Best Brian C Beasley Podcasts (2025)

1
35 How to Be Wealthier and Happier...A Framework for Anyone 17:57

3+ y ago17:57

17:57

Where to begin your financial journey. A framework for simplifying the overwhelming complexity involved with financial decisions. Two controllable factors that affect our ability to accumulate wealth over time and our happiness about our finances. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donations…

1
34: Excess Returns, Part 3 of 3 54:52

3+ y ago54:52

54:52

Dan and Brian conclude their discussion of Excess Returns, including the mindset necessary of great investors and indicators that those great investors followed. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
33: Excess Returns Part 2 41:29

3+ y ago41:29

41:29

Brian and Dan continue their discussion of Excess Returns To read the article we referenced, click HERE. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
32: Excess Returns Part 1 of 3 35:05

3+ y ago35:05

35:05

Brian and Dan discuss Excess Returns, by Frederik Vanhaverbeke. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
31: Investing for Kids 27:51

3+ y ago27:51

27:51

Brian and Dan discuss investing for children, including the various types of accounts like 529 plans, Coverdell accounts, and UTMA/UGMA accounts. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
30: Alzheimer's 18:01

3+ y ago18:01

18:01

Dan and Brian discuss some things they learned from a family that went through Alzheimer's disease in their family. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
29: Caregiving 21:52

4y ago21:52

21:52

Dan and Brian discuss caregiving, including: Early warning signs that extra help may be needed. Family communication Being a caregiver vs being a family member Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
28: The Psychology of Money Part 3 33:19

4y ago33:19

33:19

Dan and Brian finish their discussion on Morgan Housel's book: The Psychology of Money Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
27: The Psychology of Money Part 2 21:27

4y ago21:27

21:27

Brian and Dan continue their discussion of Morgan Housel's excellent 2020 book, The Psychology of Money. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
26: The Psychology of Money Part 1 28:51

4y ago28:51

28:51

Part one of 3 episodes covering Morgan Housel's book, The Psychology of Money. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
25: Risk Part 4: Risk Capacity 11:13

4y ago11:13

11:13

Matching your portfolio to your goals. In addition to knowing your own tolerance for risk, you also need to understand the range of risks that may lead to a high likelihood of success. What is the risk capacity of your portfolio? Of you behavior? Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donations…

1
24 Risk Part 3: Risk Perception 12:42

4y ago12:42

12:42

Understanding how risk tolerance and risk perception may differ. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
23: Risk Part 2: Tolerance 13:59

4y ago13:59

13:59

Brian and Dan discuss risk tolerance and how it may influence your investment decisions. To find your own risk tolerance score via Riskalyze, just click this link: CLICK HERE NOTE: Although an email is required to get your risk score, we absolutely will not contact you unless requested. HINT: The S&P 500 is normally about 75-80 on the Riskalyze sca…

1
22: Risk Part 1: Introduction 15:41

4y ago15:41

15:41

Dan and Brian discuss risk. There are many ways to define risk, as well as a few specific risks that may not be obvious. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
21: Estate Planning: Beyond the Documents 16:14

4y ago16:14

16:14

Dan and Brian discuss potential issues that follow someone's passing, and ways to address them. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
20: Choosing Advisors to Interview 18:36

4y ago18:36

18:36

Brian and Dan discuss some key factors to consider when choosing the advisors you want to interview before hiring. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
19: Basics of Building a Portfolio 1:06:49

4+ y ago1:06:49

1:06:49

Brian and Dan discuss some of the most widely accepted best practices for building a core investment portfolio. Topics include: Risk, Time, Allocation, Diversification, and Rebalancing. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
18: The Little Book of Behavioral Investing by James Montier 2:16:19

4+ y ago2:16:19

2:16:19

Brian and Tom discuss James Montier's "The Little Book of Behavioral Investing" Topics cover some of the mental errors we are likely to make as investors, and how to protect our portfolios from those errors. This is a long episode, but well worth the time...or just buy the book! Support this podcast at — https://redcircle.com/fierce-fiduciary-podca…

1
17: The Ultimate Gift by Jim Stovall 53:59

4+ y ago53:59

53:59

This one really hit us hard. Lessons on life's gifts that go beyond the money. Hard work. Problems. Gratitude. Friends. Giving. Dreams. A Single Day. Thank you for listening. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
16: Questions from the Wild: Advisors, annuities, paralysis, current events, and more 1:23:17

4+ y ago1:23:17

1:23:17

Dan and Brian answer common questions they receive from the internet and in real life. They touch on conquering paralysis, P/E ratios, some vocabulary, why should anyone pay an advisor, and more. Thank you for listening. This episode and all content is for information and education only. Although the hosts are qualified, experienced advisors, nothi…

1
15: Retirement Plan Consultant, Bill Karsten of Plan Pilot 1:14:44

4+ y ago1:14:44

1:14:44

Bill Karsten of Plan Pilot gives us some insight about employer-sponsored retirement plans like 401(k) and 403(b) plans. Plan Pilot provides comprehensive retirement plan consulting services for employers. The pillars of their services include, but are not limited to: Plan Governance, Plan Design, Participant Education, Provider Consultation, and I…

1
14: Avoiding Irrational Decisions for better results. Predictably Irrational by Dan Ariely 1:42:12

