All Episodes
Presilium Private Wealth — 317 episodes · page 1 of 4
Comparing The Cycles of US vs International Stocks
How We're Preparing for Your 2027
Our Stress Test
Risk Is A Value Killer
What Do You Think About the Stock Market?
0% Return for 10 Years
How Do I Retire (Well)?
Your Investment Performance
Presilium's Down-Market Playbook
Make Your Charitable Giving More Effective
How Long Can Stocks Continue to Go Up?
The Importance of Reviewing Your Tax Return
Why We Rebalance
Systems Create Freedom
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