PODCAST · business
Deserve Podcast
by Retirement Architecture
Welcome to the Deserve Podcast! Each week your host Brett Saso Sr., Founder of Retirement Architecture will discuss financial matters that can impact your retirement. He then introduces out-of-the-box strategies that just may help you avoid the potential pitfalls he exposes. You've worked hard your entire life, you DESERVE an amazing retirement!
Episodes
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72. Come Meet Brett in Virginia Beach!
Brett gives everyone an update with everything that has been going on with Retirement Architecture these past few months. Attend our in person seminar and meet Brett! Tuesday, March 28th 6p.m. The Founders INN 5641 Indian River Road Virginia Beach, VA, 23464 Thank you to KeyArx for sponsoring…
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63. Don't Fall For The Trap
This week, Brett talks with special guest Paul Cella, Founder of the KeyArx Group. The KeyArx team of experienced professionals design, develop, implement and manage a comprehensive range of integrated products and services. With more than 30 years in development, their programs are designed to...
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62. The Power of Stem Cells
Brett talks about all the magical uses for stem cells that are extracted from placentas. He refers back to Tony Robbins book Lifeforce, and the company from the book called Celuarity. Sign up for the Webinar at RothWebinar.com Don't forget to visit Deservemagazine.com Please like, subscribe, and...
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61. The Silent Asteroid
Brett talks about the current crisis that no one in Nevada or Arizona is talking about...Lake Mead. Will this event cause the next economic disaster? Sign up for the Webinar at RothWebinar.com Don't forget to visit Deservemagazine.com Please like, subscribe, and leave a review. We appreciate it!
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60. It's All About "Perspective"
Brett talks about the thinking behind why most people have a hard time taking winnings off the table (Their 401K) to use for their retirement dreams during retirement. Sign up for the Webinar at RothWebinar.com Don't forget to visit Deservemagazine.com Please like, subscribe, and leave a review.…
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58. Which Exit?
While producer Anthony is enjoying his honeymoon, Brett managed to get his hands on the Podcast equipment and self-produced today's podcast. He's not overly coordinated and there are too many buttons to press and sliders to...slide. Once in his groove, Brett talks about the next market exits he...
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57. Dodging the Head Fakes!
Brett talks about the head fake that just happened this week in the market, and where we may be going from here. Sign up for the Webinar at RothWebinar.com Don't forget to visit ShouldHaveSeenItComing.com Please like, subscribe, and leave a review. We appreciate it!
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55. Should Have Seen It Coming
This week Brett tells you how to break up with your Advisor, and gives you some suggestions on what to do with your money until you find a new one! Sign up for the Webinar at RothWebinar.com Don't forget to visit Deservemagazine.com Please like, subscribe, and leave a review. We appreciate it!
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54. FIRE YOUR ADVISOR!
Brett talks about how if your Advisor has kept you in the Markets during these crazy times, then it's time to fire them! Sign up for our biggest webinar May 25th. Go to RothWebinar.com to reserve your spot. Don't forget to visit Deservemagazine.com Please like, subscribe, and leave a review. We...
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53. Staying Active in Retirement
Brett is joined by special guest Sam Manto, who is a client of Retirement Architecture. They take a deep dive into Regenerative Health and other means of exercise that Sam Practices to keep him active and feeling young. Sign up for the free Wealth-Span Analysis Webinar. go to RothWebinar.com…
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52. People, let me tell you 'bout my best friend
Brett talks about why your Advisor may not be doing their "fiduciary" duties when it comes to everything that's happening in this current market. Sign up for the free Wealth-Span Analysis Webinar. go to RothWebinar.com Don't forget to visit Deservemagazine.com Please like, subscribe, and leave a...
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51. Calling a Super Bubble
This week Brett is joined by Bryan Nicolaysen. They discuss everything that is contributing to this "Super Bubble". Sign up for the free Wealth-Span Analysis Webinar. go to RothWebinar.com Don't forget to visit Deservemagazine.com Please like, subscribe, and leave a review. We appreciate it!
