All Episodes
Presilium Private Wealth — 305 episodes
How Consistent Returns Build Wealth
Should You Invest or Pay Down Debt First?
What Is Your Number?
I've Been Hacked, What's Next?
Why We Spend More Time Planning Than Predicting
Critical Tax Considerations Before Converting to a Roth IRA
Don’t Wait, Just Invest
The 90-Day Test
Why Simple Investing Often Beats Complex Investing
What Can A Financial Plan Do For You And Your Family
What Is It Like To Be A Client Of Presilium?
The Silent Threat to Your Wealth - Inflation
How Patience Builds Wealth
The Most Powerful Tax Advantaged Account Explained
If You're The Business, You Don't Own an Asset
Opportunity Cost
200 Weeks of Financial Planning Fridays
Trump Accounts: What Are They And How Do They Work?
What Happens When The Markets Are Down?
What Our Independence Means for You
The Most Important Investment Chart You Will Ever See
PC 15 - Your Retirement Plan's Cushion Against Market Downturns
PC14 - Stress Testing Your Portfolio Through the Worst Market Declines
FPF 198 - What We Can Learn From The Most Successful Investors
FPF 197 - Key Lessons From 25 Years as an Advisor
BV 23 - Not All Growth Is Created Equal
FPF 196 - How to Think About Investment Risk
PC 13 - Tax Diversification for Your Account
FPF 195 - What Wealthy Retirees Love About Roth Conversions
TBQ 36 - Is Your Peace of Mind Complete
FPF 194 - How to Protect Your Family From Worst Case Financial Scenarios
PC 12 - Why We Love Indexing!
FPF 193 - Why The Next 10 Years Will Be Incredible
BV 22 - The Ceilings You Don't See
FPF 192 - How to Hedge Concentrated Stock
FPF 191 - Why Now is the Best Time to Be Alive
TBQ 35 - What Does It Cost To Work With An Advisor?
PC 11 – Are You Ready for Retirement?
FPF 190 - Investing at the Worst Possible Time
FPF 189 - Smart Strategies to Minimize Taxes on Your Investments
BV 21 - Buyers Don't Pay For Your Past
PC 10 - Should You Participate in Your Company's ESPP?
FPF 188 - You Should Want The Market To Go Down
TBQ 34 - What Are My First 90-Days Like?
FPF 187 - One Million Views
PC 9 - Taking Advantage Of A Down Market
FPF 186 - Six Years After the COVID Market Low: The Power of Staying Invested
FPF 185 - Teaching Your Children About Investing: Where To Start
PC 8 - Your Income Explained
FPF 184 - The Market Crash of 1929
BV 20 - Predictability Is The Premium
FPF 183 - What We Believe
PC 7 - Rethinking Company Stock In Your 401k
FPF 182 - Why Staying Invested Beats Waiting For Clarity
TBQ 33 - Why Co-Managers
FPF 181 - Market Predictions and Fortune Tellers
PC 6 - How Should My 401k Be Invested
BV 19 - The Hidden Cost Of Hero Revenue
FPF 180 - Our AI Driven Market vs. The 90s Internet Bubble
FPF 179 - The Market Will Go Down in 2026
TBQ 32 - How Are My RSUs Taxed
BV 18 - Revenue Isn't The Same As Value
TBQ 31 - How Can You Be So Sure?
FPF 178 - The Worst Investment Strategy Update for 2026
PC 5 - Creating More Tax-Free Savings For Retirement
FPF 177 - Our 2026 Market Outlook
FPF 176 - The 3 Biggest Tax Mistakes Retirees Make
PC 4 - Health Considerations Before You Retire
FPF 175 - The Power of Steady Returns
PC 3 - What to Know About the New Senior Tax Deduction
FPF 174 - Our 2025 Recap
FPF 173 - Why Every Family Needs a Financial Plan this Year
TT4TT 14 - Advantages to Taxable Brokerage Accounts
TT4TT #13 - How Much Can I Safely Withdraw in Retirement
FPF 172 - Year Two Of Our Presidential Cycle
BV 17 - What Does It Mean to Be Great At Your Job
PC 2 - Charitable Giving Strategy: The 2026 Tax Law Changes You Need to Know
FPF 171 - Why We’re Gifting Our Kids $4 Million Each for Christmas
Practical Cents #1 - When Does It Make Sense to Refinance Your Mortgage
FPF 170 - What The Past 25 Years Can Teach Us About The Next 25
FPF 168 - Happy Thanksgiving
FPF 169 - My Annual Birthday Video
TBQ 30: What Should I Do About My Health Benefits?
