In this episode Dr. Richard Himmer and Danielle Meister, the host of Growing Her Wealth, discuss how financial planning for women can have unique challenges not faced by men.  

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 why you need tax advice coupled with investment advice. Also 5 retirement income strategies you need to know. 

In this episode Brian and Jeff discuss conflicts of interest that you need to know, and how to tell if it's too good to be true. 

In this episode Brian and Jeff discuss how to get out of problematic tax situations with your investments, and investments and products that keep you rich. 

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.