Latest Episodes
Why You Need Tax Advice With Investment Advice
In this episode Brian and Jeff discuss why you need tax advice coupled with investment advice. Also 5 retirement income strategies you need to know.
Conflicts Of Interest That You Need To Know About
In this episode Brian and Jeff discuss conflicts of interest that you need to know, and how to tell if it's too good to be true.
How To Get Out Of Problematic Tax Situations With Your Investments
In this episode Brian and Jeff discuss how to get out of problematic tax situations with your investments, and investments and products that keep you rich.
Planning For The Non-Financial Side Of Retirement
In this special edition of the show Jeff Shade welcomes Danielle Meister, a Madrona advisor, and Dr. Richard Himmer, author of the new book, "Your Encore Years" to tal...
What Tax Planning and Tax Minimization Really Mean
In this episode Brian and Jeff discuss what tax planning and minimization really means, and how to use AI when you're doing your financial planning.