TT4TT 12 - How Can I Minimize Taxes in Retirement
FPF 167 - Your Biggest Investment Risk
BV 16 - Raising Capital The Right Way
FPF 165 - How to Survive Big Market Declines
TT4TT 11 - What Should I Do With My Pension When I Retire?
FPF 166 - Year End 2025 Planning
FPF 165 - How to Survive Big Market Declines
TBQ 29 - How Do I Protect Myself
FPF 164 - How Long Can Stocks Continue to Go Up
FPF 163 - When to find the largest investment gains
TT4TT #10 - Should You Pay for College - Or Share the Responsibility
BV 15 - Outsourcing to Create Leverage
FPF 162 - Donor Advised Funds
TT4TT #9 - Don’t Gift The House (Yet)
FPF 161 - Why do we review your tax return
TBQ 28: When Can I Retire?
FPF 160 - How to Prepare Your Family to Inherit Significant Wealth
FPF 159 - The Tulip Bubble
Building Value: Being Purchased vs. Selling "Out"
FPF 158 - Sequence of Return Risk
FPF 157 - Just Wait Longer for Better Returns
TBQ 27: Why (We Prefer) ETFs?
FPF 156 - Stock Market Volatility
FPF 155 - How Innovation Drives the Stock Market Higher
Building Value: Give Them a Deadline
FPF 154 - How to Financially Prepare for a Divorce
FPF 153 - Preparing a Last Letter
FPF 152 - How to Prepare for a Market Downturn
FPF 151 - 2025 Midyear Update
TBQ 26 - Why Work With a CFP
FPF 150 - What is the Best Age to Take Social Security
Building Value - 12 Week Years
FPF 149 - Cybersecurity Tips
FPF 148 - We Will Face a Bear Market Again
FPF 147 - Why Your Portfolio Must Keep Growing in Retirement
TBQ 25 – "What Happens If I Do (X)...
FPF 146 - Your Investment Performance
Building Value - THE FORCED SABBATICAL
FPF 145 - Sell in May & Go Away
FPF 144 - Keep It Simple
TBQ: Is Presilium Accepting New Clients?
FPF 143 - What Are We So Afraid Of?
FPF 142 - Fear is Good for Your Returns
FPF 141 - Not So Average Returns
Building Value: The Hiring Trap - Why Headcount Isn't Always the Solution
An Important Update from Jerry Davidse
TBQ: What Do You Think About The Market?
FPF 140 - Organizing Your Parents' Finances
FPF 139 - Market Performance During a Recession
FPF 138 - 150 Years of Crises
FPF 137 - Increase Your Investment Returns
Building Value - The Dreadful Hiring Process
FPF #136 - Cybersecurity: Protecting Your Financial Future
FPF 135 - Your Family Balance Sheet
TBQ: What Will We Do When...?
FPF #133 - Stocks Go Down All The Time
Building Value - (Actually) Useful Performance Reviews
Inherited IRAs
The Big Questions: What Will We Do When...
An Inside Look at Our Investment Strategy
An Inside Look at Our Investment Strategy
TBQ 21 - Mindset & Preparation
FPF #130 - Why You Need a Financial Plan
The January Barometer
FPF #128 - Gifting to Your Loved Ones
Building Value: Shiny Object Syndrome
FPF #127 - Our Core Investment Belief
FPF #126 - The "Worst" Investment Strategy
The Big Question: Where Does Presilium Add Most Value?
FPF #125 - Consistent Returns Matter
FPF #124 - Our Biggest Investment Fears
Building Value: Building Value: Qualified Small Business Stock
FPF #123 - Our 2025 Market Outlook: Insights for the Year Ahead!
FPF #122 - Should You Change Your Investment Portfolio Because of Politics?
The Big Question: How Much Should I Have In My Rainy Day Fund?
