All Episodes
Displaying 1 - 20 of 694 in total
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.
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.