Beste Common Sense Financial podcasts (2024)

1
How SDLI Can Provide Flexibility - Replay 14:36

4d ago14:36

14:36

High income professionals face a unique situation when it comes to their retirement. You have the dual challenge of having your money tied up in your investments and also looming tax burdens once you retire. Listen to the latest episode of the podcast to learn about a Specially Designed Life Insurance policy, also known as a life insurance retireme…

1
Who Should Consider An Annuity? - Replay 14:46

11d ago14:46

14:46

The concept of investing is often associated only with money and the pursuit of wealth, but this Annuities are a popular thing these days… why is that the case? And are they a valid option for those planning their retirement? In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja explores the world of annuities – from what …

1
Defining A Diversified Portfolio 13:24

18d ago13:24

13:24

In this episode, Brian Skrobonja breaks down ways to save, grow, and invest your money. He sheds light on what a well-diversified portfolio looks like, the true definition of financial freedom, and why you need different mindsets for spending versus investing money. We all want the same thing when it comes to money--we all desire to make money, gro…

1
Investing in Your Ideal Future Self - Replay 14:23

25d ago14:23

14:23

The concept of investing is often associated only with money and the pursuit of wealth, but this fails to capture the true essence of investing. An ideal future isn’t encapsulated by a stack of $100 bills. The true essence of investing is not about building wealth, but about building the atmospheric conditions that align with your ideal future self…

1
An In-Depth Breakdown of Privatized Banking aka Build Banking - Replay 15:37

1M ago15:37

15:37

Many people accumulate their wealth in a bank or a long-term investment, and this may create problems. But there is a different strategy. In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja goes over the Build Banking strategy and how you can consider a different banking paradigm using specially designed life insurance p…

1
Retirement Requires a Shift in Mindset - Replay 15:53

1M ago15:53

15:53

Time is your most precious resource, but how you use it is up to you. The shift from earning to retirement can be quite challenging, as you have to thread the needle between income, growth, and time. In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja goes over the most important mindset shift people need to make in orde…

1
Settling An Estate As An Executor 13:26

2M ago13:26

13:26

In this episode, Brian Skrobonja sheds light on the complex and often overwhelming process of managing an estate after the loss of a loved one. This is a step-by-step guide from the initial steps you need to take after a loved one passes, to the intricate details of settling an estate. Brian offers valuable advice and practical tips to navigate thi…

1
Avoid Making These 5 Retirement Mistakes - Replay 14:39

2M ago14:39

14:39

“The more money you have, the bigger the mistakes,” someone once told Brian… How does that translate into retirement planning? And how can you help ensure you approach your financial planning for your “golden years” in the best possible way? In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja goes over five retirement mi…

1
6 Tips For Choosing the “Right Fit” Financial Advisor - Replay 15:59

2M ago15:59

15:59

Are you part of that 68% of people who would like to have a personalized financial plan, but aren’t sure where to find a financial advisor? What should you pay attention to when trying to get a financial planning expert to help you, and you’re evaluating different options? In this new episode of the Common Sense Financial Podcast, host Brian Skrobo…

1
Make Health Planning Part of Your Retirement Planning, with Regan Archibald - Replay 53:35

2M ago53:35

53:35

You feel healthy so everything is okay, right? Have you ever thought that health planning should be part of your retirement planning efforts? If you’ve answered ‘yes,’ pay close attention to Regan Archibald! Regan joins host Brian Skrobonja to discuss how people should approach health planning, the world of preventive care, the role of nutrition, a…

1
Tax Deferred to Tax Free: Navigating Taxes in Retirement 16:08

2M ago16:08

16:08

In this milestone 100th episode of the Common Sense Financial Podcast, host Brian Skrobonja delves into the critical topic of managing taxes in retirement. The episode focuses on strategies for minimizing tax liabilities, especially for retirees with tax-deferred accounts facing potential hefty tax bills. Brian emphasizes the importance of sustaina…

1
The 4 Biggest Obstacles to Effective Estate Planning - Replay 14:04

3M ago14:04

14:04

Life when you’re gone… an uncomfortable conversation most people prefer to avoid. Why isn’t that a good idea? How can estate planning help you ensure that things are taken care of once you aren’t around anymore? Listen to learn about big mistakes people make, the different elements that make up the estate plan puzzle, the three primary areas of cas…

1
Longevity: The Retirement Problem No One Is Discussing - Replay 14:24

3M ago14:24

14:24

Did you know that a good part of American households haven’t thought about retirement planning? When it comes to planning for retirement, there are some key concepts to understand and three traps you should do your best to avoid. Listen to learn why a money increase doesn’t always equal a lifestyle enhancement, the three things people often look at…

