Latest Episodes
Early Retirement - Why The Real Danger Starts After You Quit Working
In this episode Jeff and Brian discuss early retirement - why the danger begins after you quit working. Also the take that Uncle Sam rule of retirement, and scams targ...
Tax Return Treasure Hunt, Part 7 , Estate And Legacy Planning Opportunities
In this episode Jeff and Brian discuss the Tax Return Treasure Hunt, Part 7 , estate and legacy planning opportunities. Also retirement planning is evolving - is your ...
The Tax Return Treasure Hunt Planning Opportunities - Business Partnerships and K-1 Income.
In this episode Jeff and Brian discuss The Tax Return treasure Hunt Planning Opportunities part 6 - business partnerships and K-1 income. Also why retirement planning ...
The Tax Return Treasure Hunt Planning Opportunities - Part 5 - Schedule E
In this episode Brian and Jeff continue their tax form treasure hunt series by discussing planning opportunities that your tax form, schedule E present. Also the retir...
The Tax Return Treasure Hunt - What Schedule D Reveals About Capital Gains And Tax Planning
In this episode Jeff and Brian discuss the tax return treasure hunt - what schedule D reveals about capital gains and tax planning. Also Danielle Meister joins us for ...