 2-minute episode Brian discusses financial planning protection.
Advanced Gifting Strategies
In this 2-minute episode Brian discusses advanced strategies for gifting.
Adjusting Your Retirement Portfolio
In this 2-minute episode Brian discusses making adjustments to your retirement portfolio.
12 Common Retirement Mistakes Even Well-Informed Individuals Make
In this episode Brian discusses retirement mistakes that well-informed people make.
CPA Advice
In this 2-minute episode Brian discusses why CPAs should not give investment advice.
Structured Notes
In this 2-minute episode Brian discusses what structured notes are and how to use them.
Advanced Gifting Strategies
In this 2-minute episode Brian discusses advanced gifting strategies.
Starting A Business
In this 2-minute episode Brian discusses starting a business.
Making Gifts To Children
In this 2-minute episode, Brian discusses making gifts to children.
Today's New Market
In this episode Brian discusses What you need to know about today’s new market and why real estate investors need to know what a 1031 exchange is and what a 1033 invol...
Four Things To Do Before Retirement So Your House Is In Order
In this episode Brian discusses 4 things to do before retirement so your house is in order. Also the difference between Private REITS and Public REITS, and why you may...
In Depth Look At Social Security
In this episode Brian welcomes Hamilton Morales from Financial Independence Group to talk about the ins and outs of social security.
Small Business Retirement Plans
In this 2-minute episode Brian discusses creating a retirement plan for small businesses.
Annuity Liquidity Charges and Fees
In this 2-minute episode Brian discusses the liquidity charges and fees associated with annuities.
Selling Your Business Internally
In this 2-minute episode Brian discusses the option of selling your business to internal employees and associates.
Types of Annuities
In this 2-minute episode Brian discusses the different types of annuities.
The Strategy of Safe Investments
In this 2-minute episode Brian discusses the strategy of safe investments.
A CPAs Take On The Strength Of The Market
In this episode Brian discusses his take on the strength of the market from a CPAs standpoint. Also the three phases of a real estate investor and why the last stage m...
When To Pay Taxes
In this episode Brian discusses moving money to different times to affect the tax rate.
Ways To Own Real Estate
In this episode Brian discusses the different ways you can own real estate.
The Four Flavors Of Tax
In this episode Brian discusses the difference between tax deductions, credits, deferrals, and tax free.
Should You Pay Off Your Mortgage
In this episode Brian discusses whether you should pay off your mortgage before retirement.
The Roth and The Traditional IRA
In this episode Brian discusses the differences between the ROTH and the traditional IRA.
Income From Your Stock Bond Portfolio - It May Be Riskier Than You Realize
In this episode Brian discusses stock and portfolio risks, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade.
Important Ages Leading Up To And In Retirement
In this 2-minute episode Brian discusses important milestone ages leading up to and in retirement.
Moving To A State With No State Tax
In this 2-minute episode Brian discusses what you need to know about moving to a state with no state tax.