Podcasts by Professional Edge

Investment Tax Strategies S4 from 2023-07-13T06:15

Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to...

Investment Tax Strategies S3 from 2023-07-12T06:30

Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to...

Investment Tax Strategies S2 from 2023-07-11T06:30

Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to...

Investment Tax Strategies S1 from 2023-07-10T06:00

Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to...

Retirement Flight S4 from 2023-06-22T07:30

You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year ...

Retirement Flight S3 from 2023-06-21T07:30

You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year ...

Retirement Flight S2 from 2023-06-20T07:30

You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year ...

Retirement Flight S1 from 2023-06-19T07:30

You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year ...

Estate Planning Misses S4 from 2023-03-09T07:00

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint...

Estate Planning Misses S3 from 2023-03-08T07:00

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint...

Estate Planning Misses S2 from 2023-03-07T06:15

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint...

Estate Planning Misses S1 from 2023-03-06T06:30

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint...

Golden Ticket S4 from 2023-02-02T07:15

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.

2022 was a terrible year for market return...

Golden Ticket S3 from 2023-02-01T07:30

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.

2022 was a terrible year for market return...

Golden Ticket S2 from 2023-01-31T07:30

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.

2022 was a terrible year for market return...

Golden Ticket S1 from 2023-01-30T07:30

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.

2022 was a terrible year for market return...

Junk Drawer Resolutions - S4 from 2023-01-20T08:00

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocat...

Junk Drawer Resolutions - S3 from 2023-01-19T08:00

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocat...

Junk Drawer Resolutions - S2 from 2023-01-18T08:00

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocat...

Junk Drawer Resolutions - S1 from 2023-01-17T08:15

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forge...

Financially Paralyzed S4 from 2022-11-04T06:30

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation -

1. Another 75 basis point adjustment in the Federal Funds r...
   Listen

Financially Paralyzed S3 from 2022-11-03T06:30

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation -

1. Another 75 basis point adjustment in the Federal Funds r...
   Listen

Financially Paralyzed S2 from 2022-11-01T06:30

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation -

1. Another 75 basis point adjustment in the Federal Funds r...
   Listen

Financially Paralyzed S1 from 2022-10-31T06:30

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation -

1. Another 75 basis point adjustment in the Federal Funds r...
   Listen

Don't Fight the Fed - Exterminate the Inflation Critter S4 from 2022-09-09T07:00

Fed Chairman Powell has made a firm stand on combating inflation -

1. Historically large percentage increases in the Federal Funds Rate
2. Borrowing cost on a 30-year mortgage has ...
   Listen

Don't Fight the Fed - Exterminate the Inflation Critter S3 from 2022-09-08T07:00

Fed Chairman Powell has made a firm stand on combating inflation -

1. Historically large percentage increases in the Federal Funds Rate
2. Borrowing cost on a 30-year mortgage has ...
   Listen

Don't Fight the Fed - Exterminate the Inflation Critter S2 from 2022-09-07T07:00

Fed Chairman Powell has made a firm stand on combating inflation -

1. Historically large percentage increases in the Federal Funds Rate
2. Borrowing cost on a 30-year mortgage has ...
   Listen

Don't Fight the Fed - Exterminate the Inflation Critter S1 from 2022-09-06T07:00

Fed Chairman Powell has made a firm stand on combating inflation -

1. Historically large percentage increases in the Federal Funds Rate
2. Borrowing cost on a 30-year mortgage has ...
   Listen

Octopus and Inflation - What's the catch? S4 from 2022-06-24T08:00

What does an Octopus have to do with Inflation?

1. Inflation Adjustments
2. Bonds
3. Preferred Stocks
4. Equities
5. Create a Tax Asset
6. Is now the time to mak...
   Listen

Octopus and Inflation - What's the catch? S3 from 2022-06-23T08:00

What does an Octopus have to do with Inflation?

1. Inflation Adjustments
2. Bonds
3. Preferred Stocks
4. Equities
5. Create a Tax Asset
6. Is now the time to mak...
   Listen

Octopus and Inflation - What's the catch? S2 from 2022-06-22T08:00

What does an Octopus have to do with Inflation?

