Episodes

  • 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
  • Market Confidence and The OBBB Tax Playbook

    Market Confidence and The OBBB Tax Playbook
    Aug 17 2025
    First, Keith and David look at different strategies to use to provide returns while avoiding the volatility of the stock market, they they dive into the One Big Beautiful Bill Act and look at the tax changes it provides, especially for retirees.
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    26 mins
  • Reliable Income Without Unnecessary Risk

    Reliable Income Without Unnecessary Risk
    Aug 10 2025
    First, Keith and David look at ways to generate reliable retirement income while avoiding unnecessary risk that the stock market can give. They also look at the importance of long term care and estate planning, especially under the terms of the recently passed One Big Beautiful Bill.
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    26 mins
  • Rethinking Traditional Portfolios

    Rethinking Traditional Portfolios
    Aug 3 2025
    Keith and David take a look at why traditional stock-bond mix portfolios may not be the right way to go to get the best results in today's economic conditions. They also dive into the new tax rules under the recently passed Big Beautiful Bill.
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    25 mins
  • Estate Planning Secrets and Smarter Diversification

    Estate Planning Secrets and Smarter Diversification
    Jul 27 2025
    Keith and David discuss various estate planning strategies used by weathier families to preserve their wealth, and why you should be using them as well. Then they look at different strategies to diversity your investments in a time of overvalued stocks across the board.
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    25 mins