Deserve Podcast: Recent Episodes
Retirement Architecture
Welcome to the Deserve Podcast! Each week your host Brett Saso Sr., Founder of Retirement Architecture will discuss financial matters that can impact your retirement. He then introduces out-of-the-box strategies that just may help you avoid the potential pitfalls he exposes. You've worked hard your entire life, you DESERVE an amazing retirement!
Brett gives everyone an update with everything that has been going on with Retirement Architecture these past few months.**Attend our in person seminar and meet Brett!
Tuesday, March 28th 6p.m.
The Founders INN
5641 Indian River Road
Virginia Beach, VA, 23464**
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This week, Brett introduces our new Youtube channel! please subscribe here: https://www.youtube.com/@retirementarchitecture
Thank you to KeyArx for sponsoring this podcast.
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This week, Brett talks about starting his own community farm, and how qualified charitable distributions can reduce the pain or RMD's.
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Brett give his weekly market update, voices his concerns about the economy moving forward.
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This week Brett talks with special guest Amy Gould ESQ., who is an Estate Planning Attorney. They talk about how Amy was going to be the cohost with Brett on the series Live2100, before Covid shut the project down. Brett also asks Amy when is the right time to start estate planning, and how our blueprints could help your estate planner.
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Brett talks with Paul Cella, our new sponsor of the Deserve Podcast. They talk about what his company, The KeyArx Group has set out to do for professionals in the medical field for 30 years. They also talk about the current situation in the markets.
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Brett talks about becoming a new Grandfather, gives a market update, and reflects about the live.2.100 Television series that was ruined because of COVID.
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This week, Brett talks about a new video he discovered by Bill Bonner, and how he is predicting that were approaching "Americas Nightmare Winter"
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Brett is joined by Bryan Nicolaysen today. They talk about the consumers financial well being, and how that is the ultimate factor in determining if the economy is strong or weak.
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This week, Brett talks with special guest Paul Cella, Founder of the KeyArx Group.
The KeyArx team of experienced professionals design, develop, implement and manage a comprehensive range of integrated products and services. With more than 30 years in development, their programs are designed to save companies 30% - 50% on their benefit spending.
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Brett talks about all the magical uses for stem cells that are extracted from placentas. He refers back to Tony Robbins book Lifeforce, and the company from the book called Celuarity.
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Brett talks about the current crisis that no one in Nevada or Arizona is talking about...Lake Mead. Will this event cause the next economic disaster?
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Brett talks about the thinking behind why most people have a hard time taking winnings off the table (Their 401K) to use for their retirement dreams during retirement.
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Brett talks about the benefits of Fixed Income Annuities and how they can create income when you need it the most!
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While producer Anthony is enjoying his honeymoon, Brett managed to get his hands on the Podcast equipment and self-produced today's podcast. He's not overly coordinated and there are too many buttons to press and sliders to...slide. Once in his groove, Brett talks about the next market exits he sees on the horizon, Russia/Ukraine, and the November elections. If you are looking for ideas to discuss with your advisor (if you didn't already fire him/her, this podcast may be helpful. Brett ends the podcast with an interesting story of his desk and the Onion King that willed it to him...that will make sense after listening.
Brett talks about the head fake that just happened this week in the market, and where we may be going from here.
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This week, Brett talks about his frustration with people who refuse to do something that will benefit them and their families, just because someone is getting paid to provide a service. The best part is the money doesn't come out of their pocket! What if you didn't buy a house because your real estate broker gets paid for the job they did?
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This week Brett tells you how to break up with your Advisor, and gives you some suggestions on what to do with your money until you find a new one!
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Brett talks about how if your Advisor has kept you in the Markets during these crazy times, then it's time to fire them! Sign up for our biggest webinar May 25th. Go to RothWebinar.com to reserve your spot.
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Brett is joined by special guest Sam Manto, who is a client of Retirement Architecture. They take a deep dive into Regenerative Health and other means of exercise that Sam Practices to keep him active and feeling young.
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Brett talks about why your Advisor may not be doing their "fiduciary" duties when it comes to everything that's happening in this current market.
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This week Brett is joined by Bryan Nicolaysen. They discuss everything that is contributing to this "Super Bubble".