1. Inflation Adjustments
2. Bonds
3. Preferred Stocks
4. Equities
5. Create a Tax Asset
6. Is now the time to mak...
   Listen

Octopus and Inflation - What's the catch? S1 from 2022-06-21T08:00

What does an Octopus have to do with Inflation?

1. Inflation Adjustments
2. Bonds
3. Preferred Stocks
4. Equities
5. Create a Tax Asset
6. Is now the time to mak...
   Listen

Combat inflation - Pivot S4 from 2022-02-23T06:30

To make a thorough or dramatic change

1. Begin by taking the first step
2. Will you make things change or will you let change happen to you
3. Define your outcome
4. If i...
   Listen

Combat inflation - Pivot S3 from 2022-02-22T06:30

To make a thorough or dramatic change

1. Begin by taking the first step
2. Will you make things change or will you let change happen to you
3. Define your outcome
4. If i...
   Listen

Combat inflation - Pivot S1 from 2022-02-21T12:00

To make a thorough or dramatic change

1. Begin by taking the first step
2. Will you make things change or will you let change happen to you
3. Define your outcome
4. If i...
   Listen

Combat inflation - Pivot S2 from 2022-02-21T06:30

To make a thorough or dramatic change

1. Begin by taking the first step
2. Will you make things change or will you let change happen to you
3. Define your outcome
4. If i...
   Listen

Transform S4 from 2021-12-24T07:00

To make a thorough or dramatic change

1. Begin by taking the first step
2. Will you make things change or will you let change happen to you
3. Define your outcome
4. If i...
   Listen

Transform S3 from 2021-12-23T07:00

To make a thorough or dramatic change

1. Begin by taking the first step
2. Will you make things change or will you let change happen to you
3. Define your outcome
4. If i...
   Listen

Transform S2 from 2021-12-22T07:00

To make a thorough or dramatic change

1. Begin by taking the first step
2. Will you make things change or will you let change happen to you
3. Define your outcome
4. If i...
   Listen

Transform S1 from 2021-12-21T07:00

To make a thorough or dramatic change

1. Begin by taking the first step
2. Will you make things change or will you let change happen to you
3. Define your outcome
4. If i...
   Listen

Not Completely True - Estate Planning Gotchas S4 from 2021-11-20T07:00

NO Estate Plan ? 50% of all individuals have NO estate plan in place

1. How is your home titled (individually, joint, JTWROS, TIC)? It matters in Estate Planning.
2. Is the...
   Listen

Not Completely True - Estate Planning Gotchas S3 from 2021-11-18T07:00

NO Estate Plan ?

1. How is your home titled (individually, joint, JTWROS, TIC)? It matters in Estate Planning.
2. Is the next spouse (surviving spouse marries) going to inherit you...
   Listen

Not Completely True - Estate Planning Gotchas S2 from 2021-11-16T07:00

NO Estate Plan ?

1. How is your home titled (individually, joint, JTWROS, TIC)? It matters in Estate Planning.
2. Is the next spouse (surviving spouse marries) going to inherit you...
   Listen

Not Completely True - Estate Planning Gotchas from 2021-11-14T13:00

What is the next step you should take?

1. Where do I even begin - by taking the first step
2. If you have no estate plan or one that is 5 years old
3. Want to make sure you avo...
   Listen

Steps to Take S4 from 2021-06-26T09:00

What is the next step you should take?

1. Where do I even begin - by taking the first step
2. If you have no estate plan or one that is 5 years old
3. Install a liability prote...
   Listen

Steps to Take S3 from 2021-06-25T09:00

What is the next step you should take?

1. Where do I even begin - by taking the first step
2. If you have no estate plan or one that is 5 years old
3. Install a liability prote...
   Listen

Steps to Take S2 from 2021-06-23T18:00

What is the next step you should take?