1
Different Approach of Financial Planning Addresses ‘the Missing Middle’ - Replay 15:40

3M ago15:40

15:40

Emergencies and retirement. This is what we're taught to save for. But what if you created a different system, which allowed you to pay for the expenses you will incur between now and retirement age – without losing the ability to build wealth? Find out why you may need to rethink your financial planning approach and what you should do about the “M…

1
An Innovative – and Life-Changing – Way to Look at Retirement, with Dean Jackson - Replay 9:27

3M ago9:27

9:27

What comes to mind when you think about retiring? Is it enjoying your "golden years?" That's an outdated approach, says today's guest Dean Jackson! He joins host Brian Skrobonja to discuss a new way to think about retirement – and how doing things this way will change your life – the concept of "pre-tiring," two types of economy, and what "money ho…

1
Are You Prepared for the Evolution of Retirement? 16:12

4M ago16:12

16:12

In this podcast episode, Brian Skrobonja takes us on a thought-provoking journey through the evolving concept of retirement. As we dive into the past, present, and future of retirement, Brian helps us unravel the complexities of this modern-day concept which, though deeply ingrained in our society, is relatively new in human history. This episode i…

1
In Financial Planning, Consider Your ‘Fuel Tank of Capability’ - Replay 14:29

4M ago14:29

14:29

You can live without saving money, and you can live with debt, but you cannot live without cash flow. In fact, if you want your personal finance to flourish, cash flow is a key element you need to focus on – passive income too. Why is that the case? Find out about critical personal financing missteps you should avoid making, what to focus on to mea…

1
My Story 10:53

5M ago10:53

10:53

In this podcast episode, Brian shares his remarkable journey from his parents' middle-class immigrant background to achieving financial freedom through decades of learning and building businesses. He recounts his early aspiration for an opulent lifestyle and the pivotal moment when he realized the importance of creating income-producing assets. Thr…

1
The 5 Key Performance Indicators To Help Measure The Health Of Your Retirement Plan 15:40

5M ago15:40

15:40

In this episode we talk about the importance of using key performance indicators beyond just investment performance to gauge the health of one's retirement plan. There are five crucial data points that form the foundation of a successful retirement strategy: passive income, effective tax rate, cash flow ratio, banking capacity, and horizontal asset…

1
Certificates of Deposit: What to Consider and How to Use Them 13:20

6M ago13:20

13:20

In this episode on Certificates of Deposit (CDs) as investments, we talk about the nuanced decision-making involved in purchasing CDs and whether or not CDs are good investments, particularly in a rising interest rate environment, and we explain why interest rates are the only factor you need to consider. Wealth creation isn't solely dependent on C…

1
How to Create Retirement Confidence 18:27

6M ago18:27

18:27

In this episode, we delve into the link between overall retirement quality and the confidence you have in your financial plan. We emphasize how a well-designed retirement strategy tailored to your needs, not solely reliant on market performance, is pivotal for boosting confidence and making your retirement plan a reality you can rely on. Addressing…

1
3 Factors To Consider Before Taking Your Social Security Benefits 14:49

6M ago14:49

14:49

The complexity of Social Security calculations can cause some confusion around when someone eligible should file and claim their benefit. There are a lot of variables to consider and acronyms to decipher that can make Social Security feel like a confusing hedge maze. Let’s cut through some of the noise and clarify some of the most pressing question…

1
The 7 Indispensable Steps in Building Your Wealth Strategy 14:16

6M ago14:16

14:16

If you tune into social media, there are a lot of influencers and gurus peddling one-size-fits-all financial advice and unfortunately plenty of investors base their strategies on what these people recommend. Find out why basing your investment decisions on what’s trending on TikTok is short sighted and discover the seven indispensable steps of buil…

1
Hidden Tax Strategies, with CPA Tanner Adams 44:19

7M ago44:19

44:19

Most business owners come into the financial game as the quarterback. They’re telling their CPA and financial advisor what they need and when they need it instead of working as a team to plan out a cohesive strategy. This needs to change. Listen to the latest episode of the podcast to learn why your business needs a financial team that works togeth…

1
Four Big Financial Planning Mistakes Business Owners Make 12:42

7M ago12:42

12:42

Entrepreneurs by nature are continuously occupied with running their business and wearing multiple hats throughout the day just to keep things running smoothly. Unfortunately, that leads entrepreneurs into making a number of common mistakes. Mistakes that damage the long-term success and potential of their business. Listen to the latest episode of …

