In this episode Jeff and Brian discuss what you may be missing from your portfolio and 6 strategies for high net worth individuals to consider before the new year. 

In this episode Jeff and Brian discuss 7 signs your retirement plan may not be right for you and what to know about 25 and 26 taxes.

In this episode Brian and Jeff discuss why you may want to consider alternative investments in your portfolio and advanced gifting strategies and how they work. 

In this episode Brain and Jeff discuss what you need to know about the markets today, and what to watch for before you  do your IRA to Roth conversion. 

In this episode Dr. Richard Himmer and Danielle Meister, the host of Growing Her Wealth, discuss how financial planning for women can have unique challenges not faced by men.  

In this episode Brian and Jeff discuss what you need to know about your 401K and tax traps found in your cash flow. 

In this episode Brian and Jeff discuss why you need tax advice coupled with investment advice. Also 5 retirement income strategies you need to know. 

In this episode Brian and Jeff discuss conflicts of interest that you need to know, and how to tell if it's too good to be true. 

In this episode Brian and Jeff discuss how to get out of problematic tax situations with your investments, and investments and products that keep you rich. 

In this special edition of the show Jeff Shade welcomes Danielle Meister, a Madrona advisor, and Dr. Richard Himmer, author of the new book, "Your Encore Years" to talk about the non-financial side of retirement.