1. Where do I even begin - by taking the first step
2. If you have no estate plan or one that is 5 years old
3. Install a liability prote...
   Listen

Steps to Take S1 from 2021-06-21T09:00

What is the next step you should take?

1. Where do I even begin - by taking the first step
2. If you have no estate plan or one that is 5 years old
3. Install a liability prote...
   Listen

W.I.I.F.M. S4 from 2021-06-06T09:00

What's In It For Me (W.I.I.F.M.)?

1. Why should you spend your time planning - what's the benefit
2. How do I benefit from my estate plan
3. Implement tax strategies and keep m...
   Listen

W.I.I.F.M. S3 from 2021-06-04T07:00

What's In It For Me (W.I.I.F.M.)?

1. Why should you spend your time planning - what's the benefit
2. How do I benefit from my estate plan
3. Implement tax strategies and keep m...
   Listen

W.I.I.F.M. S2 from 2021-06-02T07:00

What's In It For Me (W.I.I.F.M.)?

1. Why should you spend your time planning - what's the benefit
2. How do I benefit from my estate plan
3. Implement tax strategies and keep m...
   Listen

W.I.I.F.M. S1 from 2021-05-31T09:00

What's In It For Me (W.I.I.F.M.)?

1. Why should you spend your time planning - what's the benefit
2. How do I benefit from my estate plan
3. Implement tax strategies and keep m...
   Listen

Protect Your Assets - It's not what you think S4 from 2021-04-24T09:00

Protecting Your Assets is MORE than just liability protection.... it's

1. protecting your investment capital
2. not overpaying your taxes
3. protecting your 401(k)/IRA from bei...
   Listen

Protect Your Assets - It's not what you think S3 from 2021-04-23T09:00

Protecting Your Assets is MORE than just liability protection.... it's

1. protecting your investment capital
2. not overpaying your taxes
3. protecting your 401(k)/IRA from bei...
   Listen

Protect Your Assets - It's not what you think S2 from 2021-04-22T09:00

Protecting Your Assets is MORE than just liability protection.... it's

1. protecting your investment capital
2. not overpaying your taxes
3. protecting your 401(k)/IRA from bei...
   Listen

Protect Your Assets - It's not what you think S1 from 2021-04-21T09:00

Protecting Your Assets is MORE than just liability protection.... it's

1. protecting your investment capital
2. not overpaying your taxes
3. protecting your 401(k)/IRA from bei...
   Listen

When to Plan? S4 from 2021-04-19T09:00

Why do you spend more time planning your vacation than planning for your retirement?

You don't plan to fail -- you just fail to plan .... stop right now and

Take advantage of Listen

When to Plan? S3 from 2021-04-18T09:00

Why do you spend more time planning your vacation than planning for your retirement?

You don't plan to fail -- you just fail to plan .... stop right now and

Take advantage of Listen

When to Plan? S2 from 2021-04-17T09:00

Why do you spend more time planning your vacation than planning for your retirement?

You don't plan to fail -- you just fail to plan .... stop right now and

Take advantage of Listen

When to Plan? S1 from 2021-04-16T09:00

Why do you spend more time planning your vacation than planning for your retirement?

You don't plan to fail -- you just fail to plan .... stop right now and

Take advantage of Listen

Let's E.A.T. S4 from 2021-04-14T09:00

E state Plan

A financial Plan

T ax plan

50%+ - percentage of individuals with NO estate plan

30% - What Social Secur...

Let's E.A.T. S3 from 2021-04-13T09:00

E state Plan

A financial Plan

T ax plan

50%+ - percentage of individuals with NO estate plan

30% - What Social Secur...

Let's E.A.T S2 from 2021-04-12T09:00

E state Plan

A financial Plan

T ax plan

50%+ - percentage of individuals with NO estate plan

30% - What Social Secur...

Let's E.A.T. S1 from 2021-04-11T09:00

E state Plan

A financial Plan

T ax plan

50%+ - percentage of individuals with NO estate plan

30% - What Social Secur...

Will you disinherit your Grandchildren? S1 from 2021-03-21T09:00

Is YOUR estate plan done? Is it done right?