1
How SDLI Can Provide Flexibility 14:36

8M ago14:36

14:36

High income professionals face a unique situation when it comes to their retirement. You have the dual challenge of having your money tied up in your investments and also looming tax burdens once you retire. Listen to the latest episode of the podcast to learn about a Specially Designed Life Insurance policy, also known as a life insurance retireme…

1
Who Should Consider An Annuity? 14:46

8M ago14:46

14:46

The concept of investing is often associated only with money and the pursuit of wealth, but this Annuities are a popular thing these days… why is that the case? And are they a valid option for those planning their retirement? In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja explores the world of annuities – from what …

1
Investing in Your Ideal Future Self 14:23

8M ago14:23

14:23

The concept of investing is often associated only with money and the pursuit of wealth, but this fails to capture the true essence of investing. An ideal future isn’t encapsulated by a stack of $100 bills. The true essence of investing is not about building wealth, but about building the atmospheric conditions that align with your ideal future self…

1
An In-Depth Breakdown of Privatized Banking aka Build Banking 15:37

8M ago15:37

15:37

Many people accumulate their wealth in a bank or a long-term investment, and this may create problems. But there is a different strategy. In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja goes over the Build Banking strategy and how you can consider a different banking paradigm using specially designed life insurance p…

1
Retirement Requires a Shift in Mindset 15:53

9M ago15:53

15:53

Time is your most precious resource, but how you use it is up to you. The shift from earning to retirement can be quite challenging, as you have to thread the needle between income, growth, and time. In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja goes over the most important mindset shift people need to make in orde…

1
Avoid Making These 5 Retirement Mistakes 14:39

9M ago14:39

14:39

“The more money you have, the bigger the mistakes,” someone once told Brian… How does that translate into retirement planning? And how can you help ensure you approach your financial planning for your “golden years” in the best possible way? In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja goes over five retirement mi…

1
6 Tips For Choosing the “Right Fit” Financial Advisor 15:59

9M ago15:59

15:59

Are you part of that 68% of people who would like to have a personalized financial plan, but aren’t sure where to find a financial advisor? What should you pay attention to when trying to get a financial planning expert to help you, and you’re evaluating different options? In this new episode of the Common Sense Financial Podcast, host Brian Skrobo…

1
Make Health Planning Part of Your Retirement Planning, with Regan Archibald 53:35

9M ago53:35

53:35

You feel healthy so everything is okay, right? Have you ever thought that health planning should be part of your retirement planning efforts? If you’ve answered ‘yes,’ pay close attention to Regan Archibald! Regan joins host Brian Skrobonja to discuss how people should approach health planning, the world of preventive care, the role of nutrition, a…

1
An Innovative – and Life-Changing – Way to Look at Retirement, with Dean Jackson 57:55

11M ago57:55

57:55

What comes to mind when you think about retiring? Is it enjoying your "golden years"? That's an outdated approach, says today's guest Dean Jackson! He joins host Brian Skrobonja to discuss a new way to think about retirement – and how doing things this way will change your life – the concept of "pre-tiring," two types of economy, and what "money ho…

1
The 4 Biggest Obstacles to Effective Estate Planning 14:04

11M ago14:04

14:04

Life when you’re gone… an uncomfortable conversation most people prefer to avoid. Why isn’t that a good idea? How can estate planning help you ensure that things are taken care of once you aren’t around anymore? Listen to learn about big mistakes people make, the different elements that make up the estate plan puzzle, the three primary areas of cas…

1
Longevity: The Retirement Problem No One Is Discussing 14:24

12M ago14:24

14:24

Did you know that a good part of American households haven’t thought about retirement planning? When it comes to planning for retirement, there are some key concepts to understand and three traps you should do your best to avoid. Listen to learn why a money increase doesn’t always equal a lifestyle enhancement, the three things people often look at…

1
In Financial Planning, Consider Your ‘Fuel Tank of Capability’ 14:29

12M ago14:29

14:29

You can live without saving money, and you can live with debt, but you cannot live without cash flow. In fact, if you want your personal finance to flourish, cash flow is a key element you need to focus on – passive income too. Why is that the case? Find out about critical personal financing missteps you should avoid making, what to focus on to mea…

1
Different Approach of Financial Planning Addresses ‘the Missing Middle’ 15:40

12M ago15:40

15:40

Emergencies and retirement. This is what we're taught to save for. But what if you created a different system, which allowed you to pay for the expenses you will incur between now and retirement age – without losing the ability to build wealth? Find out why you may need to rethink your financial planning approach and what you should do about the “M…

