Latest Episodes
The Annuity Boom - Why So Many Retirees Are Choosing Protection Over Risk
In this episode Brian and Jeff discuss The Annuity Boom and DIY Retirement Planning - is saving the advisor fee actually costing you money?
The Wealth Habit Most People Never Build
In this episode Jeff and Brian discuss the wealth habit most people never build and the cost of financial drift - why doing nothing is a decision.
Problems With Oversimplified Retirement Plans
In this episode Brian and Jeff discuss problems with oversimplified retirement plans and how retirement plans change based on how much you have.
Why Social Security Timing Is Really A Tax Sequencing Decision
In this week's episode Brian and Jeff discuss why Social Security timing is really a tax sequencing decision and the Ripple Effect - how one tax decision can raise you...
The Sandwich Generation - When Wealth Starts Moving In 3 Directions
In this episode Jeff and Brian discuss the sandwich generation - when wealth starts moving in 3 directions. Also Roth conversions - when they work and when they backfi...