In this episode Brian and Jeff discuss what to do if you have an annuity that isn't doing too much for you and 3 retirement risks that are often missed. 

In this episode Brian and Jeff discuss 6 transitions in retirement and how to prepare for them and year-end tax planning tips to consider now. 

In this episode Brian and Jeff discuss what you need to know before a spouse passes and how to navigate a real estate exit during a falling interest rate environment.

In this episode Brian and Jeff discuss 3 investment myths that may cost you money and the problem with financial advisors today. 

In this episode Brian and Jeff discuss what to do now before interest rates start dropping and 3 ways to tackle required minimum distributions. 

In this episode Brian and Jeff discuss how to turn your 401K into retirement income and 5 risks that may disrupt retirees very soon. 

In this episode Brian and Jeff discuss what happened on Wall Street and whether we should be concerned. Also we discuss different types of annuities and when to use them. 

In this episode Brian and Jeff discuss how to turn your 401K into an income stream in retirement. Also, 5 risks that may soon disrupt retirees plans. 

In this episode Brian and Jeff discuss the alternative investment space and what to expect from a comprehensive financial advisor. 

In this episode Brian discusses how to vet your investment and product options like a CPA and why a tax-efficient retirement plan shouod be a top priority.