All Episodes
Displaying 31 - 60 of 631 in total
How To Turn Your 401 K Into Retirement Income.
In this episode Brian and Jeff discuss how to turn your 401K into retirement income and 5 risks that may disrupt retirees very soon.
Sell-Off On Wall Street - What Happened.
In this episode Brian and Jeff discuss what happened on Wall Street and whether we should be concerned. Also we discuss different types of annuities and when to use th...
How To Turn Your 401K Into Retirement Income
In this episode Brian and Jeff discuss how to turn your 401K into an income stream in retirement. Also, 5 risks that may soon disrupt retirees plans.
What To Expect From A Comprehensive Financial Advisor
In this episode Brian and Jeff discuss the alternative investment space and what to expect from a comprehensive financial advisor.
How To Vet Your Investment Options Like A CPA
In this episode Brian discusses how to vet your investment and product options like a CPA and why a tax-efficient retirement plan shouod be a top priority.
5 Ways To Prepare For A Recession
In this episode Brian and Jeff discuss 5 ways to prepare for a recession and health insurance before and after Medicare.
What You Need To Know About Your Real Estate Portfilio
In this episode Brian and Jeff discuss what you need to know about your real estate portfolio. then Brian and Danielle, a Madrona advisor, discuss legacy planning mist...
Assumptions That Pre-Retirees Make That Could Hurt Them
In this episode Brian and Jeff discuss assumptions that pre-retirees make that could hurt them. Also, how to create one plan for mulriple market possibilities.
Business Succession Strategies
In this episode Brian and his special guest John O'Dore of Chinook Capital Advisors discuss business succesion.
How Small Decisions Can Make A Big Difference In Retirement Planning.
In this episode Brian and Jeff discuss small decisions that can have big impact on your retirement portfolio and three accounts you may have overfunded.
Breaking Down Income Streams And Taxes In Retirment
In this episode Brian and Jeff discuss income streams and taxes in retirement and the feds delicate dance with inflation and interest rates.
The Purpose Of Investment Portfolio Diversification
In this episode Brian and Jeff discuss the purpose of diversification and how to hedge against inflation.
How To Prepare For A Market Crash
In this episode Brain and Jeff discuss how to prepare for a market crash and planning for tax increase in an unknown future.
The Retirement Prep Checklist - What To Do As You Get Closer To Retirement,
In this episode Brian discusses The Retirement Prep Checklist - What to do as you get closer to retirement, and Unintended tax consequences for those not paying attent...
The Entrepreneur and Landlord Retirement Dilemma
In this episode Brian discusses the Entrepreneur and Landlord retirement dilemma and the problem with 401Ks today.
What Women Need To Know About Retirement
In this episode Brian and Jeff discuss what women need to know about retirement and what it means to be a fiduciary.
What You Need To Know About The Financial Phases Of Retirement
In this episode Brian discusses the 4 phases of retirement and why the 60/40 stock/bond fund spit should go away.
Tax Planning During Different Seasons Of Life
In this episode Brian and Jeff discuss common mistakes made with an IRA and tax planning for different seasons of life.
How The Private Markets Can Play An Important Role In Your Portfolio
In this episode Brian discusses how the investing in the private markets can play an important role in your portfolio and how to prepare for your future healthcare nee...
Income Sources The IRS Does Not Tax
In this episode Brian discusses 8 things to know about annuities before you buy and income sources the IRS does not tax.
5 Good Strategies That Many People Implement Incorrectly
In this episode Brian discusses 5 financial strategies that people use incorrectly and the difference between a standard plan and a comprehensive plan.
Dividend Investments - Are They All They're Cracked Up To Be?
In this episode Brian discusses dividends and why this strategy may not be as good as you think. Also, what a comprehensive investment menu consists of.
Prioritizing Your Wealth
I this episode Brian discusses prioritizing your wealth.
Maintaining Principal Balance In Retirement
In this episode Brian discusses Maintaining Principal Balance In Retirement.
Long Term Care Insurance
In this episode Brian discusses long term care insurance policies.
The 1035 Exchange - Exchanging One Insurance Product For Another
In this episode Brian discusses the 1035 Exchange.
5 Financial To- Do's Before You Retire
In this episode, Brian discusses 5 things to take care of before you decide to retire along with how to add real estate to your portfolio.
Cash Flow or Income - Which Is More Important?
In this episode Brian discusses whether cash flow or income is more important in retirement and ways to protect your nest egg.
How Much Do You Need To Have Saved To Retire?
In this episode Brian discusses How much you need to have saved in order to retire, how to prepare for the upcoming estate tax changes,and strategies to pass your ass...
How To Structure Income In Retirement
In this episode Brian discusses how to structure income in retirement and the difference between using a tax program or chain tax preparer and a CPA.