Common Sense Financial Podcast
Brian Skrobonja
The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business.
Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Our firm is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS. Skrobonja Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure.
Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Our firm is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS. Skrobonja Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure.
Episodes
Mentioned books
Nov 28, 2018 • 9min
CSFP 019 | A Behind The Scenes Look Into A Client Case
In this podcast, Brian breaks down a client case to give listeners a behind the scenes look into how he is able to help clients achieve their financial goals and help them retire and live with confidence.
Nov 8, 2018 • 16min
CSFP 020 | The Four Headwinds That Could Ruin A Retirement Plan
CSFP 020 | The Four Headwinds That Could Ruin A Retirement Plan by Brian Skrobonja: Author, Financial Advisor, Entrepreneur
Aug 22, 2018 • 8min
CSFP 018 | Retirement Is Not An Age
I had a thirty year old client make a comment to me recently about retirement. She said it was too far off to think clearly about it and made a point to say it is 30 years from now. Why do people believe that retirement is at 62 or 65? I think it is simply because it is the status quo. It doesn't have to be this way!
Aug 3, 2018 • 17min
CSFP 017 | What The Wealthy Do Differently
You will be surprised to learn who the world's greatest investors actually are. The way that they manage money is entirely different than the way the typical person manages money. They're not going online and using a computer to just answer 10 questions and have it produce a risk tolerance that they plug into an automatic portfolio for a few. The wealthy are doing it differently.
Mar 29, 2018 • 12min
CSFP 016 | How Financial Advisors Are Paid
2018 marks Brian's 25th year in business and with that comes a lot of experience working with other financial advisors. Some of those experiences are good while some of them, well, not as good. The truth is that there are many people in the financial services business that are truly helping people. They are sincere and put their best foot forward trying to help. However, not all financial advisors are alike.
Mar 29, 2018 • 13min
CSFP 015 | How Much To Save For Retirement
In this episode of the Common Sense Financial Podcast, Brian discusses one of most frequently asked questions, how Financial Advisors are paid.In this podcast, Brian discusses some of the biggest challenges people face today as they venture into the unknown of saving for retirement. Specifically, the question of 'how much to save' for retirement.
Jan 24, 2018 • 29min
CSFP 014 | Tax Interview With CPA Kathy Ayres
In this podcast, I interview one of our tax resources, Kathy Ayres. We discuss some tax strategies and some of the confusion around important tax decisions. Hopefully this will equip you to make informed decisions when the time comes. There are so many things to consider when it comes to planning how you are going to save your money, how you are going to use your money and how you will handle your tax liabilities.
Aug 25, 2017 • 20min
CSFP 001 | Retirement Mindsets
There is so much information in circulation about what to do and what not to do with your money that it is causing many people to get confused about their options. You hear one thing from one person and then an entirely different thing from someone else and none of it seems to make sense after a while. In this podcast Brian explains what a mindset is and how you can use them when making financial decisions. Information provided is for illustrative purposes only and does not constitute investment, tax or legal advice. Information has been obtained from sources that are deemed to be reliable but its accuracy and completeness are not guaranteed. Neither NPC nor the hosts of this show or Skrobonja Financial Group LLC accept any liability for the use of the information discussed. Consult with a qualified financial, legal or tax professional prior to taking any action. Securities and advisory services offered through NATIONAL PLANNING CORPORATION (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Skrobonja Financial Group, LLC and NPC are separate and unrelated companies.
Aug 16, 2017 • 36min
CSFP 013 | Reducing the Mystery Surrounding Mortgages with Brandon Smith
Mortgages is an area that many people seem confused about and often ask a lot of questions. Today the goal is to reduce the mystery around mortgages and to do this I have Brandon Smith with us who has a been a great resource for me over the years to help clients with their mortgage needs. Brandon is the branch manager and senior loan officer for New American Funding in Clayton, Missouri.
Jul 31, 2017 • 29min
CSFP 012 | Estate Planning Legal Work - An Interview with Attorney Andy Weinhaus
Attorney Andy Weinhaus, an estate planning lawyer, discusses the importance of estate planning and the role of wills and trusts. He also explores the limitations of POD and TOD designations, the importance of special needs planning and trusts, and debunks misconceptions about estate planning.
