Best Brian D Muller Aams Bfa Podcasts (2025)

1
Do You Own Bonds In Your Investment Portfolio? 14:58

14h ago14:58

14:58

This is Brian, and you're listening to Wealth Decisions, where we turn complex financial concepts into actionable strategies for your financial freedom. Did you know that some of the wealthiest investors in history made their fortunes not from stocks, but from bonds? In today's episode, we're diving deep into why bonds matter more than ever in toda…

1
Do You Own Small-Caps In Your Investment Portfolio? 14:53

10d ago14:53

14:53

There's an entire segment of the stock market that can supercharge your returns, but most investors are overlooking this asset class. Today, we're diving into the world of small-cap stocks – why they matter, how they've historically outperformed large-caps, and whether they deserve a place in your portfolio. Stay tuned. This is Brian, and you're li…

1
Do You Own This Asset Class In Your Portfolio? 15:12

17d ago15:12

15:12

What if I told you there's a sweet spot in the stock market that consistently outperforms both large and small companies the majority of the time? A segment that combines the stability of established businesses with the explosive growth potential of startups? Stay tuned as we dive into mid-cap investments – the overlooked goldmine that could be the…

1
Do You Own Value Investments in Your Portfolio? 16:29

24d ago16:29

16:29

Are your investments truly building wealth, or are you just following the crowd? Today, we're diving deep into value investing - a strategy that made Warren Buffett one of the wealthiest people on Earth. Here's what makes an investment truly valuable: First, you need strong fundamentals. We're talking about consistent cash flow, healthy profit marg…

1
Do You Own Emerging Markets in Your Investment Portfolio? 16:52

1M ago16:52

16:52

What if I told you there's a massive opportunity that most investors are missing out on? A market that represents over 80% of the world's population and is growing at twice the rate of developed nations. Today, we're diving into emerging markets - and why not having them in your portfolio could be leaving serious money on the table. Today, we're di…

1
Do You Own Developed Markets in Your Portfolio? 17:25

1M ago17:25

17:25

What if I told you that by ignoring 40% of the world's stock market value, you might be missing out on massive growth opportunities? If you were to guess what asset class is the best performer year to date, what would be your best guess? In this week's episode, we dive into why developed international markets deserve a place in your portfolio and h…

1
Getting Your First 100k Saved- Your Launchpad to Become a Millionaire 13:59

2M ago13:59

13:59

Getting to your first hundred grand is the hardest part. Why? Because you're building the foundation of your wealth journey with nothing but your income and determination. But here's the good news – once you hit that mark, compound interest becomes your best friend. For a transcript of today's episode, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.momentousweal…

1
3 Signs You May Need a Financial Advisor 14:24

2M ago14:24

14:24

Feeling overwhelmed by your finances? You're not alone. From juggling multiple investments to making life-changing money decisions, knowing when to get help can be the difference between thriving and just surviving. In this week's episode of Wealth Decisions, we break down the three undeniable signs that it's time to stop going it alone. One of the…

1
5 Risky Investments to Avoid and One to be Cautious On 17:08

2M ago17:08

17:08

Triple your returns overnight? Sounds amazing, until it vaporizes your savings. This week on the Wealth Decisions Podcast, I'm ripping the mask off of the most dangerous money traps and discussing one of the most popular ETF’s pros and cons. Sometimes, it's not what you decide to do but what you decide not to do. These five investments could seriou…

1
When and How to Rebalance Your Investment Portfolio 14:52

2M ago14:52

14:52

Is your investment portfolio working as hard as it should be? What if I told you that most investors are leaving money on the table by not rebalancing properly - or worse, rebalancing too often? In this week's episode, I dive into the science and strategy behind portfolio rebalancing, and I'll share three actionable frameworks that could boost your…

1
Is Your Investment Portfolio Truly Diversified? 17:17

2M ago17:17

17:17

Think you're well-diversified because you own the S&P 500, QQQ, and VUG? You might be surprised to learn that you're essentially tripling down on the same handful of tech giants. In this week's episode, I break down the hidden overlap in popular ETFs and show you how to build true diversification into your portfolio. There is a common misconception…

1
Can The Stock Market Continue to Go Up? 16:42

3M ago16:42

16:42

"The stock market is too high." "We're due for a crash." "This time it's different." These are phrases I've heard in every single decade of my career as a financial advisor. Yet here's the shocking truth: If you had invested $10,000 in the market each time someone claimed it was "too high" over the last 30 years, you'd be a millionaire today. In th…

