All Episodes
Displaying 181 - 210 of 614 in total
Your Financial Plan And Charitable Gifting
In this 2-minute episode, Brian discusses incorporating charitable gifting into your financial plan.
Financial Planning And Your Legacy
In this 2-minute episode, Brian discusses financial planning and how it relates to your legacy.
5 Financial Pitfalls Your Estate Planning Attorney May Have Missed
In this episode Brian discusses 5 pitfalls your estate planning attorney may have missed and how to get into real estate if you're looking to retire and you want out o...
A Charitable Gifting Plan
In this 2-minute episode Brian talks about how to create a charitable gifting plan.
The Importance Of A Financial Plan
In this 2-minute episode Brian talks about the importance of a financial plan.
Your Financial Plan And Your Legacy
In this 2-minute episode Brian talks about including your legacy in your financial plan.
The Sale Of Your Business
In this 2-minute episode Brian talks about the sale of your business.
What Is Premium Finance Life Insurance?
In this 2-minute episode Brian talks about premium finance life insurance and how it may benefit certain investors.
Overlooked Tax Breaks For Retirees
In this episode Brian discusses 5 financial pitfalls your estate planning attorney may have missed and how to get into real estate if you're about to retire and want o...
Planning A Legacy
In this 2-minute episode Brian talks about a financial plan that includes your legacy.
The Importance Of A Financial Plan
In this 2-minute episode Brian talks about the importance of having a financial plan.
Charitable Gifting Strategies
In this 2-minute episode Brian talks about how to gift to a charity as part of a financial plan.
Donate An RMD To Charity
In this 2-minute episode Brian talks about how to donate a required minimum distribution to charity.
Put A Charity In Your Will
In this 2-minute episode Brian talks about how to name a charity in your will.
The Problem With After-Tax Funds and Retirement
In this episode Brian discusses the problem with after tax funds and retirement that on one is talking about and if CPAs could give investment advice, what would they ...
When Can I Retire
In this 2-minue episode, Brian discusses the questions that need answered to determine if you can retire.
Optimizing Your Social Security
In this 2-minue episode, Brian discusses how to make sure you're getting the maximum social security benefit you're entitles to.
Selling A Business
In this 2-minue episode, Brian discusses what you need to know if you're thinking of selling a business.
Rules Around Selling A Residence
In this 2-minue episode, Brian discusses what you need to know if you're thinking about selling your primary residence.
What Is The Market
In this 2-minute episode, Brian discusses what the market is mad up of - it's not just stocks.
7 Stocks That Are Supporting The Market And How It Affects Your Strategy
In this episode, Brian discusses the 7 stocks that make up 99.5% of the S&P 500 and how it may affect your strategy. Also, how to balance growing your assets and growi...
Credit Shelter Trust
In this episode, Brian discusses the credit shelter trust and what it is used for.
1035 Exchange
In this 2-minute episode, Brian discusses the 1035 Exchange in the tax code and how it can be used.
1031 Exchange
In this 2-minute episode, Brian discusses the 1031 exchange in the t ax code and how it can be used.
Gifting Using a Fixed Index Universal Life Policy
In this 2-minute episode, Brian discusses gifting using an FIUL.
Two Types Of Fixed Annuities
In this 2-minute episode, Brian discusses two types of fixed annuities - one for accumulation and the other for lifetime cash flow.
4 Ways Your 1040 Tax Form May Be Exposing Portfolio Inefficiencies
In this episode, Brian discusses 4 ways your 1040 tax form may be able to expose inefficiencies in your portfolio, what CPAs think of annuities, how bonds may have los...
RMDs - Required Minimum Distributions
In this 2-minute episode, Brian discusses required minimum distributions from your portfolio.
Minimizing Income Tax
In this 2-minute episode, Brian discusses how to minimize income tax liability.
Tax Free Investing In Retirement
In this 2-minute episode, Brian discusses financial products used to invest tax-free in retirement.