I’ve Seen 30 Years of Estate Plan Messes | Leaving These Undone May Be a HUGE MISTAKE!
Don’t Leave a Mess for Your Family When You Pass Away! Use This Checklist to Be Sure Its Done This checklist has evolved through more than 30 years of helping families with estate planning. During that time, I’ve personally witnessed costly mistakes that could have been avoided if a few simple steps had been taken […]
Don’t Let RMDs Destroy Your Kids’ Inheritance! What I’ve Learned after 30 Years to MAKE IT LAST
Fixing the RMD Inheritance Problem | You Can Still Stretch an IRA! Here’s How to Protect Your Retirement for Your Spouse & Kids | Don’t Let RMDs Wreck Your IRA for Your Kids Required minimum distributions (RMDs) do not have to become a retirement tax disaster—but the rules can create costly problems when an IRA […]
Don’t let the IRS Take Up to 72% of your Retirement distribution! Do This NOW to Fix It!
Avoid the IRA Triple Tax Syndrome & leave more for your kids. Don’t let the IRS take up to 72% of your retirement distribution. Inherited IRA Fixes. Many retirees face a significant threat to their wealth through a combination of federal & state income taxes as well as estate taxes. This session breaks down the […]
4% Doesn’t Rule | You Can Spend MORE! Every Retirement Income Strategy RANKED Worst to First
Will your retirement income last as long as you do? According to research cited by Goldman Sachs, nearly 60% of people are worried about running out of money in retirement. In this video, Joe Franklin examines 5 popular retirement income strategies and explains the advantages, risks, and tradeoffs of each. Using findings from Morningstar’s State […]
Why Getting a Trust May Be a HUGE Mistake! What I’ve Learned After 30 Years
The 7 Reasons You May Not Need a Trust & The 8 Reasons You May Want One. Learn how to avoid probate without paying for expensive trusts. This guide simplifies estate planning for your most valuable assets. Many people assume they need complex legal structures to manage their affairs, but that is not always the […]
Social Security Reform: What the Proposed “Fixes” Could Mean for Your Retirement
For millions of Americans, Social Security is not simply another line on a retirement-income worksheet. It is a critical part of their financial foundation. That is why the growing conversation around Social Security reform deserves more than political sound bites. Proposals to strengthen the program may sound simple—raise the payroll tax, increase or eliminate the […]
This Social Security “Fix”… Could Push Taxes Over 50% | Why Can’t We Save Social Security?
▶️ Warren & Moreno’s “No-Brainer” Social Security Fix… Could Push Taxes Over 50% This proposal would potentially raise taxes to a New 40 Year High according to many sources. Social Security is projected to face a funding shortfall in less than a decade & is subject to a mandatory cut in benefits if nothing is […]
Buffett Warns “The Dollar is Going to Hell” | Why Does He Still Hate Bonds? Berkshire 2026 Moves
America’s national debt is approaching $40 trillion, foreign governments are reducing their exposure to U.S. Treasury bonds and inflation remains a serious concern. What could this mean for the dollar, interest rates and your investment portfolio? In this video, Joe Franklin, CFP®, explains why Warren Buffett and Berkshire Hathaway are holding more cash and short-term […]
The Secret to Identifying Tops & Avoiding Crashes! Rules from Observing Elon, Dalio & Buffett
Learn the indicators the Smartest Investors use to raise cash and buy at the extremes of the market. Is the stock market flashing warning signs, or does momentum still have room to run? In this video, Joe Franklin, CFP®, breaks down the difference between smart money and dumb money, how investor sentiment influences the market […]
How to Lose $45 Billion in 3 Weeks! Short Squeezes, Forced Selling & Record IPO Deals
What can a $20 billion hedge fund collapse, the South Korea stock rout & the rapid rise & fall of SpaceX teach everyday investors about risk, leverage, and market extremes? In this video, Joe Franklin examines the difference between “smart money” and “dumb money” as speculation intensifies across AI stocks, South Korea’s market, short squeezes, […]