1
Four Ways to Save For Your Kids 15:46

3M ago15:46

15:46

In this week's episode, I dive into a topic that's close to my heart and probably yours, too – investing in your kids's future. Whether you're a new parent or have teenagers, this episode will cover the four key ways to save for your kids and strategies you need to know about. For a transcript of today's episode, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.mom…

1
Goals-Based Investing and The Power of Naming Your Investment Accounts 13:42

3M ago13:42

13:42

In this week's episode, we're diving into a powerful approach to investing that's gaining traction among financial advisors and investors alike: Goals-Based Investing. We will discuss the "Power of Naming Your Financial Accounts" and how this can help you have a better chance to stay on track to reach all your most important goals. Let's start with…

1
Your Money Personality and How it Influences Your Decisions 16:42

3M ago16:42

16:42

In this week's episode, I am diving into a topic that affects every financial decision you make: your money personality. Understanding your relationship with money is crucial for making sound financial decisions and achieving your goals. What is a Money Personality? Your money personality is the set of attitudes, beliefs, and behaviors you have abo…

1
What is Your Story With Money? 10:47

4M ago10:47

10:47

What is Your Story with Money? We all have a unique narrative when it comes to money - a story that's been shaped by our upbringing, experiences, and beliefs. These narratives often operate in the background, influencing our financial decisions without us even realizing it. Today, we'll explore five common money narratives that people often hold. A…

1
Should You Starve Now to Feed Your Retirement Goals? 13:39

5M ago13:39

13:39

In this week's episiode we are diving into a question that many of us grapple with: "Should you starve now to feed retirement goals?" We'll explore the delicate balance between living fully today and saving for tomorrow, discussing what makes people feel wealthy, smart withdrawal strategies, and finding the right savings rate for you. For a transcr…

1
Making Better Investment Decisions 17:01

5M ago17:01

17:01

The Psychology of Investing: Understanding Your Mind to Make Better Investment Decisions Introduction In today’s episode we're going to explore how our minds influence our financial decisions, often in ways we don't even realize.Whether you're a seasoned investor or just starting to dip your toes into the financial markets, understanding the psycho…

1
The 3 S's of Wealth 15:20

5M ago15:20

15:20

In this week's episode, I explore a topic at the intersection of financial planning and personal growth called the 3 S's of Wealth: Success, Significance, and Security. I examine how these concepts shape our money mindset and, ultimately, our financial decisions. 1. Success When most people think about financial success, they often focus solely on …

1
The SECURE Act 2.0- New Changes to Retirement Savings 12:05

6M ago12:05

12:05

In this week's episode, we're diving into a topic that's been making waves in the world of retirement savings: The SECURE Act 2.0. This legislation, passed in late 2022, brings significant changes to how Americans can save for retirement. Whether you're just starting your career or nearing retirement age, these changes could have a big impact on yo…

1
Are Your Really Maxing Out Your 401k? 11:26

6M ago11:26

11:26

Are you really maxing out your 401k? You might be surprised to learn that what you think is "maxing out" might not be taking full advantage of this powerful retirement tool. So, let's break it down and ensure you're on the right track to a comfortable retirement. What Does "Maxing Out" Really Mean? When most people talk about maxing out their 401k,…

1
6 Financial Pains and How to Fix Them 13:00

6M ago13:00

13:00

In this week's episode, I dive into a topic that affects nearly everyone at some point in their lives: Some kind of financial pain or setback. I discuss "6 Financial Pains and How to Fix Them: 1. Living Paycheck to Paycheck One of the most common financial pains is living paycheck to paycheck. This situation can cause immense stress and leave you v…

1
5 Key Financial Ratios You Need to Know 12:25

6M ago12:25

12:25

How do you know if you're financially healthy? Is it the balance in your bank account? The car you drive? Or is it something less visible but more fundamental? The truth is, financial health isn't about how much money you have but rather how well you manage what you have. That's where financial ratios come in. We'll explore this topic through the l…

1
Pickleball and Investing: Unexpected Parallels 14:59

7M ago14:59

14:59

You might be wondering, "What could a paddle sport possibly have in common with managing your finances?" Well, get ready to be surprised! We're about to explore how the strategies that make you successful on the pickleball court can also help you thrive in the world of finance. Whether you're a pickleball enthusiast, an investment guru, or someone …

1
5 Get Wealthy Habits 15:56

7M ago15:56

15:56

In this episode, we're diving deep into '5 Get Wealthy Habits' - the daily practices that can transform your financial life." 5 Get Wealthy Habits: 1. The power of mindful spending 2. The magic of consistent saving and investing 3. The importance of continuous financial education 4. Strategies for income growth and diversification 5. The art of del…

