In this episode of the Mind over Money podcast, Brian and Blake dive into the sweeping changes of the new “One Big Beautiful Bill” (or ABBA Act) and what it means for retirees, pre-retirees, and families looking to optimize their financial future. From understanding today’s historically low tax brackets to exploring Roth conversions, charitable giving strategies, and the return of state and local tax (SALT) deductions, they break down complex rules into practical, easy-to-follow insights.

You’ll also hear how timing Social Security, leveraging donor-advised funds, and managing income in retirement can have a lifelong impact on your taxes—and your legacy.

If you’ve ever wondered how to take advantage of the planning window between retirement and required minimum distributions, this episode is a must-listen.

In this episode of the Mind over Money podcast, Brian and Blake unpack a whirlwind month in the capital markets. From a sharp rebound after early-year tariff turmoil to repeated all-time highs in the S&P 500, they explain why market optimism isn't irrational—and how AI is fueling future growth.

In this milestone episode of the Mind over Money podcast, Brian and Blake celebrate a combined 50 years in the financial industry with a powerful and timely discussion on the hidden value of market volatility. Inspired by a surprising story from the Biosphere 2 project—where trees collapsed due to a lack of wind—they explore how stress is not only natural but essential for growth in ecosystems and economies.

Brian and Blake are back to discuss the wild swings in the stock market and advice for investors.

Brian and Blake are back to discuss the economy and policies from the new administration.

Brian and Blake recap another strong year in the market and discuss forecasting stock returns. 

Brian and Blake are back to discuss Bitcoin's rise to new heights. Listen to learn more about the history of Bitcoin and how it might fit into your financial picture. 

In this episode we discuss the research of Hendrik Bessembinder which finds that most stocks over time lose money. What are the takeaways for investors? 

Ever wondered what the federal debt is, and why it seems to be constantly growing? Join us for an exploration of the complexities surrounding the U.S. national debt and deficits.

On this Mind Over Money podcast episode, Brian and Blake discuss the rise of cash holdings and if that's a good thing for investors long-term.