In this episode Jeff and Brian discuss the tax return treasure hunt - what schedule D reveals about capital gains and tax planning. Also Danielle Meister joins us for a discussion on target date funds. 

In this episode Brian and Jeff continue their tax return treasure hunt discussion with schedule B, interest and investment income. Also they discuss gas prices rising and your portfolio rising as well. 

In this episode Jeff and Brian continue their tax return treasure hunt with schedule A, the form many people don't even file. Also whether the 60-40 stock/bond portfolio is dead. 

In this episode Brian and Jeff continue their tax return treasure hunt discussion by talking about schedule A. Then they discuss when you should actually be taking social security. 

In this episode Brian and Jeff discuss inflation is not dead and retirees feel it the most. Also the millionaires income tax in Washington, what it really hits. 

In this episode Brian and Jeff discuss sequence risk, fix it by separating. Also, Washington's 35% estate tax. 

In this episode Brian and Jeff discuss the DOW hitting 50,000 - what that means. Also Brian answers listener questions. 

In this episode Brian and Jeff discuss the 4 pillars that make Madrona Financial unique and common retirement myths and misconceptions. 

In this episode Brian and Jeff discuss the 4 pillars  of differentiation of Madrona Financial and common retirement myths and misconceptions. 

In this episode Brian and Jeff discuss why high net worth investors often underperform after they've won and they explore tax myths.