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.
What financial commandments should you be following? In this episode, we talk through what “thou shall” and “shall not” do when it comes to your finances and retirement planning. Brian shares some client examples of what this can look like and how to stay on the straight and narrow in order to reach your financial goals.
When you meet with a financial advisor are they addressing your entire portfolio? More than simply IRAs and Roth investments, your advisor should see the whole picture. A major part of the picture is understanding tax-efficient investing. From 1031 exchanges to municipal bonds, you want to make sure to leverage your best options.
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.
When someone enters retirement, a common question they’ll get is, “What are you going to do next?” We talk about what that means for Brian’s clients and famous football players alike. As football season nears, receiver Rob Gronkowski won’t be on the field but retired instead. While he’s done with football, his life isn’t over. [...]