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.  

In this episode Brian and Jeff discuss what tax planning and minimization really means, and how to use AI when you're doing your financial planning. 

In this episode Jeff and Brian discuss what to do if AI is a bubble and it bursts, and addressing longevity risk, the fear of running out of money. 

In this episode Brian and Jeff discuss when certain investments and products make sense, and when they don't. Also what to do if you're laid off right before you plan to retire. 

In this episode Brian and Jeff discuss 6 tax myths that could cost you big time and 10 thing to plan on when you retire. 

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 a big market warning for retirees and how the real estate market is evolving for landlords. 

In this episode Brian and Jeff discuss President trump's One Big Beautiful Bill and what it means for investors and retirees. 

In this episode Jeff and Brian and Jeff discuss uncommon ways to structure income in retirement and what to do if you lose your job just before you retire. 

In this episode Brian and Jeff discuss 7 Retirement planning myths debunked and whether the 60/40 split portfolio relevant today.