Podcast appearances and mentions of brian decker

Brian Decker didn't just stumble into the investing world - he earned his way there. Starting in the mortgage industry in 2004, Brian climbed to become one of the Top 10 Loan Officers in the entire country out of more than 500,000, eventually founding his own mortgage bank, Modern Lending, in 2019. But Brian didn't stop there. He took everything he learned about money, leverage, and wealth creation and built a diverse investment portfolio spanning real estate, crypto, and beyond - and now runs one of the top investing communities on Skool.   In this episode, Brian lays out his step-by-step investing plan for the next five years, what the current market is telling him, and why the moves you make right now will define your financial position for the decade ahead. If you've been waiting for a clear roadmap from someone who has actually done it at the highest level, this is the episode you've been waiting for. Book your call with Neo Home Loanshttps://www.neoentrepreneurhomeloans.com/wjpodcast/ Book your mentorship discovery call with Cory RESOURCESGet business funding - revenued.com/juice

It's the halfway point of 2026. Do you know if your retirement plan is on track? In this episode of Safer Retirement Radio, Brian Decker and Arrin Wray of Decker Retirement Planning walk through their mid-year review process: what to check, what to question, and where the common blind spots are. What this episode covers: • The mid-year checklist: portfolio allocation, spending versus budget, and whether your 401(k), IRA, Roth, and HSA contributions are still on pace • Why set-percentage withdrawal rules like the 4% approach can fall short in a flat market cycle, and how Decker structures income across emergency cash, principal-protected accounts, and a separate risk bucket • Brian's case against traditional quarterly rebalancing, and how relative strength, sector rotation, and momentum strategies shape what Decker clients own right now • What history shows about market valuations above 30 times trailing earnings, and the two ways portfolios have historically generated returns in flat market cycles • The disconnect between record stock prices and a squeezed economy: layoffs, flat unemployment, and why half the country feels it differently than the other half • The mindset shift from saving to spending, including how retirees can think about emergency cash and permission to actually use the money they spent decades building If you're within a few years of retirement, or already there, this episode lays out the questions worth asking before the second half of the year. Schedule a no-cost conversation: 833-707-3030 Free resources, including Brian's book The Decker Approach and a sample income plan, are available at DeckerRetirementPlanning.com under Safer Retirement Education. Serving families in Salt Lake City, Seattle/Bellevue, and the Bay Area, and virtually nationwide. Investment advisory and insurance services offered through Decker Retirement Planning, Inc., a registered investment advisor. Investing involves risk, including the potential loss of principal. Any references to protection or safety generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing carrier. This show is for informational purposes only and is not tax or legal advice. This radio show is a paid placement.

Running out of money is a top fear in retirement, and it almost always traces back to one question: where will your monthly income actually come from? In this episode of Safer Retirement Radio, Brian Decker and Arrin Wray walk through how Decker Retirement Planning builds a diversified retirement income plan. The same math-based, fiduciary process they use with clients every day. What this episode covers: • The bucket strategy: structuring emergency cash, principal-guaranteed income accounts, and a separate growth "risk bucket" so every dollar in your portfolio has a job • Annuities, demystified: why Decker steers clear of income and variable annuities, and where fixed indexed annuities (FIAs) and MIGAs actually fit • Social Security timing: spousal benefits, the 8% delayed-retirement credit, and how to coordinate two spouses for the most lifetime income • Pension decisions: lump sum vs. income stream, the real break-even math, and counterparty risk • Tax-smart withdrawals: Roth conversions, account placement, and keeping more of your money out of Uncle Sam's hands If you're within 5–10 years of retirement and you want a clear, structured plan that balances safety and growth, this episode is for you. Schedule a no-cost retirement review: 833-707-3030 Free resources, including The Decker Approach book and a sample income plan: DeckerRetirementPlanning.com Serving families in Salt Lake City, Seattle/Bellevue, the Bay Area, and virtually nationwide. Investing involves risk, including the potential loss of principal. Decker Retirement Planning, Inc. is a registered investment advisor. This show is for informational purposes only and is not tax or legal advice.

Today’s headline news for Canadian IT solution providers: Zscaler launches Project AI-Guardian: Zscaler announced a new initiative on Tuesday called Project AI-Guardian, partnering with global systems integrators Cognizant, EY, HCL, Infosys, TCS, and Wipro to help enterprises secure AI deployments. The program leverages Zscaler’s AI Protect portfolio – covering AI asset discovery, access controls for AI services, and real-time guardrails for AI infrastructure – to address what the company describes as the security blind spots created by autonomous AI agents acting with delegated permissions. According to CEO Jay Chaudhry, the initiative is designed to “ensure that AI adoption does not come at the cost of security.” Jamf names Beth Tschida CEO: Jamf named Beth Tschida as chief executive officer, effective immediately, on May 20. Tschida moves from interim CEO and former CTO to the permanent role, becoming the first woman to lead the company in its more than 20-year history. The appointment comes roughly four months after Francisco Partners completed its $2.2 billion acquisition of Jamf in January 2026; Tschida’s tenure as CTO saw Jamf’s security ARR grow 40 percent year over year to represent more than 30 percent of total revenue. Aura + TD SYNNEX: Aura Business has partnered with TD SYNNEX to bring its identity-centric BYOD security solution to MSPs through distribution. Aura debuted the offering at MSP Summit 2026, with Omdia research finding that demand for BYOD security among MSP clients is surging. SOCRadar AI agents: SOCRadar launched an AI Agent Marketplace and Identity Intelligence platform designed to help security teams automate detection and response against identity-driven attacks, positioning the agents as additions to existing security stacks. Akamai acquires LayerX: Akamai Technologies announced a definitive agreement to acquire browser security vendor LayerX, extending its workforce security strategy with browser-level visibility and governance over AI usage. Cisco Canada marketing: Jennifer Rideout has rejoined Cisco as head of Canada marketing, noting on LinkedInthat she is about a week into the new role. Read Full Transcript Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Thursday, May 21, 2026, and here’s what’s happening in the channel today. On Tuesday, Zscaler announced Project AI-Guardian – a formalized initiative that brings together six major global systems integrators under a common framework for securing enterprise AI deployments. The partners are Cognizant, EY, HCL, Infosys, TCS, and Wipro, and together they’ll leverage Zscaler’s AI Protect portfolio to deliver what the company describes as a full 360-degree view of an organization’s AI footprint. The program is designed to address what Zscaler calls the “agentic world” problem – the reality that AI models don’t just respond to queries anymore. They act autonomously, connect to data and apps, trigger downstream actions with delegated permissions, and in doing so, create blind spots that traditional security tools simply aren’t built to see. According to Zscaler’s CEO Jay Chaudhry, “AI adoption does not come at the cost of security” – and the GSI partnerships are meant to scale that posture across the largest enterprises in the world. The GSI framing is enterprise-scale, but the underlying framework – discover your AI assets, control who accesses AI services, secure what AI builds and runs – is a blueprint that maps directly onto the conversations solution providers at every level are already having with their clients. As more organizations ask harder questions about what’s actually running on their networks, the partners who have this conversation early will have an edge. Jamf named Beth Tschida as its permanent chief executive officer yesterday, effective immediately. Tschida has served as interim CEO since March, and before that was the company’s chief technology officer. She becomes the first woman to lead Jamf in its more than 20-year history. The announcement lands about four months after Francisco Partners completed its $2.2 billion acquisition of Jamf in January, taking the company private. Strosahl, who shepherded that transition, has stepped away. Brian Decker of Francisco Partners cited Tschida’s “technical depth, operational discipline, and strategic vision” in a statement. The headline number from her CTO tenure: Jamf’s security ARR grew 40 percent year over year under her watch and now accounts for more than 30 percent of total company revenue. Her stated priorities going forward include autonomous device management, opening the platform for third-party AI tools, and building out an AI governance layer – all of which signal where the product is heading. The Francisco Partners angle is worth a second look. The PE firm also owns SonicWall, BeyondTrust, and Boomi – a portfolio of security and integration assets that, taken together, creates interesting possibilities for cross-platform plays. Channel partners who move Apple devices, or who sell into environments where Apple is a growing presence, should keep an eye on where this leadership takes the product roadmap. In Brief – Aura Business partners with TD SYNNEX to bring its identity-centric BYOD security solution to MSPs through distribution. SOCRadar launches an AI Agent Marketplace and Identity Intelligence platform targeting identity-driven cyberattacks. Akamai announces a definitive agreement to acquire LayerX, a browser-based AI usage control and workforce security vendor. Jennifer Rideout has rejoined Cisco as head of Canada marketing. Full details and links in the show notes or the blog post. Later today on In The Channel, Anthony Tanoury from Dell Technologies joins me to talk about how distribution has become the primary on-ramp for mid-market AI, and what that means as Dell’s Modern Partner Platform takes shape. It’s the last of three conversations I had at Dell Technologies World this week and a good one to end on. And if you haven’t caught Wednesday’s episode yet, Rob Emsley from Dell makes the case that the backup is the target – and why data protection needs to be reframed as a full cyber resilience practice. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

