All Episodes
Displaying 241 - 270 of 652 in total
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.
Client Concerns - 401K Plans
In this 2-minute episode Brian discusses client's concerns about 401K Plans.
Client Concerns - Diversification
In this 2-minute episode Brian discusses client's concerns about portfolio diversification.
Client Concerns - Inflation
In this 2-minute episode Brian discusses client's concerns about inflation.
3 Common Mistakes That Leave A Surviving Spouse In Trouble
In this episode Brian discusses 3 common mistakes people make that can leave the surviving spouse up a creek without a paddle. He’ll also share a unique way to prepare...
How To Retire from Being A Landlord
In this 2-minue episode Brian discusses how an active landlord of investment property can retire and postpone or eliminate capital gains taxes.
Portfolio Diversification
In this 2-minue episode Brian discusses what a truly diversified portfolio looks like.
You Advisor and CPA Working Together
In this 2-minue episode Brian discusses how an advisor and your CPA can work together.
Cash Flow In Retirement
In this 2-minue episode Brian discusses how to create cash flow in retirement.
What the 1033 Exchange Is All About
In this 2-minute episode Brian discusses the 1033 exchange - the tax code that apples when you lose your property by imminent domain or natural disaster.
What To Do With Your 401K and Charitable Gifting Strategies
In this episode Brian discusses what options you have for your 401K and how to gift to charity with taxes in mind.
Tax According To Source Of Income
In this episode Brian discusses the tax rate according to the source of the income.