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. 

In this episode Brian and Jeff discuss why successful people often struggle to enjoy retirement, and why lifestyle planning may be the most overlooked part of the retirement planning process. 

In this episode Brian and Jeff discuss the ever-changing Washington state tax landscape and how it affects high net-worth individuals. Also why tax efficiency gets more complex over 5 million dollars. 

In this episode Brian and Jeff discuss the retirement you didn't know you could afford, and why diversification matters more in retirement. 

In this episode Brian and Jeff discuss the investments you loved in your working years may not be loved as much in your retirement years and you may be able to do about it. 

In this episode Jeff and Brian discuss early retirement - why the danger begins after you quit working. Also the take that Uncle Sam rule of retirement, and scams targeting seniors. 

In this episode Jeff and Brian discuss the Tax Return Treasure Hunt, Part 7 , estate and legacy planning opportunities. Also retirement planning is evolving - is your advisor keeping up? 

In this episode Jeff and Brian discuss The Tax Return treasure Hunt Planning Opportunities part 6 - business partnerships and K-1 income. Also why retirement planning doesn't stop when you retire. 

In this episode Brian and Jeff continue their tax form treasure hunt series by discussing planning opportunities that your tax form, schedule E present. Also the retirement pay cut that nobody talk about - inflation.