Apr 22, 2024
Brian teaches us a good life lesson about paying your dues on time... If he had taken his own advice, he could have saved $8,000! Last Saturday, he was joined by fellow advisor Nic Daniels and attorney Steve Rausch to discuss the trickiness of filing taxes and the potential penalties for mistakes. Does Brian have a...
Apr 16, 2024
Brian Wiley broadcasts from the suburbs of Chicago with fellow advisor, Ben Barzideh with Piershale Financial Group to dive deep into the world of investment methodologies, market volatility, retirement planning, and active money management. In this episode, they explore various investment approaches—from buy-and-hold...
Apr 15, 2024
This past weekend, we welcomed fellow advisors and radio show hosts from Piershale Financial Group, based in Illinois. We began with advice on Social Security planning, discussing optimal benefit ages based on pension income, IRAs, and Roth conversions. We cautioned against over-reliance on pre-tax retirement...
Apr 8, 2024
Do you ever look at your yearly premiums paid for insurance and wonder why you even pay that much for something that may never happen? But what if it does? Brian and Jeremiah talk about risk management, but not the kind you mitigate within your investment portfolio. They discuss the importance of life insurance,...
Apr 1, 2024
In this Easter day show, Brian dives into the nuanced world of financial advising, focusing on the hurdles advisors encounter when approaching sensitive subjects with clients. He shares his personal experiences and insights on how advisors should navigate discussions about retirement risks, overspending, and...