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This week Brett talks about the psychological side of retirement, and why it's sometimes difficult for some people to slow down and enjoy their active retirement years to the fullest. Brett shares some of his favorite places he's been and his secret when it comes to picking a place to travel to.
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This week Brett talks about some topics you may want to bring up with your tax preparer, and how the Wealth-Span Report could help answer some of those questions.
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Come to the March 23rd Live webinar where Brett will be showing the Wealth-Span report for the first time. As a thank you for attending the webinar you will receive a free Wealth-Span Report. Sign up at www.RothWebinar.com
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This week Brett introduces The Wealth-Span Report. He describes what it is and how it will be helping Baby Boomers all across the United States.
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Everyone thinks about their life-span but how many consider their Wealth-Span? This week Brett is inspired by Tony Robbins new book "Life Force", and talks about our tendency to overlook the fact that our money might not live as long as we do.
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Brett is joined by Bryan Nicolaysen, and they talk about everything that is contributing to inflation, and what they believe the Fed is doing to make it seem like things are still okay.
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Brett explains what a market crash is vs. what a market correction is. He also talks about a new graph he discovered called "The stock price to annual sales ratio" which plots how a companies stock price correlates to their annual sales, and why we need to pay attention to these ratios.
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Brett talks about the craziness that is going on in the markets, and why you may be getting a voicemail message when you go to call your Financial Advisor to voice your concern.
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Bretts introduces his new term "Immoral Enrichment" and discusses the major warning signs that a stock market crash is on the horizon.
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Happy New Year!
Brett is joined by Josh Breitmaier and they talk about the craziness that is going on in Kazakhstan regarding fuel prices and their internet, and how that has messed with Bitcoin prices.
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Merry Christmas from everyone at Retirement Architecture!
*The information discussed in the podcast is not investment advice. It is strictly for conversation.*
This week Brett speaks with Eric Amundson, from Adaptive Wealth Management. They talk about an interesting strategy that could help with the pain of taxes while you complete your Roth Conversions.
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This week Brett speaks with TJ Caleca. TJ is President and Founder of ProudLiving Companies, LLC, which owns and manages 1000+ multi-family units in Northern New Jersey. The company is dedicated to providing first-class service to all of its residents. They discuss how TJ started the company and where he sees the company in the future. They also discuss how his company is not a REIT, but a Private Direct Real State Investment Fund. This is Part 1 of a multipart deep dive into ProudLiving.
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Brett and Patcharles discuss the unprecedented 5.9% Social Security cost of living increase (COLA) coming in 2022 and its impact on your future social security taxation.
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Brett & Pat talk with Roth Conversion Specialist and Retirement Blueprint designer Nick Azadian, about an active case creating an amazing life insurance legacy strategy with no life insurance policy at all.
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Brett and Patcharles talk with Michael Mansur, President of ORG Partners, about his firm’s Four Quadrant strategy approach and what it takes to provide superior wealth management services.
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In this week's episode, Brett & Patcharles talk about inflation. how did we get to where we are, and what is currently happening that's causing this "Hyper Inflation" situation we're in? What are some things we can do to prepare in case the situation worsens?
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Brett, Patcharles & Clint talk about what a REIT (Real Estate Investment Trust) is and how it may be able to create tax free income in during your retirement.
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Patcharles & Clint talk about the Good, the Bad, and the Ugly for the week. Brett is joined by Bryan Nicolaysen to talk about Bonds. Why do we find safety & comfort in them? What are other vehicles should we be looking into for our "Safe Bucket of Money?"
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Don't believe the recent hype about the death of Roth Conversions. The articles in the news are not giving you accurate information about the current bill before Congress. Brett and tax expert George Elias, CPA of Paragon Tax Services, breakdown the misinformation to reveal the Roth conversion is alive and well.
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This weeks podcasts kicks off with Clint Sorenson giving us "The Good, the Bad, and the Ugly" via the Market Wrap Up. Brett & Pat are joined by Bryan Nicolaysen to discuss the benefits of an inherited Roth IRA vs. the cash payout of Life Insurance; and how it may be better to leave a Roth IRA to your loved ones.
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how to keep Uncle Sam out of your retirement plan!
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Brett, Patcharles & Clint do a Market Wrap Up on topics including : Inflation, Bitcoin, and more!