1
5 Momentous Decisions to Live a Richer Life 17:25

7M ago17:25

17:25

To live a richer life, many important decisions need to be made about your health, life, and financial habits. A life with wealth but poor health is not a richer life. Excellent health, but no financial security won't allow you to do all that you want to do. Being healthy and wealthy with no deep-quality relationships is also not a rich life. A ric…

1
Don't Play Politics with Your Investment Strategy 15:41

7M ago15:41

15:41

In this episode, I discuss one of Momentous Wealth Advisors' 9 investment principles: "Don't Play Politics with Your Investment Strategy." I explore the relationship between political parties in power and investment performance by taking a journey through history, examining how the stock market and various sectors have performed under different adm…

1
The Value of Research Analysts and Price Targets 16:33

8M ago16:33

16:33

Whether you're a seasoned investor or just starting out, you've probably come across stock price targets in financial news or brokerage reports. But have you ever wondered who sets these targets and how they're determined? That's exactly what we'll be discussing today. What are Research Analysts? Let's start with the basics. Research analysts, also…

1
Investing Near All Time Highs 18:33

8M ago18:33

18:33

In today's episode, I am tackling a topic that's on many investors' minds: how to invest when the market is at or near all-time highs. Are you nervous about putting your money into a market that seems to have nowhere to go but down? Or are you worried about missing out on potential gains? You're not alone. Today, we'll explore the challenges, strat…

1
Investing Cycles and The Wall Worry 17:37

8M ago17:37

17:37

As a financial advisor, I've seen many investors struggle with the market's ups and downs. Understanding these cycles and how to navigate them is key to long-term investing success. In this episode, we'll explore the concept of market cycles and the phenomenon known as "climbing the wall of worry." Remember, successful long-term investing isn't abo…

1
Stress Testing Your Financial Plan 17:34

8M ago17:34

17:34

In today's episode, I discuss an essential but often overlooked aspect of financial planning: stress testing your financial plan. I'm here to guide you through this crucial process that can help ensure your financial stability and peace of mind. First, let's define what we mean by "stress testing" your financial plan. It's evaluating how well your …

1
Developing a Multi-Year Roth Conversion Plan 17:37

8M ago17:37

17:37

Developing a multi-year Roth conversion plan involves some planning but can be a great strategy to get more in Roth accounts to be able to create a more tax-efficient income in retirement. A Roth conversion involves moving money from a traditional IRA or 401(k) into a Roth IRA. The key difference is that traditional accounts are funded with pre-tax…

1
Using Passive Investment Strategies 17:31

9M ago17:31

17:31

Using passive investment strategies can have a significant impact on your long-term financial success. Passive investing has gained tremendous popularity in recent years, and for good reason. It's an approach that can offer simplicity, lower costs, and potentially better long-term returns compared to active investing strategies. But what exactly is…

1
Navigating Market Declines 16:20

9M ago16:20

16:20

A market correction is typically defined as a 10% or more decline in the price of a security or market index from its most recent peak. On average, we have three 5% dips per year and one 10% correction typically per year. Corrections are different from bear markets, which are characterized by a 20% or more decline. Corrections are a normal and heal…

1
Diworsification - Avoiding Overlap and Simplifying Your Portfolio. 16:39

9M ago16:39

16:39

In this episode, we'll unpack a concept that might seem counterintuitive at first but is essential for maintaining a healthy, efficient portfolio. Whether you're a seasoned investor or just starting out, understanding diworsification can help you optimize your investment strategy and potentially improve your returns. Here's what I cover in this wee…

1
Does Your Portfolio Fit You? 16:10

9M ago16:10

16:10

Whether you're just starting your investment journey or a seasoned investor looking to reassess your strategy, understanding your risk tolerance is the key to building a portfolio that aligns with your financial goals and helps you sleep soundly at night. In today's episode, I cover: 1. What investment risk really means 2. Factors that influence yo…

1
3 Choices For Advice and Guidance 15:49

10M ago15:49

15:49

3 Ways I Can Help with Your Retirement Goals One-time Plan, Hourly Advice based upon need, or ongoing financial planning and wealth management. One-Time Financial Plan and or Portfolio Analysis- This plan is for anyone comfortable managing things on their own but is looking for financial peace mind knowing they are on track to retire and have the r…

1
Can You Retire on Less Than 500k? 15:11

10M ago15:11

15:11

Retiring comfortably is a dream for many, but the commonly cited recommendation of having $1 million or more saved can seem daunting, especially for those with more modest incomes. However, it is possible to retire on less than $500,000, with the right planning and lifestyle adjustments. In this episode, we'll explore 6 key areas that can make or b…