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50. Slow Down & Enjoy Your Retirement
This week Brett talks about the psychological side of retirement, and why it's sometimes difficult for some people to slow down and enjoy their active retirement years to the fullest. Brett shares some of his favorite places he's been and his secret when it comes to picking a place to travel to....
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49. Tax Preparers Don't Always Know Best
This week Brett talks about some topics you may want to bring up with your tax preparer, and how the Wealth-Span Report could help answer some of those questions. Sign up for the free Roth Conversion Webinar. go to RothWebinar.com Don't forget to visit Deservemagazine.com Please like, subscribe,...
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48. Get Your FREE Wealth-Span Report March 23rd
Come to the March 23rd Live webinar where Brett will be showing the Wealth-Span report for the first time. As a thank you for attending the webinar you will receive a free Wealth-Span Report. Sign up at www.RothWebinar.com Don't forget to visit Deservemagazine.com Please like, subscribe, and…
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47. The Wealth-Span Report
This week Brett introduces The Wealth-Span Report. He describes what it is and how it will be helping Baby Boomers all across the United States. Sign up for the free Roth Conversion Webinar. go to RothWebinar.com Don't forget to visit Deservemagazine.com Please like, subscribe, and leave a…
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46. Do You Know How Long Your Wealth-Span Is?
Everyone thinks about their life-span but how many consider their Wealth-Span? This week Brett is inspired by Tony Robbins new book "Life Force", and talks about our tendency to overlook the fact that our money might not live as long as we do. Sign up for the free Roth Conversion Webinar. go to...
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45. Inflation, Higher Interest Rates, and the “Super Bubble”
Brett is joined by Bryan Nicolaysen, and they talk about everything that is contributing to inflation, and what they believe the Fed is doing to make it seem like things are still okay. Sign up for the free Roth Conversion Webinar. go to RothWebinar.com Don't forget to visit Deservemagazine.com...
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44. What's a Crash? What's a Correction?
Brett explains what a market crash is vs. what a market correction is. He also talks about a new graph he discovered called "The stock price to annual sales ratio" which plots how a companies stock price correlates to their annual sales, and why we need to pay attention to these ratios. Sign up…
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43. "Sorry, I can't come to the phone right now."
Brett talks about the craziness that is going on in the markets, and why you may be getting a voicemail message when you go to call your Financial Advisor to voice your concern. Sign up for the free Roth Conversion Webinar. go to RothWebinar.com Don't forget to visit Deservemagazine.com Please...
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42. Immoral Enrichment - Who Will Feel the Pain of the Next Stock Market Crash?
Bretts introduces his new term "Immoral Enrichment" and discusses the major warning signs that a stock market crash is on the horizon. Sign up for the free Roth Conversion Webinar. go to RothWebinar.com Don't forget to visit Deservemagazine.com Please like, subscribe, and leave a review. We…
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41. Crypto Craziness
Happy New Year! Brett is joined by Josh Breitmaier and they talk about the craziness that is going on in Kazakhstan regarding fuel prices and their internet, and how that has messed with Bitcoin prices. Sign up for the free Roth Conversion Webinar. go to RothWebinar.com Don't forget to visit...
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40. Drill Baby Drill!
Merry Christmas from everyone at Retirement Architecture! **The information discussed in the podcast is not investment advice. It is strictly for conversation.** This week Brett speaks with Eric Amundson, from Adaptive Wealth Management. They talk about an interesting strategy that could help…
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39. Brett's REIT Exposé - Part 1
This week Brett speaks with TJ Caleca. TJ is President and Founder of ProudLiving Companies, LLC, which owns and manages 1000+ multi-family units in Northern New Jersey. The company is dedicated to providing first-class service to all of its residents. They discuss how TJ started the company and...
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38. The Social Security Gap Narrows!
