Podcast Episodes

Back to Search
Flight #53, Bonds are Sexy Again, and So is Giving!

Flight #53, Bonds are Sexy Again, and So is Giving!


Season 1 Episode 53


Pilot News

https://www.reuters.com/business/aerospace-defense/european-regulator-rules-out-single-pilot-flying-by-2030-2023-02-06/

Question From The Flight Deck:

Q: Are all annuities Crap?

A: Annuit…


Published on 2 years, 9 months ago

Flight #52: Gina Roth on How to Be a Real Estate Professional and Save on Taxes

Flight #52: Gina Roth on How to Be a Real Estate Professional and Save on Taxes


Season 1 Episode 52


How to Be a Real Estate Professional & Save on Taxes with Gina Roth

(4:30) How do you recommend selling your primary residence and ensure you don't pay taxes?

You have to live in it as your…


Published on 2 years, 9 months ago

Flight #51 Flying in the Face of Fear with Kim "KC" Campbell

Flight #51 Flying in the Face of Fear with Kim "KC" Campbell


Season 1 Episode 51


Quote: Nelson Mandela once said: "I learned that courage was not the absence of fear, but the triumph over it. The brave man is not he who does not feel afraid, but he who conquers that fear."

Kim "K…


Published on 2 years, 10 months ago

Flight #50 Embracing Stock Market Uncertainty with Dave Goetsch, co-executive producer and co-writer of The Big Bang Theory

Flight #50 Embracing Stock Market Uncertainty with Dave Goetsch, co-executive producer and co-writer of The Big Bang Theory


Season 1 Episode 50


Dave Goetsch shares his fascinating story about his investing experience and journey. He started as an investor that was emotionally tied to every up and down the stock market experienced. He was kno…


Published on 2 years, 10 months ago

Flight #49: The Story of a Father, The Markets Have No Memory and the  Obsession with Recessions

Flight #49: The Story of a Father, The Markets Have No Memory and the Obsession with Recessions


Season 1 Episode 49


Airline News

Delta Airline Pilot Contract Updates: https://www.cnbc.com/2022/12/03/delta-pilots-would-get-more-than-30percent-in-pay-raises-under-new-contract-deal.html The agreement includes an 1…


Published on 2 years, 10 months ago

Flight #48:  Financial Highlights of 2022 in Review, new 401k IRA limits, Secure Act 2.0 RMD changes and more…

Flight #48: Financial Highlights of 2022 in Review, new 401k IRA limits, Secure Act 2.0 RMD changes and more…


Season 1 Episode 48


Flight #48: New 401k, IRA Limits New SECURE ACT 2.0 A

Airline News:

New IRA, 401k 401(a)17 and 415 Limits

Secure Act 2.0

Highlights:

Setting Every Community Up for Retirement Enhancement (SECURE)…


Published on 2 years, 11 months ago

Flight #47: Charlie and Rob's Top 5 (Personal) Lesson's Learned from 2022

Flight #47: Charlie and Rob's Top 5 (Personal) Lesson's Learned from 2022


Season 1 Episode 47


Q&A: Most common client questions lately:

The whole world is going into a recession!

What is a recession? Schwab "dominoes" diagram...there's only a few things missing to be in a recession – Labor ma…


Published on 2 years, 11 months ago

Flight #46 – Ignore the Noise and Cultivate a Framework for Investment Decision-Making That Brings Peace of Mind

Flight #46 – Ignore the Noise and Cultivate a Framework for Investment Decision-Making That Brings Peace of Mind


Season 1 Episode 46


Resources:

https://awealthofcommonsense.com/2013/08/ignore-noise/ https://podcasts.apple.com/us/podcast/stay-wealthy-retirement- show/id1260181429?i=1000470057040

The Narrative There's a lot goin…


Published on 3 years ago

Flight #45: What is Sequence of Returns Risk and Why Should it Matter to You? Avoid Running out of Money In Retirement

Flight #45: What is Sequence of Returns Risk and Why Should it Matter to You? Avoid Running out of Money In Retirement


Season 1 Episode 45


Q&A: Most common client questions lately:

Election Lessons Learned:

"Vote with your ballot not yourlife savings."

~Dimensional founder David Booth

https://my.dimensional.com/elect-to-leave-your-portf…


Published on 3 years ago

Flight #44: Cash Flow Planning for Potential Airline Disability with Amelie Riendl

Flight #44: Cash Flow Planning for Potential Airline Disability with Amelie Riendl


Episode 44


Q&A: Most common client questions lately:

Will I have to change my retirement goals or retirement income due to the down market?

Short-term risk versus long-term risk, taxes, inflation, overspending…


Published on 3 years, 1 month ago





If you like Podbriefly.com, please consider donating to support the ongoing development.

Donate