Best Brian D Muller Aams Bfa Podcasts (2025)

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Seven Financial Mistakes I Regret: Lessons from My 20s and 30s 20:44

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15h ago20:44

20:44

$1.5M LOST WEALTH: Financial advisor’s 7 costly mistakes—exact opportunity cost revealed What’s the real cost of financial mistakes? In this brutally honest episode, fiduciary financial advisor Brian calculates the exact opportunity cost of seven money mistakes he made in his 20s and 30s—and the number will shock you: $1,642,332 in lost wealth. Usi…

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The Wealthy’s Playbook: Tax Strategies You Should Know 25:22

8d ago25:22

25:22

Did you know you’re probably overpaying the IRS by thousands? Discover 6 legal tax strategies the wealthy use + 1 bonus mindset shift that changes everything. In this episode of Wealth Decisions by Brian, I’m breaking down six completely legal ways to dramatically reduce your tax burden and keep more of your hard-earned money. From Roth IRAs and re…

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The Financial Vortex: Why 74% of Young Workers Struggle to Save 21:21

9d ago21:21

21:21

New formula to escape The Financial Vortex.Perfect for anyone struggling to save for retirement, living paycheck to paycheck, or wondering if retirement is even possible anymore. This episode provides a step-by-step action plan with tactics you can implement TODAY to break free from the financial vortex. Goldman Sachs just exposed the “Financial Vo…

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The Cost of Delay: Rethinking Your Social Security Strategy 23:40

15d ago23:40

23:40

Social Security claiming strategy revealed: Why waiting until 70 could be your biggest money mistake. Learn the S.E.C.U.R.E. framework to determine your optimal claiming age based on 6 personalized factors, not generic advice. Conventional wisdom says wait until 70 for maximum Social Security benefits. But for millions of Americans, claiming early …

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How Much Can You Withdraw Safely in Retirement (Safe, Risky, and Guaranteed Failure) 21:48

20d ago21:48

21:48

Fiduciary Financial Advisor Reveals Real Success Rates of: the 3.4% Safe Withdrawal vs 4% Rule vs 6% vs 8% Dave Ramsey Advice How Much Can You Withdraw Safely in Retirement (Safe, Risky, and Guaranteed Failure). What if the most popular retirement advice on withdrawal rates in retirement are setting you up for an unfulfilling retirement or worse, s…

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Shocking Truth: 87% of Investors Mismanage Their Portfolios 15:31

29d ago15:31

15:31

87% of portfolios fail this test - Is yours costing you millions? Find out Get Your Risk Number by taking the free risk assessment: https://pro.riskalyze.com/embed/da35a673b96655a2f2b1 Discover the three-part portfolio test that separates wealthy investors from everyone else. Most people have completely wrong portfolios for their situation, costing…

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Maximize Your WEALTH After 45: A Guide for Late Starters 11:13

1M ago11:13

11:13

Starting late doesn’t mean starting defeated—discover the wealth acceleration system that help you get on track to retire comfortably on your terms Traditional retirement advice assumes you started saving at 25. But what if you’re 45, 50, or 55 and just getting serious about building wealth? This episode reveals the three-phase system that helps la…

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The Crucial Indicator Investors Overlook: Protecting Your Wealth 15:18

1M ago15:18

15:18

The hidden market signal that predicted every crash - and how to use it. Discover the “Retirement Indicator” - a simple behavioral signal that has predicted every major market crash, including 2008, the dot-com bubble, and Black Monday. Learn how signs of investor greed can actually help you protect and grow your retirement portfolio when others ar…

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Shocking Predictions: What Major Firms Foresee for US Stocks 17:10

2M ago17:10

17:10

Will US Stock Performance Over the Next 10 Years Make or Break Your Retirement? SHOCKING revelation from Fidelity’s latest report could change your retirement… Major investment firms including Fidelity, Vanguard, BlackRock, and Schwab have quietly released forecasts that could fundamentally change how you should think about retirement planning. Whi…

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Unlocking Your Financial Potential: The Identity Shift That Transforms Wealth 9:40

2M ago9:40

9:40

Why You Always Feel Broke, an How to Change It: Your Networth Reflects Your Identity (Not Your Income) Discover the real reason 97% of people struggle with money and the 3-step identity transformation that creates lasting wealth. Financial advisor Brian reveals the hidden psychology behind millionaire mindsets and shares a 90-day action plan to rep…

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Navigating the New 401k Landscape: Should You Invest in Alternatives? 12:02

2M ago12:02

12:02

401k Game Changer? New 401k options could change everything - but should you use them? Executive ERISA order unlocks private equity, crypto & alternative investments for retirement plans. Expert wealth advisor reveals 3 critical decisions before these options hit your 401k menu. Pre-order my new book "Momentous Decisions: 7 Steps to Better Health, …

