In this 2-minue episode, Brian discusses what you need to know if you're thinking about selling your primary residence. 

In this 2-minute episode, Brian discusses what the market is mad up of - it's not just stocks. 

In this episode, Brian discusses the 7 stocks that make up 99.5% of the S&P 500 and how it may affect your strategy. Also, how to balance growing your assets and growing your income in retirement. 

In this episode, Brian discusses the credit shelter trust and what it is used for. 

In this 2-minute episode, Brian discusses the 1035 Exchange in the tax code and how it can be used. 

In this 2-minute episode, Brian discusses the 1031 exchange in the t ax code and how it can be used.

In this 2-minute episode, Brian discusses gifting using an FIUL. 

In this 2-minute episode, Brian discusses two types of fixed annuities - one for accumulation and the other for lifetime cash flow. 

In this episode, Brian discusses 4 ways your 1040 tax form may be able to expose inefficiencies in your portfolio, what CPAs think of annuities, how bonds may have lost their purpose in your portfolio, and diversification blind spots. 

In this 2-minute episode, Brian discusses required minimum distributions from your portfolio.