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
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Brett & Patcharles talk with Clint in his new segment "the good, the bad, the ugly." Each week Clint Sorenson, CFA®, CMT®, will call in to do a weekly market recap highlighting a couple topics. Brett & Pat also talk a little presidential history and cover some eye opening facts about what could be in store for those collecting or about to collect social security.
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
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Brett Interviews financial guru, Clint Sorenson, CFA®, CMT®, to discuss the need for updating baby boomer’s financial goals and to choose "process” over fear in retirement planning.
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
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Brett & Patcharles talk about what a down market alarm clock is, and why it might be time to have one in place.
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
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Brett and Patcharles speak with Don Graves, Adjunct Professor, Retirement Income Planning at the American College of Financial Services and Business Development Manager at Mutual of Omaha. They discuss what a RELOC is and the hidden powers of it if you are heading into retirement.
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
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This week Brett & Patcharles talk about having the confidence to ask your tax preparer questions, and challenge them to have educational conversations. Most people have had the same tax preparer for years, don't you think it would be a good idea to get a second opinion by having someone else take a look at your taxes? Is there something you could be doing to help you save more money in retirement?
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
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Brett & Patcharles are joined by special guest Stephen Way of Paragon Tax Planners. Stephen talks about what his company does to educate people across the U.S. & how they're working with Retirement Architecture to help save baby boomers retirements. They talk about why people need to educate themselves about taxes, why they should take a deeper dive into their tax situation, and the importance of establishing a safe bucket money.
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
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Brett is joined by Bryan & Josh this week and they discuss how much of your 401(k) you really get to keep. They also discuss how much of that 401(k) goes back to Uncle Sam in the form of taxation.
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
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Brett & Patcharles are joined by a very special guest this week, Professor Terrance Odean, Professor of Finance at the Haas School of Business at the University of California, Berkley. They discuss many aspects of human investment behavior, like the “Disposition Effect” which can be disastrous on one’s retirement plans.
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
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Brett shares an old story of how his investment behavior made him ride the 2000 crash ALL THE WAY to the bottom! He explains why people think this way and why you should start thinking about things differently when you start to near retirement.
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
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Brett is joined by special guests Josh Breitmaier & Joe Violetta and they share some stories of their earlier days when they worked together. They also discuss Roth Conversions, the concepts behind them and why it's important to make sure you do your research when looking into these strategies. If the information is free, why not take all you can get?
If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
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Brett, Pat, & Anthony talk about Deserve Magazine. They also talk about why Deserve Magazine was started, and how important it is to know what your "why" is in retirement. You work hard your entire life for these years, YOU DESERVE AN AMAZING RETIREMENT!
If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
Want to learn more? Go to Deservemagazine.com
Brett & Patcharles have a conversation with Matt Repass who is the Director of Advanced Planning at Key Financial Services in Maryland. They talk about what a fiduciary is and why these people are so important when planning for your retirement.
If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
Want to learn more? Go to Deservemagazine.com
Brett, Patcharles, & Special Guest Bryan Nicolaysen get technical this week and talk about the living benefits of life insurance. They also discuss our amazing network of Safe Money Experts at Retirement Architecture and how people should have an open mind when setting up their retirement Plan. Having an open mind will get you a dream retirement and so much more!
If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
Want to learn more? Go to Deservemagazine.com
Brett & Patcharles have a conversation with Ed Guanill, who is the Founder & President of Guanill Wealth Management. They talk about Ed's book "Navigating the Tides of Retirement". They also discuss one of the most important pages in the Blueprint, The "Dream Board", and why it's critical to know what activities you plan on doing in retirement. In the end, You DESERVE an Amazing Retirement!
If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
Want to learn more? Go to Deservemagazine.com
Brett and Patcharles talk about the "Why". Why have thousands of Americans facing retirement have reached out to us to get a blueprint? What do these Blueprints really do? What are these pre-retirees/retirees looking for?
We summed it up in one word...Visibility.
If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
Want to learn more? Go to Deservemagazine.com
Brett & Patcharles have a conversation with special guest Gary Sickles, who is Founder and CEO of Safe Harbor Retirement Group, LLC and Safe Harbor Wealth Management, LLC,.
If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
Arguably, the stock market will always be somewhat of a “game of chance”, but when it comes to retirement planning, the sure bet we all should be trying to avoid is higher taxation.