Markets are at all-time highs while the economy flashes warning signs. Brian Decker and Arrin Wray break down three ways we lower client risk, how to use 529 plans for kids and grandkids, and the estate mistakes that quietly tear families apart. In this episode: Why the S&P keeps hitting records while job growth slows — and what's really driving the rally (earnings, rate-cut expectations, and stock buybacks) The three ways we lower client risk: quantitatively (25–30% market exposure, not 60–70%), by removing interest-rate risk, and through momentum-based strategies designed to work in up or down markets 529 plans for kids and grandkids: what actually qualifies (tuition, room and board, K–12, trade schools, apprenticeships), 2026 contribution limits, the "super-funding" five-year front-load, and the new 529-to-Roth IRA rollover Wills, pour-over provisions, and how to avoid probate Power of attorney: the activation clause that protects you, and why "reasonable compensation" language causes family problems Healthcare directives: comfort measures, and how to spare your kids the guilt of pulling the plug Trusts: the four liquidation clauses that keep siblings on speaking terms — and why 80%+ of trusts are never properly funded Schedule a no-cost retirement review with Brian and the team: call 833-707-3030 or visit DeckerRetirementPlanning.com. Offices in Salt Lake City, Lehi, Seattle/Bellevue, and the Bay Area — virtual reviews available nationwide.

Is your retirement plan truly complete, or is it missing something critical? In honor of Financial Literacy Month, Brian Decker and Arrin Wray walk through the six elements every successful retirement plan must include. Whether you're interviewing a new advisor or evaluating your current one, this episode serves as your checklist. In this episode, you'll learn: Why a pie chart is not a retirement plan—and what a real income distribution plan looks like The three buckets every retiree needs: emergency cash, principal-guaranteed accounts, and a risk bucket Tax minimization strategies, including IRA-to-Roth conversions and charitable giving techniques Why having 60-70% of your portfolio in the market during retirement may be too risky How momentum, dividends, and stop losses can help protect your money in flat or declining markets The difference between the accumulation phase and the distribution phase of your financial life Why bond funds may not be the "safe" option you think they are in a rising rate environment How fee structures differ—and why you may be paying more than you need to Brian and Arrin also explain why the strategies that got you to retirement are not the same ones that will carry you through it, and how to build a mathematically-based plan designed to provide consistent income for life. If you'd like to talk with the Decker Retirement Planning team about your own situation, call 833-707-3030 or visit DeckerRetirementPlanning.com.

When a spouse passes away, the emotional toll is obvious—but the financial “whammies” can be just as disruptive: a lower Social Security benefit may disappear, tax filing status changes, Medicare decisions shift, and beneficiary and estate documents need immediate attention. In this episode of Safer Retirement Radio, Brian Decker and Marc Knauss, CFP(R) break down the practical steps families should understand before a loss happens, and the priorities to address in the first 30–90 days afterward. They cover how survivor benefits work, why taxes often rise for the surviving spouse, and how proactive planning can reduce administrative headaches and costly mistakes. Key topics discussed: Survivor Social Security basics: notify promptly, benefit coordination, and timing considerations Tax impact after a spouse's death: filing status changes and why brackets can tighten Medicare and supplemental plan review after becoming widowed Account consolidation, beneficiary updates, and estate document cleanup (trust, POA, health directive) Risks of scams and pressure tactics after an obituary posts Real estate and tax planning concepts like step-up in basis Advanced planning themes discussed on the show: trusts, legacy design, and rental real estate tax strategies If you're within 5–10 years of retirement (or already retired), this episode is a reminder that a written income plan and coordinated strategy can help protect the surviving spouse and reduce “decision pressure” during grief. Learn more & download resources: DeckerRetirementPlanning.com (Safer Retirement Education) Schedule a visit: 833-707-3030 This podcast is for informational purposes only and is not intended as tax or legal advice. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing carrier.