5y ago1:42:12

1:42:12

Dan and Brian are joined by their partner, Tom Stecich to discuss how humans are sometimes hardwired, conditioned, and even manipulated to make irrational decisions. Learn how to recognize and mitigate these situations, so that you can make better financial decisions...and win as you strive to meet your financial planning and/or investing goals. Th…

1
13: The Internet Bubble 1995-2000, Dot-Con: The Greatest Story Ever Sold by John Cassidy 2:25:46

5y ago2:25:46

2:25:46

Independent financial advisors, Dan Alberth and Brian Beasley discuss John Cassidy's book, Dot-Con, a deep dive into the internet bubble of the late 1990's. The internet bubble was the greatest investment bubble we have seen in the United States, and contains lessons and reminders for us all as we invest, plan for the future. Risk always matter whe…

1
12: Mitigating Risk: Life Insurance Considerations 1:03:41

5y ago1:03:41

1:03:41

Dan Alberth guides us through a difficult, but CRITICAL topic for many. Do I need life insurance? How much do I need? Types of Insurance, features, uses How to get insurance Good vs Not as Good Experiences Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
11: Investing: Long Term Mindset and Strategies 1:30:50

5y ago1:30:50

1:30:50

Dan and Brian discuss: Long Term vs Speculating, Unrealistic Expectations, What is Valuation?, 2 Major Passive Strategies, 7 Active Strategies, 4 Types of investors and what they can do now to improve their situation. This content is for educational and informational purposes only. Nothing in any episode of this podcast should be considered persona…

1
10: Long Term Care, The Conversation 1:17:50

5y ago1:17:50

1:17:50

Long Term Care is an important topic often avoided. Dan and Brian discuss the subject, as well as the book "The Conversation" by Harley Gordon, a recognized expert in elder care issues. What is elder care/long term care? How can we discuss the issue with out loved ones? What can we do to maintain good family relationships in spite of a long-term ca…

1
9: Investing: Master the Basics and Become Truly Advanced 1:34:04

5y ago1:34:04

1:34:04

Brian and Dan discuss three primary areas of focus for investing, various strategies for making investment decisions, and choosing styles that might suit you, Also included: How these investment basics are aligned with the 8 Guidelines previously discussed on this podcast. Disclaimer: This podcast is for informational and educational use only. Noth…

1
8: How to Get the Most From Working with an Attorney, Interview with Kevin Camden, Attorney at Law 1:05:14

5y ago1:05:14

1:05:14

Dan and Brian sit down with Kevin Camden, an experienced attorney in the Chicago area. Kevin helped us understand how to get the most out of working with an attorney, what to expect, and how they can be helpful. We touched on topics including real estate investing, home-buying/selling, and estate planning. Nothing in this episode should be consider…

1
7: The Most Important Financial Planning Questions You Should Be Asking 1:39:32

5y ago1:39:32

1:39:32

Working on your own or with an advisory team...everyone needs to ask and answer these questions to succeed in meeting their financial goals. Are you on track? How can you improve? What about the questions beyond the typical "interview questions" for financial professionals? What about YOU? What should you learn? How much should you know? How can yo…

1
6: Getting Started: How to prioritize for faster, more effective results 1:03:57

5y ago1:03:57

1:03:57

0:00:00 Intro/Housekeeping 0:00:28 How do I get started? 1:03:34 Closing Gratitude Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
5: The spending habits of most millionaires, Q&A from the Wild 2:14:08

5y ago2:14:08

2:14:08

0:00:02 Intro0:00:10 "Stop Acting Rich: ...And Start Living Like A Real Millionaire" Book by Thomas J. Stanley1:34:21 Questions from the Wild1:34:29 What is Asset Allocation1:42:11 Gain/Loss vs performance1:52:12 Is it bad to have IRAs at multiple places?1:59:38 Expenses and net returns. How do I choose between two investments.2:09:52 Concluding th…

1
4: Know Yourself: The raw material needed for good financial decisions* 1:32:37

5y ago1:32:37

1:32:37

0:00:00 Intro0:01:13 Three parts to knowing yourself0:03:01 What's the benefit?0:08:57 Your situation/Where you are0:29:28 Your goals0:40:40 Uniquely you0:57:29 Questions from the wild (rent vs buy a home, 401k vs employer stock, the Robinhood phenomenon, indices on TV and my portfolio)1:33:47 Closing comments and gratitude*This podcast is for info…

1
3: The Great Crash: 1929 by John Kenneth Galbraith 1:46:48

5y ago1:46:48

1:46:48

0:00:00 Greetings/Introduction 0:00:25 The Great Depression 0:01:12 The Great Crash: 1929 1:45:42 Closing comments and gratitude Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
2: Simplifying Common Financial Terms and Vocabulary 1:48:11

5y ago1:48:11

1:48:11

0:00:00 Greetings 0:01:31 Today's topic 0:04:32 Common Terms and Vocabulary 1:46:30 Closing comments and gratitude Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

1
1: Brian & Dan, 8 Guidelines for Making Financial Decisions, Q&A 1:13:57

5y ago1:13:57

1:13:57

0:00:00 Introductions 0:00:56 Background and inspiration for the podcast 0:10:49 Eight guidelines for making financial decisions 0:55:23 Q&A: Top questions from the internet 1:12:22 Closing comments and gratitude Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donationsBy Brian C. Beasley

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Brian C Beasley Podcasts

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