Brett and Patcharles discuss the unprecedented 5.9% Social Security cost of living increase (COLA) coming in 2022 and its impact on your future social security taxation. Sign up for the free Roth Conversion Webinar. go to RothWebinar.com Don't forget to visit Deservemagazine.com Please like,...
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37. Creating Life insurance without having Life Insurance
Brett & Pat talk with Roth Conversion Specialist and Retirement Blueprint designer Nick Azadian, about an active case creating an amazing life insurance legacy strategy with no life insurance policy at all. Sign up for the free Roth Conversion Webinar. go to RothWebinar.com Don't forget to visit...
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35. Inflation: Where Do We Go From Here?
In this week's episode, Brett & Patcharles talk about inflation. how did we get to where we are, and what is currently happening that's causing this "Hyper Inflation" situation we're in? What are some things we can do to prepare in case the situation worsens? Sign up for the free Roth Conversion...
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34. The Right REIT
Brett, Patcharles & Clint talk about what a REIT (Real Estate Investment Trust) is and how it may be able to create tax free income in during your retirement. Sign up for the free Roth Conversion Webinar. go to RothWebinar.com Don't forget to visit Deservemagazine.com Please like, subscribe, and...
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33. Today's Bonds Are Not Yesterday's Bonds
Patcharles & Clint talk about the Good, the Bad, and the Ugly for the week. Brett is joined by Bryan Nicolaysen to talk about Bonds. Why do we find safety & comfort in them? What are other vehicles should we be looking into for our "Safe Bucket of Money?" Sign up for the free Roth Conversion...
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32. The Roth Lives On...
Don't believe the recent hype about the death of Roth Conversions. The articles in the news are not giving you accurate information about the current bill before Congress. Brett and tax expert George Elias, CPA of Paragon Tax Services, breakdown the misinformation to reveal the Roth conversion is...
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31. Roth IRA vs Life Insurance: Which Is The Better Choice For Your Family?
This weeks podcasts kicks off with Clint Sorenson giving us "The Good, the Bad, and the Ugly" via the Market Wrap Up. Brett & Pat are joined by Bryan Nicolaysen to discuss the benefits of an inherited Roth IRA vs. the cash payout of Life Insurance; and how it may be better to leave a Roth IRA to...
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30. I Bought the Bit Dip But It Keeps Dipping
Brett, Patcharles & Clint do a Market Wrap Up on topics including : Inflation, Bitcoin, and more! If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us. Sign up…
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29. Keeping Your Finger on the Pulse
Brett & Patcharles talk with Clint in his new segment "the good, the bad, the ugly." Each week Clint Sorenson, CFA®, CMT®, will call in to do a weekly market recap highlighting a couple topics. Brett & Pat also talk a little presidential history and cover some eye opening facts about what could…
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28. Process trumps Fear
Brett Interviews financial guru, Clint Sorenson, CFA®, CMT®, to discuss the need for updating baby boomer’s financial goals and to choose "process” over fear in retirement planning. If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can…
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27. What's a Down Market Alarm Clock?
Brett & Patcharles talk about what a down market alarm clock is, and why it might be time to have one in place. If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on...
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26. Understanding the Power of the RELOC
Brett and Patcharles speak with Don Graves, Adjunct Professor, Retirement Income Planning at the American College of Financial Services and Business Development Manager at Mutual of Omaha. They discuss what a RELOC is and the hidden powers of it if you are heading into retirement. If you are...
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25. Ruffling Some Feathers
This week Brett & Patcharles talk about having the confidence to ask your tax preparer questions, and challenge them to have educational conversations. Most people have had the same tax preparer for years, don't you think it would be a good idea to get a second opinion by having someone else take…
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24. It's all about the CPA's
Brett & Patcharles are joined by special guest Stephen Way of Paragon Tax Planners. Stephen talks about what his company does to educate people across the U.S. & how they're working with Retirement Architecture to help save baby boomers retirements. They talk about why people need to educate...
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23. How Much of Your 401(k) is Really Yours?
