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Category: Family

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 […]

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 […]

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 […]

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 […]

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 […]