39 episodes

Welcome to the Deserve Podcast! Each week your host Brett Saso Sr., Founder of Retirement Architecture will discuss financial matters that can impact your retirement. He then introduces out-of-the-box strategies that just may help you avoid the potential pitfalls he exposes. You've worked hard your entire life, you DESERVE an amazing retirement!

Deserve Podcast Retirement Architecture

    • Business
    • 4.9 • 17 Ratings

Welcome to the Deserve Podcast! Each week your host Brett Saso Sr., Founder of Retirement Architecture will discuss financial matters that can impact your retirement. He then introduces out-of-the-box strategies that just may help you avoid the potential pitfalls he exposes. You've worked hard your entire life, you DESERVE an amazing retirement!

    39. Brett's REIT Exposé - Part 1

    39. Brett's REIT Exposé - Part 1

    This week Brett speaks with TJ Caleca. TJ is President and Founder of ProudLiving Companies, LLC, which owns and manages 1000+ multi-family units in Northern New Jersey. The company is dedicated to providing first-class service to all of its residents. They discuss how TJ started the company and where he sees the company in the future. They also discuss how his company is not a REIT, but a Private Direct Real State Investment Fund. This is Part 1 of a multipart deep dive into ProudLiving. 

    Sign up for the free Roth Conversion Webinar. go to RothWebinar.com
    Don't forget to visit Deservemagazine.com

    Please like, subscribe, and leave a review. We greatly appreciate it!

    • 40 min
    38. The Social Security Gap Narrows!

    38. The Social Security Gap Narrows!

    Brett and Patcharles discuss the unprecedented 5.9% Social Security cost of living increase (COLA) coming in 2022 and its impact on your future social security taxation.

    Sign up for the free Roth Conversion Webinar. go to RothWebinar.com
    Don't forget to visit Deservemagazine.com

    Please like, subscribe, and leave a review. We greatly appreciate it!

    • 27 min
    37. Creating Life insurance without having Life Insurance

    37. Creating Life insurance without having Life Insurance

    Brett & Pat talk with Roth Conversion Specialist and Retirement Blueprint designer Nick Azadian, about an active case creating an amazing life insurance legacy strategy with no life insurance policy at all.

    Sign up for the free Roth Conversion Webinar. go to RothWebinar.com
    Don't forget to visit Deservemagazine.com

    Please like, subscribe, and leave a review. We greatly appreciate it!

    • 48 min
    36. What Has Your Financial Advisor Done For You Lately?

    36. What Has Your Financial Advisor Done For You Lately?

    Brett and Patcharles talk with Michael Mansur, President of ORG Partners, about his firm’s Four Quadrant strategy approach and what it takes to provide superior wealth management services.

    Sign up for the free Roth Conversion Webinar. go to RothWebinar.com
    Don't forget to visit Deservemagazine.com

    Please like, subscribe, and leave a review. We greatly appreciate it!

    • 33 min
    35. Inflation: Where Do We Go From Here?

    35. Inflation: Where Do We Go From Here?

    In this week's episode, Brett & Patcharles talk about inflation. how did we get to where we are, and what is currently happening that's causing this "Hyper Inflation" situation we're in? What are some things we can do to prepare in case the situation worsens?  

    Sign up for the free Roth Conversion Webinar. go to RothWebinar.com
    Don't forget to visit Deservemagazine.com

    Please like, subscribe, and leave a review. We greatly appreciate it!

    • 31 min
    34. The Right REIT

    34. The Right REIT

    Brett, Patcharles & Clint talk about what a REIT (Real Estate Investment Trust) is and how it may be able to create tax free income in during your retirement.

    Sign up for the free Roth Conversion Webinar. go to RothWebinar.com
    Don't forget to visit Deservemagazine.com

    Please like, subscribe, and leave a review. We greatly appreciate it!

    • 29 min

Customer Reviews

4.9 out of 5
17 Ratings

17 Ratings

stevemyr ,

Very Insightful & Informative

Straight to the point discussions on retirement and tax strategies, often with great humor and interesting back stories!

roofer2006 ,

Well Done

I have been following Brett Saso and Retirement Architecture for 3 years now and he is a joy to listen to. His team is wonderful and goes above and beyond to help anyone who is willing to listen.

Jump-tracks ,

The way to plan for a good retirement

They explain everything in detail and simple language so you can understand. They don't try to push something on you. They are so helpful. I definately recommend.

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