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PODCAST

Presilium Private Wealth

A podcast from Presilium Private Wealth with a variety of interesting strategies to improve your family"s long-term financial plan.

business investing

All Episodes

3:27

PC 6 - How Should My 401k Be Invested

Presilium Private Wealth ·

2026/02/11

If you’re a few years from retirement and your 401(k) has become your biggest financial asset, one question starts to matter a lot more: “Am I actually confident in how this money is invested?” In this episode, Cullen talks directly to near-retirees who saved diligently but haven’t consistently reviewed their 401(k) investment strategy… when there’s less time to recover from major mistakes. The big message: before you obsess over funds and allocations, you need a plan that connects your investments

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3:25

BV 19 - The Hidden Cost Of Hero Revenue

Presilium Private Wealth ·

2026/02/10

Early success in businesses often relies on the owner being the exceptional "hero," closing the biggest deals and solving the hardest problems. However, this dependence on a single individual can eventually become the biggest limiter of enterprise value, creating uncertainty and concentration risk for potential buyers. In this episode of Building Value, we discuss how to shift from being essential to being strategic by building systems and delegating key processes. Discover the actionable steps you

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3:58

FPF 180 - Our AI Driven Market vs. The 90s Internet...

Presilium Private Wealth ·

2026/02/10

Is today’s AI boom starting to feel like the dot-com era? In this episode, Jerry Davidse compares two “world-changing” moments: the launch of the modern internet (Netscape, December 1994) and the current AI surge that accelerated with ChatGPT in late 2022.Back then, markets delivered incredible gains… yet the path wasn’t smooth. Excitement turned into overconfidence, valuations stretched, and investors learned a painful lesson: great technology doesn’t guarantee great investment results at any

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3:08

FPF 179 - The Market Will Go Down in 2026

Presilium Private Wealth ·

2026/02/03

Market volatility isn’t a prediction for 2026… It’s a historical reality that appears every single year. Even in years that finish with strong returns, investors experience meaningful pullbacks along the way. In this episode, Jerry Davidse explains long-term S&P 500 data to show why declines are normal, what investors have historically endured to achieve long-term returns, and why preparation matters more than attempting to predict short-term market movements.In this video, you’ll learn:• Why

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4:50

TBQ 32 - How Are My RSUs Taxed

Presilium Private Wealth ·

2026/01/28

In this edition of The Big Question, Brook Hart delves into the complexities of RSU taxation for Merck and Big Pharma executives. Discover the tax implications before, during, and after vesting, and learn strategies to manage your tax bill effectively.Before Vesting: No tax impact as RSUs are considered phantom assets.During Vesting: Realize ordinary income based on the current share value.After Vesting: Navigate short-term and long-term gains, with strategies to manage tax exposure.Listen now and

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3:31

BV 18 - Revenue Isn't The Same As Value

Presilium Private Wealth ·

2026/01/28

Most business owners measure success the same way they did in year one: revenue. But when it comes to what your company is actually worth, buyers care far more about reliable cash flow and predictability than top-line sales.In this episode of Building Value, Brook breaks down why two companies can produce the same revenue and still have dramatically different enterprise values—and what you can do about it. You’ll learn the key metrics that create stability, reduce risk, and increase your options as

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3:30

TBQ 31 - How Can You Be So Sure?

Presilium Private Wealth ·

2026/01/28

In this episode of The Big Question, Brook Hart delves into the confidence and optimism that guide us through market volatility. Discover the three key strategies that help us navigate downturns: preparation, modesty, and long-term investment in humankind. Join us as we explore how these principles shape our approach to investing and why they inspire excitement about the future.Key Points:Confidence isn't about having all the answers; it's about knowing who we are and the tools we have.Preparation

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2:57

FPF 178 - The Worst Investment Strategy Update for 2026

Presilium Private Wealth ·

2026/01/27

In this episode, Presilium explores a counterintuitive investment approach: the "worst investment strategy." We examine a 25-year study that compares this strategy to the more common practice of chasing recent top performers. The findings challenge conventional wisdom on how to potentially improve returns and decrease overall risk in your portfolio. Tune in to see how simple rebalancing can make a significant difference in your long-term financial goals.In this episode:• Understand the "worst

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3:01

PC 5 - Creating More Tax-Free Savings For Retirement

Presilium Private Wealth ·

2026/01/22

High earners often hit the 401(k) deferral limit early in the year—and then wonder: what’s next? In this episode, Cullen Martin, CFP® breaks down a powerful (and commonly missed) opportunity inside some employer retirement plans: after-tax 401(k) contributions that can be converted to Roth for long-term, tax-free growth (a strategy often called the Mega Backdoor Roth).If your plan allows it, this strategy can help you move tens of thousands of additional dollars per year into Roth status—and over a

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5:44

FPF 177 - Our 2026 Market Outlook

Presilium Private Wealth ·

2026/01/20

After three strong years in a row, I’m heading into 2026 with a more cautious stock market outlook—not pessimistic, just prepared. In this episode, I break down three data-driven reasons for caution and exactly how we think about rebalancing, volatility, and staying positioned for whatever the market delivers.In this video, you’ll learn:• Why the age of the current bull market matters• What history says about year two of the presidential cycle• How elevated stock valuations can change future

