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 […]
ALERT: 6 Massive Tax Changes to Utilize NOW to Save Taxes Before 2026
ALERT: 6 Massive Tax Changes to Utilize NOW to Save Taxes Before 2026 💰 The One Big Beautiful Bill Explained: 10 Smart Tax Moves to Make Before 2026 💰 The One Big Beautiful Bill is being called one of the most consequential tax reforms since the 2017 Tax Cuts and Jobs Act. Signed into law […]
FADS, FINANCIAL BUBBLES & SHOPPING FOR “HAPPINESS”
The Friday after Thanksgiving is a time when many get up at the crack of dawn to catch the shopping deals for various “high-demand” items. It’s a crazy adventure for many to find toys and electronics that have often sold out in years gone by. These crazes are similar to the mania and bubbles in the market. The demand […]
The Surprising Secret to Holiday Happiness
The Surprising Secret to Holiday Happiness Often we think of Thanksgiving and Christmas as time to spend with friends and loved ones, lots of functions and giving to others. But it can also be a stressful time. In this video we cover the 6 ingredients for Happiness, how happiness leads to success and healthy ways […]
Who is the Enemy?
