Episode #12: Advice For Entrepreneurs

September 27, 2018

We live in an age of unprecedented entrepreneurship - see Apple and Amazon. Brian shares advice for entrepreneurs wanting to invest in the next big company.

Episode #11: One Liners

September 20, 2018

Everyone loves Yogi Berra quotes. Discover how his one liners might apply to the world of finance.

Podcast #8: Risk Amnesia

August 23, 2018

Risk amnesia affects even the savviest of investors. As the market continues to climb, people forget the potential for a crash. Brian examines the danger.

Episode #7: RMDs

August 16, 2018

RMDs are an inevitable part of life, but what are they? Find out, and learn to properly incorporate them into your overall retirement plan.

Episode #5: Estate Planning Basics

July 26, 2018

Estate planning is a tricky process. Brian helps us navigate its rules and nuances while examining the social and emotional components of leaving a legacy.

Episode #2: Beware Of Long-Term Care

June 14, 2018

Long-term care will play a crucial role in your retirement. While most of us assume Medicare will cover our healthcare costs, that's not necessarily the case. Learn how to incorporate long-term care planning into your comprehensive financial plan.

Episode #1: Tax Planning 101

June 5, 2018

Taxes are one of life's inescapable truths. While you can't get away from paying Uncle Sam, there are ways to minimize your tax burden. Discover practical strategies to alleviate the stress you induce every April.