Common Sense Financial Podcast
The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business.
Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Our firm is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS. Skrobonja Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure.
- Update frequency
- every 7 days
- Average duration
- 18 minutes
- Episodes
- 182
- Years Active
- 2017 - 2025
Retirement Requires a Shift in Mindset - Replay
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.
…
Avoid Making These 5 Retirement Mistakes - Replay
“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 you…
Year-End Tax Strategies
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 fin…
6 Tips For Choosing the “Right Fit” Financial Advisor - Replay
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 finan…
Make Health Planning Part of Your Retirement Planning, with Regan Archibald - Replay
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 Ar…
An Innovative – and Life-Changing – Way to Look at Retirement, with Dean Jackson - Replay
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 …
The Potential Ripple Effects of Taxing Unrealized Capital Gains
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 A…
Identity Theft: How to Protect Yourself and Take Action if You’re Targeted
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 …
The 4 Biggest Obstacles to Effective Estate Planning - Replay
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 aro…
Longevity: The Retirement Problem No One Is Discussing - Replay
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…
In Financial Planning, Consider Your ‘Fuel Tank of Capability’ - Replay
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 fo…
Different Approach of Financial Planning Addresses ‘the Missing Middle’ - Replay
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 …
7 Essential Questions to Ask When Choosing a Financial Advisor
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 yo…
The Three Retirement Mindsets That Could Have A Negative Impact On Your Retirement Plans - Replay
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 plann…
Exploring Alternative Investments and Building a Long Term Vision - Replay
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 i…
Top 2 Questions Answered - Replay
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…
A Framework For Multiplying Wealth
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 h…
Defining A Diversified Portfolio - Replay
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 w…
Settling An Estate As An Executor - Replay
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…
Tax Deferred to Tax Free: Navigating Taxes in Retirement - Replay
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 minim…