How do you really know if you're ready to retire—before you turn in your notice? In this episode of Safer Retirement Radio, Brian Decker and Arrin Wray break down the six key checkpoints they use to help families move from guesswork to clarity, including the two questions that matter most: How much can you safely draw each month? How do you protect that income when markets change? You'll learn how Decker Retirement Planning approaches retirement with a math-based distribution plan that coordinates income sources (Social Security, pensions, rental income, and portfolio withdrawals), prioritizes tax efficiency, and helps reduce the risks that can derail retirement—especially in volatile markets. In this episode, we cover: The 6 key points of a retirement plan: plan, tax minimization, risk reduction, portfolio optimization, income optimization, and fee minimization Why a pie-chart portfolio isn't a retirement plan (and what a real distribution plan should show) Income needs assessment: how to calculate your retirement “gap” and plan withdrawals over time Planning for healthcare before and after Medicare, plus long-term care considerations What a retirement stress test is, and why it helps “future-proof” your plan A fast rundown of advanced tax strategies discussed on the show (e.g., donor-advised funds, CRTs, NUA, ILITs, dynasty trusts, cost segregation, GRATs), and when they may apply If you're within 5–10 years of retirement (or already retired), this episode will help you pressure-test your assumptions and understand what it takes to retire with more confidence and fewer surprises. Learn more: DeckerRetirementPlanning.com Schedule a visit / ask a question: 833-707-3030

Markets have delivered strong returns, but retirement planning is about more than a good run in stocks. In this episode of Safer Retirement Radio, Brad Geddes, CFP® joins Brian Decker to break down what today's retirees and near-retirees need to watch next—especially when you're transitioning from saving to spending. You'll hear a practical discussion on: Why strong markets can quietly encourage retirees to take more risk than they realize The “sequence of returns” problem: why a downturn early in retirement can do outsized damage Longevity and rising healthcare costs—and how to plan when you don't know what life will bring Inflation's long-term impact, including why sitting in too much cash can be costly over time The mindset shift from accumulation to distribution, and why income planning becomes the priority How to think about “pulling risk back” without “getting out of the market” Why flexibility and planning often matter more than predictions If you're within 5–7 years of retirement, recently retired, or wondering whether your current portfolio is built for income and resilience—this episode will help you think more clearly about the next phase. To learn more or schedule a visit with our team: 833-707-3030 or visit DeckerRetirementPlanning.com.

The new year is the right time to take a clear look at how taxes, required withdrawals, and income decisions can quietly shape the rest of your retirement. In this episode of Safer Retirement Radio, Brian Decker and Arrin Wray walk through the most common tax and planning issues retirees and near-retirees face—and why understanding them early can help you avoid unnecessary taxes, missed opportunities, and future stress. In this conversation, you'll hear about: How required withdrawals work later in retirement—and why misunderstanding them can create avoidable tax pressure Why the timing of tax decisions matters more than most people realize How portfolio changes can unintentionally trigger taxes if handled without a plan Ways charitable giving fits into an overall income and tax strategy The difference between decisions that must be made during the year and those that can be adjusted later What information your CPA and planning team actually need to help you make better decisions If you're within 5–10 years of retirement, or already retired, this episode provides clarity on how taxes, income, and planning decisions work together—and where many retirees unknowingly go wrong. Learn more: DeckerRetirementPlanning.com Schedule a conversation: 833-707-3030 This content is for informational purposes only and is not tax or legal advice. Investing involves risk, including the potential loss of principal.

Year-end is one of the few windows where decisions—or inaction—can materially affect how much of your money you actually keep in retirement. In this episode, Brian Decker and Marc Knauss, CFP(R) discuss the real-world tax and estate challenges retirees and near-retirees face as the calendar closes—and why waiting can quietly cost you. In this conversation, you'll hear about: How reallocating risk late in life can trigger unexpected tax bills if handled incorrectly What happens when highly appreciated stocks or real estate are sold without a plan Ways retirees get caught off guard by one-time income spikes that push them into higher tax brackets Why some company retirement plans can create avoidable tax exposure when large positions are involved How timing decisions today can dramatically affect lifetime taxes and what passes to heirs Common estate planning oversights that lead to family tension, delays, or unnecessary costs Why many people think they have a plan—until a tax event or health issue proves otherwise If you're within 5–10 years of retirement, or already retired, this episode will help you think differently about taxes, income, and legacy—before year-end decisions are locked in. Learn more at DeckerRetirementPlanning.com or call 833-707-3030. This content is for informational purposes only and is not individualized investment, tax, or legal advice. Investing involves risk, including loss of principal. Consult a qualified professional regarding your specific situation.

Most retirees don't realize that the strategies that served them well for 30–40 years of saving can work against them the moment they stop working. In this episode, Brian Decker and Arrin Wray break down why accumulation and distribution require two completely different approaches—and why misunderstanding that distinction can jeopardize your retirement. Brian explains: Why market losses in retirement are far more damaging than losses during your working years How drawing income from fluctuating accounts accelerates losses and compromises long-term results Why bond funds haven't acted as “safe money” in today's rate environment—and the interest-rate risk most retirees overlook What makes the 4% rule unreliable in flat or volatile market cycles How momentum strategies and dividend sleeves fit into a modern risk-reduction plan Why your asset mix should flip at retirement—with only 25–35% of assets exposed to market risk How a laddered, principal-guaranteed income plan provides stability, clarity, and true distribution discipline You'll also hear how Decker Retirement Planning builds math-based distribution plans, updates them annually, and helps retirees maximize net-of-tax income while minimizing exposure to unnecessary risk and fees. If you're within 5–10 years of retirement—or already retired—this episode will give you a clearer picture of what a real retirement plan should look like. Have questions about your retirement readiness? Schedule a visit at DeckerRetirementPlanning.com or call 833-707-3030.

In this episode of Safer Retirement Radio, Brian Decker and Brad Geddes, CFP(R) discuss one of the most important questions in retirement planning: “How much income can I safely draw?” Rather than relying on rules of thumb or broad simulations, they explain how a math-based, distribution-first plan helps determine how much income a retiree may be able to take—year by year—while reducing the risk of running out too soon. Brian and Brad walk through: Why many retirees under-spend out of uncertainty The potential risks of drawing income from fluctuating accounts, especially during down markets How laddered principal-guaranteed accounts can help provide stability in income planning Why the traditional 4% rule may fall short during flat or volatile market cycles How pensions, Social Security timing, and rental income can be analyzed mathematically How inflation considerations (COLAs, real estate, conservative return assumptions, and the risk bucket) may be incorporated into a retirement income plan What retirees can do when markets drop, and how planning in advance helps reduce the impact This episode is designed to help pre-retirees and retirees understand the key inputs of a durable income plan—and how math-based distribution strategies may provide greater clarity and confidence.