By 2030, the interest-only payment on the national debt will be more than $900,000,000,000… yes, that’s $900 Billion! On average, the federal income tax collected from taxpayers in 2018 was a little more than $15,000. By the year 2030, it will take 60,000,000 taxpayers, or 42% of all taxpayers, just to pay the interest on the national debt! Like it or not, we all have to prepare for much higher taxes...or do we?
If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
Listen to CEO of Retirement Architecture, Brett Saso recap and answer questions from the webinar titled, “Why Do People Hate Life Insurance?"
Most people have a negative reaction when they hear the words - "Life Insurance", a little like biting into a lemon. When asked why they have such harsh feelings, a typical response starts with a puzzled-pause, and ends with - "I know someone who said it was the worst investment they ever made!"
The funny thing is, Life Insurance, specifically permanent life insurance, is not an investment. Expecting any insurance product to be a high-yielding investment is like expecting a screw gun to drive nails!
Permanent Life Insurance is a misunderstood and often misused product. When properly utilized it can be very dynamic, and at the same time, be safe enough to be deemed a tier-one asset. In fact, some of the country's largest banks utilize Permanent Life Insurance as part their federally required monetary reserves...it's actually better than gold in that regard.
If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
This week, Brett & Patcharles why people hate annuities, and why they should be a little more open minded when it comes to out of the box strategies for their retirement.
Several of today's most popular financial experts have a long history of bashing Annuities. Their rants have actually caused people, who could truly benefit from an annuity, to cringe at the mention of the word. Are these heavily opinionated public personalities trying to help the public, or advance their own agenda? In this week's podcast, Brett will justify some of their negative rhetoric and also expose the positives they conveniently avoid. He will help you better understand annuities, the good and the bad, and how certain annuities, when properly positioned, may prove to be the perfect safe-harbor for the coming...Retirement Perfect Storm.
If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
Listen to CEO of Retirement Architecture, Brett Saso recap and answer questions from the webinar titled, “The Widow Trap.”
Does Your Retirement Plan Guard Against the "Widow Trap"?
Losing a partner is difficult enough without having to worry about your finances. Don’t leave your spouse vulnerable.
If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
Listen to the Brett and team recap and answer questions from his webinar titled “The Retirement Perfect Storm.”
If you are heading into or currently enjoying retirement, then you absolutely must listen to this podcast and find out how you can avoid and ride out this potential retirement perfect storm bearing down on us.
Welcome to the Deserve Podcast!
Your host Brett Saso, Sr & Patcharles Iovanella review the questions and comments from Brett's latest Live Webinar "All that Glitters is Not Gold"
The team at Retirement Architecture discusses the 1920-1929 depression era with the 2020-???? Post-COVD-19 era. What can we learn from the past that may save the retirement future for the baby-boomer generation? Do you recognize the opening song and the crooner signing it? Brother, can you spare a dime?
In this week's podcast, the team finally gets a chance to sit down and discuss what they have been working on with clients for the past month and half. As the United States Economy is brought to its knees, stock market investors around the world are trying to figure out what is next. Is this a temporary self inflicted downturn, or is the COVID-19 disease just the pin that popped the bubble? Will it be used as a scapegoat for a deep recession and massive government spending? And will it work?
With the wild volatility in the markets this week, the team wanted to compare the Corona Virus to Aesop's Fable "The Boy Who Cried Wolf". Are we the villagers who no longer believe in wolves? We don't know the extent of what Corona will bring, but there will be a wolf, so let's not become complacent - let's protect ourselves from the real risks that threaten our retirements!
Check out our analysis of the SECURE Act, the most recent fatty piece of pork given to us by our federal government. Listen to Brett Saso, CEO and Founder of Retirement Architecture, explain how this bill, attached to a mandatory budget bill, will affect his Baby Boomer clients and more importantly, what it tells us about the Federal Government's vision of our future as Americans.
Visit our Website: www.RetirementArchitecture.com
This Podcast features a client of Retirement Architecture, Joe DiCaprio. Joe shares his story in how he overcame his natural defenses and objections in the pursuit of his Retirement Blueprints.
This Podcast exposes a consequential tax increase which was targeted at today's seniors thrity-six years ago. Just another example of a government by the government for the government!