FPF #121 - Our 2024 Recap - A Year of Insights and Optimism
FPF #120 - Holiday Shopping and Stock Sales
FPF #119 - Should You Convert Your IRA to a Roth IRA?
Building Value: The Right Retirement Plan
FPF #118 - The Many Benefits of a Donor Advised Fund
FPF #117 - Reasons to Not Stay Invested
The Big Question: How Should I Be Invested?
FPF #116 - Happy Thanksgiving!
FPF #115 - What Do You Actually Own in Your Portfolio?
Building Value: The Advisors You Need
FPF #114 - Important Cybersecurity Update
FPF #113 - How Long Can Stocks Go Up?
The Big Question: When Should I Become More Conservative?
FPF #112 - What Percent of Your Portfolio Should be in Stocks Vs. Bonds?
FPF #111 - 3 Ways We Can Help
Building Value: What's Your Wealth Gap?
FPF #110 - Why You Should Rebalance Your Investment Portfolio
FPF #109 - NUA and Company Stock in Your 401K
FPF #108 - How to Stress Test Your Portfolios
The Big Question: Why Don't We...?
FPF #107 - Save Your Beneficiaries From Excess Income Taxes!
FPF #106 - Market Performance After the Fed Cuts
Building Value: What's Your Multiple?
FPF #105 - You Need These 3 Critical Documents
FPF #104 - The Best Performing Stock of All Time
The Big Question: What if this time is different?
FPF #103 - How Has the Market Performed After a 5% Decline?
FPF #102 - Protecting Yourself from Severe Market Declines
FPF #101 - Embrace Market Declines!
Financial Planning Fridays #100 - 100 Episodes Strong!
The Big Question: What To Do If The Market Keeps Going Higher?
FPF #99 - Building Real Wealth
FPF #98 - Our 2024 Mid-Year Update
FPF #97 - Required Minimum Distributions
FPF #96 - The Future of Social Security
FPF #95 - More Volatility Please!
The Big Question: What's the Presilium Difference?
FPF #94 - Lifetime Tax Savings
FPF #92 - Keep a Positive Mindset
FPF #93 - Predicting Market Declines
The Big Question: Managing RSUs
Tips & Tricks - Qualified Charitable Distributions
FPF #91 - A Great Head Start!
The Big Question: How Much Should I Be Saving
FPF # 90 - Your Lifetime Return
FPF # 89 - A Global Financial Crisis Case Study
FPF #88 - Market Returns in Election Years
FPF #87 - A Fun Look at Social Security
FPF #86 - Stay Ahead of Inflation!
The Big Question: How Can You Be So Optimistic?
FPF #85 - Temporary Market Declines During Bull Markets
FPF #84 - Why We Don't Recommend Individual Stocks
FPF #83 - Our Core Investment Belief
FPF #82 - Our Investment Allocation and Performance Report
The Big Question: When Do We Sell?
FPF #81 - The Market's Fast Start in 2024
FPF #80 - How to Make Successful Investments in Volatile Markets
FPF #79 - 3 Lessons Learned from the Global Financial Crisis
FPF #78 - Life and Market Milestones
The Big Question: What's Your Minimum?
FPF #77 - Everyone Needs a Financial Plan
FPF #76 - Why We Love Stocks
FPF #75 - Investor Patience Pays Off!
FPF #74 - The Best Investment Opportunities
Tips and Tricks for Today and Tomorrow - 2024 IRS Contribution Limits
The Big Question: Am I Okay?
FPF #73 - Market Performance After An All-Time High
FPF #72 - Our Exceptional New Client Process
FPF #71 Our 2024 Market Outlook
FPF #70 Why We Invest
The Big Question: Why Doesn't Everyone Do It That Way?
2023 Year-End Review - History Was Right!
FPF #68 Stocks vs. Bonds for Generating Income
FPF #67 When Your Friends and Family Panic
FPF #66 Long-Term Returns vs. Maximum Declines
FPF #65 Stay Invested!
The Big Question: Does Presilium Help With That?
FPF #64 Supercharge your Savings!
FPF #63 2023 Year-End Checklist
The Big Question: How's my Return?
FPF #62 Normal Stock Market Declines
FPF #61 The Bond Crash
FPF #60 7 Times You Should You Update Your Will and Estate Plan
FPF # 59 - How Do Government Shutdowns Impact the Financial Market?
