Social Security Reform: What the Proposed “Fixes” Could Mean for Your Retirement
For millions of Americans, Social Security is not simply another line on a retirement-income worksheet. It is a critical part of their financial foundation. That is why the growing conversation around Social Security reform deserves more than political sound bites. Proposals to strengthen the program may sound simple—raise the payroll tax, increase or eliminate the […]
This Social Security “Fix”… Could Push Taxes Over 50% | Why Can’t We Save Social Security?
▶️ Warren & Moreno’s “No-Brainer” Social Security Fix… Could Push Taxes Over 50% This proposal would potentially raise taxes to a New 40 Year High according to many sources. Social Security is projected to face a funding shortfall in less than a decade & is subject to a mandatory cut in benefits if nothing is […]
Berkshire Q2 Update | Buffett is Finally Spending His Cash! Why Does He Hate US Bonds Right Now?
America’s national debt is approaching $40 trillion, foreign governments are reducing their exposure to U.S. Treasury bonds and inflation remains a serious concern. What could this mean for the dollar, interest rates and your investment portfolio? In this video, Joe Franklin, CFP®, explains why Warren Buffett and Berkshire Hathaway are holding more cash and short-term […]
The Secret to Identifying Tops & Avoiding Crashes! Rules from Observing Elon, Dalio & Buffett
Learn the indicators the Smartest Investors use to raise cash and buy at the extremes of the market. Is the stock market flashing warning signs, or does momentum still have room to run? In this video, Joe Franklin, CFP®, breaks down the difference between smart money and dumb money, how investor sentiment influences the market […]
How to Lose $45 Billion in 3 Weeks! Short Squeezes, Forced Selling & Record IPO Deals
What can a $20 billion hedge fund collapse, the South Korea stock rout & the rapid rise & fall of SpaceX teach everyday investors about risk, leverage, and market extremes? In this video, Joe Franklin examines the difference between “smart money” and “dumb money” as speculation intensifies across AI stocks, South Korea’s market, short squeezes, […]
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 […]
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 […]
Buffett LOVES Market Crashes | The Secret Reason Why they Make Him Richer!
Buffett has lost Billions. But he LOVES crashes more than new market highs. Here’s his secret for crash proof portfolios. Margin of Safety is a concept not taught by most business schools today. They teach Modern Portfolio Theory and tell us that risk is defined by how much a portfolio goes up and down AFTER […]
Is the “Wealth Tax” Coming for You? The Best Areas for Millionaires to Retire Today!
Over the past year, we’ve seen a growing number of high-net-worth individuals leave some of the country’s highest-tax states in search of better opportunities elsewhere. But taxes aren’t the only reason they’re moving. In this week’s video, Certified Financial Planner™ Joe Franklin explores where millionaires are relocating in 2026 and the financial and lifestyle factors driving these […]