Over 50% of all individuals do not have any estate plan

Will you disinherit your Grandchildren?

Will your estate be ravaged by th...

Will you disinherit your Grandchildren? S3 from 2021-03-21T09:00

Is YOUR estate plan done? Is it done right?

Over 50% of all individuals do not have any estate plan

Will you disinherit your Grandchildren?

Will your estate be ravaged by th...

Will you disinherit your Grandchildren? S4 from 2021-03-21T09:00

Is YOUR estate plan done? Is it done right?

Over 50% of all individuals do not have any estate plan

Will you disinherit your Grandchildren?

Will your estate be ravaged by th...

Will you disinherit your Grandchildren? S2 from 2021-03-21T09:00

Is YOUR estate plan done? Is it done right?

Over 50% of all individuals do not have any estate plan

Will you disinherit your Grandchildren?

Will your estate be ravaged by th...

Small Changes...Big Results S3 from 2021-03-13T09:00

Looking for the ONE silver bullet?

Earning just 2% more per year over a 30 year investment horizon will have over a $1,200,000 difference starting with $300,000 - a variance of 6% to 8%....

Small Changes...Big Results S2 from 2021-03-13T09:00

Looking for the ONE silver bullet?

Earning just 2% more per year over a 30 year investment horizon will have over a $1,200,000 difference starting with $300,000 - a variance of 6% to 8%....

Small Changes...Big Results S4 from 2021-03-13T09:00

Looking for the ONE silver bullet?

Earning just 2% more per year over a 30 year investment horizon will have over a $1,200,000 difference starting with $300,000 - a variance of 6% to 8%....

Small Changes...Big Results S1 from 2021-03-13T09:00

Looking for the ONE silver bullet?

Earning just 2% more per year over a 30 year investment horizon will have over a $1,200,000 difference starting with $300,000 - a variance of 6% to 8%....

Love Potion No. 9 S3 from 2021-03-04T09:00

Is YOUR estate plan done? Is it done right?

Over 50% of all individuals do not have any estate plan

Will you disinherit your kids?

Will your estate be ravaged by the "profes...

Love Potion No. 9 S1 from 2021-03-04T09:00

Is YOUR estate plan done?

Over 50% of all individuals do not have any estate plan

Will you disinherit your kids?

Will your estate be ravaged by the "professionals" in "helpin...

Love Potion No. 9 S4 from 2021-03-04T09:00

Is YOUR estate plan done? Is it done right?

Over 50% of all individuals do not have any estate plan

Will you disinherit your kids?

Will your estate be ravaged by the "profes...

Love Potion No. 9 S2 from 2021-03-04T09:00

Is YOUR estate plan done? Is it done right?

Over 50% of all individuals do not have any estate plan

Will you disinherit your kids?

Will your estate be ravaged by the "profes...

Investing - What you need to know S2 from 2021-02-06T09:00

Objectively reviewed your portfolio?

Every day, 10,000 individuals turn 65 - for another 10 years

The strategies for accumulation are different than that of income distribution in re...

Investing - What you need to know S4 from 2021-02-06T09:00

Objectively reviewed your portfolio?

Every day, 10,000 individuals turn 65 - for another 10 years

The strategies for accumulation are different than that of income distribution in re...

Investing - What you need to know S3 from 2021-02-06T09:00

Objectively reviewed your portfolio?

Every day, 10,000 individuals turn 65 - for another 10 years

The strategies for accumulation are different than that of income distribution in re...

Investing - What you need to know S1 from 2021-02-06T09:00

Objectively reviewed your portfolio?

Every day, 10,000 individuals turn 65 - for another 10 years

The strategies for accumulation are different than that of income distribution in re...

Is Now the Time to Pivot? Session 4 from 2021-01-30T09:00

Statistics:

Every day, 10,000 individuals turn 65 - for another 10 years

Are you working with an Advisor or a security salesman?

Do you want to base your investments on a 1-800...

