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 […]
The Smartest Roth Conversion Tax Strategy for 401k Millionaires || Don’t Cut This Short
How Do SMART 401(k) Millionaires Pay Their Roth Conversion Tax? #rothconversion #taxplanning #retirementplanning Certified Financial Planner, Joe Franklin shares where to pull funds from to pay Roth Conversion Taxes and the optimal time to convert. This video explains strategies for Roth conversions, including how to pay taxes using outside sources and the benefits of converting […]
401k vs Social Security vs Stocks: Don’t Spend This First! (The Safest Option)
If you withdraw $20,000 from your 401(k)… how could the IRS end up taxing you like you took out $37,000? It sounds impossible, but it happens when you turn on retirement income in the wrong order. In this video, we break down 401(k) vs Social Security vs Stocks and other taxable assets and the claiming […]
The ZERO Tax Trifecta: How the Rich Avoid Taxes!
Learn how the rich pay zero taxes using proven tax strategies like LLC tax strategies, and legal ways to reduce taxable income through in depth tax planning. Borrow these strategies used by Elon Musk and Warren Buffett, borrowing until you die and using charitable strategies. This video breaks down how wealthy individuals use tax-efficient investing, […]
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 […]
Alert! IRS Releases NEW 2026 Tax Brackets – Here’s What’s Also New for Retirement Accounts & HSAs
Alert! IRS Releases NEW 2026 Tax Brackets – Here’s What’s Also New for Retirement Accounts & HSAs The IRS released new 2026 Tax Brackets & retirement plan rules as well as new HSA rules on December 9th. In this video, we provide an overview of: • New Rules for HSAs (As of December 9th, 2025) […]
ALERT: 6 Massive Tax Changes to Utilize NOW to Save Taxes Before 2026
ALERT: 6 Massive Tax Changes to Utilize NOW to Save Taxes Before 2026 💰 The One Big Beautiful Bill Explained: 10 Smart Tax Moves to Make Before 2026 💰 The One Big Beautiful Bill is being called one of the most consequential tax reforms since the 2017 Tax Cuts and Jobs Act. Signed into law […]
Protect Your Retirement from These 4 Threats
2025 Tax Law Changes and Social Security
2025 Mid-Year Tax and Market Strategies: Beat the IRS