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4:24

FPF 176 - The 3 Biggest Tax Mistakes Retirees Make

Presilium Private Wealth ·

2026/01/13

It’s not just what you earn—it’s what you keep.In this episode of Financial Planning Friday, Jerry Davidse breaks down the "silent wealth killers" in retirement: Taxes. While investment returns get all the headlines, tax planning is often where the battle for long-term wealth is actually won (or lost).Jerry walks through the three most common tax mistakes retirees make—from mismanaging RMDs to accidentally triggering higher Medicare premiums—and explains the strategies you need to protect your

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2:30

PC 4 - Health Considerations Before You Retire

Presilium Private Wealth ·

2026/01/08

Healthcare can make or break your retirement plan. In this episode of Practical Cents with Cullen Martin, we tackle one of the biggest myths in retirement planning — that you have to wait until age 65 to retire because of health insurance.💡 Cullen explains how healthcare fits into your financial plan, what alternative options exist before Medicare, and how strategic planning with Move Health can open doors to earlier retirement — without sacrificing coverage or peace of mind.You’ll discover

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3:36

FPF 175 - The Power of Steady Returns

Presilium Private Wealth ·

2026/01/06

In this conversation, Jerry Davidse emphasizes the significance of achieving consistent returns in investing rather than focusing solely on high returns. He illustrates how different portfolios with the same average return can yield vastly different outcomes due to volatility. By promoting consistency through diversification, regular rebalancing, and avoiding trendy investments, investors can enhance their long-term financial success.In This Week’s Episode:🧠 It's not just about achieving great

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2:32

PC 3 - What to Know About the New Senior Tax Deduction

Presilium Private Wealth ·

2025/12/24

As you approach age 65, taxes become even more important to your overall financial plan. A new tax act introduces an additional $6,000 deduction for taxpayers aged 65 and older — but qualifying for it isn’t automatic, and the phase-out rules can significantly impact who benefits.In This Episode, We Cover:What the new $6,000 deduction means for taxpayers turning 65 between 2026 and 2028Why the deduction applies whether you itemize or take the standard deductionPhase-Out Income Thresholds (Modified

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4:51

FPF 174 - Our 2025 Recap

Presilium Private Wealth ·

2025/12/23

Did our predictions for 2025 come true? In this episode of Financial Planning Friday, Jerry Davidse looks back at our "2025 Market Outlook" to see how our three biggest questions stood the test of time.From a historic market crash triggered by new tariffs to the surprising resurgence of international stocks, 2025 was a wild ride. We break down the data, review the S&P 500's performance, and explain exactly how we turned the year's biggest panic into a buying opportunity.In this episode, we

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3:53

FPF 173 - Why Every Family Needs a Financial Plan...

Presilium Private Wealth ·

2025/12/22

As you’re setting your New Year’s resolutions for 2026, Jerry Davidse breaks down why an updated financial plan matters more than ever—especially if markets stay volatile.Think of your financial plan like GPS: you can reach your destination without it, but it’s harder, takes longer, and usually leads to worse results. In this video, Jerry walks through the four core components Presilium includes in every comprehensive financial plan so you can make decisions with more clarity, confidence, and peace

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2:29

TT4TT 14 - Advantages to Taxable Brokerage Accounts

Presilium Private Wealth ·

2025/12/17

Today we’re highlighting one of the most underrated tools in financial planning:👉 The Taxable Brokerage AccountRetirement accounts like 401(k)s and IRAs are great — but taxable brokerage accounts offer flexibility and tax advantages that can give you more control over your financial life.In This Episode, Brian Breaks Down:• Unlimited Contributions No income limits. No contribution caps. Invest what you want, when you want.• Flexible Investment Options Money markets, T-bills, ETFs, mutual funds —

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3:32

TT4TT #13 - How Much Can I Safely Withdraw in Retirement

Presilium Private Wealth ·

2025/12/16

Today, we’re digging into one of the most common and most important retirement questions:How much can I safely withdraw each year without running out of money?You may have heard of the 4% Rule, introduced in 1994 by financial researcher William Bengen — but today’s markets, interest rates, and retirement lifestyles look very different than they did then. Which means the right withdrawal strategy needs to be flexible, intentional, and personalized to your life.In this episode, Brian covers:What the

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3:09

FPF 172 - Year Two Of Our Presidential Cycle

Presilium Private Wealth ·

2025/12/16

As we close out the first year of President Trump’s second term, markets have once again proven just how unpredictable they can be. From steep drops to near record highs, volatility has defined the year — but what does history tell us about what comes next?In this episode of Financial Planning Friday, Jerry Davidse, CFP® reviews market trends from past presidential cycles and explains what investors can learn as we move into year two, historically the toughest stretch for stocks.You’ll learn:Why the

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3:59

BV 17 - What Does It Mean to Be Great At Your Job

Presilium Private Wealth ·

2025/12/16

In this episode, Brook Hart discusses the critical differences between the mindsets of entrepreneurs and employees, emphasizing the need for clarity, structure, and guidance in the workplace. He outlines how leaders can set clear expectations and metrics to enhance employee performance and satisfaction. The conversation highlights the importance of communication and understanding the 'why' behind tasks, ultimately leading to a more scalable and valuable business.In this episode we cover:- Being a

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252 results

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