Episode #21: Executing Your Will

November 29, 2018

No one likes talking about death, but it's important you develop an estate plan before you're gone. We'll help you prepare your will and legacy plan.

Episode #17: Year-End Taxes

November 1, 2018

We are quickly approaching 2019, and it's time for some year-end tax planning. Have you taken your RMDs? Be sure you've considered your tax liabilities.

Episode #16: Stock Market Update

October 25, 2018

The stock market has experienced negative volatility recently. Discover what it might mean for your investments and the economy moving forward.

Episode #15: Couples Counseling

October 18, 2018

Sometimes we serve as a psychologist and provide financial counseling to couples. Learn how we bridge the gap between quarreling spouses.

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.

Episode #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.