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In this episode Brian and Jeff discuss too smart to see the risk - the financial blind spots that success and experience don't protect you from. Also the most expensive advice you'll ever get for free.
In this episode Brian and Jeff discuss when an investment becomes tax efficient, does that make it a better investment? Also, the hidden risks of being too conservative.
In this episode Jeff and Brian discuss the paradox of real estate success - could your most successful investment be holding back your retirement? Also, the million dollar retirement decision you only get to make once - pension versus lump sum.
In this episode Jeff and Brian discuss why safe portfolios can be riskier than you think and the long term crisis for the wealthy.
In this episode Jeff and Brian discuss why safe portfolios can be riskier than you think and the long term care crisis for the wealthy.
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.
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