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Retire Sooner With Less Money: Flexible Withdrawal Strategies and The Freedom Formula 14:59

2M ago14:59

14:59

Finding your TRUE FINANCIAL FREEDOM NUMBER. It’s Not What You Think Inflation & taxes could destroy your retirement - here’s how to fight back with Social Security COLA and smart account strategies! Most retirement calculators ignore the devastating impact of inflation and taxes, setting you up for failure. In this episode, Brian reveals how 3% inf…

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Tax Efficient Withdrawals: How to Save Hundreds of Thousands in Retirement 13:50

3M ago13:50

13:50

Retirement 5.0: How to Turn Your Wealth Into a Virtually Tax-Free Retirement Income Most millionaires with $4M make ONE withdrawal mistake costing $400K+ in taxes. Discover the three-bucket withdrawal strategy that wealthy retirees use to maximize tax efficiency and preserve wealth. In this episode, Brian reveals the Strategic Bucket Orchestration …

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Unlocking the Secrets of Wealth Building 4.0: A Strategic Blueprint 14:59

3M ago14:59

14:59

The 3-Bucket Strategy That Creates Millionaires (Most Miss This!) | Ages 25-55 Blueprin Discover the age-based investment allocation strategy that 95% of investors completely overlook. This isn’t your typical asset allocation advice - it’s a comprehensive three-bucket system (taxable, Roth, pre-tax) that maximizes wealth at every life stage while m…

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Wealth Building 3.0: Age and Income Financial Strategies 15:25

3M ago15:25

15:25

Most people use the same wealth building strategies their entire lives - and it’s costing them hundreds of thousands in retirement. In this episode, Brian reveals the age-based wealth strategies and tax optimization techniques that separate wealthy individuals from everyone else. Discover the specific investment and tax strategies for ages 25-35 (f…

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Beyond Your 401k: The Untapped Retirement Strategy You Need 13:10

3M ago13:10

13:10

The Best Retirement Investment Account! It’s not What You Think. WATCH THIS VIDEO NEXT: https://youtu.be/UEjVSBxpeZg Most financial advisors push 401k and IRA contributions, but Brian Muller, founder of Momentous Wealth Advisors, reveals why taxable investment accounts might be your most powerful retirement wealth-building tool. Discover the three …

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9 Smart Wealth Decisions that Turned Mark's Tax Time Bomb into 2.2 million more Family Wealth 21:12

4M ago21:12

21:12

Mark’s $2.25M Balanced Wealth Decisions Plan: Living Rich While Building Legacy Wealth Balanced optimization: Mark’s $2.25M more + $275K lifestyle spending What happens when you optimize your workplace retirement plan to its maximum potential? In this ultimate optimization episode, Brian Muller reveals how Mark’s decision to switch to Roth 401k con…

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Should I Pay Off My Mortgage Before I Retire or Continue to Invest? 15:32

4M ago15:32

15:32

Should You Pay Off Your Mortgage or Invest? The $180K Retirement Mistake This episode of Wealth Decisions reveals the counterintuitive mortgage strategy wealthy retirees use that most financial advisors won’t tell you. Brian Muller, founder of Momentous Wealth Advisors with 25 years of experience, breaks down the math, psychology, and real-world im…

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The $540K Tax Time Bomb: Unveiling the Hidden Costs of Traditional Retirement Accounts 13:11

4M ago13:11

13:11

Two retirees, same lifestyle—but one pays $540,000 MORE in taxes. Here’s how WATCH LAST WEEK'S EPISODE PART 1 HERE: https://youtu.be/UEjVSBxpeZg Why do two retirees with similar lifestyles end up with vastly different tax bills in retirement? In this eye-opening episode, Brian Muller, founder of Momentous Wealth Advisors, reveals the shocking 25-ye…

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Achieve Financial Independence by Saving LESS Than Your Peers 16:15

4M ago16:15

16:15

Why saving LESS could make you richer: The counterintuitive wealth strategy that beats traditional retirement advice. Financial advisor Brian Muller reveals how Lisa achieves financial independence while saving about $170,000 LESS than her colleague through three strategic wealth decisions. Discover the Roth 401k advantage, the 1% annual increase m…

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5 Costly Retirement Mistakes and How A Financial Advisor Can Help 19:01

4M ago19:01

19:01

5 Costly Retirement Mistakes and How A Financial Advisor Can Help Join Brian Muller, founder of Momentous Wealth Advisors, as he exposes the 5 most dangerous retirement planning mistakes that cost retirees hundreds of thousands of dollars. In this comprehensive episode of Wealth Decisions, discover why 90% of retirees fail with withdrawal rates abo…

