Dec 6, 2023
In this podcast episode, Brian shares his remarkable journey from his parents' middle-class immigrant background to achieving financial freedom through decades of learning and building businesses.
He recounts his early aspiration for an opulent lifestyle and the pivotal moment when he realized the importance of...
Nov 22, 2023
In this episode we talk about the importance of using key performance indicators beyond just investment performance to gauge the health of one's retirement plan.
There are five crucial data points that form the foundation of a successful retirement strategy: passive income, effective tax rate, cash flow ratio, banking...
Nov 15, 2023
In this episode on Certificates of Deposit (CDs) as investments, we talk about the nuanced decision-making involved in purchasing CDs and whether or not CDs are good investments, particularly in a rising interest rate environment, and we explain why interest rates are the only factor you need to consider.
Wealth...
Nov 8, 2023
In this episode, we delve into the link between overall retirement quality and the confidence you have in your financial plan. We emphasize how a well-designed retirement strategy tailored to your needs, not solely reliant on market performance, is pivotal for boosting confidence and making your retirement plan a...
Oct 25, 2023
The complexity of Social Security calculations can cause some confusion around when someone eligible should file and claim their benefit. There are a lot of variables to consider and acronyms to decipher that can make Social Security feel like a confusing hedge maze.
Let’s cut through some of the noise and clarify...