Latest Episodes
Washington State Tax Shifts - Why High Income Planning Is Becoming More State Specific
In this episode Brian and Jeff discuss the ever-changing Washington state tax landscape and how it affects high net-worth individuals. Also why tax efficiency gets mor...
The Retirement You Didn't Know You Could Afford,
In this episode Brian and Jeff discuss the retirement you didn't know you could afford, and why diversification matters more in retirement.
The Investments You Loved In Your Working Years May NOT Be Loved In Your Retirement Years
In this episode Brian and Jeff discuss the investments you loved in your working years may not be loved as much in your retirement years and you may be able to do abou...
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 ...