Nov 22, 2022
As we prepare for Thanksgiving, a lot of us are giving thanks for what we have. Many are also considering making charitable gifts to different charities before the year ends. Brian talks about the value of charitable giving and also explains the rules behind the gift tax. But first, he answers two questions from the...
Nov 17, 2022
Financial planning is not the same for everybody, so it’s important to have a plan. Living below your means, saving, and investing can get you far. Just like Mr. Miyagi in the movie Karate Kid teaches discipline, you need to have discipline with your financial plan. Then, we talk about why some people don’t want to...
Nov 10, 2022
What kind of questions and concerns do people have with the stock market right now? A lot is happening with a volatile market, so how does Brian respond? What kind of financial decisions should you make with your investments? Brian shares what strategies have worked for some of his clients.
Here are the scenarios we...
Nov 3, 2022
Now that we are in the heart of football season, what can we learn from the game? Coach Brian is here to guide you through what you need to know when it comes to your financial plan.
We compare different football analogies to retirement planning to help you understand where you’re headed and find out if...