In this episode Brian talks about moving to states with no state tax, federal tax deductions, credits, and deferrals, why you actualyl may want to pay more tax in one particular year, and finally, investment real estate classifications.

In this episode Brian talks about timing the market, picking an entity structure for your business, whether you should pay off your mortgage, and taking your RMDs.

In this episode Brian discusses the true meaning of being held to the fiduciary standard, the pros and cons of taking a pension payout in a lump sum or monthly checks, when the DOW will hit 50,000, and the relative size of the markets.

In this episode Brian discusses the tools in a financial toolbox, high net worth investor needs, cash flow and leaving a legacy, and the importance of a financial plan

In this episode Brian discusses cash flow, investment allocation, real estate, income taxes, legacy and estate plan. Also the accumulation phase and the distribution phase of your life and important financial people in your life.

In this episode Brian discusses charitable gifting, CRUTs and CRATs, donating appreciated non-qualified property, donor advised funds, endowment funds, and scholarship funds.

In this episode Brian discusses social security, federal and state estate tax, step up in basis, inherited and gifted assets, trustees, and the corporate trustee model.

In this episode Brian discusses life insurance basics, Fixed Index Universal Life (FIUL), gifting FIULs to children and grandchildren, Irrevocable Life Insurance Trusts (ILIT), and Premium Finance Life Insurance and who qualifies for it.

In this episode Brian discusses owning active vs passive real estate, exit strategy for active real estate owners, the 1033 real estate exchange, and the Delaware Statutory Trust.

In this episode Brian discusses "staging" a business to sell, the term "EBITA" versus gross valuation, internal versus and external sale of a business, and asset based long-term care plans.