In this episode Brian and Jeff discuss problems with oversimplified retirement plans and how retirement plans change based on how much you have. 

In this week's episode Brian and Jeff discuss why Social Security timing is really a tax sequencing decision and the Ripple Effect - how one tax decision can raise your Medicare premiums. 

In this episode Jeff and Brian discuss the sandwich generation - when wealth starts moving in 3 directions. Also Roth conversions - when they work and when they backfire. 

In this episode Brian and Jeff discuss the truth about annuities and the silent truth of having too much money in the wrong place. 

In this episode Brian and Jeff discuss why high net-worth investors often underperform, and they also explore tax myths. 

In this episode Jeff and Brian discuss the strategies that built your wealth are not necessarily the ones that will preserve it. Also, why one retirement plan isn't enough anymore. 

In this episode Jeff and Brian discuss the purpose of diversification, and hot to hedge against inflation. 

In this episode, Brian and Jeff discuss the retirement red zone - the last 5 years before retirement and how it can affect the next 20. Also the soft inheritance trend - giving while alive. 

In this episode Jeff and Brian discuss when a great investment becomes a poor allocation and the accidental real estate plan.

In this episode Brian and Jeff discuss why women are becoming one of the most important forces in the future of wealth, and why financial confidence matters just as much as financial assets.