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 next purchase. 

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.  For more info check out www.jossbrown.com or call (757) 903 - 2127

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 retirement plan vehicles.  #financialplanning #pensions #investments  For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

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-term implications of your choices.  We discuss the importance of Social Security and why the age to claim is so important to your whole financial...

Is your retirement plan built on a stable foundation? Discover the three critical legs of retirement income that can secure your financial future. In our latest episode of the Joss Brown podcast, we break down the "retirement income stool" with Deven Joss, a registered Social Security analyst, who will guide us through the complexities of Social Security. Learn the optimal time to claim...

Join us on the Joss Brown Podcast for a deep dive into the world of education planning with Dr. Pamela Ellis.  In this episode, Dr. Ellis shares her extensive knowledge on education planning and how students can walk through the planning, admission, and application process.  Dr. Ellis and Katherine Brown discuss the importance of starting this process early with your young teen to increase your ch...

In this new podcast episode, we discuss the mechanics of tax loss harvesting, discussing its benefits, potential pitfalls, and the best practices to make the most of this strategy. Whether you're a seasoned investor or just starting out, understanding tax loss harvesting can be a game-changer for your financial plan. We hope you find this episode insightful and empowering. As always, if you h...

In this engaging episode of the Joss Brown Podcast, join hosts Deven Joss, Dan Joss, and Michelle Robinson as they explore the various critical ages in financial planning.  From understanding Medicare at 65 to the nuances of Social Security at 62 and the importance of retirement account contributions at 50, this episode is packed with valuable insights.  The team also delves into the significance...

Join us on the Joss Brown Podcast for a deep dive into the world of insurance with Ed Barnhart, a seasoned State Farm agent with 39 years of experience.  In this episode, Ed shares his extensive knowledge on various types of insurance, including umbrella policies, property and casualty, flood insurance, and more.  He discusses the importance of having adequate coverage to protect assets and offers...

In this insightful episode of the Joss Brown Podcast, join Deven Joss, Dan Joss, and Katherine Brown as they delve into the critical world of property and casualty insurance.  Discover why it's vital to review insurance documents regularly and how insurance serves as the foundation of a financial plan.  The team discusses various aspects, including home, auto, and umbrella insurance policies,...

Dive into the world of retirement planning with expert Rickie Taylor on the Joss Brown Podcast. In this episode, Rickie, a regional director for Retirement Planning Consultants, shares his extensive knowledge in employer-sponsored retirement planning. Discover effective strategies for medical practices, law firms, and small businesses to optimize their retirement plans. From SEP IRAs to complex ca...

Join us in this enlightening episode of the Joss Brown Podcast where we welcome Rodney Jackson, a seasoned insurance broker from Jackson Insurance Agency, Yorktown, Virginia. With his vast experience in Medicare planning, Rodney breaks down the complexities of Medicare Parts A, B, C, and D, and explains the differences between Medicare and Medicaid. Discover the ins and outs of Medicare Advantage...

Join Dan Joss and Phillip Saunders on the Joss Brown Wealth Advisors podcast as they dissect a thought-provoking Morningstar article by Jeffrey Ptak. This episode delves into the psychology of investing and practical strategies for maximizing investment returns. They discuss the distinction between saving and investing, the pitfalls of fund selection, and the importance of disciplined rebalancing...

Join Phillip Saunders and Dan Jost in this enlightening episode of the JosS Brown Podcast as they delve into the nuanced world of investment philosophy. With over 40 years of combined experience, they explore a range of topics from bond stability and income strategies to stock market dynamics. Discover their insights on balancing portfolios with stocks, bonds, and alternative investments, and lear...

In this episode of the Joss Brown Podcast, special guest Oscar Alvarez, a West Point graduate with extensive knowledge in long-term care insurance, joins hosts Michelle Robinson and Deven Joss. Oscar delves into the critical aspects of long-term care insurance, including its importance for an aging population, various policy options, and the emotional and financial impacts. He also discusses the p...

Join Deven Joss, Dan Joss, and Michelle Robinson on the Joss Brown Podcast for an insightful discussion on long-term care insurance. This episode focuses on what long-term care insurance is, why it's crucial in financial planning, and when to consider purchasing it. The team also explores various aspects like coverage options, the importance of inflation riders, and choosing the right time to...

Welcome to the Joss Brown Podcast! Dive into the world of financial planning with our guests, Philip Saunders, a budding CFP professional from Virginia Tech, and Deven, a Liberty University graduate. From family farms to financial charts, and academic rivalries to real-world responsibilities, this episode covers it all. Don't miss their unique stories and insights!

Welcome to another insightful episode of the Joss Brown Podcast . Today, we are joined by Rosemarie Lau, a seasoned Certified Public Accountant (CPA) with over 34 years of experience in the realm of accounting, auditing, taxation, and tax planning. Rosemarie shares her journey from graduating with a bachelor's degree in accounting from JMU to working with small to midsize firms, emphasizing h...

Welcome to the Joss Brown podcast , where we delve deep into the world of financial planning with over 40 years of combined experience. Join hosts Dan Joss and Michelle Robinson from Joss Brown Wealth Advisors as they discuss the intricacies of tax returns, offering insights into what they observe and analyze when reviewing them. In this episode, discover:The importance of tax returns in financial...

Welcome to the Joss Brown podcast , where we delve deep into the intricacies of financial planning with over 40 years of combined experience. In this episode, we focus on the topic of wealth, its transfer, and the nuances of estate planning. While we've previously discussed estate planning from a planner's perspective and even had conversations with estate planning attorneys, today'...

Welcome to the Joss Brown Podcast !In this episode, we shine a spotlight on Michelle Robinson, a distinguished wealth advisor with Joss Brown . With a rich background that includes a master's degree in wealth planning and a certified financial planning certification, Michelle's journey from Jamaica to the financial industry is nothing short of inspiring. Starting her career at a law firm...

Welcome to the Joss Brown Podcast! Dive deep into the world of financial planning with over 40 years of combined expertise. In this episode, we're thrilled to have Trey Parker, a seasoned estate planning expert and principal of the Williamsburg office of Carrell Blanton Ferris and Associates. With a decade of experience under his belt, Trey has been instrumental in crafting both basic and int...

Welcome to the Joss Brown Podcast! Join us on a journey through the intricate world of financial planning. With over 40 years of combined experience, hosts Dan Joss, Deven Joss, and Michelle Robinson from Joss Brown Wealth Advisors Group, LLC , delve deep into the various facets of financial life. As certified Financial Planning professionals, we cover a wide range of topics, from estate planning,...

Welcome to the Joss Brown Podcast! Dive deep into the world of financial planning with over 40 years of combined experience. Join hosts Dan and Katherine as they discuss your favorite financial topics, concepts, and stories. From personal tales of growing up with financially savvy parents to the importance of diversification and understanding risk, this podcast offers a wealth of knowledge. Hear a...