Worried About Running Out of Time or Money? Waiting is a HUGE Mistake!
For decades, the traditional retirement strategy was relatively straightforward. Work hard, save consistently, pay off your home, and retire comfortably. Today, that strategy is being challenged. Higher inflation, rising insurance costs, elevated interest rates, and increased living expenses have forced many retirees to reconsider their plans. Some are delaying retirement, and other are returning to […]
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 […]
Claiming Social Security at Age 62 vs 70? Ignoring These Factors is a Huge Mistake!
In this video, Certified Financial Planner Joe Franklin breaks down the best Social Security claiming strategies for retirees and how the order of withdrawals from your retirement accounts can dramatically impact your lifetime income, taxes, and legacy. We cover: Taking Social Security at 62 vs 70 Why a hybrid Social Security strategy often works best […]
Retirement Principles to Protect Assets and Reduce Taxes Legally!
What is the best tax strategy for retirement? In this video, We break down the 5 levels of tax strategy and explain how smart retirement tax planning can improve your financial planning and long-term wealth management results. You’ll learn how to create a tax-efficient retirement income strategy, avoid common tax mistakes, and keep more of […]
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 […]
Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE!
Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE! #Retireearly #earlyretirement #retirementplanning In this video we get into how conversions of after tax funds can be easily botched, how you may be more easily penalized, and how you may have to take out more RMDs when rolling funds from […]
5 Things You MUST KNOW if You’re Retiring With A Pension
5 Things You MUST KNOW If You’re Retiring With A Pension #pensionplanning #rothconversion #socialsecurityretirement Having a pension changes everything in your retirement planning, and many advisors are not familiar with these unique benefits. Certified Financial Planner, Joe Franklin discusses vital considerations for those with a pension, including hidden dangers and what makes some pensions extremely […]
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 […]
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 […]