I’ve Seen 30 Years of Living Trust Mistakes So You Don’t Have To! Why 70% of Trusts Fail
8 Huge Revocable Living Trust Mistakes to Avoid. Why 70% of Trusts Fail Creating a living trust is only the first step. If assets are never properly moved into or coordinated with the trust, it may be little more than a legal document, and your family could still face probate, delays, unnecessary expenses, and added […]
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 […]
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 […]
Buffett Says, “Prepare to Lose HALF Your Money”
How the “Margin of Safety” Concept Has Made Warren Buffett Billions Joe Franklin explains why value investors look beyond volatility, how price and intrinsic value interact, and why the best opportunities often arrive when the crowd is most uncomfortable. Are You Prepared to Lose Half? Warren Buffett has offered investors a blunt warning: “Be prepared […]
Why the 5 Years Before & After You Retire Are MOST Important | Do These Things NOW! 2026 UPDATE
The Miracle of the 5 Years BEFORE & AFTER Retirement (Double your savings!) If you are within five years of retirement or planning an early retirement, the decisions you make now could determine whether you retire with confidence or worry about running out of money. In this video, Certified Financial Planner™ Joe Franklin explains five […]
Worried About Running Out of Time or Money? 7 Hacks to Make the Best Use of Both!
The retirement playbook is changing due to rising interest rates, high inflation in retirement and skyrocketing insurance costs. In this video, Certified Financial Planner, Joe Franklin explores how downsizing, moving, decluttering and many other tax planning strategies can be used to ensure your retirement lasts longer than you do. We also review the 2026 long-term […]
New Social Security Bill in Congress: What Happens When They Eliminate This?
Could Congress Eliminate the Social Security Earnings Test? What Retirees Need to Know For many Americans nearing retirement, Social Security plays a major role in their financial plan. But one rule continues to create confusion and frustration for retirees who want to keep working while collecting benefits: the Social Security earnings test. Now, a proposed […]
Wealth Principles in Scripture vs The Millionaire Next Door: They Both Agree on This!
Many individuals appear to have it all together, but their bank accounts often tell a different story. This video explores the importance of building true wealth through consistent work and sound personal finance practices. Certified Financial Planner, Joe Franklin, discusses how cultivating success habits and a strong wealth mindset are crucial and delves into the […]
The Smart Order to Withdraw Retirement Income (And Why Most People Get It Wrong)
When it comes to retirement planning, most people focus on how much they’ve saved. But in reality, one of the biggest financial differences in retirement comes down to something far more strategic: The order in which you withdraw your income. Get this wrong, and you could unintentionally increase your tax bill, reduce your lifetime income, […]