In episode 10, Brett Croft guides clients on managing portfolio risk, focusing on strategies for concentrated stock positions, such as exchange funds to diversify without triggering capital gains taxes. He discusses balancing risk and other diversification methods like charitable trusts. Tune in for actionable insights to optimize wealth and reduce single-stock exposure.

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Website: www.croftfinancialplanning.com

In episode 9, Brett Croft guides clients through essential estate planning tools to preserve wealth, including wills, revocable trusts, durable power of attorney, and healthcare proxies. He explains how these documents secure assets and minimize taxes. Tune in for clear strategies to ensure your legacy aligns with your goals.

Send us a question to: [email protected]

Website: www.croftfinancialplanning.com

In episode 8, Brett Croft shares expert strategies for UHNW clients to generate passive income through investments like passive etfs and real estate, while optimizing tax efficiency. He explores practical methods to minimize income taxes, such as tax-advantaged accounts and deductions, to maximize wealth. Tune in for actionable insights to build sustainable income with minimal tax burden.

In Episode 7, Brett Croft examines the Nevada pension system as a model for secure retirement income, offering UHNW clients strategies to create a reliable retirement paycheck using index funds for passive income. He also explores navigating equity compensation (e.g., stock options) to maximize wealth. Tune in for clear, actionable insights to build a robust financial future.

In Episode 6 : "Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect Portfolio," Brett Croft compares index funds (e.g., S&P 500 ETF) to active management, unveiling three DIY portfolios for UHNW clients. He explores crafting the "perfect portfolio" by balancing risk, returns, and simplicity. Tune in for actionable strategies to optimize wealth with transparent, low-cost investing.

Thoughts on Debt, Withdrawal Rates, Mindfulness, and Net Worth," Brett Croft shares strategies for UHNW clients to manage debt, optimize safe withdrawal rates (e.g., 4% rule ), and align net worth with mindful financial goals. He blends practical insights with mindfulness to balance wealth and well-being. Tune in for clear, actionable advice to enhance financial freedom.

In Episode 4 Brett and Chris explore the concept of "enough" in financial planning, guiding UHNW clients to define sufficiency in wealth and lifestyle. He discusses balancing investments , income, and personal goals to achieve fulfillment without excess. This episode offers actionable insights for financial clarity and contentment.

Exit the forever fee matrix and learn to use low cost broadly diversified index funds for your long term savings.

In episode 2 we teach you how to keep emotions from overtaking your investment decision making. Use a UTMA to gift assets to minors, stay the course with a long-term investment perspective.

Send us a question to: [email protected]

Website: www.croftfinancialplanning.com

What is the real value of a financial advisor? How can I find an advisor that is aligned with my goals and interests? How do I find an advisor with (what Dave Ramsey calls) the "heart of a teacher" ? Find out about the advice-only model for financial advising and why it best and least conflicted of all advising models. Learn how to take control of your financial life and exit the "fee-matrix".

Send us a question to: [email protected]

Website: www.croftfinancialplanning.com