All Episodes
Wealth Decisions by Brian — 124 episodes
Beyond Generic Advice: Tailoring Financial Strategies to Your Personality
The Illusion of Safety: Understanding the S&P 500's Concentration Problem
The Secure Act 2.0: Transforming Unused 529 Funds into Tax-Free Wealth
The 4% Rule: Why It Might Be Costing You Years of Freedom
The Hidden Costs of Maxing Out Your 401k Contributions
Your Fear Is Wrong: The 5 Retirement Decisions That Change Everything
Preparing for Change: How the Six Figure Limit Affects Your Retirement Strategy
The Essential Wealth Timeline: Strategic Planning from 50 to 73
A Tribute to My Father: Lessons in Early Retirement
Unveiling the Seven Milestones to Financial Freedom
3 Flaws in Your Financial Plan: And How to Fix Them
The Case for International Investments: Lessons Learned
Should You Open a Trump Account for Your Child?
Breaking Free from the Savers Trap: Embracing a Rich Life in Retirement
A Million Dollar Mistake: Not Utilizing the Mega Backdoor Roth
Investing in Your Child's Future: Beyond College Savings
Why High Dividend Stocks Could Undermine Your Retirement Strategy
Transform Your Roth IRA: Strategic Allocations for Wealth Building
From Setback to Comeback: Six Financial Hardships Explained
The Critical Mistakes Couples Make When Claiming Social Security Benefits
Three Wealth Tiers and Their Impact on RMDs
The Three Essential Numbers for a Secure Retirement
Maximize Your Wealth: Five Decisions in Under Five Minutes
Navigating Investment Opportunities: A Guide for 2026 and Beyond
Rising Yields: A Call to Action for Wealth Preservation
Three Critical Readiness Steps for a Successful Retirement
How to Retire Early: Key Milestones and Strategies for Success
The Dangers of Stock Picking: How Pride Costs Your Wealth
Building Wealth Together: Strategies for Couples with Opposing Risk Tolerances
The 8% Withdrawal Strategy: Is It Right for You?
Essential Insights on the 2026 Federal Tax Brackets for Savvy Investors
The Last Chance: Five Strategies to Save Thousands Before December 31st
The Triple Roth Strategy: A Blueprint for Early Retirement
Debunking the Everything Bubble: Five Critical Indicators Revealed
Decoding Goldman's 10-Year Forecast: What Investors Need to Know Now
The Retirement Secret No One Talks About: Leveraging Your HSA Effectively
Navigating the IRS Changes: Safeguarding Your 401k Catch-Up Contributions
The 7 Costly Errors That Could Deplete Your Retirement Funds
The Heirs Framework: Transforming Inheritance into Lasting Wealth
Transforming $750,000 into a Lasting Retirement: Essential Strategies
Seven Financial Mistakes I Regret: Lessons from My 20s and 30s
The Wealthy’s Playbook: Tax Strategies You Should Know
The Financial Vortex: Why 74% of Young Workers Struggle to Save
The Cost of Delay: Rethinking Your Social Security Strategy
How Much Can You Withdraw Safely in Retirement (Safe, Risky, and Guaranteed Failure)
Shocking Truth: 87% of Investors Mismanage Their Portfolios
Maximize Your WEALTH After 45: A Guide for Late Starters
The Crucial Indicator Investors Overlook: Protecting Your Wealth
Shocking Predictions: What Major Firms Foresee for US Stocks
Unlocking Your Financial Potential: The Identity Shift That Transforms Wealth
Navigating the New 401k Landscape: Should You Invest in Alternatives?
Retire Sooner With Less Money: Flexible Withdrawal Strategies and The Freedom Formula
Tax Efficient Withdrawals: How to Save Hundreds of Thousands in Retirement
Unlocking the Secrets of Wealth Building 4.0: A Strategic Blueprint
Wealth Building 3.0: Age and Income Financial Strategies
Beyond Your 401k: The Untapped Retirement Strategy You Need
9 Smart Wealth Decisions that Turned Mark's Tax Time Bomb into 2.2 million more Family Wealth
Should I Pay Off My Mortgage Before I Retire or Continue to Invest?
