Joss Brown Podcast
Welcome to the Joss Brown Wealth Advisors podcast, where we are dedicated to empowering our clients and community to make a difference in their lives and the world around them. At Joss Brown Wealth Advisors, we believe that financial success is not just about accumulating wealth, but also about using that wealth to make a positive impact in the lives of others. Our mission is to help our clients find the freedom to develop their purpose, live generously, bless others, and make a difference in their communities. We hope you will find our conversations of great value. Enjoy!
Check out our website www.jossbrown.com
Email us at info@jossbrown.com
Episodes
45 episodes
Navigating Sudden Wealth Without Losing Your Mind | Joss Brown Podcast
What happens when you suddenly have more money than you expected — whether it’s a big raise, a surprise inheritance, or an unexpected gift? In this episode, we dive into the emotional, social, and financial ripple effects of sudden wea...
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30:53
5 Pain Points for High-Net-Worth Individuals | Joss Brown Podcast
We often hear about the perks of wealth, but what challenges come with it? In this episode, we uncover the top 5 pain points high-net-worth individuals face. For more info check out https://www.jossbrown.com/
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23:01
Should I Keep or Sell My Rental Property? | Joss Brown Podcast
Whether you’re tired of being a landlord, eyeing new investments, or wondering if it’s time to cash in on your property’s appreciation, this episode is packed with insights to help you make an informed decision.For more info check out h...
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14:54
Risk Tolerance vs Risk Capacity | Joss Brown Podcast
Are you investing based on your feelings or your financial reality?In this video, we break down the critical difference between risk tolerance and risk capacity—two key concepts that can make or break your investment strategy. Whether y...
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13:19
Roth Conversions... What, Why, How, When? | Joss Brown Podcast
What are Roth Conversions, and should you be using this strategy? A clear, concise guide to Roth conversions. Learn when, why, and how to convert — and how it can impact your long-term financial plan.For more, visit www.jossbrown.com
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15:05
Real Estate and REITS | Joss Brown Podcast
Should I own real estate, or should I have Reits in my portfolio? Listen in as Dan and Katherine discuss the pros and cons to each and also their personal experiences with real estate!#realestate #investing #Reits For more ep...
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9:21
Q2 Market Update | Joss Brown Podcast
Following an awful first quarter that saw negative returns across the board, the U.S. investment markets staged a remarkable comeback, banishing (for the moment) worries about the risk of a recession, a slowdown in consumer spending, and the un...
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8:50
The Importance of Property Titling and Beneficiaries | Joss Brown Podcast
In this episode, we dive into the often-overlooked but crucial topic of property titling and beneficiary designations. Learn how proper titling can help avoid probate, ensure a smooth transfer of assets, and protect your loved ones from legal h...
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16:23
Understanding Alternative Investments | Joss Brown Podcast
Welcome to the Joss Brown Podcast! On this episode, we discuss the wide world of alternative investments. Precious metals, real estate, x2 inverse index funds... There will be plenty of ways to diversify a portfolio. For ...
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25:23
1st Quarter Performance Update | Joss Brown Podcast
Listen in as we talk about the first quarter of performance across the different markets! #moneytalks #financialwisdomFor more info check out https://www.jossbrown.com/ or call (757) 903 - 2127
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12:33
What to Look for in a Benefits Package | Joss Brown Podcast
In this episode, Michelle and Deven break down the often-overlooked world of benefit packages. From health insurance and retirement plans to stock options, wellness perks, and tuition reimbursement, we explore what’s typically offered, what it’...
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26:04
How to be a Disciplined Investor | Joss Brown Podcast
In this episode, we dive deep into one of the most underrated keys to long-term financial success: discipline. Whether you're just starting your investment journey or refining a seasoned strategy, sticking to your plan when the markets get turb...
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14:37
All Things Credit with Jeremy Jordan | Joss Brown Podcast
Listen in to this episode as Katherine discusses credit with our special guest, Jeremy Jordan. What is it? How can it be used? What are some common misconceptions? This is all discussed in this great episode. #moneytalks #financialw...
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20:43
Questions with Sr. Mortgage Banker Jeremy Jordan | Joss Brown Podcast
In this episode of the Joss Brown Podcast, we sit down with Sr. Mortgage Banker Jeremy Jordan, who shares his journey in the industry, some great stories, and valuable tips for anyone looking to navigate the world of home loans. Tune in for ins...
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21:18
It's Tax Season! How Should You Prepare? | Joss Brown Podcast
In this episode, we dive into essential strategies for to help clients navigate tax season with confidence. From organizing financial records to understanding key tax laws, we’ll cover best practices for ensuring a smooth, stress-free tax seaso...
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11:34
Scam Alert: How to Spot Financial Fraud Before It’s Too Late | Joss Brown Podcast
In this episode, we dive deep into the world of financial scams, one of the most pressing threats to personal wealth. Financial fraud is becoming more sophisticated, and it’s essential to arm yourself with the knowledge to recognize scams befor...
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9:55
2025 To-Do List | Joss Brown Podcast
Join Deven and Phillip as they share valuable tips to kickstart the new year. In this episode, they dive into essential tasks like updating your personal budget, reviewing your estate plans, and adjusting your insurance coverage if needed. Plus...
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16:28
2024 Year End Review | Investments | Joss Brown Podcast
Tune in as Dan and Phillip break down the performance of key asset classes throughout 2024. They offer expert insights on stocks, bonds, international equities, real estate, and inflation trends, providing a condensed overview of the year’s fin...
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11:14
Do Presidential Elections Affect the Market? | Joss Brown Podcast
Do Presidential Elections Affect the Market? Welcome to 2025 and listen in as Dan and Phillip discuss presidents, fed rate cuts, and the stock market. Many investors fear changes with the stock market depending on who wins the Whit...
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9:27
3 Common Investment Mistakes | Joss Brown Podcast
Listen in to this episode of the Joss Brown Podcast. Dan and Phillip discuss common pitfalls to investors and their strategies. #moneytalks #financialwisdom #investing Find the original article here > https://www.dimensional.com...
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17:44
Deven Joss Professional Update | Joss Brown Podcast
Congratulations to Deven Joss! Listen in to the conversation about what all students have to accomplish to achieve the gold standard designation. From college courses, experience on the job, and late nights studying, all CERTIFIED FINANCIAL PLA...
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17:08
Buying a Car | Joss Brown Podcast
In this episode, we discuss the many different routes to purchase a car. Do we pay cash? Do we use investments? Do we get a car loan? Do we lease the car? Enjoy our conversation full of past experiences, personal stories, and thoughts for the n...
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20:05
Personal Savings | 3 Legs of Retirement Income | Joss Brown Podcast
In our latest episode of the Joss Brown podcast, we break down the third leg of the "retirement income stool" with Daniel and Phillip. Learn about the different ways to save and investment vehicles made just for personal savings. F...
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15:36
Pensions | 3 Legs of Retirement Income | Joss Brown Podcast
In our latest episode of the Joss Brown podcast, we break down the second leg of the "retirement income stool" with Daniel Joss and Michelle Robinson. Learn about the different types of pension income and the selection process of different reti...
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18:53
Social Security | 3 Legs of Retirement Income | Joss Brown Podcast
In our latest episode of the Joss Brown podcast, we break down the first leg of the "retirement income stool" with Daniel and Deven Joss. Learn the optimal time to claim benefits, understand the impact on spousal benefits, and explore the long-...
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19:35