Afleveringen
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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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Zijn er afleveringen die ontbreken?
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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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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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