Posts tagged strategies
Ep 63: Buy Low - Sell High

You've heard the advice before, and it makes complete sense. Buy low. Sell high. Duh. But hardly any of us successfully do it when it comes to investing in the market. The problem is that most of us let our emotions rule our decision making and we have no "sell discipline". As Brian tells us on today's show, it's only gotten worse with the improvements and advancements in technology over the years. With recent market volatility, it's a good idea for us to bring this topic back to the top of the stack and lean on Brian to remind us why it's always good to have a system in place and to listen to it during times of upheaval.

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Ep 61: Gifting, Simplified & Tax Smart

As the year hurtles toward its finish a lot of folks are thinking about deadlines they have to meet, gifts to buy, ways they can spread generosity and many more things. On this episode, Brian will encourage you to make room for one more thing... thinking ahead just a little bit about taxes. We're going to talk about gifting, how to simplify it and do it a smart way with regard to tax implications. We'll cover Donor Advised Funds, SALT, RMDs, the standard deduction vs. itemizing, and lots of other nuances that you might just be able to leverage to your advantage (and to the benefit to the people and organizations you support). So don't miss some great discussion on our final podcast of the year!

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Ep 56: Top Retirement Mistakes Part 1 - Claiming Social Security Early

In part 1 of our series about top retirement mistakes, we're going to tackle the topic of claiming Social Security early. It's tempting to grab that money as soon as it's available to you. But are you really hurting your future financial health by doing so? Is it better to wait to full retirement age or even to 70 years old? Brian will walk us through the debate and show us how Social Security decisions can impact other areas of our financial plans.

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