All Episodes
Displaying 21 - 40 of 656 in total
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.
What To Look For When Your Taxes Are Filed / Financial New Years Resolutions
In this episode Brian and Jeff discuss what to look for when filing your taxes, the 1040 treasure hunt, and financial New Year's resolutions to consider.
The 500th Show!
In this episode Brain and Jeff reflect on doing 500 show together over 10 years. Brian also discusses the annuity "tsunami" coming.