Episodes

  • Tax Planning Opportunities and Investing in Energy

    Tax Planning Opportunities and Investing in Energy
    Oct 12 2025
    Keith and David take a look at big changes coming for taxes in 2026 and planning opportunities to help you save money. They also look at how to invest in energy markets in the current expansion of power needs worldwide.
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    25 mins
  • Income Planning and Private Equity

    Income Planning and Private Equity
    Oct 5 2025
    Keith and David discuss income planning strategies, including a new indexed annuity product that is drawing interest for the right portfolio. Then they look at how private equity can provide good returns and safety from volatility.
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    25 mins
  • 50 Ways to Leave Your Money

    50 Ways to Leave Your Money
    Sep 28 2025
    After looking at some of the latest scams, especially involving sweepstakes or lotteries, Keith and David discuss estate planning and its importance, as well as strategies to make sure your money and possessions go to the proper places when you pass on.
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    25 mins
  • Artificial Intelligence and Following History

    Artificial Intelligence and Following History
    Sep 21 2025
    Keith and David take a look at AI - how it can be used properly and how to invest in it properly. They also look back at various points in history where the market tanked, how long it took to get back to normal, and how to invest for the long term and stay diversified and avoid high risks.
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    25 mins
  • Asset Protection and Influencers

    Asset Protection and Influencers
    Sep 14 2025
    Keith and David discuss asset protection, its importance and various strategies to use to keep them away from creditors and litigation. Then they go into how social influensors use their marketing skills to gain followers, represent branding and make huge money.
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    26 mins
  • The Versatility of Structured Notes

    The Versatility of Structured Notes
    Sep 7 2025
    First Keith and David look at strategies for locking in lifetime income that you can't outlive, then go into structured notes and how they can be used in different ways to achieve whatever goals an investor has in mind - growth, income, safety, or more.
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    26 mins
  • Innovative Income Strategies

    Innovative Income Strategies
    Aug 31 2025
    Keith and David discuss private real estate investing and its advantages over other types of real estate investment opportunities, then go into some alternative strategies that offer ways to obtain income other than through traditional means.
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    24 mins
  • Income Strategies and Protecting Your Estate

    Income Strategies and Protecting Your Estate
    Aug 24 2025
    Ketih and David discuss income strategies you may not be hearing about from your current advisor, as well as ways to protect your estate and legacy from the devastating costs of long term care.
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    25 mins