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5 INVESTING MISTAKES and How to FIX THEM! 19:11

5M ago19:11

19:11

Are you making these costly stock market mistakes that could be destroying your investment portfolio? In this episode, Brian Muller, founder of Momentous Wealth Advisors, reveals the five most dangerous investing mistakes that even experienced investors make repeatedly - and the exact strategies to fix them. Discover why hanging onto losing stocks …

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Maximizing Wealth: 5 Fixable Financial Mistakes to Build and Keep More of Your Wealth 21:04

5M ago21:04

21:04

5 Fixable Mistakes Costing You Hundreds of Thousands in Wealth | Roth 401k, Tax Loss Harvesting & HSA Strategies Are you making these costly financial planning mistakes that could be sabotaging your wealth-building journey? In this episode of Wealth Decisions by Brian, host Brian Muller, founder of Momentous Wealth Advisors, reveals the five most c…

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3 Smart Ways to Invest when Building Your Investment Portfolio: Simple, Solid & Strategic 18:13

5M ago18:13

18:13

3 Smart Ways to Invest when Building Your Portfolio: Simple, Solid & Strategic Are you overwhelmed by conflicting investment advice and complex strategies? In this value-packed episode, Brian Muller breaks down the three essential portfolio approaches that can transform your investing journey: the Core (Simple) Total Market Strategy, the Comprehens…

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Should You Own Bitcoin, Ethereum or Other Crypto In Your Investment Portfolio? 19:07

6M ago19:07

19:07

SHOULD YOU OWN BITCOIN OR OTHER CRYPTOCURRENCIES?" In this essential episode of Wealth Decisions, host Brian Muller, founder of Momentous Wealth Advisors, cuts through the hype and confusion surrounding cryptocurrency investments. Whether you're crypto-curious or skeptical, Brian delivers balanced, actionable insights on integrating digital assets …

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Should You Own Gold or Other Commodities in Your Investment Portfolio? 12:50

6M ago12:50

12:50

What if I told you there's an asset class that could have protected your portfolio during some of the worst market crashes in history? One that tends to shine exactly when traditional stocks and bonds struggle the most? Today, we're diving into commodities - the often misunderstood investment that could be the missing piece in your diversification …

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Wealth Decisions by Brian Podcast 1:44

6M ago1:44

1:44

Hey, I'm Brian. Feeling overwhelmed by financial advice that takes too long to digest? That's why I created "Wealth Decisions by Brian" – a podcast that respects your time while transforming your financial future. In just 15 minutes or less per episode, I deliver powerful insights on money, meaning, and mindset that most financial advisors take hou…

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

6M ago14:58

14:58

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 today's market, especially if you're approaching retirement. Stay tuned to learn how you could potentially earn attractive yields while protecting your wealt…

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

6M ago14:53

14:53

Are you missing out on the growth potential of small-cap stocks? In this eye-opening episode of Wealth Decisions, Brian Muller, founder of Momentous Wealth Advisors, breaks down everything investors need to know about small-cap investing. Discover why these overlooked market segments could be the missing piece in your diversification strategy and p…

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

7M 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…

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

7M 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…

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

7M 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…

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

7M 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…

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

7M 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. Pre-order my new book "Momentous Decisions: 7 Steps to Better Health, More Wealth, …

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3 Signs You May Need a Financial Advisor 14:24

8M 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…

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

8M 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…

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When and How to Rebalance Your Investment Portfolio 14:52

8M 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…

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Is Your Investment Portfolio Truly Diversified? 17:17

8M 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…

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

9M 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…

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Four Ways to Save For Your Kids 15:46

9M 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…

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

9M 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…

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Understanding Your Money Personality: The Key to Wealth Decisions 16:42

9M 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…

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Understanding Your Money Story: How It Shapes Your Financial Life 10:47

10M 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…

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Navigating Wealth: Should You Starve to Secure Your Retirement? 13:39

11M 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…

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Making Better Investment Decisions 17:01

11M 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…

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Building a Richer Life: The Essential Three S's of Wealth 15:20

11M ago15:20

15:20

This episode elucidates the profound interplay between financial planning and personal growth through the exploration of what I term the "three S's of wealth": success, significance, and security. I delve into the essence of success, contending that it transcends mere financial accumulation, instead embodying the realization of one's personal aspir…

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Understanding the Secure Act 2.0: Key Changes for Retirement Savings 12:05

12M 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…

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

12M 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,…

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6 Financial Pains and How to Fix Them 13:00

12M 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…

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5 Key Financial Ratios You Need to Know 12:25

1y 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…