I've seen the term “serial entrepreneur” thrown around a lot—but today's guest, Brian Decker, is the real deal. From mortgage banking to real estate, cryptocurrency, and now AI-driven solar energy, Brian has built, scaled, and sustained multiple companies across economic cycles. In this conversation, we go deep on what being a true serial entrepreneur actually means—not half-assing twenty things, but whole-assing one thing at a time until you've built a foundation solid enough to expand.Brian breaks down the mindset of doubling down when everyone else is running scared, how to recognize patterns in economic cycles, and why the key to real wealth is creating recurring, scalable systems instead of being your company's best employee. We also dig into leadership, delegation, and how to build a business that can outlast you — one that runs without your name being on every single deal.We Meet: Brian Decker, Soar Energy, Modern Lending, CryptochargedConnect:Connect with Rick: https://linktr.ee/mrrickjordanConnect with Brian: https://www.thebriandecker.com/ Subscribe & Review to ALL IN with Rick Jordan on YouTube: https://www.youtube.com/c/RickJordanALLINAbout Brian: Brian Decker is a serial entrepreneur with several successful exits. He is the CEO of Soar Energy, president/founder of Modern Lending, real estate investor, cryptocurrency investor/educator, and keynote speaker/creator known for his passion for empowering others to achieve financial freedom.

Howdy & Aloha! We're lacing up with Coach Brian Decker, Head Cross Country Coach at Point Pleasant Boro, fresh off one of the most dominant seasons in program history.In 2024, the Panthers swept the Ocean State Invitational, B-South Division, Ocean County, and Central Jersey Group 2 — the first sectional title in school history. Decker was named 2024 Coach of the Year by the Shore Track Coaches Association and the Asbury Park Press.With 30 + years in the sport, Coach Decker has led programs at Toms River South, Ocean County College (JUCO), and Point Boro — building one of New Jersey's most respected small-school programs. We talk training philosophy, community buy-in, and how he runs the legendary Shore Coaches Invitational at Holmdel Park.⏱️ Show Notes with Timestamps00:00 – 02:00 | Howdy & Aloha Intro Rich & Jim welcome Coach Brian Decker back to the Shore — Point Pleasant Boro head coach with 30 + years of experience.02:00 – 05:00 | Point Boro Roots & Community Support, Nostalgia from the Point Boro days, Ocean County ties, and how local buy-in powers a small-town program.05:00 – 08:30 | Origin Story & Switch from Soccer to XC, A broken arm in high school leads to a new path in running — the unexpected start of a 30-year coaching journey.08:30 – 12:00 | Early Coaching Years & JUCO LessonsHow Ocean County College shaped Decker's approach to athlete development and the realities of recruiting at the JUCO level.12:00 – 18:00 | Building Point Boro XCTaking over a rebuilding program, instilling structure and standards, and earning community trust through work ethic and accountability.18:00 – 24:00 | The 2024 Breakthrough SeasonOcean State → B-South → Ocean County → CJ Group 2 titles; the first sectional in school history and how the team came together.24:00 – 30:00 | Coaching Freshmen & Developing Depth, Rebuilding after a senior-heavy class, coaching multiple sets of twins, and teaching young athletes confidence and patience.30:00 – 35:00 | Adjusting Coaching Styles Over Decades. From old-school intensity to modern balance — what Decker has learned about communication and recovery.35:00 – 41:00 | Training Talk & Benchmark SessionsHow he structures workouts at Ocean County Park, tests fitness with surprise miles, and why “feel over numbers” still matters.41:00 – 47:00 | Tech, Watches & Mental Discipline. The battle against data dependency, getting kids off the watch, and building race-day instincts.47:00 – 53:00 | Meet Director Life at Holmdel Park15 years of running the Shore Coaches Invitational, working with out-of-state teams, course maintenance, and fast times at Holmdel.53:00 – 57:00 | B-South Format & Competition Evolving from dual meets to divisional championships; racing Manchester and CBA to stay sharp.57:00 – 1:03:00 | Culture & Tradition at the BurrowWhy Point Boro kids don't miss practice, how the community shows up, and keeping banquets and recognition alive.1:03:00 – End | Final Four & Wrap-Up Coach Decker's coffee ritual, day-to-day habits, favorite sports teams, and guilty-pleasure Twizzlers before a meet.

Brian Decker gets it. This dude actually gets what it means to be a serial entrepreneur. Not the fake kind you see plastered all over social media. The real kind. Brian spent 22 years building businesses the right way. Started as a CPA. Hated it. Jumped into mortgage lending right before the 2008 crash. Then doubled down when everyone else ran away. Built himself into one of the top loan officers in the country. Made multiple seven figures. Then did something most people never do. He recognized the trap. So he did what real entrepreneurs do. Kept the golden goose running. Took one out of every eight golden eggs. Invested it into the next thing. Then the next. Now he's CEO of a solar energy company with AI and machine learning built in. Recurring revenue model. SaaS multiple. Patent potential. That's how you build real wealth. Brian breaks down the mentality shift from chasing money to watching your employees' lives change. That Christmas party where someone's wife thanks you in tears because she could finally stop working to be with her kids. That's the real reason you do this. This episode will change how you think about building businesses. About what makes something scalable. About knowing your lane and staying in it. Brian's been in the trenches for over two decades. He's made mistakes. He's built the systems. And he's showing you exactly what works.We Meet: Brian Decker, Soar Energy, Modern Lending, CryptochargedConnect:Connect with Rick: https://linktr.ee/mrrickjordanConnect with Brian: https://www.thebriandecker.com/ Subscribe & Review to ALL IN with Rick Jordan on YouTube: https://www.youtube.com/c/RickJordanALLINAbout Brian: Brian Decker is a serial entrepreneur with several successful exits. He is the CEO of Soar Energy, President/Founder of Modern Lending, real estate investor, cryptocurrency investor/educator, and keynote speaker/creator known for his passion for empowering others to achieve financial freedom.

In Episode 140 of Safer Retirement Radio, Brian Decker and Arrin Wray reveal the critical distinction between accumulation and distribution strategies—and why using the same approach in both phases of life can be financially devastating in retirement. They unpack: Why traditional pie chart portfolios are not retirement plans The danger of using the 4% rule without accounting for sequence of returns risk How a distribution-first strategy helps ensure reliable income—even in volatile or flat markets Why Decker Retirement Planning uses laddered principal-guaranteed accounts instead of bond funds How momentum and dividend strategies provide growth potential in flat or declining markets Real tax strategies to reduce future liabilities, enhance Roth conversion efficiency, and preserve more of your wealth You'll also learn how Decker's math-based planning integrates real returns, tax minimization, and fee transparency to help you retire with clarity—not guesswork.

