Igor Pejic is an author, speaker, and banker focusing on the tech sector, currently leading the mobile apps team for one of the largest banks in Europe. His new book, "Tech Money", uncovers the rules of investing in the age of artificial intelligence. He appears regularly in the New York Times, American Banker, Forbes, and Bloomberg. His Substack newsletter is called "The New Frontier", analyzing the latest trends in tech and finance. Pejic has taught at the University of Vienna and has spoken for the Financial Post, German Banking Association, UK Finance, and Centre for Finance, Technology, and Entrepreneurship. Learn more at https://www.igorpejic.net/.

This episode is brought to you by Bryan Kuderna's new book, "Simply Wealthy: The 4-Step Plan for Financial Freedom". Click here to order your copy today-- https://www.penguinrandomhouse.com/books/823475/simply-wealthy-by-bryan-kuderna/.

Ray Shefska is the co-founder of CarEdge, the leading consumer platform dedicated to car shoppers. CarEdge is redefining transparency, fairness, and value in the automotive industry with assigned AI negotiating agents for every type of buyer. Ray merges over 40 years of experience in the car business with the latest technology to inform both sides of the transaction. We discuss leasing versus buying, EV or gas, how much to spend on a car, and more. Learn more at www.CarEdge.com or https://www.youtube.com/@CarEdge.

This episode is brought to you by Bryan Kuderna's new book, Simply Wealthy: The 4-Step Plan to Financial Freedom, available for pre-order wherever books are sold.

Host and Certified Financial Planner, Bryan Kuderna, delves into the "Buy, Borrow, and Die" strategy, a financial approach to minimize taxes. After three straight years of high stock market returns, investors should be aware of how to use their portfolio most efficiently. He discusses capital gains taxes, the benefits of long-term investing, tax loss harvesting and "wash sale" rules, step-up in basis for heirs, and the strategic use of donor-advised funds.

This episode is brought to you by Weekly Wealthy Wisdom, my free e-newsletter. Go to www.bryankuderna.com to sign up now!

Jurgita Lapienyte is the Editor-in-Chief of Cybernews. She leads a team of investigative journalists and security experts uncovering today's biggest hacks, security threats, and innovations. She has been named the Cybersecurity Journalist of The Year and is frequently featured in BBC, Fox News, Forbes, TechRadar, and more. We discuss ways to protect yourself, state-sponsored versus criminal attacks, and how AI is outpacing humans.

This episode is brought to you by Weekly Wealthy Wisdom, my free e-newsletter. Go to www.bryankuderna.com to sign up now!

Dr. Srividya Jandhyala, author of The Great Disruption: How Geopoliticsis Changing Companies, Managers, and Work, is a Professor at ESSEC and former Fund Global Fellow at Princeton. We discuss the changing global order, corporate nationality, green energy, and trade concerns. Learn more at https://www.cambridge.org/core/books/abs/great-disruption/contents/3397262F705FF4A91A35B037BB3E8574.

Les Csorba is a trusted advisor to some of the world's most influential leaders, including Fortune 500 CEOs, U.S. Presidents, governors, and global nonprofit heads. A longtime senior partners at Heidrick & Struggles, he has spent over three decades advising on leadership decision-making, CEO succession, and boardroom transformation. His new book, "Aware: The Power of Seeing Yourself Clearly" draws from over 75,000 assessments and interviews with the likes of Jamie Dimon, Darren Woods, Christ Wright, and more. Learn more about Les at www.lescsorba.com.

Dr. William Forstchen is the author of over 50 books, including One Second After and the John Matherson series, which have been on the New York Times bestseller list for over 8 years and are currently being made into a movie. He has also co-authored three Civil War novels with Newt Gingrich. Forstchen is a professor of history at Montreat College and a subject matter expert on national security threats, EMPs, history, and current affairs.

CFP and host, Bryan Kuderna, discusses the history of Social Security and the current state of the entitlement before explaining how Social Security benefits get taxed. The episode concludes with several tips to mitigate Social Security taxes in retirement.

For more information on Social Security, head to https://www.ssa.gov.

This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194

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