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 […]
I Was Wrong About the 4% Rule! What I Learned to Stay Safe after Trying 100+ Income Strategies
The Best Retirement Income Strategy to Stay Safe During Market Crashes. Morningstar missed this strategy in its recent report, and it protects best when the market is at All Time Highs. Learn the best retirement income strategy to protect your portfolio today. After 30 years of experience as a financial advisor, I have updated my […]
I’ve Seen 30 Years of Estate Plan Messes | Leaving These Undone May Be a HUGE MISTAKE!
Don’t Leave a Mess for Your Family When You Pass Away! Use This Checklist to Be Sure Its Done This checklist has evolved through more than 30 years of helping families with estate planning. During that time, I’ve personally witnessed costly mistakes that could have been avoided if a few simple steps had been taken […]
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 […]
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 […]
Not Florida? Many Are Leaving “Zero Tax” States | The Best & Worst States for Retirees! 2026 UPDATE
Thinking About Moving for Retirement? These Are the Best & Worst States for Retirement in 2026 Where should you retire in 2026? In this video, Certified Financial Planner, Joe Franklin, breaks down the best states for retirement, the worst states for retirement, and the key retirement planning factors that matter beyond just taxes. If you’re […]
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 […]
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, […]