In this episode of Safer Retirement Radio, Brian Decker and Mark Knauss, CFP(R) walk through five essential strategies to help protect your retirement income from inflation—without exposing your portfolio to unnecessary risk. From laddered income accounts to hard assets and tactical stock exposure, they outline a disciplined approach built for today's uncertain environment. You'll also learn: Why COLAs (Cost of Living Adjustments) must be handled carefully in retirement income planning How traditional bond funds are vulnerable in a rising rate world What “real returns” mean—and why they matter more than nominal performance How Decker's Two-Sided Model uses momentum and stop-loss rules to reduce risk in volatile or flat markets If inflation and future market returns are keeping you up at night, this episode gives you the education—and the options—you need.

What really happens when one spouse passes away? In this episode of Safer Retirement Radio, Brian Decker and Arrin Wray break down one of retirement's most difficult—but essential—topics: preparing financially and legally for the loss of a spouse. You'll learn: - The must-have estate documents (wills, trusts, powers of attorney, and healthcare directives) - The “pour-over” provision that helps families avoid probate nightmares - How Social Security, pensions, and taxes change for a surviving spouse - Why compensation clauses and unclear distribution instructions can tear families apart - Steps to protect income, minimize taxes, and create a smooth transition Planning ahead means your spouse and children are cared for—and your legacy is preserved without unnecessary stress or conflict.

As the Fed flirts with rate cuts, many retirees face shrinking savings and money-market yields. In this episode, Brian Decker and Brad Geddes, CFP(R) break down DRP's Cash Plus portfolio—built for 0–5 year dollars that need liquidity and low volatility, yet can aim higher than plain cash. They also cover how AI is changing principal-guaranteed indexes and the timing inside momentum models, plus a simple checklist for a rock-solid retirement plan. What you'll learn Why falling rates can punish “safe” cash—and what to do about it How a diversified cash sleeve (short-term Treasuries, market-neutral, dividend equities) targets steadier yield with 100% liquidity “Upside/Downside capture”: keeping more of the good, less of the bad Where AI already fits: principal-guaranteed index designs and trade-timing in momentum strategies Six keys to a resilient retirement plan (taxes, risk control, income optimization, fees, and more) Call us: 833-707-3030 More resources: DeckerRetirementPlanning.com → Safer Retirement Education (free downloads)

In this week's episode of Safer Retirement Radio, Brian Decker and Bradley Geddes, CFP(R) break down one of the most overlooked threats to retirement success—sequence of returns risk. What happens if you retire right before a market downturn? What if your portfolio strategy doesn't account for market flatness or volatility? You'll learn: Why traditional 60/40 portfolios fall short in today's environment How drawing from laddered principal-guaranteed accounts can help stabilize income What Monte Carlo simulations get wrong—and how to avoid becoming a statistic Strategic updates from the new One Big Beautiful Bill (OBBB), including major tax credits for retirees Don't let bad timing derail decades of hard work. Tune in to hear how a math-based distribution plan can help you retire with confidence—regardless of what the market does next.

Is the 4% rule still safe in a flat or volatile market? In this episode of Safer Retirement Radio, Brian Decker and Arrin Wray explain why traditional income strategies—like the 4% rule or “living off the interest”—may no longer work in today's retirement landscape. You'll learn: ✅ How to build a laddered income plan using principal-guaranteed accounts ✅ The critical mistakes retirees make when taking Social Security ✅ Why Roth conversions may save hundreds of thousands in taxes ✅ How Decker Retirement Planning helps reduce fees and improve income consistency ✅ What smart legacy planning looks like with donor-advised funds and dynasty trusts If you're preparing for retirement—or already retired—this episode is packed with insights to help you navigate income, taxes, and risk with greater confidence.

This week on Golfers Anonymous, I'm joined by Brian Decker, the creative mind behind the camera for Crayon Courses. We explored Brian's unique journey into the world of golf course architecture and how Crayon Courses blends his artistic talent with a deep love for the game. Brian shares insights into his creative process, breaking down what makes golf course design captivating. Brian also takes us inside his role at TPC Toronto, providing a behind-the-scenes look at the preparations and expectations for this week's Canadian Open. From course setup to player insights, we preview what fans and players can look forward to at this exciting event.

In this episode of Safer Retirement Radio, Brian Decker and Marc Knauss, CFP(R) break down the myths and mistakes of traditional retirement strategies—and show you what to do instead. You'll learn: Why the 4% rule often fails in flat or volatile markets How sequence of return risk can derail your income The three key ways Decker Retirement Planning reduces risk How momentum strategies protect your investments during downturns Why Roth conversions and smart tax placement can save you six figures in retirement taxes Whether you're already retired or planning to retire in the next 5–10 years, this episode gives you actionable insights to protect your nest egg and retire with confidence.

Think you'll be in a lower tax bracket when you retire? Think again. In this episode of Safer Retirement Radio, Brian Decker and Brad Geddes, CFP(R) dismantle the myth and walk you through real-life tax planning strategies that can help you save hundreds of thousands—or even millions—in retirement taxes. From strategic Roth conversions to dynasty trusts, donor-advised funds, real estate tax planning, and more, this is a masterclass in building a smarter, safer financial future.

In this episode of Safer Retirement Radio, Brian Decker and Arrin Wray challenge one of the most commonly used retirement strategies: the 4% rule. They explain how flat or volatile markets can quickly derail portfolios relying on this outdated approach and introduce laddered principal-guaranteed accounts as a safer, more reliable alternative. The duo also unpacks the risks of dividend chasing and indexing in today's market environment and highlights the need for a mathematically sound, risk-conscious income plan. If you're nearing retirement or recently retired, this episode is a must-listen to help protect your nest egg and find how to plan on consistent income, regardless of market swings.

In this episode of Safer Retirement Radio, Brian Decker breaks down how retirees can confidently navigate turbulent markets without sacrificing their retirement goals. Learn the essential strategies that protect your principal, generate reliable income, and minimize taxes—regardless of economic conditions. Brian also dives into real-world examples showing how proper planning can reduce unnecessary fees and risk, all while preserving liquidity and flexibility. If you're within 5–10 years of retirement or recently retired, this episode is a must-listen.

