All Episodes
Displaying 1 - 20 of 700 in total
Why The 5 Years Before Retirement Can Determine The Next 20
In this episode, Brian and Jeff discuss the retirement red zone - the last 5 years before retirement and how it can affect the next 20. Also the soft inheritance trend...
When A Great Investment Becomes A Poor Allocation
In this episode Jeff and Brian discuss when a great investment becomes a poor allocation and the accidental real estate plan.
Why Women Are Becoming One Of The Most Important forces In The Future Of Wealth
In this episode Brian and Jeff discuss why women are becoming one of the most important forces in the future of wealth, and why financial confidence matters just as mu...
Why Successful People Often Struggle To Enjoy Retirement
In this episode Brian and Jeff discuss why successful people often struggle to enjoy retirement, and why lifestyle planning may be the most overlooked part of the reti...
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 ...
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 ...
The Tax Return Treasure Hunt - Schedule B, interest and investment income
In this episode Brian and Jeff continue their tax return treasure hunt discussion with schedule B, interest and investment income. Also they discuss gas prices rising ...
Tax Form 1040 Schedule A, The Form Many People Don't Even File
In this episode Jeff and Brian continue their tax return treasure hunt with schedule A, the form many people don't even file. Also whether the 60-40 stock/bond portfol...
The Tax Return Treasure Hunt - Schedule A
In this episode Brian and Jeff continue their tax return treasure hunt discussion by talking about schedule A. Then they discuss when you should actually be taking soc...
The Millionaires Income Tax In Washington.
In this episode Brian and Jeff discuss inflation is not dead and retirees feel it the most. Also the millionaires income tax in Washington, what it really hits.
Washington's 35% Estate Tax
In this episode Brian and Jeff discuss sequence risk, fix it by separating. Also, Washington's 35% estate tax.
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.