1
Five Assumptions That May Leave You Short of Your Retirement Needs 9:27

2y ago9:27

9:27

Retirement isn’t a thing that happens. It's a time of life that needs to be planned for. When it comes to planning for retirement, there are a huge number of assumptions that people make about what’s going to happen and when, but what if those assumptions are wrong? Find out why you may need to rethink your retirement plans. Most people envision re…

1
Do You Want a Tax Planner or a Tax Preparer? 11:14

2y ago11:14

11:14

Would you rather look back on the past and regret what happened or would you rather look to the future and make plans so that you can choose the outcomes you want? The latter of course! But when it comes to taxes, most people take the first option without even realizing there are better choices. Learn about the difference between tax preparation an…

1
Making Sense of Social Security with Rich Grawer 47:08

2y ago47:08

47:08

Social Security can be a maze of rules, exceptions, and formulas and can feel almost impossible to navigate for most people. That’s why Rich Grawer is back to talk about making sense of Social Security and the common sense guidelines that allow you to maximize your Social Security benefit and minimize your tax liability while in retirement. Social …

1
The Wealth Building Strategies of Entrepreneurs and Real Estate Investors Revealed 11:40

2y ago11:40

11:40

It’s no secret that entrepreneurs and real estate investors are responsible for the majority of the wealth creation in the world, but did you know it’s possible to take the same strategies they use and apply them to your own investments? Learn how to multiply your wealth through the power of leverage and how to use the idea of internal and external…

1
Exit Planning Secrets From Randy Long 43:16

2y ago43:16

43:16

The sale or transition of a business is a messy, complex, and time consuming process. If you want to make sure it’s a success and doesn’t tear your family apart, you have to make sure it’s done right. Randy Long reveals the biggest misconceptions around selling a business and how to make sure your children still want to eat Thanksgiving dinner toge…

1
Generate More Retirement Income and Keep More of Your Money 11:38

2y ago11:38

11:38

There is a key mindset shift that many people fail to make when they retire and it can cost them thousands of dollars from their investment portfolio. Hear about Hypothetical Helen and how her plan to pay off her mortgage with money from her 401k once she retires actually puts her further away from her goals, and what the most optimal solution for …

1
The Five Biggest Regrets People Have About Retirement 8:40

2y ago8:40

8:40

Regret and retirement don’t have to go together, but for many people they often do. Learn about the top five regrets people have in retirement and how you can set yourself up so instead of feeling like you should have done more, you can retire with confidence. When it comes to retirement, there are almost always things that you’re going to regret. …

1
Most Important Retirement Number (Not How Much Money Is In Your Portfolio) - Encore 10:21

2y ago10:21

10:21

Most people think about what investments they should be making or what stocks they should have in their portfolio when they approach retirement age, but they are going about it backwards. Brian Skrobonja breaks down the calculations you need to make in order to understand how ready you are for retirement and what your retirement plan needs to facto…

1
When A Pension Lump Sum Is Better Than An Annuity Payment 11:53

2y ago11:53

11:53

How do you pick between a lump sum payment from your pension and an annuity? A lot of that decision depends, but if you want to have control over your financial assets, a lump sum is often the better option. Find out when you should take a lump sum option instead of an annuity, why insurance is one of the most important pieces of the puzzle, and ho…

1
How To Create The Perfect Investment Portfolio 12:58

2y ago12:58

12:58

When it comes to investing for retirement, following the status quo investment advice is one of the worst things you can do. Most people are deferring taxes in their 401k, storing money in a bank, and working to pay off their mortgage, all without realizing that doing those things won’t move them closer to what they really want in retirement. Find …

1
Is Bitcoin the New Gold or a New Safe Haven? 11:09

2y ago11:09

11:09

Gold has been a source of wealth for thousands of years and a safe haven in uncertain times, but with cryptocurrencies like Bitcoin coming onto the scene, is that about to change? Before we can answer that question, we need to understand the history of the US dollar and how gold has fared over the past 100 years to get an idea what the future may h…

1
You Don’t Need Another Investment, You Need the Right Plan to Achieve Your Wealth Goals 11:47

2y ago11:47

11:47

There is no silver bullet investment that’s right for everyone, so beware of financial professionals recommending a particular investment or product without first understanding where you are in your life and what your money goals are first. That’s essentially like prescribing a treatment before your doctor diagnoses your problem! Find out what ques…

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