In this powerful episode of Safer Retirement Radio, Brian Decker and Arrin Wray uncover advanced tax strategies designed to help retirees keep more of what they've earned. From Roth conversions that could save you over $1 million in taxes, to estate planning tools that preserve your legacy, this episode is packed with real examples and actionable advice. You'll learn: ✔️ How Roth conversions can reduce future tax liabilities ✔️ The power of Qualified Charitable Distributions (QCDs) ✔️ Ways to mitigate estate taxes with Irrevocable Life Insurance Trusts (ILITs) ✔️ How to freeze business value to pass future growth tax-free ✔️ The role of AB Trusts in estate planning ✔️ Accelerated depreciation for rental income savings ✔️ Tools to avoid capital gains on high-value assets

Want to build wealth and keep more of what you earn? In this episode of The Rich Somers Report, Rich sits down with Brian Decker, a serial entrepreneur and investor, to break down the most effective tax strategies, investing hacks, and long-term wealth-building moves that the ultra-wealthy use to legally minimize taxes and maximize returns.Rich and Brian discuss:How the wealthiest investors leverage real estate, private equity, and tax loopholes to grow wealth.Why most financial advisors don't teach people how to truly reduce their tax burden.The power of Roth IRAs, self-directed IRAs, and 529 plans for tax-free growth.Why debt is not the enemy—how billionaires use it to avoid taxes and expand their portfolios.How to protect your wealth from inflation, government policy shifts, and market volatility.Brian shares his playbook for structuring investments to generate tax-free cash flow, leveraging tax-advantaged accounts, and using debt intelligently to build generational wealth. If you're tired of overpaying in taxes and want to learn the secrets the top 1% use to legally keep more money, this episode is for you.For limited investment opportunities with Somers Capital: www.somerscapital.com/invest. Ready to take your investing to the next level? Join our Boutique Hotel Mastermind Community. Join a free strategy call with our team: www.hotelinvesting.com. If you're committed to scaling your personal brand and achieving 7-figure success, it's time to level up with the 7 Figure Creator Mastermind Community. Book your exclusive intro call today at www.the7figurecreator.com and gain access to the strategies that will accelerate your growth.

In this episode of Safer Retirement Radio, host Brian Decker and co-host Arrin Wray break down the financial and geopolitical risks that could impact your retirement. From market volatility and inflation to global conflicts and economic uncertainty, we discuss the key challenges retirees face today—and how you can navigate them with confidence.

Most entrepreneurs try to diversify too quickly… And end up spreading themselves too thin before mastering any one business… But the smartest operators know you need to perfect your core business first… …before getting into new ventures. Today I interviewed Brian Decker, who built multiple 7 figure businesses by following this exact approach… His first big win came from focusing entirely on one industry for 15 years before branching out. Listen to the episode as we discuss the blueprint for building multiple successful businesses… Brian has created several successful exits across cannabis, crypto education, and AI software. In today's episode, he breaks down: Why you must master one business before starting another How to know when your business is ready to run without you The critical importance of understanding exit multiples Why most entrepreneurs undervalue their time The exact framework for expanding into new ventures Plus, he reveals the three biggest failures that shaped his success... If you want to learn how to build multiple successful businesses the right way... Tune in to the episode now. Take Control, Hunter Thompson Resources mentioned in the episode: Brian Decker Instagram The Wealth Collective Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

In this episode of Safer Retirement Radio, Brian Decker of Decker Retirement Planning explores six key pillars essential for a secure and fulfilling retirement. This episode covers: ✅ How to structure a retirement distribution plan for stable income ✅ Tax minimization strategies to keep more of your wealth ✅ Risk-reduction techniques to protect your investments in any market ✅ Optimizing income and portfolio performance ✅ The role of principal-guaranteed accounts and momentum strategies ✅ Estate planning essentials to secure your legacy Gain valuable insights to build a retirement strategy that helps ensure financial security and peace of mind.

Is the government taking away your Social Security benefits?

Welcome to another episode of Founders Club! On this episode we'll be talking to Brian Decker about How To Thrive In Real Estate.   Connect with Founders Club Host Oliver Graf on Instagram: @OliverGraf360   Join Brian Decker, founder of Modern Lending, in this insightful episode of Founders Club as he shares his expert tips on thriving in the real estate industry. With over 21 years of experience, Decker reveals how he transformed his career from accounting to becoming a top loan officer, navigating the challenges of the 2008 market collapse along the way. Discover the critical role of personal branding and innovative marketing strategies in building a successful real estate business, especially during economic downturns.   Do me a solid and…   Leave a 5 star review!   Find me on Instagram: @OliverGraf360   Founders Club TikTok: @FoundersClubPodcast   Subscribe to my YouTube channel: http://www.youtube.com/c/OliverGrafTV   Get on my VIP email list and get new episodes of Founders Club straight to you inbox: http://eepurl.com/g_L2Ev    Book me to speak: https://olivergraf.tv/speaking   Book a 1-on1 coaching session: https://calendly.com/olivergraf360/vip  

Gain valuable insights into retirement planning with Brian Decker as he reflects on 2024 market trends and shares strategies to navigate the financial landscape of 2025. Discover how Fed rate cuts impact markets, bond fund risks in a low-interest-rate environment, and why small caps and banks stand to benefit. Learn actionable tips on tax minimization, Roth IRA conversions, and portfolio updates to optimize your retirement plan. Brian also addresses geopolitical risks, supply chain challenges, and the importance of a diversified, risk-managed portfolio. Take charge of your financial future with advice tailored to help you maximize after-tax income and find peace of mind. Schedule your complimentary consultation with Decker Retirement Planning today!

Brian Decker is based in Scottsdale Arizona where he is developing AI solutions for home services businesses. On today's show we are talking about the changes affecting the entire industry. To learn more and to connect with Brian, visit Instagram at "thebriandecker". ---------------- **Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Discover how to strengthen your retirement portfolio in challenging market conditions. In this episode of Safer Retirement Radio, Brian Decker, the owner and founder of Decker Retirement Planning, breaks down why traditional buy-and-hold approaches often fail during prolonged flat or down markets. He introduces a two-sided strategy that blends momentum investing with principal-guaranteed accounts, helping retirees preserve capital, capture growth, and maintain reliable income streams. You'll also learn about critical tax planning techniques, from Roth conversions to charitable trusts, designed to minimize future tax burdens. Whether you're concerned about the S&P 500's high valuations, exploring tax optimization tools, or seeking ways to ensure long-term stability, this episode provides actionable insights for a more secure, growth-oriented retirement. Key Topics: Navigating flat markets with two-sided retirement strategies Momentum investing to identify top-performing sectors Principal-guaranteed accounts for steady income and lower risk Roth conversions, charitable trusts, and other advanced tax planning tactics Long-term portfolio optimization for secure retirement income Listen now to gain the knowledge and confidence you need to weather any market environment while protecting and growing your retirement savings.

