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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 retirement.
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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.
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Fehlende Folgen?
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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.
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In this episode Brian and Jeff discuss 7 common missed opportunities when it comes to tax planning and ways to generate income in retirement.
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In this episode Brian and Jeff discuss 5 retirement myths that could hold you back and why many retirees are going back to work,
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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.
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In this episode Brain and Jeff reflect on doing 500 show together over 10 years. Brian also discusses the annuity "tsunami" coming.
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In this episode Brian and Jeff discuss the difference between a plan and a complete plan, Also 10 10 common mistakes that DIYers make.
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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.
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In this episode Brian and Jeff discuss how the Trump presidency could affect your pocketbook and the "Santa Claus Rally."
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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.
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In this episode Bran and Jeff discus different retirement plans for different careers and common mistakes made during year end planning.
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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.
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In this episode Brian answers questions sent in by listeners.
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In this episode Brian answers questions from listeners.
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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.
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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.
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