Is Now the Time to Pivot? Session 1 from 2021-01-30T09:00

Statistics:

Every day, 10,000 individuals turn 65 - for another 10 years

Are you working with an Advisor or a security salesman?

Do you want to base your investments on a 1-800...

Is Now the Time to Pivot? Session 2 from 2021-01-30T09:00

Statistics:

Every day, 10,000 individuals turn 65 - for another 10 years

Are you working with an Advisor or a security salesman?

Do you want to base your investments on a 1-800...

Is Now the Time to Pivot? Session 3 from 2021-01-30T09:00

Statistics:

Every day, 10,000 individuals turn 65 - for another 10 years

Are you working with an Advisor or a security salesman?

Do you want to base your investments on a 1-800...

Deciding To Work with an RIA - 2 from 2021-01-23T09:00

Statistics:

Every day, 10,000 individuals turn 65 - for another 10 years

There is a reason the "rich" work with advisors and not security salesmen

Do you want to base yo...

Deciding To Work with an RIA - 1 from 2021-01-23T09:00

Statistics:

Every day, 10,000 individuals turn 65 - for another 10 years

There is a reason the "rich" work with advisors and not security salesmen

Do you want to base yo...

Deciding To Work with an RIA - 4 from 2021-01-23T09:00

Statistics:

Every day, 10,000 individuals turn 65 - for another 10 years

There is a reason the "rich" work with advisors and not security salesmen

Do you want to base yo...

Deciding To Work with an RIA - 3 from 2021-01-23T09:00

Statistics:

Every day, 10,000 individuals turn 65 - for another 10 years

There is a reason the "rich" work with advisors and not security salesmen

Do you want to base yo...

Estate Planning Essentials 1 from 2021-01-16T09:00

Statistics:

50% of all individuals do not have any estate plan

100% of all individuals will use an estate plan

0% chance of discovering the fountain of youth

0% chance yo...

Estate Planning Essentials 3 from 2021-01-16T09:00

Statistics:

50% of all individuals do not have an estate plan

100% of all individuals will use an estate plan

0% chance of discovering the fountain of youth

0% chance you...

Estate Planning Essentials 2 from 2021-01-16T09:00

Statistics:

50% of all individuals do not have an estate plan

100% of all individuals will use an estate plan

0% chance of discovering the fountain of youth

0% chance you...

Estate Planning Essentials 4 from 2021-01-16T09:00

Statistics:

50% of all individuals do not have an estate plan

100% of all individuals will use an estate plan

0% chance of discovering the fountain of youth

0% chance you...

New Year - New You....Session 3 from 2021-01-10T09:00

Do resolutions really work? What is the key to accomplishing that new goal / resolution?

In the blink of an eye - 2020 was gone - take advantage of Listen

New Year - New You....Session 4 from 2021-01-10T09:00

Do resolutions really work? What is the key to accomplishing that new goal / resolution?

In the blink of an eye - 2020 was gone - take advantage of Listen

New Year - New You....Session 2 from 2021-01-10T09:00

Do resolutions really work? What is the key to accomplishing that new goal / resolution?

In the blink of an eye - 2020 was gone - take advantage of Listen

New Year - New You....Session 1 from 2021-01-07T09:00

Do resolutions really work? What is the key to accomplishing that new goal / resolution?

In the blink of an eye - 2020 was gone - take advantage of Listen

If Not Now - When? from 2020-12-12T09:00

It's up to you to take action - what will prompt you to take the first step.

You are the only person responsible for your financial future.

There is no "quick fix" to getting resul...

That Makes Sense: The Bundle from 2020-11-03T09:00

Most individuals do not receive coordinated advice. Some work with a CPA, a Stock Broker and an Estate Planning Attorney. Do you really think these 3 separate individuals coordinate their adv...

Professional Edge from 2020-11-03T09:00

Introduction along with all the legal disclosures, I as a lawyer, need to share to protect you and me.

The Bundle from 2020-10-23T09:00

An coordinated financial / estate plan can lead to unintended consequences included disinheriting your children.

1. If your designated beneficiary on your largest financial asset (401...
   Listen