All Episodes
Displaying 1 - 20 of 683 in total
The DOW Hits 50,000 - What That Means
In this episode Brian and Jeff discuss the DOW hitting 50,000 - what that means. Also Brian answers listener questions.
Madrona Financial And CPA's Four Pillars Of Differentiation
In this episode Brian and Jeff discuss the 4 pillars that make Madrona Financial unique and common retirement myths and misconceptions.
Four Main Pillars Of Differentiation Of Madrona Financial
In this episode Brian and Jeff discuss the 4 pillars of differentiation of Madrona Financial and common retirement myths and misconceptions.
Why High Net Worth Investors Often Underperform After They've Won
In this episode Brian and Jeff discuss why high net worth investors often underperform after they've won and they explore tax myths.
Problems With Oversimplified Retirement Plans
In this episode Brian and Jeff discuss problems with oversimplified retirement plans and how retirement planning changes based on how you have.
How Financial Plans Are Supposed To Work
In this episode Brian and Jeff discuss how financial plans should work and they can be abused. Also understanding the tools not available to the DIY investor.
Bear Market Strategies
In this episode Brian and Jeff discuss bear market strategies that can help if things go wrong and common financial mistakes people make that prevent prevent them from...
Retirement Risks That Didn't Exist 20 Years Ago
In this episode Jeff and Brian discuss retirement risks that did not exist 20 years ago and how to prepare for potential inflation this Spring.
Which Type Of Financial Advisor Is Right For You?
In this episode brain and Jeff discuss different types of advisors - which is right for you, and the the top 5 market risks that many DIY investors miss.
Economic Concerns for 2026
In this episode Brian and Jeff discuss economic concerns for 2026 and what your CPA needs to know before they file your taxes.
Top Retirement Concerns Being discussed Online
In this episode Brian and Jeff discuss the top retirement concerns being discussed online right now and last minute money moves to make before year end.
Words Of Wisdom For Turbulent Times
In this episode Jeff and Brian discuss words of wisdom for turbulent times and the great stuff transfer.
Money Advice For Women - Growing HER Wealth
In this episode Brian and Jeff talk with Danielle Meister, the Host of Growing HER Wealth about money advice for women. Also the changing landscape for landlords in Wa...
What You Need To Know About The 5 Years Before and After Retirement
In this episode Brian and Jeff discuss what you need to know about the 5 years before and after retirement and alternative ways to add real estate to your portfolio.
6 Strategies For High Net Worth Investors To Consider Before The New Year
In this episode Jeff and Brian discuss what you may be missing from your portfolio and 6 strategies for high net worth individuals to consider before the new year.
7 Signs your Retirement Plan May Not Be Right For You
In this episode Jeff and Brian discuss 7 signs your retirement plan may not be right for you and what to know about 25 and 26 taxes.
Why You May Want To Consider Alternative Investments
In this episode Brian and Jeff discuss why you may want to consider alternative investments in your portfolio and advanced gifting strategies and how they work.
What You Need To Know About The Markets Today
In this episode Brain and Jeff discuss what you need to know about the markets today, and what to watch for before you do your IRA to Roth conversion.
Growing HER Wealth
In this episode Dr. Richard Himmer and Danielle Meister, the host of Growing Her Wealth, discuss how financial planning for women can have unique challenges not faced ...
Tax Traps Found In Your Cash Flow
In this episode Brian and Jeff discuss what you need to know about your 401K and tax traps found in your cash flow.