The Most Expensive Tax Mistakes

Are you prone to making these major mistakes when it comes to taxes and overpaying? You have to be looking at your income and looking at your deductions and strategize in order to avoid major tax mistakes. Are you doing everything you can do? One of the keys to cutting taxes is timing. What other strategies should you keep in mind?

Advisor Pet Peeves

We all have things that bother us. What kinds of things bother financial advisors like Brian? In this episode, Brian shares his biggest pet peeves in the financial industry, such as hidden fees, and how he advises his clients about them.

Mailbag: Should I Sell The Family Farm I Inherited?

One listener recently inherited her father’s farm and an IRA and is thinking about cashing it all out in order to retire. Is this a good plan? Brian shares some of his own experience with moving and selling farm property. More than just the financial aspects of selling a family farm, there’s an emotional attachment you’ll want to consider. There are a few other options to think through besides selling.

Cleaning Out Your Financial Closet

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.

Naughty or Nice: Financial Advisors

“Making a list, checking it twice, going to find out who’s naughty or nice…” Which of these financial advisor scenarios would put an advisor on the naughty list? Brian shares what he thinks about these situations and what is expected of a trustworthy advisor.

Should I Have Mutual Funds?

Mutual funds have been a popular way to invest, but are they what’s best for your financial plan? Brian talks about what happens with a mutual fund, who has them, and what might be a better fit instead. According to Brian, mutual funds are kind of like driving a 1987 As-trovan. Is that the kind of vehicle you want to travel in?

Roth Conversions Before the End of the Year

Before we close out 2022, have you considered whether or not a Roth conversion is the right move for you? Brian talks a lot about Roth conversions on the show, and today gives examples of how it can pay off in the long-run. Then we talk about the reasons why people hold onto too much cash and how to invest it better.

The Season of Charitable Giving

As we prepare for Thanksgiving, a lot of us are giving thanks for what we have. Many are also considering making charitable gifts to different charities before the year ends. Brian talks about the value of charitable giving and also explains the rules behind the gift tax. But first, he answers two questions from the mailbag.

Retirement Planning with Mr. Miyagi

Financial planning is not the same for everybody, so it’s important to have a plan. Living below your means, saving and investing, can get you far. Just like Mr. Miyagi in the movie Karate Kid teaches discipline, you need to have discipline with your financial plan. Then, we talk about why some people don’t want to retire.

Stock Market Shenanigans

Now that we are in the heart of football season, what can we learn from the game? Coach Brian is here to guide you through what you need to know when it comes to your financial plan. We compare different football analogies to retirement planning to help you understand where you’re headed and find out if you’re making the right decisions. But first, we answer some questions from the mailbag.

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