Deserve Podcast

By 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!

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72. Come Meet Brett in Virginia Beach!

Deserve PodcastFeb 28, 2023

00:00

30:00

72. Come Meet Brett in Virginia Beach!

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

Thank you to KeyArx for sponsoring this podcast.

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Feb 28, 202330:00

71. Introducing the Retirement Architecture Youtube Channel!

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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Dec 02, 202236:00

70. What Are QCD's?

This week, Brett talks about starting his own community farm, and how qualified charitable distributions can reduce the pain or RMD's.

Thank you to KeyArx for sponsoring this podcast.

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Nov 11, 202232:23

69. What Exactly Is An Income Bonus?

Brett give his weekly market update, voices his concerns about the economy moving forward.

Thank you to KeyArx for sponsoring this podcast.

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Oct 07, 202231:53

68. When is the Right Time to Start Estate Planning?

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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Sep 30, 202253:56

67. Theres Still Time!

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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Sep 23, 202243:14

66. The TV show that never was...

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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Sep 08, 202243:32

65. Did you see Bill Bonner's video?

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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Aug 31, 202242:05

64. Reading The Tea Leaves

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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Aug 04, 202237:23

63. Don't Fall For The Trap

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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Jul 29, 202234:30

62. The Power of Stem Cells

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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Jul 21, 202227:52

61. The Silent Asteroid

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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Jul 14, 202244:40

60. It's All About "Perspective"

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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Jul 08, 202231:14

59. It's All About INCOME!

Brett talks about the benefits of Fixed Income Annuities and how they can create income when you need it the most!

Don't forget to visit ShouldHaveSeenItComing.com

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Jul 05, 202237:51

58. Which Exit?

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.

Jun 24, 202244:06

57. Dodging the Head Fakes!

Brett talks about the head fake that just happened this week in the market, and where we may be going from here.

Don't forget to visit ShouldHaveSeenItComing.com

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Jun 10, 202236:41

56. Should Have Seen It Coming Part 2

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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Jun 03, 202249:19

55. Should Have Seen It Coming

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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May 25, 202248:05

54. FIRE YOUR ADVISOR!

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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May 12, 202241:11

53. Staying Active in Retirement

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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May 09, 202249:30

52. People, let me tell you 'bout my best friend

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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Apr 22, 202234:19

51. Calling a Super Bubble

This week Brett is joined by Bryan Nicolaysen. They discuss everything that is contributing to this "Super Bubble".

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Apr 08, 202250:52

50. Slow Down & Enjoy Your Retirement

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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Apr 01, 202232:26

49. Tax Preparers Don't Always Know Best

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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Mar 25, 202236:06

48. Get Your FREE Wealth-Span Report March 23rd

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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Mar 19, 202225:06

47. The Wealth-Span Report

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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Mar 04, 202226:15

46. Do You Know How Long Your Wealth-Span Is?

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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Feb 18, 202227:39

45. Inflation, Higher Interest Rates, and the “Super Bubble”

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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Feb 11, 202243:19

44. What's a Crash? What's a Correction?

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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Jan 28, 202234:23

43. "Sorry, I can't come to the phone right now."

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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Jan 24, 202230:51

42. Immoral Enrichment - Who Will Feel the Pain of the Next Stock Market Crash?

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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Jan 14, 202231:12

41. Crypto Craziness

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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Jan 07, 202234:03

40. Drill Baby Drill!

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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Dec 23, 202140:26

39. Brett's REIT Exposé - Part 1

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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Nov 26, 202140:49

38. The Social Security Gap Narrows!

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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Nov 12, 202127:11

37. Creating Life insurance without having Life Insurance

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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Nov 08, 202148:11

36. What Has Your Financial Advisor Done For You Lately?

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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Oct 29, 202133:37

35. Inflation: Where Do We Go From Here?

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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Oct 25, 202131:53

34. The Right REIT

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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Oct 18, 202129:39

33. Today's Bonds Are Not Yesterday's Bonds

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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Oct 11, 202129:50

32. The Roth Lives On...

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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Oct 01, 202130:09

31. Roth IRA vs Life Insurance: Which Is The Better Choice For Your Family?

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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Sep 24, 202126:17

30. I Bought the Bit Dip But It Keeps Dipping

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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Sep 17, 202130:31

29. Keeping Your Finger on the Pulse

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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Sep 10, 202138:42

28. Process trumps Fear

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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Sep 03, 202134:53

27. What's a Down Market Alarm Clock?

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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Aug 27, 202130:35

26. Understanding the Power of the RELOC

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.

Want to learn more? Go to Deservemagazine.com

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Aug 20, 202141:40

25. Ruffling Some Feathers

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.

Want to learn more? Go to Deservemagazine.com

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Jul 09, 202127:60

24. It's all about the CPA's

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.

Jun 29, 202133:44

23. How Much of Your 401(k) is Really Yours?

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.

Jun 01, 202142:13