All Episodes
Displaying 211 - 240 of 633 in total
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.
Lifestyle Planning
In this 2-minute episode, Brian discusses what lifestyle planning is and how it's used.
CPAs Shouldn't Give Investment Advice
In this 2-minute episode, Brian discusses why it's a bad idea to take investment advice from a CPA.
Tax Planning - What Advisors Are Getting Wrong
In this episode, Brian talks about what advisors often get wrong about tax planning, how to invest in real estate without being an active landlord, when to file for so...
A Place For All Assets
In this 2-minure episode Brian discusses the fact that no matter what the investment, there is usually a place for it in your portfolio.
Being Too Conservative With Your Investments
In this 2-minure episode Brian discusses how you can be missing out by being too conservative with your investments..
Life Insurance On Both Spouses
In this 2-minure episode Brian discusses why you should have life insurance on both spouses.
The Best Investment You Can Make
In this 2-minure episode Brian discusses the best investment you can make that can pay huge dividends for your whole life.
The 7 Legged Retirement Stool
In this 2-minute episode Brian adds 4 more legs to the traditional 3 legged retirement stool.
Risks Associated With Your Stock/Bond Portfolio
In this episode Brian talks about income from your stock/bond portfolio and the risks involved, the true meaning of income diversification, the debt ceiling, and lesso...
Client Concerns - Tax Planning
In this 2-minute episode Brian discusses client's concerns about tax planning.
Client Concerns - Cash and Cash Equivalents
In this 2-minute episode Brian discusses client's concerns about cash and cash equivalents.