In this episode Jonathan continues his discussion of The Master Plan, located at TopSecretBook.com. He explains one of the critical fallacies associated with taxes and why shifting your mindset to the future can lighten your tax bill when tomorrow becomes today.

My Comprehensive Planner

Ep. 12: Death & Taxes... the only two guarantees in life.

In this episode Jonathan discusses three examples of investments that mainstream investors use in their portfolio to invest for the future. He explains the critical reasons for understanding the underlying risks of an individual security and then why it is important to understand how different securities interact together when put in the same portfolio.

Ep. 11: Building an investment portfolio requires understanding this...

In this episode Jonathan explores the question "How much risk should I take in my portfolio when pursuing my long term goals?" He explains the difference between straight line savings and how adding risk can reduce the required monthly amount to reach a target goal.

Ep. 10: Risk vs Return...Which impacts your portfolio more?

In this episode Jonathan talks about the impact of not having insurance and why it could be viewed as a necessary evil... If you were 8x more likely to become disabled, would you max out on your disability insurance? To often we don't want insurance until we need it, and then are no longer insurable... it's time to stop the cycle...

Ep. 9: Is insurance a necessary evil...?

In this episode Jonathan talks about some of the foundational principles to building a financial plan. He covers topics like: - Emergency Fund - Free Cash Flow - Savings Rate - Debt-to-Income Ratio - Personal Rate of Return He explains how each of these areas are intertwined and expands on what is covered in The Master Plan book located at topsecretbook.com.

Ep. 8: The foundational principles needed to get started...

In this episode Jonathan talks about the problem with chasing shiny objects and how if you are not careful you could find yourself veering off course. At the same time he explains the importance of using small rewards to help you stay on track with your long term goals. The human psyche is fragile and when starved to much a person can lose sight of the future... This is why incorporating balance and moderation into your life can have lasting, long term, benefits...

Ep. 7: The shiny object syndrome...

In this episode Jonathan discusses some parallels to the three fundamental tools he outlines in his book The Master Plan. He explains how your attitude toward your health, daily habits, and even your future dreams can have a direct impact on your finances... To read more about the tools he references in this episode visit topsecretbook.com and starting building a better future, today!

Ep. 6: Are your finances affecting your health, daily habits, and dreams?

In this episode Jonathan picks up where he left off in the first episode and starts to shine a light on some of the secrets in the financial services industry that you might not be aware of..  He expands on some of the dirty secrets he talks about in his book The Master Plan, found at topsecretbook.com, to include the difference between loaded mutual funds and no-load mutual funds, generic versus custom advice, and the impact of the fiduciary rule.

Ep. 5: Dirty Little Secrets...

In this episode Jonathan talks about how setting goals is a critical element when planning for the future but when we set too many goals or do not clearly understand what it takes to achieve those goals then anxiety can build as the timeframe to achieve the goal shrinks. He goes on to explain what the biggest obstacle is that stops everyone from realizing their goals...and how to overcome that obstacle...

Ep. 4: Which Came First, Anxiety or Goals?

In this episode Jonathan digs a little deeper into understanding how to spot good advice vs spot bad advice. He discusses the controversial topic of taxes and whether the rich pay more than everyone else...

Ep. 3: Goldfish Advice

In this episode Jonathan spends time discussing what it means to plan for the future, the importance of having personal and professional goals, and how to incorporate them into your financial, or business, plan.

Ep. 2: Goal Planning

In this podcast episode Jonathan explores the problems most Americans face when listening to people on the radio, TV, and even in podcasts like this one. He gives you through three important questions that will help you cut through the noise of financial jargon to find the "gold nuggets" you need to better your future.

Ep. 1: Who Do You Trust?

My Comprehensive Planner is the ONLY WAY for people to manage their finances.