Are you ready for some spring cleaning? More than just your closet or garage, you might want to assess what’s in your financial closet. You might not want to address everything in there, but it would be wise to review it with your advisor. We’ve all made bad financial deci-sions, you just have to learn from them. In this episode, Brian shares some tips on how to clean up your financial closet.
From financial plans to home remodeling, it’s common to be tempted to DIY your way there. But should you? When you do it on your own, you may be swayed by emotions or confusion. Financial planning can be complicated. Have you thought about taxes or estate planning or when to withdraw and from where? Having a financial advisor can help navi-gate those emotions and decisions so you can feel more at ease.
If you are a small business owner (or want to be), there are a lot of financial decisions you have to make. From investing in the right industries to knowing how to sell the business when you are ready to retire, a good financial advisor can point you in the right direction. Brian answers three questions from the mailbag that cover selling a business, being strategic about your business taxes, and learning more about real estate investment trusts vs. owning real estate.
There are a number of common questions that come up around owning a home. From paying off the mortgage quick to selling off several acres of land, Brian shares what you need to know about this important asset. You may be surprised to learn how important your tax strategy is when it comes to real estate investments.
In this episode, we’ll talk about the role the CEPA plays in the process and the decisions that need to be made during this exit process. If you’re a business owner and haven’t started thinking about retirement, this episode should be very valuable.
In this episode, we have two great questions to answer that deal with managing real estate investments and the taxes associated with them. Brian will break down both of the questions and work through the process he would typically take to help someone determine an answer.
With tax season upon us, you might be wondering what areas you can save on with your taxes. The goal is to keep as much of your own money as possible and proper planning can help you accomplish that. Brian answers two questions from the mailbag regarding how to get ahead of it and save on taxes in the long-term.
What does it mean to invest like a genius? We talk about the common characteristics among intelligent people and how you can apply those characteristics to your investing strategies. Then, Brian answers two questions from the mailbag about money in retirement.