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.

What Football and Retirement Planning Have in Common

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 under-stand where you’re headed and find out if you’re making the right decisions. But first, we answer some questions from the mailbag.

Mailbag: Do I Need to Start a Budget Before Retirement?

No one likes to talk about a budget, but is it wise to start one before going on a fixed income in retirement? Brian talks about what a budget or a spending plan can look like and why it matters. From investing choices to small business decisions, Brian answers three questions on today’s show.

What We Can Learn From Seinfeld

What can we learn about retirement from Jerry Seinfeld? We will review some Seinfeld quotes and consider how they apply to your finances. Let’s also talk about your most significant financial assets. Are you leveraging these assets or overlooking them?

Are We In A Recession?

  What are the decisions you need to make now for your retirement, even if we’re in a recession? Brian talks about how to stress-test your plan and what to keep in mind. The big debate right now is whether or not we are in a recession. The market is heading back up, employment is [...]

What Will You Do With Your Time in Retirement?

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. [...]

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