최고 Common Sense Financial 팟캐스트 (2024)

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

9h 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
Year-End Tax Strategies 21:59

7d ago21:59

21:59

Brian Skrobonja shares practical tips on year-end tax planning so you can make informed decisions and take control of your financial future. He explains why now is the perfect time to assess your financial situation and the type of strategic moves you can make to reduce your tax liabilities, maximize savings, and enhance your overall financial heal…

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

14d 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

21d 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 - Replay 57:55

28d 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 That's an outdated approach, says today's guest Dean Jackson!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 Potential Ripple Effects of Taxing Unrealized Capital Gains 18:35

1M ago18:35

18:35

In this episode, Brian Skrobonja breaks down Kamala Harris' proposed tax plan and how it aims to tax unrealized capital gains for the ultra-rich. He sheds light on how the tax plans will affect all Americans regardless of their income level, what to do if Kamala Harris is elected president, and how taxing unrealized gains could contribute to consta…

1
Identity Theft: How to Protect Yourself and Take Action if You’re Targeted 20:15

1M ago20:15

20:15

In this episode, Brian Skrobonja shares tips and insights on how to help protect yourself against identity theft. He sheds light on the best identity theft tools in the market, what to consider when someone steals your identity, and ways to minimize the risk of your data ending up in the dark web. Brian starts the conversation by sharing what he le…

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

2M 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

2M 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’ - Replay 14:29

2M 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’ - Replay 15:40

2M 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
7 Essential Questions to Ask When Choosing a Financial Advisor 21:40

3M ago21:40

21:40

In this episode, Brian Skrobonja breaks down the seven key questions you must ask your advisor before choosing to work with them. He sheds light on why selecting a financial advisor is crucial for your financial well-being, the benefits of working with an experienced financial advisor, and why you should be wary of financial entertainers. How can p…

1
The Three Retirement Mindsets That Could Have A Negative Impact On Your Retirement Plans - Replay 19:01

3M ago19:01

19:01

In this episode, Brian Skrobonja goes over the three main retirement mindsets that could negatively impact your retirement plans. He sheds light on what most retirees get wrong about retirement planning, why being confident doesn’t eliminate investment risks, and what to consider when hiring a financial planner. Brian goes over three retirement min…

1
Exploring Alternative Investments and Building a Long Term Vision - Replay 16:40

3M ago16:40

16:40

In this episode, Brian Skrobonja explains what alternative investments are and why they are the fastest route to growing your assets or retirement savings. He sheds light on how the most successful investors in the world keep getting wealthier and how to use an endowment like strategy to position your retirement assets. Brian explores alternative i…

1
Top 2 Questions Answered - Replay 18:00

3M ago18:00

18:00

In this episode, Brian Skrobonja answers the top questions he receives from people looking for help with their financial plan. He sheds light on why a plan is more than just picking stocks, what most people get wrong about passive income, and the benefits of knowing how much tax liability you’ll have in the future. Brian answers the top questions h…

1
A Framework For Multiplying Wealth 22:31

4M ago22:31

22:31

In this episode, Brian Skrobonja breaks down a simple framework everyone can follow to build and multiply wealth. He sheds light on what most people get wrong about wealth building, the benefits of having multiple appreciating assets, and how wealthy people use other people’s money to build wealth. Brian goes over a simple framework for multiplying…

1
Defining A Diversified Portfolio - Replay 13:24

4M 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
Settling An Estate As An Executor - Replay 13:26

4M 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
Tax Deferred to Tax Free: Navigating Taxes in Retirement - Replay 17:33

4M ago17:33

17:33

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
Are You Prepared for the Evolution of Retirement? - Replay 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
The Three Retirement Mindsets That Could Have A Negative Impact On Your Retirement Plans 19:01

5M ago19:01

19:01

In this episode, Brian Skrobonja goes over the three main retirement mindsets that could negatively impact your retirement plans. He sheds light on what most retirees get wrong about retirement planning, why being confident doesn’t eliminate investment risks, and what to consider when hiring a financial planner. Brian goes over three retirement min…

1
My Story - Replay 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 - Replay 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 - Replay 13:20

5M 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
Exploring Alternative Investments and Building a Long Term Vision 16:40

6M ago16:40

16:40

In this episode, Brian Skrobonja explains what alternative investments are and why they are the fastest route to growing your assets or retirement savings. He sheds light on how the most successful investors in the world keep getting wealthier and how to use an endowment like strategy to position your retirement assets. Brian explores alternative i…

1
How to Create Retirement Confidence - Replay 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 - Replay 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 - Replay 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
Top 2 Questions Answered 18:00

7M ago18:00

18:00

In this episode, Brian Skrobonja answers the top questions he receives from people looking for help with their financial plan. He sheds light on why a plan is more than just picking stocks, what most people get wrong about passive income, and the benefits of knowing how much tax liability you’ll have in the future. Brian answers the top questions h…

1
Hidden Tax Strategies, with CPA Tanner Adams - Replay 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 - Replay 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 - Replay 14:36

7M 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

7M 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

8M 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

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 - Replay 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 - Replay 15:53

8M 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

9M 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
Tax Deferred to Tax Free: Navigating Taxes in Retirement 16:08

10M 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
Are You Prepared for the Evolution of Retirement? 16:12

11M 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
My Story 10:53

12M 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

1y 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…

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