All Episodes
Displaying 1 - 30 of 648 in total
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.
KIRO Personal Finance Update - How To Get Stared On An Emergency Fund
In this episode Brian chats with Charlie about starting an emergency fund.
Inflation, Income, And Strategies To Consider
In this episode Brian and Jeff discuss inflation, income, and strategies to consider, as well as 5 things to consider if you're 55 or older.
KIRO Personal Finance Update - The Best Investment You Can Make
In this update Brian and KIRO's Charlie Harger discuss the best investment you can make - in yourself.
Retirement Rules Often Taken Out Of Context
In this episode Brian and Jeff discuss retirement rules often taken out of context, and what retirees need to know about private markets.
KIRO Personal Finance Update - Smart Moves For Grads and Parents
In this episode Brian and Charlie discuss smart move for grads and parents
KIRO Personal Finance Update - Stock Market Volatility
In this week's episode Brian discusses stock market volatility with KIRO Radio's Charlie Harger.
Money Conversations Women Can't Afford To Skip
In this episode Brian and Danielle Meister discuss money conversations that women can't afford to skip and an open Q&A segment for women on retirement.
Four Tips On Maintaining Your Retirement Plan
In this episode Brian and Jeff discuss 4 tips on maintaining your retirement plan and the difference between estate planning, legacy planning and what an elder law att...
6 Calculations Many People Get Wrong
In this episode Brian and Jeff discuss 6 calculations many people get wrong and what to do with your 1040 form.
Answering Your Listener Questions
In this episode Brian welcomes Danielle Meister from the Salt Lake City office to answer your listener questions.
7 Common Missed Tax Planning Opportunities
In this episode Brian and Jeff discuss 7 common tax planning myths and 3 ways to generate income in retirement - which is right for you.
The Tax Law Is Written In Pencil
In this episode Brian and Jeff discuss that the tax law is constantly changing and the risks associated with losing a spouse in retirement.
Real Estate Investment Risks You May Not Know Exist
In this episode Brian and Jeff discuss real estate investment risks you may not know exist and mistakes people make with their 401Ks.
Seven Signs Your Plan Or Portfolio Is Not Right For You
In this episode Brian and Jeff discuss seven signs your plan or portfolio is not right for you and what you need to know about Trump's tariff and trade wars.
Why Your Taxes May Be Worse In Retirement And What To Do About It
In this episode Brian and Jeff discuss why your taxes may be worse in retirement and what to do about it. Also what a flat market cycle could mean for your retirement.
Missed Tax Planning Opportunities
in this episode Brian and Jeff discuss 7 common tax planning missed opportunities and 3 ways to generate income in retirement.
The Great Wealth Transfer
In this episode Brian and Jeff discuss the great wealth transfer and how to plan for inflation in retirement.
7 Retirement Planning Myths Debunked and the 60/40 Stock Bond Split - Is It Still Relevant?
In this episode Brian and Jeff discuss 7 retirement myths and whether the 60/40 stock-bond split is still relevant.
Financial Tasks To Complete At The Beginning And End Of Year.
In this episode Brian and Jeff discuss beginning and end of year financial tasks and how to plan your retirement if you want to retire early.
Beginning of the Year Vs. End of the Year Financial Tasks.
In this episode Brian and Jeff discuss financial tasks to be take care of at the beginning of the year and end of the year. They also discuss how to plan for an early ...
Investment Options You May Want But Can't Get On Your Own
In this episode brain and Jeff discuss investment options you may wabt but can't get on your won and how President Trump could affect you retirement.
5 New Blind Spots Many Miss In Their Retirement Planning
In this episode Brian ad Jeff discuss 5 blind spots many miss i their retirement planning, and 3 problems landlords face when approaching retirement planning.
7 Common Missed Tax Planning Opportunities
In this episode Brian and Jeff discuss 7 common missed opportunities when it comes to tax planning and ways to generate income in retirement.
5 Retirement Myths That Could Hold You Back
In this episode Brian and Jeff discuss 5 retirement myths that could hold you back and why many retirees are going back to work,
10 Questions Your CPA Should be Asking You.
In this episode Brian and Jeff discuss why mortgage rates going up could be a red flag and 10 questions your CPA should be asking you.