In this insightful episode of Safer Retirement Radio, Brian Decker tackles some of the essential retirement planning steps you need to consider in light of recent election results and upcoming year-end deadlines. Key Topics Covered: Impact of the Election on Retirement Planning: Understand how the new administration's policies could affect tax laws and your retirement savings. Brian discusses historical market performances under different presidencies and emphasizes the importance of adjusting your financial plan accordingly. Investment Strategies Post-Election: Learn why now might be the time to review your investment portfolio. Brian introduces momentum-based investment strategies and advises on balancing your portfolio with principal-guaranteed accounts and growth-focused investments to reduce risk. Year-End Tax Planning: Roth Conversions: Discover how performing Roth conversions before December 31 can take advantage of current tax rates and potentially save you money in the long run. Tax-Loss Harvesting: Find out how to offset capital gains by strategically selling underperforming assets in your non-qualified accounts. Required Minimum Distributions (RMDs): Ensure you're taking your RMDs correctly to avoid penalties and align with your income needs. Charitable Giving: Explore options like donor-advised funds to maximize your charitable contributions and receive tax benefits. Reviewing Insurance and Estate Plans: Brian highlights the importance of reviewing your insurance coverage—including umbrella liability policies—and updating estate documents such as wills, powers of attorney, and trusts to reflect your current wishes. Long-Term Care Considerations: Assess your long-term care insurance needs to protect your assets and provide peace of mind for you and your loved ones. Don't let political changes catch you off guard. Tune in to gain valuable insights and actionable steps to secure your financial future before the year ends. For personalized advice and to schedule a complimentary consultation, visit DeckerRetirementPlanning.com today.

In this enlightening episode of Safer Retirement Radio, owner and founder Brian Decker and Arrin Wray, our Utah-based planner from Decker Retirement Planning, unveil the essentials of crafting a robust retirement distribution plan. Unlike accumulation plans, a distribution plan is your roadmap to a secure and prosperous retirement. Key Takeaways: Risk Reduction: Learn how to adjust your market exposure as retirement approaches to safeguard your nest egg. Tax Minimization: Discover strategies like Roth conversions and charitable trusts to reduce your future tax liabilities. Portfolio Optimization: Find out how to maximize returns with principal-guaranteed accounts and momentum strategies. Fee Minimization: Understand the importance of minimizing fees to maximize your net monthly income. Brian and Arrin also explain into how market conditions and political changes can impact your retirement portfolio. They advocate for a balanced approach that not only protects your assets but also ensures growth. Don't leave your retirement to chance. Tune in to gain valuable insights and take the first step towards a safer, more confident retirement journey. For personalized advice, visit Decker Retirement Planning and schedule your consultation today.

Brian Decker, a serial entrepreneur, began his mortgage career in 2004 after earning a Business Finance degree from Biola University. By 2011, he was among the Top 10 Loan Officers in the nation and later led loan officer teams at two publicly traded firms. In 2019, he founded Modern Lending, his own mortgage bank. Brian's dedication to ethical lending earned him recognition as one of the Top 10 Influential Mortgage Professionals in the U.S. He also co-founded SOAR Energy, an AI-driven energy efficiency company, with Tarek El Moussa and Shelby Elias. In the cryptocurrency space, Brian has educated over 50,000 learners, helping many significantly grow their wealth; his personal crypto account skyrocketed from $500,000 to $7 million in 18 months. As an investor, he owns a diverse portfolio, including apartments, AirBnBs, and a partnership with Ryan Pineda at Zapotal Discovery Beach Club. Today, Brian aims to inspire others to build generational wealth through his podcast, masterclasses, and speaking engagements, embodying the entrepreneurial spirit.   During the show we discuss: Key Qualities To Look For When Building A High-Performing Team In The Mortgage Industry Strategies To Foster A Culture Of Collaboration And Innovation Within Teams Role Of Strategic Partnerships In Business Success And Methods For Identifying Potential Partners Example Of A Specific Partnership That Significantly Impacted Growth And Lessons Learned From It Most Effective Strategies For Generating Leads In The Mortgage Market Explanation Of The Culture Index And How To Use It To Hire Top Talent Evolution Of Lead Generation Approach With Changes In Technology And Consumer Behavior Innovative Outside Revenue Generation Strategies That Have Been Effective Systems And Processes Implemented To Ensure Efficiency And Scalability In Businesses Use Of Ai In Content Marketing Efforts And Observed Results Examples Of Successful Content Marketing Campaigns Utilizing Ai Advice For Aspiring Entrepreneurs Looking To Build Successful Ventures   Show Resource/s: https://www.thebriandecker.com/ https://modernloans.com/

Mike "C-Roc" welcomes entrepreneur Brian Decker, CEO of Soar Energy and founder of Modern Lending. Brian shares his inspiring journey from humble beginnings to becoming a leader in real estate, cryptocurrency, and finance. He discusses the core values that shaped his career, including the advice his father gave him about reputation and hard work. Together, they dive into the challenges of the mortgage industry, the impact of technology, and how Brian differentiated himself by educating his clients. Tune in for insights on financial freedom, entrepreneurship, and how hard work and reputation can set you apart in any industry. Website- https://www.thebriandecker.com https://www.instagram.com/thebriandecker/

Brian Decker is a social media branding expert and 8-figure CEO empowering people to build generational wealth through investing, real estate and crypto. Work with Brian at http://thebriandecker.com Connect with Brian on Instagram @thebriandecker You can Buy Me A Coffee to help support our podcast https://buymeacoffee.com/natehaber

What's shaking, everyone? In today's episode, we're diving deep into what it really means to be a serial entrepreneur. I've got Brian Decker on the show, and let me tell you—this guy knows what he's talking about. We're not just talking about jumping from business to business, but about building something solid and scaling from there. Brian shares his story of starting in mortgage banking, rising to the top, and then branching out into real estate, cryptocurrency, and solar energy—all while keeping his Golden Goose intact. He gives some of the best advice I've heard about never giving up your main moneymaker too early and using that success to fuel your next venture. If you've ever wondered how to truly sustain multiple businesses, this episode is for you. #RickJordan #Podcast We Meet: Brian Decker, Soar Energy, Modern Lending, CryptochargedConnect:Connect with Rick: https://linktr.ee/mrrickjordanConnect with Brian: https://www.thebriandecker.com/ Universal Rate & Review: https://lovethepodcast.com/allinwithrickjordanSubscribe & Review to ALL IN with Rick Jordan on YouTube: https://www.youtube.com/c/RickJordanALLINAbout Brian: Brian Decker is a serial entrepreneur with several successful exits. He is the CEO of Soar Energy, President/Founder of Modern Lending, real estate investor, cryptocurrency investor/educator, and keynote speaker/creator known for his passion for empowering others to achieve financial freedom.

