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In this episode Brian and Jeff discuss the real retirement healthcare risk - when the bill arrives. Also, the psychology of wealth in retirement, why your future self may not agree with the plan you're building today.
In this episode Brian and guest, Danielle Meister discuss Solo Aging and The Widow's Tax - The Cost Of Not Planning
In this episode Jeff and Brian discuss estate planning for the 2M to 15M family. Also the Seattle tech wealth dilemma - should you diversify the stock that made you wealthy?
In this episode Brian and Jeff discuss why more people are re-thinking where they'll retire, and the CPA and advisor disconnect.
In this episode Brian and Jeff discuss the future of wealth navigation - not accumulation, and why financial planning is becoming life design.
In this episode Brian and Jeff discuss The Annuity Boom and DIY Retirement Planning - is saving the advisor fee actually costing you money?
In this episode Jeff and Brian discuss the wealth habit most people never build and the cost of financial drift - why doing nothing is a decision.
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.
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