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.
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, ho…
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.
…“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…
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…
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…
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 …
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…
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…
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…
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 …
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…
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 c…
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 Secur…
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 a…
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…
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 t…
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 li…
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 Skrob…
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…
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, an…