Podcast

Consider the Taxes Before Making the Investment

October 21, 2021

When you make an investment, are you considering the long-game and tax implications in the future? On today’s show, we are discussing tax consequences you should keep in mind when investing.

Long-Term Care Investment Vehicles

October 14, 2021

What options do you have when it comes to paying for long-term care expenses? Today, we’ll discuss if you should invest in long-term care insurance or seek out other solutions.

Understanding Risk and Protecting Your Investments

October 7, 2021

Worried that as soon as you invest in something you’ll turn around only to hear, “And…it’s gone!” There’s risk in any investment, but it’s important to understand what kind of risk you are taking on when it comes to your money.

Bonds and Annuities: Trash or Treasure?

September 30, 2021

One man’s trash is another man’s treasure. So, which is it when it comes to bonds and annuities? Brain discusses some key things to know about both on today’s episode.

Winning Financially With A Good Defense

September 23, 2021

Just like with a football team, you want your financial plan to have a winning strategy. Are your investments and estate set up for success?

What is Your Freak Out Factor?

September 16, 2021

Will you panic sell if the market tanks? How can you balance your investments against your risk tolerance as well as possible inflation? Today, Brian is going to talk about preparing for these situations.