Episodes
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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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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.
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In this episode Brian and Jeff discuss 3 investment myths that may cost you money and the problem with financial advisors today.
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In this episode Brian and Jeff discuss what to do now before interest rates start dropping and 3 ways to tackle required minimum distributions.
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In this episode Brian and Jeff discuss how to turn your 401K into retirement income and 5 risks that may disrupt retirees very soon.
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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.
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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.
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In this episode Brian and Jeff discuss the alternative investment space and what to expect from a comprehensive financial advisor.
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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.
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In this episode Brian and Jeff discuss 5 ways to prepare for a recession and health insurance before and after Medicare.
- Montre plus