FPF # 58 - Lump-Sum or Monthly Pension
FPF # 57- Finish Strong! How Stocks Have Historically Performed in the 4th Quarter
FPF # 56 - Consistent Investment Returns Count!
Financial Planning Friday's #55 - Dollar Cost Averaging
Financial Planning Friday's #54 - Take Advantage of Market Declines!
Financial Planning Friday's #53 - Roth Conversions!
Financial Planning Friday's #52 - Lessons from our first year of podcasts!
Financial Planning Friday's #51 - How Important Are Dividends?
Financial Planning Friday's #50 - Buy More of Your Lagging Investments
Financial Planning Friday's# 49 - Fortune Tellers and Market Forecasters
Financial Planning Friday's #48 - How Much Can You Spend In Retirement?
Financial Planning Friday's #48 - How Will Stocks Perform in the 2nd Half of 2023?
Financial Planning Friday's #46 - Stocks Are The Best Long-Term Investments
Financial Planning Friday's #45 - A History of Bull Markets
Financial Planning Friday's #44 - Does Your Family Need a Trust?
Financial Planning Friday's #43 - 3 Keys to Grow Your Wealth
FPF Special Edition - The Bear Market is Over!
Financial Planning Friday's #42- Higher Earnings = Higher Market
Financial Planning Friday's #41 - A Preview of 2033
Financial Planning Friday's #40- What Has Lower Inflation Meant for Stocks?
Financial Planning Friday's #39 - Bull and Bear Market Update
Financial Planning Friday's #38 - A 100 Year Plan
FPF'S #37 - How the DJIA Can Grow From 33,000 to 351,000
FPF #36 - The Importance of Diversification
Financial Planning Friday's #35 - 2 More Reasons to be Optimistic in 2023!
Financial Planning Friday's #34 - Donor Advised Funds
Financial Planning Friday's #33 - Clarifying the Confusion Around Your Social Security Benefits
Financial Planning Friday's #32 - Three Major Keys to Reaching Your Goals
Financial Planning Friday's #31 - Don't Invest Like Your Neighbors
Special Episode: The Failure of Silicon Valley Bank and the Future of Banking
Financial Planning Friday's #30 - Now is the Best Time to be Alive!
Financial Planning Friday's #29 - Presilium Emergency Drill
Financial Planning Fridays #28 - Investing During a Recession
Financial Planning Friday's #27 - Improving After Tax Returns
Financial Planning Friday's #26 - The January Barometer
FPF# 25 - Don't Give Your Investments a Day Off!
Financial Planning Friday's #24 - Stay Invested
Financial Planning Friday's #23 - How Large is Your Retirement Income Cushion?
Financial Planning Friday's #22 - How to Maximize the 2023 IRS Limits
FPF's #21 - Our 2023 Market Outlook - 3 Reasons We Are Optimistic
Financial Planning Friday's #20 - 2022 Year End Review
Financial Planning Friday's #19 - Your Family Balance Sheet
Financial Planning Friday's #18 - The Yield Curve
Financial Planning Friday's #17- The Power of Compound Growth
Financial Planning Friday's #16 - Market Performance After Midterm Elections
Financial Planning Friday's #15 - Thank You for Introducing Us!
Financial Planning Friday's #14 - Investing for Education
Financial Planning Friday's #13 - Optimizing Short-Term Accounts
Financial Planning Friday's #12 - Time In The Market vs. Market Timing
Financial Planning Friday's #11 - Bull and Bear Markets
Financial Planning Friday's #10 - Our Secure Client Vault
Financial Planning Friday's #9 - Estate Planning
Financial Planning Friday's #8 - Tax Loss Swaps
Financial Planning Friday's #7 - The Decision Center
Financial Planning Friday's #6 - Asset Withdrawal Order
Financial Planning Friday's #5 - Risk Management
Financial Planning Friday's #4- Rebalancing
Financial Planning Friday's #3 - Investment Asset Allocation
Financial Planning Friday's #2 - The Probability of Success
Financial Planning Friday's #1 - The Benefits of Financial Planning
Roth Conversions and Why They Can Be Especially Beneficial During a Down Market
Buying Stocks in a Bear Market
Top 3 Way to Benefit from a Down Mar