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 […]
Retiring Soon? Do These Things NOW! Learn the Wonder of the Years BEFORE & AFTER You Retire
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 […]
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 […]
NEW Social Security COLA Freeze! What Happens When They Eliminate This?
Social Security planning continues to evolve, and staying informed matters. A proposal introduced in 2026 has generated discussion around potential changes to future Social Security cost-of-living adjustments (COLAs) for certain beneficiaries. In this video, Certified Financial Planner Joe Franklin explains: • The details of the proposal • The potential impact on retirement planning • Five […]
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 […]
Dave Ramsey Says All Debt is Terrible! Elon Doesn’t Agree – Here’s Why He’s Wrong!
Elon Musk vs Dave Ramsey on Debt: Whose Math is Better? Which Strategy is Best? In this video, Certified Financial Planner, Joe Franklin details the Buy, Borrow & Die Strategy followed by many billionaires including SpaceX founder Elon Musk. We compare this to Dave Ramsey’s Debt Snowball Method for getting out of debt and contrast […]
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 […]