In this episode, Rich talks with serial entrepreneur Brian Decker about cryptocurrency's impact on global finance, upcoming business trends for the next five years, and the importance of interpersonal communication.As a savvy investor, Brian's diverse real estate portfolio includes apartments, Airbnbs, long-term rentals, and a venture at Zapotal Discovery Beach Club with Ryan Pineda. His investment strategies and successes serve as an inspiration to many.You can find Brian on Youtube   @thebriandeckershow   and on Instagram @thebriandecker--Connect with Rich on Instagram: @rich_somersInterested in investing with Somers Capital? Visit www.somerscapital.com/invest to learn more.Interested in joining The 7 Figure Creator Mastermind? Visit www.the7figurecreator.com to book a free intro call. Interested in joining our Boutique Hotel Mastermind? Visit www.somerscapital.com/mastermind to book a free call. Interested in STR/Boutique Hotel Management? Visit www.excelsiorstays.com/management to book a free call.

What's shaking, everyone? In today's episode, we're diving deep into what it really means to be a serial entrepreneur. I've got Brian Decker on the show, and let me tell you—this guy knows what he's talking about. We're not just talking about jumping from business to business, but about building something solid and scaling from there. Brian shares his story of starting in mortgage banking, rising to the top, and then branching out into real estate, cryptocurrency, and solar energy—all while keeping his Golden Goose intact. He gives some of the best advice I've heard about never giving up your main moneymaker too early and using that success to fuel your next venture. If you've ever wondered how to truly sustain multiple businesses, this episode is for you. #RickJordan #Podcast We Meet: Brian Decker, Soar Energy, Modern Lending, CryptochargedConnect:Connect with Rick: https://linktr.ee/mrrickjordanConnect with Brian: https://www.thebriandecker.com/ Universal Rate & Review: https://lovethepodcast.com/allinwithrickjordanSubscribe & Review to ALL IN with Rick Jordan on YouTube: https://www.youtube.com/c/RickJordanALLINAbout Brian: Brian Decker is a serial entrepreneur with several successful exits. He is the CEO of Soar Energy, President/Founder of Modern Lending, real estate investor, cryptocurrency investor/educator, and keynote speaker/creator known for his passion for empowering others to achieve financial freedom.

Today, we dive deep into Bitcoin price predictions for 2024 and how the upcoming U.S. election could dramatically impact the cryptocurrency market. As political uncertainty looms, Bitcoin's future could be on the brink of a massive shift. Whether you're a seasoned investor or new to crypto, this episode highlights crucial insights into potential market movements, expert forecasts, and the key factors that could drive Bitcoin's price to new heights—or unexpected lows—in the coming year. Other Social Media channels: Subscribe to my main channel "Austin Zaback" https://www.youtube.com/c/AustinZabackSubscribe to my Podcast Channel "The Austin Zaback Show" https://www.youtube.com/c/TheAustinZabackShowFollow me on Social Media:https://www.instagram.com/austinzaback/https://www.tiktok.com/@austinzaback

Join us on Fill the Gap for a deep dive into the world of global fixed income portfolio management with Brian Decker, CMT, a distinguished market strategist from Wellington Management in Boston. A seasoned market expert with a background in rates trading, thematic investing, and market analysis, Brian brings a wealth of experience in navigating the complexities of cross-asset dynamics with a specific emphasis on global bond portfolios. In this episode, he unveils his analytical process, which integrates advanced and highly differentiated methodologies such as Market Profile, DeMark studies, and the Elliott Wave Principle across multiple timeframes. These frameworks not only enhance his understanding of whether markets are trending or correcting but also inform his alternative view on where markets may diverge from his thesis. The mosaic of tools enable him to uncover opportunities with a breadth of concurrent evidence and quantify shorter-term volatility against longer objective risk/reward objectives.From macroeconomic insights to tactical money management decisions around timing and position sizing, Brian's approach offers listeners a unique perspective on optimizing portfolio performance across diverse regions of the globe. Whether you're a seasoned investor seeking to refine your strategy or someone new to fixed income markets, Brian's expertise promises to provide invaluable insights that can elevate your investment decisions. Tune in to Fill the Gap Episode #41 and gain a deeper understanding of strategic global bond portfolio management with one of the industry's leading practitioners.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

Brian Decker, a successful figure in the real estate and lending industry, shares his journey, highlighting key lessons and ventures...Want to be coached by me on real estate investing? Join our Wealthy Investor program today at https://wealthyinvestor.com/podcast---Are you living The Wealthy Way? Take the quiz and get FREE access to the “Wealth Builder Academy” where I go over all the fundamentals of building wealth. https://www.wealthyway.com/Would you like my team to help build your personal brand? Apply to join Pineda Media at https://pinedamedia.com/podcastLooking to grow in your faith and business? Join Wealthy Kingdom today https://wealthyway.co/dyyCreate your business to grow your revenue, scale your organization, and make an impact with help from Wealthy Business! Apply here https://wealthyway.co/50dWant to partner with me to supercharge your business? Apply at https://www.pinedapartners.com/You can invest in my real estate deals! Go to https://pinedacapital.com ---Connect with Brian! Website - https://www.soarenergy.com/Brian initially entered the lending business, inspired by friends earning well in seemingly unconventional fields. Despite warnings of an impending mortgage bubble burst, he persisted during the 2004 recession, eventually establishing a significant market share by 2011.His innovative approach included a clever direct mail strategy that prompted potential clients to call him, showcasing his early entrepreneurial spirit. Transitioning to employment with a large mortgage company provided insights into scaling operations, but a subsequent legal battle upon leaving taught him valuable lessons about humility and leadership.Brian emphasizes the importance of recognizing and rewarding employee superpowers, advocating for sharing equity to foster a sense of ownership. His foray into the cannabis industry proved successful, securing a license just as the pandemic hit, providing much-needed funding.The conversation shifts to the world of cryptocurrency. Both Brian and Ryan express confidence in its future, likening it to the internet's evolution. Discussing Bitcoin's merits, they highlight its algorithmic foundation, controlled supply, and increasing institutional investments.Ryan introduces Tykes currency and the unique value proposition of NFTs. Brian emphasizes the level playing field that cryptocurrency provides for various investors. Diversification is encouraged, acknowledging that not all assets perform uniformly.Financial wisdom is shared, emphasizing the importance of learning from the past, investing for the future, and saving during prosperous times. Brian's commitment to optimizing energy bills through Solar Energy reflects his dedication to homeowner benefit.The conversation concludes with an anecdote about their joint venture in Costa Rica, facilitated by The Discovery Club. Brian and Ryan became co-owners, illustrating their shared entrepreneurial spirit and ventures beyond traditional real estate.