All Episodes
Displaying 1 - 20 of 663 in total
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.
What To Do If AI Is A Bubble And It Bursts
In this episode Jeff and Brian discuss what to do if AI is a bubble and it bursts, and addressing longevity risk, the fear of running out of money.
When Do Certain Investment Make Sense, And When to Stay Away.
In this episode Brian and Jeff discuss when certain investments and products make sense, and when they don't. Also what to do if you're laid off right before you plan ...
Six Tax Myths That Could Cost You Big Time
In this episode Brian and Jeff discuss 6 tax myths that could cost you big time and 10 thing to plan on when you retire.
What You Need To Know About Your 401K
In this episode Brian and Jeff discuss what you need to know about your 401K and tax traps found in your cash flow.
The Big Market Warning For Retirees
In this episode Brian and Jeff discuss a big market warning for retirees and how the real estate market is evolving for landlords.
What Retirees Need To Know Abou The One Big Beautiful Bill
In this episode Brian and Jeff discuss President trump's One Big Beautiful Bill and what it means for investors and retirees.
Uncommon Ways To Structure Income In Retirement
In this episode Jeff and Brian and Jeff discuss uncommon ways to structure income in retirement and what to do if you lose your job just before you retire.
7 Retirement Planning Myths Debunked
In this episode Brian and Jeff discuss 7 Retirement planning myths debunked and whether the 60/40 split portfolio relevant today.
How To Prepare For A Possible Recession Or Depession
In this episode Brian and Jeff discuss how to prepare for a possible recession or recession and the hidden costs of early retirement.
Hidden Costs In Retirement and Risks in AI Generated Retirement Plans.
In this episode Brian and Jeff discuss hidden costs in retirement and risks found in AI generated retirement plans.
KIRO Personal Finance Update - Protecting Parents Against Scams
In this episode Charlie and Brian discuss parents against scams.
When Seeking Safety Is Actually Risky
In this episode Brian and Jeff discuss when seeking safety is actually risky, and how to plan for guilt-free spending in retirement.
KIRO Personal Finance Update - The Best Investment Advice
In this episode Brian and Charlie discuss the best investment you can make - in yourself.
Withdrawal Strategies To consider In Retirement
In this episode Brian and Jeff discuss different withdrawal strategies to consider in retirement and what to expect during the first 5 years of retirement.
Different Withdrawal Strategies To Consider In Retirement
In this episode Brian and Jeff discuss different withdrawal strategies to consider in retirement and what to expect during the first 5 years in retirement.