Common High Net Worth Mistakes People Make
Don’t Rely on Amateur Stock Advice!

Today, we’re discussing more mistakes frequently made by solo retirees without consulting with an advisor.
STOP Losing Money to Low Risk Tolerance and Learn to Invest Like a Pro

Today’s episode is all about Risk Tolerance! If you consult with us, we will help you determine your risk tolerance level to find what’s right for you.
Can AI REALLY Make Rational Financial Decisions?

In this episode, we discuss and even ask an AI if it can make rational financial decisions.
How Does FEAR Influence Financial Decisions?

In this episode, we talk about how fear can influence your important financial decisions.
What is Your Financial Risk Tolerance?

Today, we talk about what risk tolerance is in the financial sphere, as well as discuss tips on how to keep your risk low and returns high.
How Can You MAXIMIZE Your Social Security Benefits?

Phil Capriotti Sr. breaks down all of the many components that make up your social security. How important is maximizing your social security benefits? Phil gives you a great many reasons that will also help you work towards a completely tax free retirement!
Will Social Security Payments Eventually Go Away?

This week, we’re talking about Social Security, and the worries about it possibly going away in the future.
You Can Create Your Own PERSONAL Pension?

We talk about fixed index annuities in this episode, as well as other tips to keep you calm and anxiety free during retirement.
What Even is an Annuity?

Today, we talk about variable annuities and their many downsides and upsides.