5 Things You MUST KNOW if You’re Retiring With A Pension
5 Things You MUST KNOW If You’re Retiring With A Pension #pensionplanning #rothconversion #socialsecurityretirement Having a pension changes everything in your retirement planning, and many advisors are not familiar with these unique benefits. Certified Financial Planner, Joe Franklin discusses vital considerations for those with a pension, including hidden dangers and what makes some pensions extremely […]
We Only Have 700 Weeks Left After Retirement. Ignoring These Things is a BIG MISTAKE
7 Ways to Get the Most Out of the Healthy Years of Retirement #retirementplanning #healthyretirement #retirementtips In this video, Joe Franklin explains how most people miss out on the full benefit of their healthy years after retirement. For more faith focused insights on financial / retirement planning, tax planning, and intergenerational transfer strategies visit our […]
Ray Dalio Warning: China’s Multi-Pronged Attack on the U.S. (How to Protect from Capital Flight)
China’s Global Financial Push, Capital Flight & What It Means for Your Wealth #chinacapitalflight #useconomyimpact #investingstrategies In this video, we break down why China’s growing aggressiveness and resulting capital flight matters to the U.S. economy and your wealth. We explain what capital flight is, the impact of unfair trade practices, tariffs, and dollar devaluation. You […]
Gold Predicted Every Major Market Crash: Here’s What Its Telling Us NOW
Gold Predicted Every Major Market Crash: Here’s What Its Telling Us NOW The S&P 500 has already lost over 46% since the beginning of 2022. But most people do not see it. This is because they are using the Wrong Measuring Stick. Why should we be measuring versus Gold and not Dollars? What has happened […]
Europe Selling U.S. Treasuries, Buying Gold & Forming New Alliances (Rules Based Order is DEAD)
Europe Selling U.S. Treasuries, Buying Gold & Forming New Alliances (Rules Based Order is DEAD) Much can be gleaned from the recent speeches in Davos. With many leaders of countries calling for selling U.S. Treasuries, what does this mean for the U.S. economy, the bond market and the dollar?
RMDs Are Nasty: But Only For the Top 1% When You Fix This (2026 UPDATE)
RMDs Are Nasty: But Only For the Top 1% When You Fix This (2026 UPDATE) In this video we cover 3 strategies to manage Required Minimum Distributions confidently in your retirement, 4 Major improvements to RMD Rules and one minor one from recent regulation changes, and when RMDs might be a problem. All the strategies […]
NEW 2026 Rules for Working and Receiving Social Security
NEW 2026 Rules for Working and Receiving Social Security Can you keep working and still collect your Social Security check? The rules are changing, and it could affect how much you actually take home each month. In this video, we’re covering the new 2026 rules that apply if you want to work while collecting Social […]
Buffett’s Cashing Out of This AI Bubble – Should We Sit on the Sidelines?
Buffett’s Cashing Out of This AI Bubble – Should We Sit on the Sidelines? Billionaire hedge fund manager Paul Tudor Jones shared that this period reminds him of late 1999 and noted that many of the biggest gains are often made late in the cycle just before the top. At the same time, Warren Buffett […]
Alert! IRS Releases NEW 2026 Tax Brackets – Here’s What’s Also New for Retirement Accounts & HSAs
Alert! IRS Releases NEW 2026 Tax Brackets – Here’s What’s Also New for Retirement Accounts & HSAs The IRS released new 2026 Tax Brackets & retirement plan rules as well as new HSA rules on December 9th. In this video, we provide an overview of: • New Rules for HSAs (As of December 9th, 2025) […]
Retiring Soon? 8 UPGRADES You Want to Make BEFORE Retirement
Retiring Soon? 8 UPGRADES You Want to Make BEFORE Retirement Most people wait too long to do these things before retiring… and later wish they hadn’t. After 30 years of building retirement plans for hundreds of families, Joe has noticed a clear pattern—and it surprises a lot of people. In this episode, he breaks down […]