About
Welcome to the "The Financial Leadership Podcast" hosted by David Afraimi, Investment Advisor Representative and Founder of BAM Advisory Group, where we focus on helping you protect your most valuable asset—YOUR TIME. Each episode unpacks the key pillars of retirement: Income, Investments, Taxes, Legacy, and Health Care, through our BAM Retirement Gameplan™. We provide actionable insights and expert advice to help you make informed financial decisions, so you can retire with confidence and peace of mind. Secure your future, protect your family, and live life on YOUR terms.
Creator
David Afraimi | Co-Founder and CEO, BAM Advisory Group
host
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Episodes(3)
Episode 47: What Your CPA May Not Be Telling You About Retirement Taxes
A licensed CPA reveals some of the most common - and most costly - tax mistakes retirees make, and why your CPA and financial planner may not be talking enough. In this episode of the Financial Leadership Podcast, David sits down with Jonathan Solsbery, CPA and founder of Solsbery CPA, to break down
Episode 46: 25 Years, One Mission. The Real Story Behind BAM Advisory Group
For more than 25 years, David and Kristy Afraimi have been building something bigger than a financial planning firm.In this episode, they share the real story behind BAM Advisory Group — from moving to Colorado with a young family, surviving the 2008 financial crisis, nearly losing everything, rebui
EPISODE 45: Why Successful People Struggle in Retirement
Cash feels safe. Staying busy feels productive. Chasing performance feels smart. But all three could quietly sabotage your retirement—and the reasons why might surprise you.In this video, David Afraimi shares insights from over 26 years as a financial advisor, revealing the overlooked psychological