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 […]
4% Doesn’t Rule | You Can Spend MORE! Every Retirement Income Strategy RANKED Worst to First
Will your retirement income last as long as you do? According to research cited by Goldman Sachs, nearly 60% of people are worried about running out of money in retirement. In this video, Joe Franklin examines 5 popular retirement income strategies and explains the advantages, risks, and tradeoffs of each. Using findings from Morningstar’s State […]
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 […]
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 […]