Brett is joined by Bryan & Josh this week and they discuss how much of your 401(k) you really get to keep. They also discuss how much of that 401(k) goes back to Uncle Sam in the form of taxation. If you are heading into or currently enjoying retirement, you must listen to this podcast to learn…
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22. Human Investment Behavior – A Discussion with Professor Terrance Odean
Brett & Patcharles are joined by a very special guest this week, Professor Terrance Odean, Professor of Finance at the Haas School of Business at the University of California, Berkley. They discuss many aspects of human investment behavior, like the “Disposition Effect” which can be disastrous on...
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21. Why you WILL Ride the Markets to the Bottom
Brett shares an old story of how his investment behavior made him ride the 2000 crash ALL THE WAY to the bottom! He explains why people think this way and why you should start thinking about things differently when you start to near retirement. If you are heading into or currently enjoying...
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20. Old Friends & Roth Conversions
Brett is joined by special guests Josh Breitmaier & Joe Violetta and they share some stories of their earlier days when they worked together. They also discuss Roth Conversions, the concepts behind them and why it's important to make sure you do your research when looking into these strategies.…
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19. A Deep Dive Into Deserve Magazine
Brett, Pat, & Anthony talk about Deserve Magazine. They also talk about why Deserve Magazine was started, and how important it is to know what your "why" is in retirement. You work hard your entire life for these years, YOU DESERVE AN AMAZING RETIREMENT! If you are heading into or currently...
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18. "What is a Fiduciary?" - A Conversation with Matt Repass
Brett & Patcharles have a conversation with Matt Repass who is the Director of Advanced Planning at Key Financial Services in Maryland. They talk about what a fiduciary is and why these people are so important when planning for your retirement. If you are heading into or currently enjoying...
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17. Keep an Open Mind When Planning Your Retirement
Brett, Patcharles, & Special Guest Bryan Nicolaysen get technical this week and talk about the living benefits of life insurance. They also discuss our amazing network of Safe Money Experts at Retirement Architecture and how people should have an open mind when setting up their retirement Plan....
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16. Navigating the Tides of Retirement - A Conversation with Ed Guanill
Brett & Patcharles have a conversation with Ed Guanill, who is the Founder & President of Guanill Wealth Management. They talk about Ed's book "Navigating the Tides of Retirement". They also discuss one of the most important pages in the Blueprint, The "Dream Board", and why it's critical to know...
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15. The Blueprint: It's About Visibility
Brett and Patcharles talk about the "Why". Why have thousands of Americans facing retirement have reached out to us to get a blueprint? What do these Blueprints really do? What are these pre-retirees/retirees looking for? We summed it up in one word...Visibility. If you are heading into or...
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14. A Conversation with Gary Sickles
Brett & Patcharles have a conversation with special guest Gary Sickles, who is Founder and CEO of Safe Harbor Retirement Group, LLC and Safe Harbor Wealth Management, LLC,. If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid…
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13. How Our Blueprints Build Tax-Free Retirement Income
Arguably, the stock market will always be somewhat of a “game of chance”, but when it comes to retirement planning, the sure bet we all should be trying to avoid is higher taxation. By 2030, the interest-only payment on the national debt will be more than $900,000,000,000… yes, that’s $900…
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12. Why Do People Hate Life Insurance?
Listen to CEO of Retirement Architecture, Brett Saso recap and answer questions from the webinar titled, “Why Do People Hate Life Insurance?" Most people have a negative reaction when they hear the words - "Life Insurance", a little like biting into a lemon. When asked why they have such harsh...
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ABOUT THIS SHOW
Welcome to the Deserve Podcast! Each week your host Brett Saso Sr., Founder of Retirement Architecture will discuss financial matters that can impact your retirement. He then introduces out-of-the-box strategies that just may help you avoid the potential pitfalls he exposes. You've worked hard your entire life, you DESERVE an amazing retirement!
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Retirement Architecture
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