Keith and David discuss private real estate investing and its advantages over other types of real estate investment opportunities, then go into some alternative strategies that offer ways to obtain income other than through traditional means.

Ketih and David discuss income strategies you may not be hearing about from your current advisor, as well as ways to protect your estate and legacy from the devastating costs of long term care.

First, Keith and David look at different strategies to use to provide returns while avoiding the volatility of the stock market, they they dive into the One Big Beautiful Bill Act and look at the tax changes it provides, especially for retirees.

First, Keith and David look at ways to generate reliable retirement income while avoiding unnecessary risk that the stock market can give. They also look at the importance of long term care and estate planning, especially under the terms of the recently passed One Big Beautiful Bill.

Keith and David take a look at why traditional stock-bond mix portfolios may not be the right way to go to get the best results in today's economic conditions. They also dive into the new tax rules under the recently passed Big Beautiful Bill.

Keith and David discuss various estate planning strategies used by weathier families to preserve their wealth, and why you should be using them as well. Then they look at different strategies to diversity your investments in a time of overvalued stocks across the board.

First, Keith and David look at recent news involving clients of a well known wire house investment firm who were awarded a settlement for promises of an investment that weren't fulfilled, and they break down why they weren't fulfilled and what clients of similar firms should know about what they have invested with them. Then they look at tax law changes for the upcoming year thanks to the Big Beautiful Bill becoming law, especially as it involves changes in deductions and who can benefit from itemizing or not itemizing.

Albert Einstein called compound interest the "eighth wonder of the world", and Keith and David discuss how compound interest works to make earnings grow at rates that add up to amazing amounts when left to grow over a period of time. They also take a look at moving from growth investments to income producing investments when approaching retirement.

Keith and David discuss investing in stocks releated to AI, and whether they may be today's equivalent to the early 2000s dot com boom/bust. They also look at what your broker may not tell you about compensation on products which could unmask conflicted advice.

The so-called Big Beautiful Bill - which may pass Congress in the very near future - promises tax cuts continuing as well as spending changes in the Federal govenment, but many economists are skeptical. Keith and David emphasize that eventually taxes will have to go up to help bring the deficit down, and planning for them now will help you keep more of your money in retirement. They also talk about longevity being the new risk, and how to plan for a 100 year life.