Épisodes

  • Retirement Taxes and Money Moves

    Retirement Taxes and Money Moves
    Feb 21 2026
    During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.
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  • The Challenges of Running a Business

    The Challenges of Running a Business
    Feb 7 2026
    This week on Business Owner Playbook, we’re stripping away the "hustle culture" veneer to tackle a silent killer of promising startups: the cash flow crunch. We explore why a high-revenue year can still leave you broke if your timing is off and how to bridge the gap between a sent invoice and a cleared check. Join us for a candid look at the financial tightrope walk every entrepreneur eventually has to master.
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  • Five Pillars for Retirement

    Five Pillars for Retirement
    Jan 17 2026
    During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.
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  • Introduction to Business Owner Planning

    Introduction to Business Owner Planning
    Dec 20 2025
    In this episode Brock speaks directly to business owners, about succession planning, financial planning and more. He introduces his new series and business planning model.
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  • Year-End Financial Planning and Changes for 2026

    Year-End Financial Planning and Changes for 2026
    Dec 13 2025
    This essential year-end episode focuses on critical financial planning moves you must make before December 31st, while preparing you for upcoming changes in the new year. We break down the key adjustments to contribution limits, tax brackets, and other regulatory updates that will directly impact your wallet starting in 2026. Tune in to ensure you maximize current deductions, optimize your portfolio, and strategically position your finances for the evolving rules of the coming year.
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  • Get Ready for Big Changes

    Get Ready for Big Changes
    Nov 15 2025
    Get ready for a seismic shift! This episode analyzes the most significant economic and legislative changes set to impact your finances in the coming months. We break down the tax, retirement, and market movements that are poised to disrupt your current financial plan, making some strategies obsolete and others urgently necessary. Tune in to understand these "big changes" and get the critical, actionable advice you need to proactively adjust your portfolio and budget to thrive in the new environment.
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  • End of Year Planning, Interest Rates, and the Shut Down

    End of Year Planning, Interest Rates, and the Shut Down
    Oct 11 2025
    It’s the final quarter of the year, and with a looming government shutdown and persistent high interest rates, we’re laying out your essential financial action plan. This episode details critical year-end tax strategies like Roth conversions and tax-loss harvesting, plus a checklist for maximizing your retirement and health savings accounts before the ball drops. We also analyze how the political climate and the Federal Reserve's stance on rates should influence your decisions right now, ensuring you finish the year strong and start the next with maximum financial efficiency.
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  • Mitigating Longevity Risk

    Mitigating Longevity Risk
    Jun 14 2025
    During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.
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