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.

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.
In this episode Brian and Jeff discuss 7 common missed opportunities when it comes to tax planning and ways to generate income in retirement.
In this episode Brian and Jeff discuss 5 retirement myths that could hold you back and why many retirees are going back to work,
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.
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.
In this episode Brain and Jeff reflect on doing 500 show together over 10 years. Brian also discusses the annuity "tsunami" coming.
In this episode Brian and Jeff discuss the difference between a plan and a complete plan, Also 10 10 common mistakes that DIYers make.
In this episode Brian and Jeff discuss possible tax changes in the bear future as a result of the Trump presidency. Also they discus the future of Social Security and Medicare.
In this episode Brian and Jeff discuss how the Trump presidency could affect your pocketbook and the "Santa Claus Rally."
In this episode Brian and Jeff discuss the ripple effect when a company goes under and how to prepare for early retirement just in case.
In this episode Bran and Jeff discus different retirement plans for different careers and common mistakes made during year end planning.
In this episode Brian and Jeff discuss potential tax and inheritance issues when you oversimplify your financial plan. Also, whether the real estate market s rebounding.
In this episode Brian and Jeff discuss what happens when your advisor and CPA don't talk and 5 thing Brian wishes people understood about taxes and investments.
In this episode Brian and Jeff discuss what can happen when your CPA and financial advisor don't communicate. Also, 5 things Brian wishes people understood about taxes and investments.
In this episode Brian answers questions sent in by listeners.
In this episode Brian answers questions from listeners.
In this episode Brian and Jeff discuss what to do if you have an annuity that isn't doing too much for you and 3 retirement risks that are often missed.
In this episode Brian and Jeff discuss 6 transitions in retirement and how to prepare for them and year-end tax planning tips to consider now.
In this episode Brian and Jeff discuss what you need to know before a spouse passes and how to navigate a real estate exit during a falling interest rate environment.
In this episode Brian and Jeff discuss 3 investment myths that may cost you money and the problem with financial advisors today.
In this episode Brian and Jeff discuss what to do now before interest rates start dropping and 3 ways to tackle required minimum distributions.
In this episode Brian and Jeff discuss how to turn your 401K into retirement income and 5 risks that may disrupt retirees very soon.
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 them.
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.
In this episode Brian and Jeff discuss the alternative investment space and what to expect from a comprehensive financial advisor.
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.
In this episode Brian and Jeff discuss 5 ways to prepare for a recession and health insurance before and after Medicare.
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 mistakes to avoid.
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.
In this episode Brian and his special guest John O'Dore of Chinook Capital Advisors discuss business succesion.