All Episodes
Displaying 1 - 20 of 671 in total
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.
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.