In this episode Brian talks about income from your stock/bond portfolio and the risks involved, the true meaning of income diversification, the debt ceiling, and lessons from the lost decade. 

In this 2-minute episode Brian discusses client's concerns about tax planning. 

In this 2-minute episode Brian discusses client's concerns about cash and cash equivalents. 

In this 2-minute episode Brian discusses client's concerns about 401K Plans. 

In this 2-minute episode Brian discusses client's concerns about portfolio diversification. 

In this 2-minute episode Brian discusses client's concerns about inflation. 

In this episode Brian discusses 3 common mistakes people make that can leave the surviving spouse up a creek without a paddle. He’ll also share a unique way to prepare for potential healthcare costs to help ensure that one spouse doesn’t bankrupt the other spouse. Lastly, Brian discuses how to determine how much it costs to be you while implementing strategies to help you keep up with inflation. 

In this 2-minue episode Brian discusses how an active landlord of investment property can retire and postpone or eliminate capital gains taxes. 

In this 2-minue episode Brian discusses what a truly diversified portfolio looks like. 

In this 2-minue episode Brian discusses how an advisor and your CPA can work together.