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Podcast

What GameStop Stock Taught Us About Risk

February 18, 2021

The GameStop stock story was crazy to follow but it taught us some important lessons. Does your stock market risk match the kind of risk you can handle? Are you making wise decisions when it comes to your investments? We’ll discuss on this show. (Want to jump ahead in the episode? Click the featured times… View Article

Is the Stock Market About to Burst?

February 11, 2021

A lot of people are talking about a bubble in the stock market. If that’s the case, are you taking on too much risk? On today’s podcast, Brian discusses the different buckets of money you need to have so you’re financially prepared for now and later.

Should You Be Worried About the Death Tax?

February 4, 2021

Will your estate be subject to the death tax? How can you plan accordingly now?

Misinformation About Annuities

January 28, 2021

Do you know all there is to know about annuities? What about how much you’ll need in retirement?

Healthcare Concerns in Retirement

January 21, 2021

How can you prepare financially for the health issues you may face in retirement? What decisions could make a huge difference in your long-term strategy?

What Are the Missed Opportunities in Your Financial Plan?

January 14, 2021

Do you know what your options are and ways to be most strategic with your money? How do taxes play a part? Brian gives some client examples of significant opportunities clients have pursued recently.