The $540K Tax Time Bomb: Unveiling the Hidden Costs of Traditional Retirement Accounts
Achieve Financial Independence by Saving LESS Than Your Peers
5 Costly Retirement Mistakes and How A Financial Advisor Can Help
5 INVESTING MISTAKES and How to FIX THEM!
Maximizing Wealth: 5 Fixable Financial Mistakes to Build and Keep More of Your Wealth
3 Smart Ways to Invest when Building Your Investment Portfolio: Simple, Solid & Strategic
Should You Own Bitcoin, Ethereum or Other Crypto In Your Investment Portfolio?
Should You Own Gold or Other Commodities in Your Investment Portfolio?
Wealth Decisions by Brian Podcast
Do You Own Bonds In Your Investment Portfolio?
Do You Own Small-Caps In Your Investment Portfolio?
Do You Own This Asset Class In Your Portfolio?
Do You Own Value Investments in Your Portfolio?
Do You Own Emerging Markets in Your Investment Portfolio?
Do You Own Developed Markets in Your Portfolio?
Getting Your First 100k Saved- Your Launchpad to Become a Millionaire
3 Signs You May Need a Financial Advisor
5 Risky Investments to Avoid and One to be Cautious On
When and How to Rebalance Your Investment Portfolio
Is Your Investment Portfolio Truly Diversified?
Can The Stock Market Continue to Go Up?
Four Ways to Save For Your Kids
Goals-Based Investing and The Power of Naming Your Investment Accounts
Understanding Your Money Personality: The Key to Wealth Decisions
Understanding Your Money Story: How It Shapes Your Financial Life
Navigating Wealth: Should You Starve to Secure Your Retirement?
Making Better Investment Decisions
Building a Richer Life: The Essential Three S's of Wealth
Understanding the Secure Act 2.0: Key Changes for Retirement Savings
Are Your Really Maxing Out Your 401k?
6 Financial Pains and How to Fix Them
5 Key Financial Ratios You Need to Know
Mastering Wealth: Lessons from Pickleball for Financial Success
Cultivating Financial Freedom: Five Key Habits for Wealth Accumulation
5 Momentous Decisions to Live a Richer Life
Don't Play Politics with Your Investment Strategy
Investing in Stocks: Insights from Financial Analysts
Investing Wisely: Insights on Market Highs and Opportunities
Mastering Market Cycles for Long-Term Investment Success
Stress Testing Your Financial Plan
Tax Efficiency in Retirement: Why You Need a Roth Conversion Plan
Maximize Your Returns: Why Passive Investing is the Smart Choice
Navigating Market Declines: A Comprehensive Guide to Financial Resilience
Signs Your Portfolio is Overcomplicated and How to Fix It
Does Your Portfolio Fit You?
3 Choices For Advice and Guidance
Can You Retire on Less Than 500k?
9 Steps to Retire and Stay Comfortably Retired
What to Do 3-5 Years Before Retirement
The 9-Step Wealth Decisions Plan for Financial Freedom
Creating a Compelling Vision for Your Life
Raise Your Financial and Life Standards
Designing Your Rich Life: A Blueprint for Wealth and Well-Being
Improving Your Relationship With Money
The Psychological Barriers to Wealth: Overcoming Your Money Blocks
Understanding Your Money Values: A Path to Financial Freedom
Wealth Decision #9: Hire A Financial Advisor
Wealth Decision #8- Don't Borrow Money to Buy Stocks
Wealth Decision #7- Don't Try To Time The Market
Wealth Decision #6- Be Frugal With Windfalls
Wealth Decision #5- Don't Just Invest in Your 401k
Wealth Decision #4- Take Advantage of Roth IRA's and Roth 401k's
Wealth Decision #3- Invest in High Quality Stocks
Wealth Decision #2- Paying Yourself First
Wealth Decision #1- Living Within Your Means
Wealth Decisions- Intro Episode