Joss Brown Podcast

In this episode, we explore the growing influence of investing apps on younger generations and ask an important question: are these platforms helping young people build wealth, or encouraging risky financial behavior? 

A market downturn right before retirement can shake anyone’s confidence. We discuss what retirees should avoid doing in volatile markets, along with strategies that can create flexibility, preserve assets, and help maintain long-term financial stability. #financialwisdom #moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

You may have heard the phrase, “Giving while you’re living, so you’re knowing where it’s going.” There’s something special about watching young children open gifts with excitement and enjoy them right away. In a different, but equally meaningful way, it can also be rewarding to support your adult children and see them use that generosity wisely. We often have conversations with clients about gener...

In this episode, we break down what it really means to invest for the long run. Instead of chasing quick wins or reacting to daily market noise, we focus on the principles that have consistently built wealth over time: discipline, diversification, and patience. For more episodes, visit www.jossbrown.com. 

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 wealth. We’ll talk about why sudden financial gains can be both exciting and overwhelming, the psychology behind “money shock,” and how to avoid common pitfalls like li...

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/

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 https://www.jossbrown.com/  #RentalProperty #RealEstateInvesting #FinancialPlanning #SellOrHold #PassiveIncome #WealthBuilding 

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 you're just getting started with financial planning or fine-tuning your portfolio, understanding these terms can help you make smarter, more personalized decis...

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

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 episodes, visit www.jossbrown.com 

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 uncertainty over trade wars and tariffs. Listen in for a more in-depth conversation!   #moneytalks #financialwisdom For more info check out https://www.jossbr...

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 headaches. Whether you own a home, bank account, or investment portfolio, understanding these tools can make a lasting impact on your financial legacy.  For...

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 more episodes, visit our website at www.jossbrown.com. 

Listen in as we talk about the first quarter of performance across the different markets! #moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

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’s really worth, and how to evaluate these benefits when considering a new job or negotiating an offer. Do not get caught up with the salary number but take...

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 turbulent can make all the difference. Join us as we explore practical, time-tested tips for staying focused, calm, and committed—even when headlines screa...

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 #financialwisdom #mortgagebanking  For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127 Jeremy's Information | https://www.atlanticbay.com/jeremyjorda...

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 insightful advice and a behind-the-scenes look at the mortgage world! Jeremy will return in the next episode to discuss credit with Katherine Brown! #moneytalk...

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 season. For more episodes, visit www.jossbrown.com or call us at 757-903-2127

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 before they impact your financial future. We’ll explore common scams, red flags to look out for, and practical tips on how to protect yourself and your loved one...

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, they discuss the new contribution limits for the year ahead. Tune in for practical advice to help you start the year on the right foot with the latest ins...

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 financial landscape.  For more info and episodes check out https://www.jossbrown.com/ or call (757) 903 - 2127

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 White House. History has shown that stocks reward disciplined investors, so we would caution any sudden changes to your investment plan.  *Past Performance is no guarantee...

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/us-en/insights/3-common-investing-mistakes  For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

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 PLANNER™ professionals must go through a rigorous training to help their clients and provide them with exceptional value.