Where America’s Millionaires Are Moving: and Why Austin Is No Longer No. 1
The American Wealth Map Is Changing In late 2025 and early 2026, we saw a significant migration of high-net-worth individuals away from several expensive, high-tax states. Proposed wealth and income taxes were a major part of that conversation—including a proposed 5% tax on net worth above $1 billion in California, a proposed 9.9% tax on […]
Why I Stopped Listening to Suze Orman: A CFP’s Guide to Smart Retirement Planning
When it comes to retirement planning and personal finance, one-size-fits-all advice can do more harm than good. In his latest video, Certified Financial Planner Joe Franklin breaks down Suze Orman’s “5 Rules of Never” and shares practical insights to help you retire early, protect your wealth, and enjoy a healthy retirement. At Franklin Wealth Management, we believe financial decisions should reflect your unique goals, […]
Why I Stopped Listening to Suze Orman: Dangerous “Never” Rules
Retire at 55? Suze Says No — Here’s What She Gets Wrong! #retirementplanningat55 #retireearly #certifiedfinancialplanner In this video we look at Suze Orman’s “5 Rules of Never” episode and rank her advice in the Good, Bad & the Ugly columns, giving detail on why we feel the advice is often flawed. Learn about common money […]
Don’t Claim Social Security Spousal Benefits UNLESS…
Learn these 9 Lessons BEFORE You Retire (Don’t Waste Your Life)
Reasons NOT to Get a Trust (Avoid These Estate Planning Mistakes)
?️??️ 3 Keys for Inheritance Effectiveness
? 8 Ways to Royally Screw an Inheritance ?
Three Steps to Ensuring an Efficient and Effective Estate Plan
Using the Portability Rule to Save Taxes