1
9 Steps to Retire and Stay Comfortably Retired 21:15

10M ago21:15

21:15

To retire and stay comfortably retired, you need a solid financial plan- a plan that factors in your needs, wants, and wishes and ensures your money will last long into retirement. The 9-Step Retirement Decisions Plan gives you a plan in order of importance when you retire. Step 1- Set up a plan to save at least 12 months of expenses to cover your …

1
What to Do 3-5 Years Before Retirement 17:07

10M ago17:07

17:07

This episode is specifically tailored for those looking to retire in the next three to five years, but also really valuable information to prepare you for the things you will have to think about while you are saving and investing toward this period of time. As football fans know, the “red zone” is the area of the field where the offense is within 2…

1
The 9-Step Wealth Decisions Plan for Financial Freedom 16:42

11M ago16:42

16:42

To achieve financial freedom, you need to have a solid financial plan. A plan that super funds your retirement and gives you smart steps in order of importance to make the biggest impact on your future wealth. The 9-Step Wealth Decisions Plan is just that. This plan is for anyone aged 45-55 who wants to retire in 10-15 years and can save more than …

1
Creating a Compelling Vision for Your Life 17:20

11M ago17:20

17:20

Most of us have two lives: the life we live and the life we are capable of living. How is it that some people seem to accomplish so much, while the vast majority of us never accomplish what we are capable of? If you could fully tap your potential, imagine what could be different for you. How would your life change if each and every day you performe…

1
Raise Your Financial and Life Standards 17:14

11M ago17:14

17:14

James Clear said in his book Atomic Habits that, “True behavior change is identity change.” You and I can act ourselves into a new identity by behaving a specific way. You can act your way into believing something different about yourself. Clear goes on to say that every time you take an action, you’re giving your mind evidence that you are a new p…

1
Designing Your Rich Life 15:56

11M ago15:56

15:56

A rich life is not just about wealth. I have a philosophy on life, health, and wealth that I call the M.A.D.E Life Philosophy. The M.A.D.E Life centers around living a richer more fulfilling life. It is about living with intention. Every 90 days, you focus on things to create more Meaning, Accomplishment, Difference, and Experiences in your life. M…

1
Improving Your Relationship With Money 16:48

12M ago16:48

16:48

“No thought lives in your head rent-free.” Each thought you have will either be an investment or a cost. T. Harv Eker To improve your relationship with money, you need to look at the roots of the beliefs you have about money. Without doing this, you can learn all you can about Roth IRAs, stock investing, or ETFs, but there will still be a piece of …

1
Identifying Your Money Blocks 16:36

12M ago16:36

16:36

"There is a difference between WISHING for a thing and being READY to receive it. No one is ready for a thing, until he believes he can acquire it. The state of mind must be BELIEF, not mere hope or wish. Open-mindedness is essential for belief." -Napoleon Hill, Think and Grow Rich When you release money blocks and become self-aware about your rela…

1
Know Your Money Values 13:30

12M ago13:30

13:30

We all have established some sort of values in our life, our spirituality, our health, and our relationships, but not many of us have thought about what are money values are or should be to achieve our financial goals. So the big question, is what is money to you? What are your money values? This episode is for anyone who feels like they have been …

1
Wealth Decision #9: Hire A Financial Advisor 12:01

1y ago12:01

12:01

What does a financial advisor do? An advisor will sit down with you, understand what is important to you, and then create a financial plan to help you reach your financial goals by looking at: Saving and spending behavior Debt levels Your cash flow, income, and health costs Insurance and risk management Legacy and estate planning An advisor can hel…

1
Wealth Decision #8- Don't Borrow Money to Buy Stocks 15:05

1y ago15:05

15:05

James Montier once said, "Leverage can never turn a bad investment into a good one, but it has the potential to turn a good investment into a bad one by forcing you to sell at just the wrong point in time." Investing with borrowed money or buying on margin is one of the greatest ways to 2-3x your returns but is also a good way to 2-3x your losses. …

1
Wealth Decision #7- Don't Try To Time The Market 13:49

1y ago13:49

13:49

Peter Lynch once said, “Far more money has been lost by investors trying to anticipate corrections than lost in the corrections themselves.” “The idea that a bell rings to signal when to get into or out of the stock market is simply not credible. Though tempting, trying to time the market is a loser's game. The old adage, “It's not about timing the…

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Brian D Muller Aams Bfa Podcasts

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