All Episodes
Displaying 1 - 20 of 709 in total
The Annuity Boom - Why So Many Retirees Are Choosing Protection Over Risk
In this episode Brian and Jeff discuss The Annuity Boom and DIY Retirement Planning - is saving the advisor fee actually costing you money?
The Wealth Habit Most People Never Build
In this episode Jeff and Brian discuss the wealth habit most people never build and the cost of financial drift - why doing nothing is a decision.
Problems With Oversimplified Retirement Plans
In this episode Brian and Jeff discuss problems with oversimplified retirement plans and how retirement plans change based on how much you have.
Why Social Security Timing Is Really A Tax Sequencing Decision
In this week's episode Brian and Jeff discuss why Social Security timing is really a tax sequencing decision and the Ripple Effect - how one tax decision can raise you...
The Sandwich Generation - When Wealth Starts Moving In 3 Directions
In this episode Jeff and Brian discuss the sandwich generation - when wealth starts moving in 3 directions. Also Roth conversions - when they work and when they backfi...
The Truth About Annuities
In this episode Brian and Jeff discuss the truth about annuities and the silent truth of having too much money in the wrong place.
Exploring Tax Myths
In this episode Brian and Jeff discuss why high net-worth investors often underperform, and they also explore tax myths.
The Strategies That Built Your Wealth Are Not Necessarily The Ones That Will Preserve It.
In this episode Jeff and Brian discuss the strategies that built your wealth are not necessarily the ones that will preserve it. Also, why one retirement plan isn't en...
The Purpose Of Diversification
In this episode Jeff and Brian discuss the purpose of diversification, and hot to hedge against inflation.
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...