BBLB Epidosde 31: How One Family Unknowingly Lost $16,000 Per Year

BBLB Episode 30: What the World's Best Investors Know That Most People Don't

What can everyday investors learn from Warren Buffett, Berkshire Hathaway, and some of the greatest minds in investing?In Episode 30 of the Build Big Live Bigger podcast, Jonathan Burgess and Luke Grimes discuss the Berkshire Hathaway Annual Meeting, what makes great businesses stand the test of time, and the investing principles that continue to work year after year.In this episode:• What makes the Berkshire Hathaway Annual Meeting so unique• Key lessons from Warren Buffett's investing philosophy• How to identify high-quality businesses• Why long-term thinking matters more than market noise• The difference between investing and speculation• How AI is impacting companies like Adobe and other market leadersOne of the biggest takeaways:The best investors aren't chasing trends—they're focused on quality, patience, and the long game.#BuildBigLiveBigger [https://www.youtube.com/hashtag/buildbiglivebigger] #BerkshireHathaway [https://www.youtube.com/hashtag/berkshirehathaway] #WarrenBuffett [https://www.youtube.com/hashtag/warrenbuffett] #Investing [https://www.youtube.com/hashtag/investing] #RetirementPlanning [https://www.youtube.com/hashtag/retirementplanning] #LongTermInvesting [https://www.youtube.com/hashtag/longterminvesting] #FinancialEducation [https://www.youtube.com/hashtag/financialeducation] #BigMoneyRetirement [https://www.youtube.com/hashtag/bigmoneyretirement]

BBLB Epidosde 31: How One Family Unknowingly Lost $16,000 Per Year

Episode 31 is all about one of the biggest retirement lessons we've seen this year: No two retirement plans should ever be the same. You'll learn: ✅ How one family was unknowingly losing over $16,000 per year to fees and taxes ✅ Why low-cost index funds can create major long-term savings ✅ The difference between planning for legacy and planning for income ✅ How hidden risks can exist even in portfolios filled with great companies ✅ Why retirement planning is about living your life—not obsessing over your portfolio every day If you're approaching retirement or already retired, this episode will challenge the idea that there is a "one-size-fits-all" retirement strategy. 📘 Text BOOK to 864-920-3155 for your free copy of Retire Right. #RetirementPlanning #RetireRight #FinancialPlanning #RetirementIncome #WealthManagement #BigMoneyRetirement #RetirementTips #FinancialFreedom #Investing #RetirementStrategy You, 28 min

BBLB Episode 29: The Plan Is the Confidence

In Episode 29 of the Build Big Live Bigger podcast, breaks down one of the biggest questions retirees are asking right now: How do war, oil prices, inflation, and market volatility actually impact your retirement? 🌍📈 This episode covers: • What rising oil prices really mean for the economy • How inflation impacts retirees differently • The dangers of heavy bond exposure during stagflation • Why guaranteed income matters during uncertain markets • The difference between reacting emotionally vs planning intentionally One of the biggest takeaways: “The plan is the confidence.” If you’re nearing retirement and trying to make sense of today’s economy without getting lost in fear-driven headlines, this episode is for you. #BuildBigLiveBigger #RetirementPlanning #RetireRight #Inflation #FinancialFreedom #RetirementConfidence #BigMoneyRetirement #BMRS

BBLB Episode 28 | You Can Have $1 Million… And Still Retire Wrong

In Episode 28 of the Build Big Live Bigger podcast, & break down a hard truth: You can have $1 million saved… and still retire wrong. This episode covers: 📈 Why retirement is more than just hitting a number 🧠 The importance of income + tax strategy working together 🎯 How great advisors listen first instead of pushing products 💬 Why so many retirees feel like “just another number” ✈️ The role purpose, travel, family, and lifestyle play in retirement planning Plus — a behind-the-scenes look at how we think about serving families, building real plans, and helping clients retire with confidence instead of confusion. If you’re serious about retiring with clarity, purpose, and a plan built around your life — this episode is for you. #BuildBigLiveBigger [https://www.youtube.com/hashtag/buildbiglivebigger] #RetirementPlanning [https://www.youtube.com/hashtag/retirementplanning] #RetireRight [https://www.youtube.com/hashtag/retireright] #BigMoneyRetirement [https://www.youtube.com/hashtag/bigmoneyretirement] #Fiduciary [https://www.youtube.com/hashtag/fiduciary] #RetirementPodcast [https://www.youtube.com/hashtag/retirementpodcast] #RetirementIncome [https://www.youtube.com/hashtag/retirementincome] #FinancialPlanning [https://www.youtube.com/hashtag/financialplanning] #RetirementConfidence [https://www.youtube.com/hashtag/retirementconfidence]

BBLB Episode 27: Why Simple Investing Matters

A lot of people spend years looking for the “secret” to better investment returns. But in retirement, the better question is often this: Do you need more complexity… or more clarity? In Episode 27, we walk through why so many investors get pulled toward exclusivity, high-fee products, and active strategies — and why simple, disciplined investing often wins over time. This is a conversation about: • reducing unnecessary risk • avoiding shiny object syndrome • preparing the next generation well • and creating the kind of confidence that lets you rest, not second-guess Because the best retirement plan is not the one that sounds the most impressive. It’s the one that helps you live with the most peace. https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/